Transactions
19
Total transactions associated with this filer
Disclosed purchases
1
$1.0K – $15.0K
Average modeled return
+31.1%
1 of 1 purchases modeled
Average vs. S&P 500
-148.5%
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 1 disclosed purchases have modeled returns for this period.
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 19 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | CHS Stock (Private) held | Jun 30, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| — | Cole, Hargrove, Snodgrass and Associates | Jun 30, 2026 | sale | Not disclosed | Filing ↗ |
| — | Cole, Hargrave, Snodgrass, and Associates, Inc. common stock | Jul 15, 2023 | sale | $15.0K – $50.0K | Filing ↗ |
| WBA | WALGREENS BOOTS ALLIANCE | Feb 22, 2023 | sale | $15.0K – $50.0K | Filing ↗ |
| LNT | ALLIANT ENERGY CORP | May 25, 2022 | sale | $15.0K – $50.0K | Filing ↗ |
| — | Endeata Common Stock | Apr 1, 2022 | exchange | $1.0K – $15.0K | Filing ↗ |
| — | Wells Forge Common Stock | Jan 10, 2022 | sale | $500.0K – $1.0M | Filing ↗ |
| BDX | BECTON DICKINSON & CO | Apr 26, 2019 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | Europacific A Growth Fund | Apr 15, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Janus Small Cap Value Fund | Apr 15, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| — | T Rowe Price Balanced Fund | Apr 15, 2019 | sale | $15.0K – $50.0K | Filing ↗ |
| — | American Century Income & Growth Fund | Apr 15, 2019 | sale | $15.0K – $50.0K | Filing ↗ |
| — | Columbia Acorn Fund | Apr 15, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| — | BGI SDP Stock Fund | Apr 15, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Dreyfus Premium Leader A Fund | Apr 15, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| T | AT&T INC. | Sep 7, 2018 | sale | $15.0K – $50.0K | Filing ↗ |
| ENB | ENBRIDGE INC | Feb 27, 2017 | exchange | $15.0K – $50.0K | Filing ↗ |
| IBM | INTERNATIONAL BUSINESS MACHINES CORP | Aug 13, 2015 | sale | $15.0K – $50.0K | Filing ↗ |
| WMT | Walmart Inc. | Aug 11, 2015 | sale | $15.0K – $50.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10077471 | 51 | 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. Read the modeling methodology · Review data sources and coverage · Explore other politicians