Transactions
100
Total transactions associated with this filer
Disclosed purchases
1
$0 – $0
Average modeled return
+16.3%
1 modeled purchases
Average vs. S&P 500
-63.4%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
MARKET ANALYSIS
Modeled purchase performance · Since purchase
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 4 · 100 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| D | JT California State Public Works Board Lease Revenue Bonds, Ser. D | Dec 11, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| WBA | SP Walgreens Boots Alliance, Inc. (WBA) | May 26, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| BAC | SP Bank of America Corporation (BAC) | May 26, 2023 | Sale | $15.0K – $50.0K | Filing ↗ |
| NTAP | SP NetApp, Inc. (NTAP) | May 26, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| UNH | SP UnitedHealth Group Incorporated Common Stock (DE) (UNH) | May 26, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| VZ | SP Verizon Communications Inc. (VZ) | May 26, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| ABBV | SP AbbVie Inc. (ABBV) | May 26, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| CSCO | SP Cisco Systems, Inc. (CSCO) | May 26, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| JEF | SP Jefferies Financial Group Inc. (JEF) | May 26, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| MS | SP Morgan Stanley (MS) | May 26, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| AEP | SP American Electric Power Company, Inc. (AEP) | May 26, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| PFE | SP Pfizer, Inc. (PFE) | May 26, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| UNP | SP Union Pacific Corporation (UNP) | May 26, 2023 | Sale | $15.0K – $50.0K | Filing ↗ |
| USB | SP U.S. Bancorp (USB) | May 26, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| CVS | SP CVS Health Corporation (CVS) | May 26, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| AMAT | SP Applied Materials, Inc. (AMAT) | May 26, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| AMT | SP American Tower Corporation (REIT) (AMT) | May 26, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| BMO | SP Bank Of Montreal (BMO) | May 26, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| AMZN | SP Amazon.com, Inc. (AMZN) | May 26, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| OCLCF | SP Oracle Corporation Ordinary Shares (OCLCF) | May 26, 2023 | Sale | $15.0K – $50.0K | Filing ↗ |
| BUD | SP Anheuser-Busch Inbev SA Sponsored ADR (Belgium) (BUD) | May 26, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| KLAC | SP KLA Corporation (KLAC) | May 26, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| C | SP Citigroup, Inc. (C) | May 26, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| CAT | SP Caterpillar, Inc. (CAT) | May 26, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| WBK | SP Westpac Banking Corporation (WBK) | May 26, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10074949 | 34 | 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.