Transactions
9
Total transactions associated with this filer
Disclosed purchases
0
$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 · 9 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| AAPL | Apple Inc. - Common Stock (AAPL) | Mar 16, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) | Mar 16, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| BRK.B | Berkshire Hathaway Inc. New Common Stock (BRK.B) | Mar 16, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| DIA | DIA - State Street SPDR Dow Jones Indust Avg ETF Trust NYSEARCA: DIA | Mar 16, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| PYPL | PayPal Holdings, Inc. - Common Stock (PYPL) | Mar 16, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| QQQ | Invesco QQQ | Mar 16, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| SPYB | SPDR S&P 500 Buyback ETF (SPYB) | Mar 16, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| SPYB | SPDR S&P 500 Buyback ETF (SPYB) | Mar 16, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| T | AT&T Inc. (T) | Mar 16, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076207 | 46 | 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.