Transactions
415
Total transactions associated with this filer
Disclosed purchases
278
$98.3M – $226.8M
Average modeled return
—
No validated modeled returns currently available
Average vs. S&P 500
—
Comparable modeled intervals
MODELED PERFORMANCE
Performance period
The latest data refresh did not finish. Modeled results are temporarily unavailable while the update is repaired; disclosed transactions remain available below.
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 17 · 415 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | Port Portland Oregon Airport Revenue Bond Rate/Coupon: 5.0% Matures: 2030-07-01 | Jul 13, 2026 | sale | $500.0K – $1.0M | Filing ↗ |
| — | California State Public Works Revenue Bond Rate/Coupon: 5.0% Matures: 2030-10-01 | Jul 13, 2026 | sale | $250.0K – $500.0K | Filing ↗ |
| — | King County Washington Sch Dist G.O. Bond Rate/Coupon: 4.0% Matures: 2036-12-01 | Jul 13, 2026 | sale | $250.0K – $500.0K | Filing ↗ |
| — | Atlanta GA Airport Revenue Bond Rate/Coupon: 5.0% Matures: 2054-07-01 | Jul 13, 2026 | purchase | $500.0K – $1.0M | Filing ↗ |
| — | Atlanta GA Airport Revenue Bond Rate/Coupon: 5.0% Matures: 2054-07-01 | Jul 13, 2026 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | New Jersey St Educational Facs Auth Revenue Bond Rate/Coupon: 5.0% Matures: 2035-07-01 | Jul 13, 2026 | sale | $500.0K – $1.0M | Filing ↗ |
| — | Chicago Illinois Met Water Reclamation District Bond Rate/Coupon: 5.0% Matures: 2030-12-01 | Jul 13, 2026 | sale | $100.0K – $250.0K | Filing ↗ |
| — | Ohio State Water Dev Auth Revenue Bond Rate/Coupon: 5.0% Matures: 2046-06-01 | Jul 13, 2026 | sale | $50.0K – $100.0K | Filing ↗ |
| — | Jea Florida Wtr & Swr Sys Revenue Bond Rate/Coupon: 5.0% Matures: 2051-10-01 | Jul 8, 2026 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | Jea Florida Wtr & Swr Sys Revenue Bond Rate/Coupon: 5.0% Matures: 2051-10-01 | Jul 8, 2026 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | Jea Florida Wtr & Swr Sys Revenue Bond Rate/Coupon: 5.0% Matures: 2051-10-01 | Jul 8, 2026 | purchase | $500.0K – $1.0M | Filing ↗ |
| — | Jea Florida Wtr & Swr Sys Revenue Bond Rate/Coupon: 5.0% Matures: 2051-10-01 | Jul 8, 2026 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | North Texas Tollway Auth Revenue Bond Rate/Coupon: 5.0% Matures: 01/01/2040 | Oct 2, 2025 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | Dallas Fort Worth TX Intl Airport Revenue Bond Rate/Coupon: 5.0% Matures: 11/01/2029 | Sep 11, 2025 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | Chicago IL Met Water Reclamation District General Obligation Bond Rate/Coupon: 5.0% Matures: 12/01/2039 | Sep 9, 2025 | purchase | $500.0K – $1.0M | Filing ↗ |
| — | Washington County Oregon Sch Dist General Obligation Bond Rate/Coupon: 5.0% Matures: 06/15/2052 | Aug 21, 2025 | purchase | $500.0K – $1.0M | Filing ↗ |
| — | Utah Transp Auth Sales Tax Revenue Bond Rate/Coupon: 5.0% Matures: 12/15/2041 | Jul 17, 2025 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | Oklahoma St Wtr Res Brd Revolving Fund Revenue Bond Rate/Coupon: 5.0% Matures: 04/01/2041 | Jun 4, 2025 | purchase | $500.0K – $1.0M | Filing ↗ |
| — | Oklahoma St Wtr Res Brd Revolving Fund Revenue Bond Rate/Coupon: 5.0% Matures: 04/01/2041 | Jun 4, 2025 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | Oklahoma St Wtr Res Brd Revolving Fund Revenue Bond Rate/Coupon: 5.0% Matures: 04/01/2041 | Jun 4, 2025 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | Central Texas Regional Mobility Auth Revenue Bond Rate/Coupon: 5.0% Matures: 01/01/2040 | Feb 7, 2025 | purchase | $500.0K – $1.0M | Filing ↗ |
| — | Port of Seattle Washington Revenue Bond Rate/Coupon: 5.0% Matures: 05/01/2026 | Feb 7, 2025 | sale | $100.0K – $250.0K | Filing ↗ |
| — | Port of Seattle Washington Revenue Bond Rate/Coupon: 5.0% Matures: 05/01/2026 | Feb 7, 2025 | sale | $250.0K – $500.0K | Filing ↗ |
| — | Charlotte NC Water & Sewer Sys Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2054 | Feb 7, 2025 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | Charlotte NC Water & Sewer Sys Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2054 | Feb 7, 2025 | purchase | $250.0K – $500.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|
No annual disclosure is currently associated with this filer.
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