Latest disclosures
Everything disclosed in the last three months, newest first. For older activity, see a member or stock page.
958 in this window · 96,265 on record · latest filing Oct 21, 2026
| Member | Asset | Type | Amount | Traded | Disclosed |
|---|---|---|---|---|---|
APTV Aptiv PLC Ordinary Shares | Sell (part)joint | $1K – $15K | Sep 25, 2026 | Oct 21, 2026 | |
MU Micron Technology, Inc. - Common Stock | Sell (part)joint | $1K – $15K | Sep 24, 2026 | Oct 21, 2026 | |
O Realty Income Corporation Common Stock | Buyjoint | $1K – $15K | Sep 24, 2026 | Oct 21, 2026 | |
CSCO Cisco Systems, Inc. - Common Stock | Buyjoint | $1K – $15K | Sep 24, 2026 | Oct 21, 2026 | |
XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury ETF | Buyjoint | $1K – $15K | Sep 21, 2026 | Oct 21, 2026 | |
TLH iShares 10-20 Year Treasury Bond ETF | Sell (part)joint | $1K – $15K | Sep 21, 2026 | Oct 21, 2026 | |
MU Micron Technology, Inc. - Common Stock | Sell (part)joint | $1K – $15K | Sep 9, 2026 | Oct 21, 2026 | |
CMBS iShares CMBS ETF | Buyjoint | $1K – $15K | Sep 9, 2026 | Oct 21, 2026 | |
GIGB Goldman Sachs Access Investment Grade Corporate Bond ETF | Buyjoint | $1K – $15K | Sep 9, 2026 | Oct 21, 2026 | |
JMBS Janus Henderson Mortgage-Backed Securities ETF | Buyjoint | $1K – $15K | Sep 9, 2026 | Oct 21, 2026 | |
XFIV BondBloxx Bloomberg Five Year Target Duration US Treasury ETF | Buyjoint | $1K – $15K | Sep 9, 2026 | Oct 21, 2026 | |
MBB iShares MBS ETF | Buyjoint | $1K – $15K | Sep 9, 2026 | Oct 21, 2026 | |
IEF iShares 7-10 Year Treasury Bond ETF | Buyjoint | $1K – $15K | Sep 9, 2026 | Oct 21, 2026 | |
TLH iShares 10-20 Year Treasury Bond ETF | Buyjoint | $1K – $15K | Sep 9, 2026 | Oct 21, 2026 | |
SPYM Tradr 2X Long SPY Monthly ETF | Sell (part)joint | $1K – $15K | Sep 9, 2026 | Oct 21, 2026 | |
VEA Vanguard Developed Markets Index Fund - ETF Shares | Sell (part)joint | $1K – $15K | Sep 9, 2026 | Oct 21, 2026 | |
EFA iShares MSCI EAFE ETF | Sell (part)joint | $1K – $15K | Sep 9, 2026 | Oct 21, 2026 | |
— Treasury Bill (6-Week, Matures 12/3/2026) | Buy | $15K – $50K | Oct 20, 2026 | Oct 20, 2026 | |
— So Fine Foods LLC | Buyjoint | $50K – $100K | Sep 29, 2026 | Oct 20, 2026 | |
WSBC WesBanco, Inc. - Common Stock | Sell | $1K – $15K | Oct 16, 2026 | Oct 19, 2026 | |
GOOG Alphabet Inc. - Class C Capital Stock | Sell | $50K – $100K | Oct 16, 2026 | Oct 19, 2026 | |
GH Guardant Health, Inc. - Common Stock | Buyjoint | $15K – $50K | Sep 28, 2026 | Oct 19, 2026 | |
WMT Walmart Inc. - Common Stock | Selljoint | $50K – $100K | Sep 28, 2026 | Oct 19, 2026 | |
