Transactions
16
Total transactions associated with this filer
Disclosed purchases
6
$6.0K – $90.0K
Average modeled return
+53.6%
3 of 6 purchases modeled
Average vs. S&P 500
-35.5%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
3 most recent modeled purchases. The summary and table include all modeled purchases.
MARKET ANALYSIS
Modeled purchase performance · Since purchase
3 of 6 disclosed purchases have modeled returns for this period. 3 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| OSW | ONESPAWORLD HOLDINGS Ltd | Apr 23, 2021 | Nov 6, 2026 | +209.8% | +89.9% | +120.0% |
| VMCCX | g fedcF ILING S TATUS : New S UbHOLDING O F : Andrew Roth IRA L OCATION : US D ESCRIPTION : Sale of Mutual Fund VMCCX | Jun 7, 2021 | Nov 6, 2026 | +8.5% | +87.4% | -78.9% |
| ORMP | ORAMED PHARMACEUTICALS INC. | Apr 23, 2021 | Nov 6, 2026 | -57.7% | +89.9% | -147.5% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 16 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| GAP | GAP INC | Aug 21, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| ORMP | ORAMED PHARMACEUTICALS INC. | Jan 14, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| TELL | g fedcF ILING S TATUS : New S UbHOLDING O F : Stock Account Tellurian Inc. | Jan 14, 2022 | purchase | $1.0K – $15.0K | Filing ↗ |
| TELL | g fedcF ILING S TATUS : New S UbHOLDING O F : Stock Account Tellurian Inc. | Oct 1, 2021 | purchase | $1.0K – $15.0K | Filing ↗ |
| OSW | ONESPAWORLD HOLDINGS Ltd | Oct 1, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| GPS | Gap, Inc. | Oct 1, 2021 | purchase | $1.0K – $15.0K | Filing ↗ |
| ORMP | ORAMED PHARMACEUTICALS INC. | Oct 1, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| VMCCX | g fedcF ILING S TATUS : New S UbHOLDING O F : Andrew Roth IRA L OCATION : US D ESCRIPTION : Sale of Mutual Fund VMCCX | Jun 7, 2021 | purchase | $1.0K – $15.0K | Filing ↗ |
| ANWPX | g fedcbF ILING S TATUS : New S UbHOLDING O F : Andrew Roth IRA L OCATION : US D ESCRIPTION : Sale of Mutual New Perspective ANWPX | Jun 3, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| AIVSX | g fedcF ILING S TATUS : New S UbHOLDING O F : Andrew Roth IRA L OCATION : US D ESCRIPTION : Sale of Mutual Fund Investment Company of America AIVSX | Jun 3, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| NEWFX | g fedcbF ILING S TATUS : New S UbHOLDING O F : Andrew Roth IRA L OCATION : US D ESCRIPTION : Sale of Mutual Fund New World NEWFX | Jun 3, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Capital World Grow and Income | Jun 3, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| GSS | g fedcbF ILING S TATUS : New S UbHOLDING O F : Stock Account Golden Star Resources, Ltd | Apr 23, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| BAC | BANK OF AMERICA CORP /DE/ | Apr 23, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| OSW | ONESPAWORLD HOLDINGS Ltd | Apr 23, 2021 | purchase | $1.0K – $15.0K | Filing ↗ |
| ORMP | ORAMED PHARMACEUTICALS INC. | Apr 23, 2021 | purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076832 | 8 | 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. Read the modeling methodology · Review data sources and coverage · Explore other politicians