Transactions
8
Total transactions associated with this filer
Disclosed purchases
18
$500.0K – $1.0M
Average modeled return
-0.6%
2 modeled purchases
Average vs. S&P 500
-37.9%
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 1 · 8 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| BILL | US TREASURY BILL | Feb 28, 2025 | Purchase | $500.0K – $1.0M | Filing ↗ |
| ABCB | F S : New S O : Stifel Ameris Bancorp - Common Stock (ABCB) | Jul 23, 2024 | Sale | $100.0K – $250.0K | Filing ↗ |
| ABCB | F S : New S O : Stifel Ameris Bancorp - Common Stock (ABCB) | Jul 19, 2024 | Sale | $100.0K – $250.0K | Filing ↗ |
| ABCB | F S : New S O : Stifel Ameris Bancorp - Common Stock (ABCB) | Jul 19, 2024 | Sale | $100.0K – $250.0K | Filing ↗ |
| ABCB | Ameris Bancorp - Common Stock (ABCB) | Jul 18, 2024 | Sale | $100.0K – $250.0K | Filing ↗ |
| HSG | Atlanta GA Dev Auth Stdnt HSG | Sep 1, 2023 | Sale | $15.0K – $50.0K | Filing ↗ |
| ADR | F S : New S O : Morgan Stanley Unified Management Account Neuberger Berman Intl ADR | May 1, 2023 | Sale | $100.0K – $250.0K | Filing ↗ |
| REIT | g fedcbF ILINg S TATUS : New S UbHOLdINg O F : Morgan Stanley Unified Manage ment AccountUniplan Investment Equity REIT | Dec 28, 2021 | Sale | $250.0K – $500.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076245 | 41 | 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.