Transactions
14
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 · 14 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| FNSXX | F S : New S O : Raymond James Brokerage Account L : US D : FIMM MONEY MARKET PORT FUND INSTL CL M/M (FNSXX) 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 (FNSXX) | Jun 23, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| SMCWX | F S : New S O : Raymond James Brokerage Account L : US D : AMERICAN FUNDS SMALLCAP WORLD FUND CL A M/F (SMCWX) AMERICAN FUNDS SMALLCAP WORLD FUND CL A M/F (Symbol: SMCWX) | Jun 3, 2025 | Sale | $500.0K – $1.0M | Filing ↗ |
| GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) | Jun 3, 2025 | Sale | $1.0M – $5.0M | Filing ↗ |
| SMCWX | F S : New S O : 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 (SMCWX) | Jun 3, 2025 | Sale | $500.0K – $1.0M | Filing ↗ |
| MSFT | F S : New S O : Raymond James Brokerage Account L : US D : JPMORGAN U.S. GOVERNMENT MONEY MARKET FD CAPITAL CL M/M (Symbol: OGVXX) Microsoft Corporation - Common Stock (MSFT) | Jun 3, 2025 | Sale | $250.0K – $500.0K | Filing ↗ |
| GOOG | F S : New S O : Raymond James Brokerage Account Alphabet Inc. - Class C Capital Stock (GOOG) | Jun 3, 2025 | Sale | $250.0K – $500.0K | Filing ↗ |
| GOOGL | 2000140445 Alphabet Inc. - Class A Common Stock (GOOGL) | Jun 3, 2025 | Sale | $250.0K – $500.0K | Filing ↗ |
| CLR | Continental Resources, Inc. (CLR) | Nov 29, 2022 | Sale | $15.0K – $50.0K | Filing ↗ |
| WFC | g fedcbF ILINg s TATUs : New s UBHoLDINg o F : Raymond James Brokerage Account Wells Fargo & Company (WFC) [sT] | Nov 12, 2019 | Sale | $100.0K – $250.0K | Filing ↗ |
| CAT | g fedcbF ILINg s TATUs : New s UBHoLDINg o F : Raymond James Brokerage Account Caterpillar, Inc. (CAT) [sT] | Nov 12, 2019 | Sale | $250.0K – $500.0K | Filing ↗ |
| CLB | g fedcbF ILINg s TATUs : New s UBHoLDINg o F : Raymond James Brokerage Account Core Laboratories N.V. (CLB) [sT] | Nov 12, 2019 | Sale | $1.0K – $15.0K | Filing ↗ |
| PNFP | g fedcbF ILINg s TATUs : New s UBHoLDINg o F : Raymond James Brokerage Account Filing ID #20012736 Pinnacle Financial Partners, Inc. (PNFP) [sT] | Nov 12, 2019 | Sale | $100.0K – $250.0K | Filing ↗ |
| BAC | g fedcbF ILINg s TATUs : New s UBHoLDINg o F : Raymond James Brokerage Account Bank of America Corporat ion(BAC) [sT] | Nov 12, 2019 | Sale | $250.0K – $500.0K | 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.