VSAT ViaSat, Inc. - Common Stock | Selljoint | $50K – $100K | Sep 28, 2026 | Oct 19, 2026 | |
DDOG Datadog, Inc. - Class A Common Stock | Buyjoint | $50K – $100K | Sep 28, 2026 | Oct 19, 2026 | |
EL Estee Lauder Companies, Inc | Buyjoint | $50K – $100K | Sep 28, 2026 | Oct 19, 2026 | |
TYG Tortoise Energy Infrastructure Corporation Common Stock | Sellspouse | $1K – $15K | Sep 4, 2026 | Oct 19, 2026 | |
NOKBF NOKIA A SHS | Buyspouse | $15K – $50K | Sep 18, 2026 | Oct 16, 2026 | |
BAC Bank of America Corporation Common Stock | Sellspouse | $50K – $100K | Aug 24, 2026 | Oct 16, 2026 | |
PG Procter & Gamble Company | Sell | $1K – $15K | Oct 12, 2026 | Oct 15, 2026 | |
RPM RPM International Inc. Common Stock | Buy | $1K – $15K | Oct 9, 2026 | Oct 15, 2026 | |
T AT&T Inc | Buy | $1K – $15K | Oct 9, 2026 | Oct 15, 2026 | |
FITB Fifth Third Bancorp - Common Stock | Buy | $1K – $15K | Oct 9, 2026 | Oct 15, 2026 | |
— Charlotte-Meckle HLTH | Buyspouse | $250K – $500K | Sep 25, 2026 | Oct 15, 2026 | |
— U.S. Treasury Bill | Sellspouse | $250K – $500K | Sep 24, 2026 | Oct 15, 2026 | |
— CA ST GO UTX | Buyspouse | $250K – $500K | Sep 3, 2026 | Oct 15, 2026 | |
— CA ST GO UTX | Buyspouse | $100K – $250K | Sep 3, 2026 | Oct 15, 2026 | |
— TX Trans Commn TPK 5% Tran Due 08/15/42 | Buyjoint | $15K – $50K | Sep 24, 2026 | Oct 14, 2026 | |
AZO AutoZone, Inc. Common Stock | Sellspouse | $15K – $50K | Sep 22, 2026 | Oct 14, 2026 | |
COST Costco Wholesale Corporation - Common Stock | Sellspouse | $1K – $15K | Sep 18, 2026 | Oct 14, 2026 | |
— Black Belt Energy Gas Dist AL 1 Rev Call 5% due 10/1/32 | Buyspouse | $15K – $50K | Sep 18, 2026 | Oct 14, 2026 | |
BRK.B Berkshire Hathaway Inc. New Common Stock | Buy | $1K – $15K | Sep 18, 2026 | Oct 14, 2026 | |
— Triborough Bridge & 4% SPL Tax Due 11/15/31 | Selljoint | $250K – $500K | Sep 18, 2026 | Oct 14, 2026 | |
— Black Belt Energy Gas Dist Ala Gas 05.00% 10/01/2032 Proj Rev BDS Ser. 2026 M-1 | Buyjoint | $250K – $500K | Sep 18, 2026 | Oct 14, 2026 | |
— Washington ST 5% Go Utx Due 08/01/30 | Sell (part)joint | $15K – $50K | Sep 18, 2026 | Oct 14, 2026 | |
— California Cmnty Choice Fing A Sustainabl 5% due 9/1/36 | Buyspouse | $50K – $100K | Sep 16, 2026 | Oct 14, 2026 | |
NVDA NVIDIA Corporation - Common Stock | Sell (part)spouse | $1K – $15K | Aug 31, 2026 | Oct 14, 2026 | |
NEE NextEra Energy, Inc. Common Stock | Selljoint | $15K – $50K | Oct 2, 2026 | Oct 13, 2026 | |
AIO Virtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial Interest | Selljoint | $15K – $50K | Sep 23, 2026 | Oct 13, 2026 | |
