House disclosures
Imported House disclosures only. Coverage is incomplete and may include household transactions or amendments.
Following saves this profile on your device.These are reported transactions, not a complete portfolio. The owner may be a family member or joint account.
Transaction dates: October 8, 2021 – October 7, 2026.
Only imported reports are counted. Empty periods may reflect missing history.
Select a category to focus the chart.
All 163 transactions in this period
The reported owner may be the member, spouse or a joint account. Amounts are shown as filed, usually as ranges.
Showing the first 6 of 20 trades on this page.
LPL Financial Holdings Inc. - Common Stock (LPLA) · Stock
The filing reports a sale for a spouse.
Share of reported transactions, not portfolio allocation.
160 reported securities / assets
Most reported assets first. Bars show their share of all transactions in the selected period. Asset names stay as filed.
Imported transaction dates: April 2, 2025 – September 23, 2025. A five-year selection does not guarantee five years of records.
| Period | Purchases | Sales | Other |
|---|---|---|---|
| October 1, 2021 | 0 | 0 | 0 |
| November 1, 2021 | 0 | 0 | 0 |
| December 1, 2021 | 0 | 0 | 0 |
| January 1, 2022 | 0 | 0 | 0 |
| February 1, 2022 | 0 | 0 | 0 |
| March 1, 2022 | 0 | 0 | 0 |
| April 1, 2022 | 0 | 0 | 0 |
| May 1, 2022 | 0 | 0 | 0 |
| June 1, 2022 | 0 | 0 | 0 |
| July 1, 2022 | 0 | 0 | 0 |
| August 1, 2022 | 0 | 0 | 0 |
| September 1, 2022 | 0 | 0 | 0 |
| October 1, 2022 | 0 | 0 | 0 |
| November 1, 2022 | 0 | 0 | 0 |
| December 1, 2022 | 0 | 0 | 0 |
| January 1, 2023 | 0 | 0 | 0 |
| February 1, 2023 | 0 | 0 | 0 |
| March 1, 2023 | 0 | 0 | 0 |
| April 1, 2023 | 0 | 0 | 0 |
| May 1, 2023 | 0 | 0 | 0 |
| June 1, 2023 | 0 | 0 | 0 |
| July 1, 2023 | 0 | 0 | 0 |
| August 1, 2023 | 0 | 0 | 0 |
| September 1, 2023 | 0 | 0 | 0 |
| October 1, 2023 | 0 | 0 | 0 |
| November 1, 2023 | 0 | 0 | 0 |
| December 1, 2023 | 0 | 0 | 0 |
| January 1, 2024 | 0 | 0 | 0 |
| February 1, 2024 | 0 | 0 | 0 |
| March 1, 2024 | 0 | 0 | 0 |
| April 1, 2024 | 0 | 0 | 0 |
| May 1, 2024 | 0 | 0 | 0 |
| June 1, 2024 | 0 | 0 | 0 |
| July 1, 2024 | 0 | 0 | 0 |
| August 1, 2024 | 0 | 0 | 0 |
| September 1, 2024 | 0 | 0 | 0 |
| October 1, 2024 | 0 | 0 | 0 |
| November 1, 2024 | 0 | 0 | 0 |
| December 1, 2024 | 0 | 0 | 0 |
| January 1, 2025 | 0 | 0 | 0 |
| February 1, 2025 | 0 | 0 | 0 |
| March 1, 2025 | 0 | 0 | 0 |
| April 1, 2025 | 0 | 1 | 0 |
| May 1, 2025 | 0 | 0 | 0 |
| June 1, 2025 | 0 | 0 | 0 |
| July 1, 2025 | 0 | 0 | 0 |
| August 1, 2025 | 0 | 0 | 0 |
| September 1, 2025 | 4 | 158 | 0 |
| October 1, 2025 | 0 | 0 | 0 |
| November 1, 2025 | 0 | 0 | 0 |
| December 1, 2025 | 0 | 0 | 0 |
| January 1, 2026 | 0 | 0 | 0 |
| February 1, 2026 | 0 | 0 | 0 |
| March 1, 2026 | 0 | 0 | 0 |
| April 1, 2026 | 0 | 0 | 0 |
| May 1, 2026 | 0 | 0 | 0 |
| June 1, 2026 | 0 | 0 | 0 |
| July 1, 2026 | 0 | 0 | 0 |
| August 1, 2026 | 0 | 0 | 0 |
| September 1, 2026 | 0 | 0 | 0 |
| October 1, 2026 | 0 | 0 | 0 |
Lennar Corporation Class A Common Stock (LEN) · Stock
The filing reports a sale for a spouse.
LVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary Receipt (LVMUY) · Stock
The filing reports a sale for a spouse.
Pentair plc. Ordinary Share (PNR) · Stock
The filing reports a sale for a spouse.
Amphenol Corporation Common Stock (APH) · Stock
The filing reports a sale for a spouse.
The Bank of New York Mellon Corporation Common Stock (BK) · Stock
The filing reports a sale for a spouse.
