Transactions
3
Total transactions associated with this filer
Disclosed purchases
2
$0 – $0
Average modeled return
—
No disclosed purchases
Average vs. S&P 500
—
Comparable modeled intervals
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 3 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| CAT | ranSactionS iD owner asset transaction type notification Date amount cap. gains > SP Caterpillar, Inc. (CAT) | Mar 31, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| NEM | g fedcF IlINg S TATuS : New S ubHOlDINg O F : Spouse IRA SP Newmont Corporation (NEM) | Mar 31, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| WPM | ranSactionS iD owner asset transaction type notification Date amount cap. gains > SP Wheaton Precious Metals Corp Common Shares (WPM) | Nov 29, 2018 | Sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10077931 | 6 | 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.