CVX Chevron Corporation Common Stock | Sell (part)joint | $15K – $50K | Sep 23, 2026 | Oct 13, 2026 | |
CB Chubb Limited Common Stock | Selljoint | $1K – $15K | Sep 23, 2026 | Oct 13, 2026 | |
DVN Devon Energy Corporation Common Stock | Selljoint | $50K – $100K | Sep 23, 2026 | Oct 13, 2026 | |
DVN Devon Energy Corporation Common Stock | Sell (part)joint | $15K – $50K | Sep 23, 2026 | Oct 13, 2026 | |
HD Home Depot, Inc | Selljoint | $1K – $15K | Sep 23, 2026 | Oct 13, 2026 | |
LMT Lockheed Martin Corporation Common Stock | Sell (part)joint | $15K – $50K | Sep 23, 2026 | Oct 13, 2026 | |
LMT Lockheed Martin Corporation Common Stock | Selljoint | $15K – $50K | Sep 23, 2026 | Oct 13, 2026 | |
MRSH Marsh Common Stock | Selljoint | $50K – $100K | Sep 23, 2026 | Oct 13, 2026 | |
SBUX Starbucks Corporation - Common Stock | Selljoint | $15K – $50K | Sep 23, 2026 | Oct 13, 2026 | |
UNH UnitedHealth Group Incorporated Common Stock | Selljoint | $15K – $50K | Sep 23, 2026 | Oct 13, 2026 | |
— OKLAHOMA DEPT TRANSN REV GAN SER 2018 A 5.000% MAT 9/1/2033 | Buyjoint | $15K – $50K | Sep 21, 2026 | Oct 13, 2026 | |
— PONTOTOC CNTY OKLA EDL FACS AUTH 5.000% MAT 09/01/2028 | Buyjoint | $50K – $100K | Sep 21, 2026 | Oct 13, 2026 | |
— TULSA OKLA MET UTIL AUTH UTIL REV UTIL 3.000% MAT 4/1/2029 | Buyjoint | $15K – $50K | Sep 18, 2026 | Oct 13, 2026 | |
— MAYES CNTY OKLA PUB FACS AUTH REV 3.000% MAT 9/1/2027 | Buyjoint | $15K – $50K | Sep 18, 2026 | Oct 13, 2026 | |
— GRADY CNTY OKLA SCH FIN AUH EDL FACS 5.000% MAT 9/1/2033 | Buyjoint | $15K – $50K | Sep 18, 2026 | Oct 13, 2026 | |
ROK Rockwell Automation, Inc. Common Stock | Sell (part)joint | $15K – $50K | Sep 17, 2026 | Oct 13, 2026 | |
LOW Lowe's Companies, Inc. Common Stock | Sell (part)joint | $1K – $15K | Sep 17, 2026 | Oct 13, 2026 | |
EMR Emerson Electric Company Common Stock | Sell (part)joint | $15K – $50K | Sep 17, 2026 | Oct 13, 2026 | |
MRSH Marsh Common Stock | Sell (part)joint | $50K – $100K | Sep 17, 2026 | Oct 13, 2026 | |
LIN Linde plc - Ordinary Shares | Sell (part)joint | $15K – $50K | Sep 17, 2026 | Oct 13, 2026 | |
LMT Lockheed Martin Corporation Common Stock | Sell (part)joint | $15K – $50K | Sep 17, 2026 | Oct 13, 2026 | |
LMT Lockheed Martin Corporation Common Stock | Sell (part)joint | $15K – $50K | Sep 17, 2026 | Oct 13, 2026 | |
WSM Williams-Sonoma, Inc. Common Stock | Buy | $1K – $15K | Oct 8, 2026 | Oct 12, 2026 | |
FDX FedEx Corporation Common Stock | Sell | $1K – $15K | Oct 8, 2026 | Oct 12, 2026 | |
ADI Analog Devices, Inc. - Common Stock | Buy | $1K – $15K | Oct 8, 2026 | Oct 12, 2026 | |