Sherwin-Williams Company (SHW) · Stock
The filing reports a sale for a spouse.
Lowe's Companies, Inc. Common Stock (LOW) · Stock
The filing reports a sale for a spouse.
Haleon plc American Depositary Shares (HLN) · Stock
The filing reports a sale for a spouse.
Alphabet Inc. - Class A Common Stock (GOOGL) · Stock
The filing reports a sale for a spouse.
Canadian Natural Resources Limited Common Stock (CNQ) · Stock
The filing reports a sale for a spouse.
PNC Financial Services Group, Inc. (PNC) · Stock
The filing reports a sale for a spouse.
NVIDIA Corporation - Common Stock (NVDA) · Stock
The filing reports a sale for a spouse.
lululemon athletica inc. - Common Stock (LULU) · Stock
The filing reports a sale for a spouse.
JP Morgan Chase & Co. Common Stock (JPM) · Stock
The filing reports a sale for a spouse.
Boeing Company (BA) · Stock
The filing reports a sale for a spouse.
Regal Rexnord Corporation Common Stock (RRX) · Stock
The filing reports a sale for a spouse.
Coca-Cola Company (KO) · Stock
The filing reports a sale for a spouse.
Walt Disney Company (DIS) · Stock
The filing reports a sale for a spouse.
Watsco, Inc. Common Stock (WSO) · Stock
The filing reports a sale for a spouse.
| Security / owner | Activity | Reported value | Traded / filed | Source |
|---|---|---|---|---|
| LPLALPL Financial Holdings Inc. - Common Stock (LPLA) [ST]spouse · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | April 2, 2025Filed May 15408 days after trade | Original report |
| LENLennar Corporation Class A Common Stock (LEN) [ST]spouse · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | September 23, 2025Filed Oct 1017 days after trade | Original report |
| LVMUYLVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary Receipt (LVMUY) [ST]spouse · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | September 23, 2025Filed Oct 1017 days after trade | Original report |
| PNRPentair plc. Ordinary Share (PNR) [ST]spouse · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | September 23, 2025Filed Oct 1017 days after trade | Original report |
| APHAmphenol Corporation Common Stock (APH) [ST]spouse · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | September 23, 2025Filed Oct 1017 days after trade | Original report |
| BKThe Bank of New York Mellon Corporation Common Stock (BK) [ST]spouse · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | September 23, 2025Filed Oct 1017 days after trade | Original report |
| SHWSherwin-Williams Company (SHW) [ST]spouse · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | September 23, 2025Filed Oct 1017 days after trade | Original report |
| LOWLowe's Companies, Inc. Common Stock (LOW) [ST]spouse · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | September 23, 2025Filed Oct 1017 days after trade | Original report |
| HLNHaleon plc American Depositary Shares (HLN) [ST]spouse · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | September 23, 2025Filed Oct 1017 days after trade | Original report |
| GOOGLAlphabet Inc. - Class A Common Stock (GOOGL) [ST]spouse · ST | SaleS | $15,001 – $50,000Reported range; exact amount not disclosed. | September 23, 2025Filed Oct 1017 days after trade | Original report |
| CNQCanadian Natural Resources Limited Common Stock (CNQ) [ST]spouse · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | September 23, 2025Filed Oct 1017 days after trade | Original report |
| PNCPNC Financial Services Group, Inc. (PNC) [ST]spouse · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | September 23, 2025Filed Oct 1017 days after trade | Original report |
| NVDANVIDIA Corporation - Common Stock (NVDA) [ST]spouse · ST | SaleS | $50,001 – $100,000Reported range; exact amount not disclosed. | September 23, 2025Filed Oct 1017 days after trade | Original report |
| LULUlululemon athletica inc. - Common Stock (LULU) [ST]spouse · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | September 23, 2025Filed Oct 1017 days after trade | Original report |
| JPMJP Morgan Chase & Co. Common Stock (JPM) [ST]spouse · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | September 23, 2025Filed Oct 1017 days after trade | Original report |
| BABoeing Company (BA) [ST]spouse · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | September 23, 2025Filed Oct 1017 days after trade | Original report |
| RRXRegal Rexnord Corporation Common Stock (RRX) [ST]spouse · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | September 23, 2025Filed Oct 1017 days after trade | Original report |
| KOCoca-Cola Company (KO) [ST]spouse · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | September 23, 2025Filed Oct 1017 days after trade | Original report |
| DISWalt Disney Company (DIS) [ST]spouse · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | September 23, 2025Filed Oct 1017 days after trade | Original report |
| WSOWatsco, Inc. Common Stock (WSO) [ST]spouse · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | September 23, 2025Filed Oct 1017 days after trade | Original report |
Trade date vs. filing dateThe trade date records when the reported transaction happened. The filing date records the report submission; the two can be weeks apart.
A range, not an exact amountA reported $15K–$50K band does not reveal the exact price or number of shares. Purchases and sales are shown separately.
Check the reported ownerA row may refer to the member, a spouse, a dependent, or a joint account. The original filing provides the supporting detail.
