Transactions
7
Total transactions associated with this filer
Disclosed purchases
7
$3.0K – $45.0K
Average modeled return
—
No validated modeled returns currently available
Average vs. S&P 500
—
Comparable modeled intervals
MODELED PERFORMANCE
Performance period
No validated modeled purchase returns are currently available for this filer. This can occur when a disclosure does not provide a usable ticker or when sufficient market-price data is unavailable.
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 7 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| ADA | g fedcF ILINg S TATUS : New L OCATION : US D ESCRIPTION : Crypto ADA | May 13, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| ADA | ranSactionS iD owner asset transaction type notification Date amount cap. gains > ADA | May 11, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| ADA | g fedcF ILINg S TATUS : New L OCATION : US D ESCRIPTION : Crypto ADA | May 10, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| WDR | g fedcbF IlINg s TaTus : New JT ValE s.a. american Depositary shares Each Representing o necommon share (ValE) [sT] s 08/28/2018 08/28/2018 $115.32 g fedcF IlINg s TaTus : New JT Waddell & Reed Financial, Inc. (WDR) [sT] | Aug 28, 2018 | Sale | $1.0K – $15.0K | Filing ↗ |
| F | rANSACTIONS ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > JT Ford Motor Company (F) [sT] | Aug 28, 2018 | Sale | $1.0K – $15.0K | Filing ↗ |
| HD | g fedcF IlINg s TaTus : New JT Home Depot, Inc. (HD) [sT] | Aug 28, 2018 | Sale | $1.0K – $15.0K | Filing ↗ |
| TMK | g fedcF IlINg s TaTus : New l oCaTIoN : us D EsCRIPTIoN : sale of mutual fund shares (symbol: KlgaX) JT Torchmark Corporation (TMK) [sT] | Aug 28, 2018 | Sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10081374 | 5 | PARSED | Filing ↗ |
Modeled market performance is calculated from public disclosure dates and historical market prices. It does not represent verified execution prices, realized investment returns, or investment advice.