Transactions
30
Total transactions associated with this filer
Disclosed purchases
8
$310.0K – $750.0K
Average modeled return
+279.4%
1 of 8 purchases modeled
Average vs. S&P 500
-18.7%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
1 most recent modeled purchases. The summary and table include all modeled purchases.
MARKET ANALYSIS
Modeled purchase performance · Since purchase
1 of 8 disclosed purchases have modeled returns for this period. 7 purchases have missing or excluded market data; no returns are invented for them.
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 2 · 30 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| BRK-B | BERKSHIRE HATHAWAY INC | Oct 14, 2025 | sale | $15.0K – $50.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | Mar 5, 2025 | sale | $15.0K – $50.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | Aug 27, 2024 | sale | $15.0K – $50.0K | Filing ↗ |
| — | DC GO BOND 4.0% JUN01 2036 | May 13, 2024 | sale | $50.0K – $100.0K | Filing ↗ |
| — | District of Columbia Wtr & Swr Ser C 5%Oct01 2039 | May 13, 2024 | sale | $15.0K – $50.0K | Filing ↗ |
| — | VA St Res Auth Infrastructure 8/14/2019 3 Pct 11/01/2036 | May 13, 2024 | sale | $15.0K – $50.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | Apr 8, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | Apr 4, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Metro Wash DC Arpts Auth Dulles Toll Rd 7.85%CI B 0% 10/01/2038 | Dec 21, 2023 | sale | $15.0K – $50.0K | Filing ↗ |
| — | VA St Res Auth Infrastructure 8/14/2019 3 Pct 11/01/2036 | Oct 13, 2023 | sale | $15.0K – $50.0K | Filing ↗ |
| — | DC Ser A DEC13 5.0% JUN01 2030 | Jun 1, 2023 | sale | $15.0K – $50.0K | Filing ↗ |
| — | DC Rev NPR MAY13 4.0% APR01 2037 | Apr 3, 2023 | sale | $50.0K – $100.0K | Filing ↗ |
| — | Maryland St CDA Dept Hsg-Cmnty 4.0% SEP01 2029 | Mar 1, 2021 | sale | $15.0K – $50.0K | Filing ↗ |
| — | DC Income Bond 5.0% Dec01 24 | Jun 1, 2020 | sale | $15.0K – $50.0K | Filing ↗ |
| — | VA St Res Auth Infrastucture 8/14/2019 3 Pct 11/01/2036 | Feb 25, 2020 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | Metro Wash DC Arpts Auth Dulles Toll Rd 7.85%CI o Pct 10/01/2038 | Feb 25, 2020 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | Miami Beach FL Bond 4.375%SEP01 28 | Jun 13, 2019 | sale | $15.0K – $50.0K | Filing ↗ |
| — | DC GO BOND 4.0% JUN01 2036 | Sep 12, 2018 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | Leander Tex Indpt Sch Bond 3.35%CI 0.0%AUG15 | Aug 15, 2018 | sale | $50.0K – $100.0K | Filing ↗ |
| — | District of Columbia Wtr & Swr Ser C 5%Oct01 2039 | Feb 22, 2017 | purchase | $15.0K – $50.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | Aug 31, 2016 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | Seminole Cnty FL Sch Brd Bond 4.0%JUL01 16 | Jul 1, 2016 | sale | $50.0K – $100.0K | Filing ↗ |
| — | DuPage Cnty ILL FST Presv Dist 6.25%CI LT May00 0.0% | Nov 1, 2015 | sale | $50.0K – $100.0K | Filing ↗ |
| — | DC Rev Issues Prior to 5/20/10 NPR | Sep 28, 2015 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | Victor VY CA UN HSD 1994 6.4%CI 9/1/15 | Sep 1, 2015 | sale | $50.0K – $100.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076125 | 30 | PARTIAL | 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. Read the modeling methodology · Review data sources and coverage · Explore other politicians