Transactions
25
Total transactions associated with this filer
Disclosed purchases
17
$17.0K – $255.0K
Average modeled return
+182.7%
9 of 17 purchases modeled
Average vs. S&P 500
-151.3%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
9 most recent modeled purchases. The summary and table include all modeled purchases.
MARKET ANALYSIS
Modeled purchase performance · Since purchase
9 of 17 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↑↓ |
|---|---|---|---|---|---|---|
| TILVX | TIAA-CREF Large-Cap Value Index Fund - Institutional Class (TILVX) | Dec 11, 2015 | Nov 6, 2026 | +242.2% | +335.7% | -93.5% |
| TILVX | TIAA-CREF Large-Cap Value Index Fund-Institutional Class (TILVX) | Dec 11, 2015 | Nov 6, 2026 | +242.2% | +335.7% | -93.5% |
| TISBX | TIAA-CREF Small-Cap Blend Index Fund - Institutional Class (TISBX) | Dec 11, 2015 | Nov 6, 2026 | +186.9% | +335.7% | -148.8% |
| TISBX | TIAA-CREF Small-Cap Blend Index Fund - Institutional Class (TISBX) | Dec 11, 2015 | Nov 6, 2026 | +186.9% | +335.7% | -148.8% |
| TISBX | TIAA-CREF Small-Cap Blend Index Fund - Institutional Class (TISBX) | Feb 20, 2015 | Nov 6, 2026 | +164.8% | +322.4% | -157.7% |
| TIMVX | TIAA-CREF Mid-Cap Value Fund - Institutional Class (TIMVX) | Dec 11, 2015 | Nov 6, 2026 | +164.4% | +335.7% | -171.2% |
| TIMVX | TIAA-CREF Mid-Cap Value Fund - Institutional Class (TIMVX) | Dec 11, 2015 | Nov 6, 2026 | +164.4% | +335.7% | -171.2% |
| TCIEX | TIAA-CREF International Equity Index Fund -Institutional Class (TCIEX) | Dec 14, 2015 | Nov 6, 2026 | +146.5% | +333.5% | -186.9% |
| TCIEX | TIAA-CREF International Equity Index Fund - Institutional Class (TCIEX) | Dec 11, 2015 | Nov 6, 2026 | +145.6% | +335.7% | -190.0% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 25 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Jul 1, 2019 | exchange | $1.0K – $15.0K | Filing ↗ |
| TCIEX | TIAA-CREF International Equity Index Fund -Institutional Class (TCIEX) | Dec 12, 2015 | purchase | $1.0K – $15.0K | Filing ↗ |
| TIMVX | TIAA-CREF Mid-Cap Value Fund - Institutional Class (TIMVX) | Dec 11, 2015 | purchase | $1.0K – $15.0K | Filing ↗ |
| QREARX | F ILING s TATus : New s uBHoLDING o F : TIAA-CREF Retirement Annuity - TIAA Real Estate D EsCRIPTIoN : Redistribution transfer of CREF stock R3 (QCsTIX) sP TIAA Real Estate | Dec 11, 2015 | purchase | $1.0K – $15.0K | Filing ↗ |
| QCSTIX | CREF Stock R3 (QCSTIX) | Dec 11, 2015 | purchase | $1.0K – $15.0K | Filing ↗ |
| TILVX | TIAA-CREF Large-Cap Value Index Fund - Institutional Class (TILVX) | Dec 11, 2015 | purchase | $1.0K – $15.0K | Filing ↗ |
| QCGLIX | ranSactionS iD owner asset transaction type notification Date amount sP CREF Global Equities R3 | Dec 11, 2015 | purchase | $1.0K – $15.0K | Filing ↗ |
| TCIEX | TIAA-CREF International Equity Index Fund - Institutional Class (TCIEX) | Dec 11, 2015 | purchase | $1.0K – $15.0K | Filing ↗ |
| QREARX | F ILING s TATus : New s uBHoLDING o F : TIAA-CREF Retirement Annuity - TIAA Real Estate D EsCRIPTIoN : Redistribution transfer of CREF stock R3 (QCsTIX) sP TIAA Real Estate | Dec 11, 2015 | purchase | $1.0K – $15.0K | Filing ↗ |
| TISBX | TIAA-CREF Small-Cap Blend Index Fund - Institutional Class (TISBX) | Dec 11, 2015 | sale | $1.0K – $15.0K | Filing ↗ |
| TISBX | TIAA-CREF Small-Cap Blend Index Fund - Institutional Class (TISBX) | Dec 11, 2015 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | TIAA-CREF Retirement Annuity - TIAA Real Estate | Dec 11, 2015 | sale | $15.0K – $50.0K | Filing ↗ |
| TCOIX | TIAA-CREF Lifecycle 2040 Fund (TCOIX) | Dec 11, 2015 | sale | $1.0K – $15.0K | Filing ↗ |
| TILVX | TIAA-CREF Large-Cap Value Index Fund-Institutional Class (TILVX) | Dec 11, 2015 | purchase | $1.0K – $15.0K | Filing ↗ |
| QCGLIX | ranSactionS iD owner asset transaction type notification Date amount sP CREF Global Equities R3 | Dec 11, 2015 | purchase | $1.0K – $15.0K | Filing ↗ |
| QCGRIX | F ILING s TATus : New s uBHoLDING o F : TIAA-CREF Retirement Annuity - TIAA Real Estate D EsCRIPTIoN : Redistribution transfer of CREF Growth R3 (QCGRIX) sP CREF stock R3 (QCsTIX) | Dec 11, 2015 | purchase | $1.0K – $15.0K | Filing ↗ |
| QCSTIX | CREF Stock R3 (QCSTIX) | Dec 11, 2015 | purchase | $1.0K – $15.0K | Filing ↗ |
| TISBX | TIAA-CREF Small-Cap Blend Index Fund - Institutional Class (TISBX) | Dec 11, 2015 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | TIAA-CREF Retirement Annuity - TIAA Real Estate | Dec 11, 2015 | sale | $1.0K – $15.0K | Filing ↗ |
| TIMVX | TIAA-CREF Mid-Cap Value Fund - Institutional Class (TIMVX) | Dec 11, 2015 | purchase | $1.0K – $15.0K | Filing ↗ |
| TISBX | TIAA-CREF Small-Cap Blend Index Fund - Institutional Class (TISBX) | Feb 20, 2015 | purchase | $1.0K – $15.0K | Filing ↗ |
| TCOIX | TIAA-CREF Lifecycle 2040 Fund (TCOIX) | Feb 20, 2015 | sale | $1.0K – $15.0K | Filing ↗ |
| — | 147-14 34th Avenue Realty (3%) | Mar 7, 2014 | sale | $15.0K – $50.0K | Filing ↗ |
| — | 147-14 34th Avenue Realty (3%) | Mar 7, 2014 | sale | $500.0K – $1.0M | Filing ↗ |
| XLS | Exelis Inc. Common Stock New (XLS) | Jan 8, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075835 | 83 | 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