Transactions
24
Total transactions associated with this filer
Disclosed purchases
2
$1.1M – $5.1M
Average modeled return
—
No validated modeled returns currently available
Average vs. S&P 500
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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 1 · 24 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| OGVXX | JPMORGAN U.S. GOVERNMENT MONEY MARKET FD CAPITAL CL M/M (Symbol: OGVXX) TDL: 006682076|4|N|4812C | Jun 23, 2025 | sale | $1.0M – $5.0M | Filing ↗ |
| FNSXX | FIMM MONEY MARKET PORT FUND INSTL CL M/M | Jun 23, 2025 | sale | $15.0K – $50.0K | Filing ↗ |
| — | American Funds AMCAP Fund Class A M/F [MF} | Jun 3, 2025 | sale | $500.0K – $1.0M | Filing ↗ |
| AGTHX | AMERICAN FUNDS GROWTH FUND OF AMERICA FUND CL A M/F (Symbol: AGTHX) | Jun 3, 2025 | sale | $500.0K – $1.0M | Filing ↗ |
| GOOGL | Alphabet Inc. | Jun 3, 2025 | sale | $1.0M – $5.0M | Filing ↗ |
| CWGIX | AMERICAN FUNDS CAPITAL WORLD GROWTH & INCOME FD CL A M/F (Symbol: CWGIX) | Jun 3, 2025 | sale | $250.0K – $500.0K | Filing ↗ |
| AEPGX | AMERICAN FUNDS EUPAC FUND CL A M/F (Symbol: AEPGX) | Jun 3, 2025 | sale | $250.0K – $500.0K | Filing ↗ |
| AIVSX | g fedcF ILING S TATUS : New S UbHOLDING O F : Andrew Roth IRA L OCATION : US D ESCRIPTION : Sale of Mutual Fund Investment Company of America AIVSX | Jun 3, 2025 | sale | $250.0K – $500.0K | Filing ↗ |
| GOOG | Alphabet Inc. | Jun 3, 2025 | sale | $250.0K – $500.0K | Filing ↗ |
| MSFT | MICROSOFT CORP | Jun 3, 2025 | sale | $250.0K – $500.0K | Filing ↗ |
| OGVXX | JPMORGAN U.S. GOVERNMENT MONEY MARKET FD CAPITAL CL M/M (Symbol: OGVXX) | Jun 3, 2025 | purchase | $1.0M – $5.0M | Filing ↗ |
| SMCWX | Raymond James Brokerage Account L : US D : AMERICAN FUNDS INVESTMENT CO OF AMERICA FD CL A M/F (Symbol: AIVSX) AMERICAN FUNDS SMALLCAP WORLD FUND CL A M/F | Jun 3, 2025 | sale | $500.0K – $1.0M | Filing ↗ |
| GOOGL | Alphabet Inc. | Jun 3, 2025 | sale | $250.0K – $500.0K | Filing ↗ |
| SMCWX | Raymond James Brokerage Account L : US D : AMERICAN FUNDS INVESTMENT CO OF AMERICA FD CL A M/F (Symbol: AIVSX) AMERICAN FUNDS SMALLCAP WORLD FUND CL A M/F | Jun 3, 2025 | sale | $500.0K – $1.0M | Filing ↗ |
| CLR | Continental Resources, Inc. | Nov 29, 2022 | sale | $15.0K – $50.0K | Filing ↗ |
| — | Tennessee Farmers Life Insurance Company | Sep 28, 2022 | purchase | $50.0K – $100.0K | Filing ↗ |
| WFC | WELLS FARGO & COMPANY/MN | Nov 12, 2019 | sale | $100.0K – $250.0K | Filing ↗ |
| PNFP | Pinnacle Financial Partners, Inc. | Nov 12, 2019 | sale | $100.0K – $250.0K | Filing ↗ |
| MSFT | MICROSOFT CORP | Nov 12, 2019 | sale | $500.0K – $1.0M | Filing ↗ |
| CAT | CATERPILLAR INC | Nov 12, 2019 | sale | $250.0K – $500.0K | Filing ↗ |
| GOOG | Alphabet Inc. | Nov 12, 2019 | sale | $100.0K – $250.0K | Filing ↗ |
| GOOGL | Alphabet Inc. | Nov 12, 2019 | sale | $100.0K – $250.0K | Filing ↗ |
| BAC | BANK OF AMERICA CORP /DE/ | Nov 12, 2019 | sale | $250.0K – $500.0K | Filing ↗ |
| CLB | Core Laboratories Inc. /DE/ | Nov 12, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075338 | 63 | 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