Transactions
65
Total transactions associated with this filer
Disclosed purchases
13
$329.0K – $860.0K
Average modeled return
+363.3%
5 of 13 purchases modeled
Average vs. S&P 500
+31.2%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
5 most recent modeled purchases. The summary and table include all modeled purchases.
MARKET ANALYSIS
Modeled purchase performance · Since purchase
5 of 13 disclosed purchases have modeled returns for this period. 8 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| ABBV | AbbVie Inc. | Feb 24, 2015 | Nov 6, 2026 | +665.8% | +321.3% | +344.5% |
| ABBV | AbbVie Inc. | Feb 24, 2015 | Nov 6, 2026 | +665.8% | +321.3% | +344.5% |
| CSQ | CALAMOS STRATEGIC TOTAL RETURN FUND | Jun 27, 2014 | Nov 6, 2026 | +341.9% | +360.4% | -18.4% |
| WPC | W. P. Carey Inc. | Aug 16, 2016 | Nov 6, 2026 | +81.9% | +297.0% | -215.1% |
| PGZ | PGZ-NYSE Principal Real Estate Income Fund | Jun 27, 2014 | Nov 6, 2026 | +61.0% | +360.4% | -299.4% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 3 · 65 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | Sep 22, 2025 | sale | $15.0K – $50.0K | Filing ↗ |
| ABBV | AbbVie Inc. | Dec 13, 2021 | sale | $15.0K – $50.0K | Filing ↗ |
| ABBV | AbbVie Inc. | Jul 23, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | Apple Inc. | Jul 6, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | Apple Inc. | Jan 2, 2020 | sale | $15.0K – $50.0K | Filing ↗ |
| AAPL | Apple Inc. | May 1, 2019 | sale | $15.0K – $50.0K | Filing ↗ |
| AAPL | Apple Inc. | Aug 17, 2018 | sale | $15.0K – $50.0K | Filing ↗ |
| AAPL | Apple Inc. | Mar 5, 2018 | sale | $15.0K – $50.0K | Filing ↗ |
| ABBV | AbbVie Inc. | Feb 28, 2018 | sale | $1.0K – $15.0K | Filing ↗ |
| ABBV | AbbVie Inc. | Jan 18, 2018 | sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | Apple Inc. | Jan 12, 2018 | sale | $1.0K – $15.0K | Filing ↗ |
| ABBV | AbbVie Inc. | Dec 19, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | Apple Inc. | Feb 13, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Nuveen Enhanced Municipal Credit | Dec 13, 2016 | sale | $50.0K – $100.0K | Filing ↗ |
| NEA | Nuveen Amt-Free Quality Municipal Income Fund | Dec 13, 2016 | sale | $50.0K – $100.0K | Filing ↗ |
| — | Putnam Short Duration Income Fund A | Dec 13, 2016 | purchase | $100.0K – $250.0K | Filing ↗ |
| WPC | W. P. Carey Inc. | Dec 12, 2016 | sale | $15.0K – $50.0K | Filing ↗ |
| — | Principal Real Estate | Dec 12, 2016 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Pimco Total Return Fund Class C | Dec 12, 2016 | sale | $15.0K – $50.0K | Filing ↗ |
| — | Putnam Short Duration Income Fund A | Dec 12, 2016 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | Calamos Strategic Total | Dec 12, 2016 | sale | $1.0K – $15.0K | Filing ↗ |
| NEA | Nuveen Amt-Free Quality Municipal Income Fund | Dec 9, 2016 | sale | $15.0K – $50.0K | Filing ↗ |
| AAPL | Apple Inc. | Oct 19, 2016 | sale | $15.0K – $50.0K | Filing ↗ |
| AAPL | Apple Inc. | Aug 16, 2016 | sale | $1.0K – $15.0K | Filing ↗ |
| WPC | W. P. Carey Inc. | Aug 16, 2016 | purchase | $1.0K – $15.0K | 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