Transactions
47
Total transactions associated with this filer
Disclosed purchases
26
$3.3M – $13.1M
Average modeled return
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No validated modeled returns currently available
Average vs. S&P 500
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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 2 · 47 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | US Treasury Bill | May 7, 2026 | sale | $1.0M – $5.0M | Filing ↗ |
| — | US Treasury Bill | Jun 17, 2025 | purchase | $1.0M – $5.0M | Filing ↗ |
| — | US Treasury Bill | Jun 17, 2025 | sale | $1.0M – $5.0M | Filing ↗ |
| — | US Treasury Bill | Apr 15, 2025 | purchase | $1.0M – $5.0M | Filing ↗ |
| — | US TREASURY BILL | Feb 28, 2025 | purchase | $500.0K – $1.0M | Filing ↗ |
| ABCB | Ameris Bancorp | Jul 23, 2024 | sale | $100.0K – $250.0K | Filing ↗ |
| ABCB | Ameris Bancorp | Jul 19, 2024 | sale | $100.0K – $250.0K | Filing ↗ |
| ABCB | Ameris Bancorp | Jul 19, 2024 | sale | $100.0K – $250.0K | Filing ↗ |
| ABCB | Ameris Bancorp | Jul 18, 2024 | sale | $100.0K – $250.0K | Filing ↗ |
| — | Atlanta GA Dev Auth Stdnt HSG | Sep 1, 2023 | sale | $15.0K – $50.0K | Filing ↗ |
| — | Eaton Vance Large Value | May 1, 2023 | sale | $100.0K – $250.0K | Filing ↗ |
| — | Winslow Large Cap Growth | May 1, 2023 | sale | $100.0K – $250.0K | Filing ↗ |
| — | Sterling Capital Mgt Mid Val | May 1, 2023 | sale | $100.0K – $250.0K | Filing ↗ |
| — | Neuberger Berman Intl ADR | May 1, 2023 | sale | $100.0K – $250.0K | Filing ↗ |
| — | Kayne Anderson Sm Quality Val | May 1, 2023 | sale | $100.0K – $250.0K | Filing ↗ |
| — | Eaton Vance Large Value | May 1, 2023 | sale | $100.0K – $250.0K | Filing ↗ |
| — | Winslow Large Cap Growth | Dec 28, 2021 | sale | $250.0K – $500.0K | Filing ↗ |
| — | Neuberger Berman Intl ADR | Dec 28, 2021 | sale | $50.0K – $100.0K | Filing ↗ |
| — | Kayne Anderson Sm Quality Val | Dec 28, 2021 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | Eaton Vance Large Value | Dec 28, 2021 | sale | $250.0K – $500.0K | Filing ↗ |
| — | Uniplan Investment Equity REIT | Dec 28, 2021 | sale | $250.0K – $500.0K | Filing ↗ |
| — | Sterling Capital Mgt Mid Val | Dec 28, 2021 | sale | $100.0K – $250.0K | Filing ↗ |
| — | First Trust Stifel Best Picks Jan 21 | Feb 9, 2021 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | AUGUSTA GA WTR & SWR RFDG & IMPT 2ND RESOLUTN | Aug 28, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | Alternative Investment Partners Absolute Return Fund | Jul 30, 2020 | 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. Read the modeling methodology · Review data sources and coverage · Explore other politicians