Transactions
114
Total transactions associated with this filer
Disclosed purchases
104
$8.0M+
Average modeled return
—
No validated modeled returns currently available
Average vs. S&P 500
—
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 5 · 114 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | American Expr Natl Bank CD [GS] | Oct 20, 2026 | sale | $100.0K – $250.0K | Filing ↗ |
| — | KKR Private Equity Conglomerate LLC Class I | Jun 22, 2026 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | PARTNERS GROUP PRIVATE EQUITY MASTER FD LLC UNIT CL I | Jun 10, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| — | PARTNERS GROUP PRIVATE EQUITY MASTER FD LLC UNIT CL I | Apr 29, 2026 | sale | $250.0K – $500.0K | Filing ↗ |
| — | Ashwaubenon WI | Apr 28, 2026 | sale | $100.0K – $250.0K | Filing ↗ |
| — | ATHERTON MICH CMNTY SCH DIST GO UNLTD 4% 05/01/2026 TAX BLDG AND SITE BDS SER. 2020 I | Apr 10, 2026 | sale | $100.0K – $250.0K | Filing ↗ |
| — | Teays Valley OH 5.00% 12/1/2033 [GS] | Dec 18, 2025 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | Floyd County IN 4.00% 12/30/2031 [GS] | Dec 5, 2025 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | Fremont IN Cmnty Schs Gen Oblig Bds 4.00% 1/15/2032 [GS] | Dec 5, 2025 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | Logan Rogersville MO Reorg No R 08 Sch 4.00% 3/1/2033 [GS] | Dec 4, 2025 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | CENTRE CNTY PA HOSP AUTH REV HOSP REV 5% 11/15/2046 BDS MT NITTANYMED | Oct 21, 2025 | sale | $250.0K – $500.0K | Filing ↗ |
| — | Washington Subn San Dist MD 4.00% 12/1/2032 | Mar 18, 2025 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | Dallas TX ISD 5% 2/15/2031 | Jan 21, 2025 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | Pecs Barstow Toyah TX 4% 2/15/2030 | Jan 21, 2025 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | Johnson City TN 5% due 6/1/2031 | Dec 9, 2024 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | Johnson City TN 5% due 6/1/2031 | Dec 9, 2024 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | Redwood Area Schs M 5% Go Utx Due 2/1/2030 | Dec 5, 2024 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | Redwood Area Schs M 5% Go Ufx Due 2/1/2030 | Dec 5, 2024 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | SOUTH MADISON IND CNTY SCH CORP CO 04.05 07/16/2023 EDB SER. 2023 | Nov 30, 2023 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | CENTRE CITY PA HOSP AUTH REV HOSP REV 28.05 11/16/2023 2:04 AM NY TRRY 1823 | Nov 16, 2023 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | MINSCOPA CITY AVE SCH DIST NO 02 04.05 03/01/2023 CARTWRIGHT ELEM SCH 0471 | Nov 16, 2023 | sale | $250.0K – $500.0K | Filing ↗ |
| — | Fort Dodge IA GO Corp Purp Bds | Aug 16, 2023 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | Putnam County Fla Sch Dist | Aug 9, 2023 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | Orlando FL Utils | Jun 20, 2023 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | Bow River Capital Evergreen Fund - EIF | Jun 1, 2023 | purchase | $100.0K – $250.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075727 | 112 | 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