HD Home Depot, Inc | Sell | $1K – $15K | Oct 8, 2026 | Oct 12, 2026 | |
THR Thermon Group Holdings, Inc. Common Stock | Exchange | $15K – $50K | Oct 1, 2026 | Oct 12, 2026 | |
BHE Benchmark Electronics, Inc. Common Stock | Buy | $15K – $50K | Oct 1, 2026 | Oct 12, 2026 | |
IBRX ImmunityBio, Inc. - Common Stock | Buyspouse | $1K – $15K | Sep 30, 2026 | Oct 12, 2026 | |
STX Seagate Technology Holdings PLC - Ordinary Shares | Sell (part)spouse | $15K – $50K | Sep 30, 2026 | Oct 12, 2026 | |
MSFT Microsoft Corporation - Common Stock | Buyspouse | $1K – $15K | Sep 30, 2026 | Oct 12, 2026 | |
PRAX Praxis Precision Medicines, Inc. - Common Stock | Buy | $1K – $15K | Sep 29, 2026 | Oct 12, 2026 | |
BBIO BridgeBio Pharma, Inc. - Common Stock | Sell (part) | $1K – $15K | Sep 29, 2026 | Oct 12, 2026 | |
SMTC Semtech Corporation - Common Stock | Sell (part) | $1K – $15K | Sep 29, 2026 | Oct 12, 2026 | |
ALKS Alkermes plc - Ordinary Shares | Buy | $1K – $15K | Sep 29, 2026 | Oct 12, 2026 | |
ALGM Allegro MicroSystems, Inc. - Common Stock | Buy | $1K – $15K | Sep 29, 2026 | Oct 12, 2026 | |
GTES Gates Industrial Corporation Ltd. Common Shares | Buy | $1K – $15K | Sep 29, 2026 | Oct 12, 2026 | |
CYTK Cytokinetics, Incorporated - Common Stock | Buy | $1K – $15K | Sep 29, 2026 | Oct 12, 2026 | |
HALO Halozyme Therapeutics, Inc. - Common Stock | Sell (part) | $1K – $15K | Sep 29, 2026 | Oct 12, 2026 | |
YETI YETI Holdings, Inc. Common Stock | Buy | $1K – $15K | Sep 29, 2026 | Oct 12, 2026 | |
MTSI MACOM Technology Solutions Holdings, Inc. - Common Stock | Sell | $15K – $50K | Sep 29, 2026 | Oct 12, 2026 | |
ATRC AtriCure, Inc. - Common Stock | Sell (part) | $1K – $15K | Sep 29, 2026 | Oct 12, 2026 | |
ITT ITT Inc. Common Stock | Sell | $15K – $50K | Sep 29, 2026 | Oct 12, 2026 | |
— Indiana Finance Authority Health System Rev Bonds | Buy | $250K – $500K | Sep 29, 2026 | Oct 12, 2026 | |
AEIS Advanced Energy Industries, Inc. - Common Stock | Buy | $1K – $15K | Sep 29, 2026 | Oct 12, 2026 | |
— Imperial, CA, Irrigation District Bonds | Sell | $100K – $250K | Sep 29, 2026 | Oct 12, 2026 | |
RARE Ultragenyx Pharmaceutical Inc. - Common Stock | Buy | $1K – $15K | Sep 29, 2026 | Oct 12, 2026 | |
TNDM Tandem Diabetes Care, Inc. - Common Stock | Buy | $1K – $15K | Sep 29, 2026 | Oct 12, 2026 | |
OXM Oxford Industries, Inc. Common Stock | Sell | $1K – $15K | Sep 29, 2026 | Oct 12, 2026 | |
CAT Caterpillar, Inc. Common Stock | Buyspouse | $1K – $15K | Sep 28, 2026 | Oct 12, 2026 | |
IBRX ImmunityBio, Inc. - Common Stock | Buyspouse | $1K – $15K | Sep 28, 2026 | Oct 12, 2026 |