Transactions
26
Total transactions associated with this filer
Disclosed purchases
22
$22.0K – $330.0K
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 2 · 26 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | Virginia College Bldg Auth Edl Facs Rev B RF Jun17 5% Feb 01 2026 | Jun 7, 2017 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | Ohio St. Cap Facs Lease Appropriations Pks Mar16 5% Feb 01 2022 | Jun 2, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| LNG | Cheniere Energy, Inc. | Mar 9, 2017 | sale | $500.0K – $1.0M | Filing ↗ |
| — | CALIFORNIA ST VARIOUS PURP LT RF MAR17 05.000%AUG01 2033 | Mar 8, 2017 | purchase | $1.0K – $15.0K | Filing ↗ |
| LNG | Cheniere Energy, Inc. | Mar 3, 2017 | sale | $500.0K – $1.0M | Filing ↗ |
| — | OHIO STATE COMMON SCHS LT SER A RF JAN12 05.000%SEP15 2021 | Mar 3, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| — | UTIL DEBT SECURITIZATION AT NY RESTRUCTURING B SEP16 5.00% JUN15 2023 | Aug 11, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | UNIVERSITY WASH UNIV REVS GEN SER B RF MAR15 5.00% JUN01 2022 | Jun 30, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | ILLINOIS ST TOLL HWY AT HWY RV SER A RF FEB14 5.00% DEC01 2022 | Jun 14, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | DISTRICT COLUMBIA SER A JUN16 5.00% JUN01 2022 | Jun 8, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | MARYLAND ST ST & LOC FACS LN-FIRST SER A MAR15 5.00% MAR01 2023 | Jun 6, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | OHIO ST WTR DEV AUTH WTR POLLUTN CTL REV LN FD A JAN16 5.00% DEC01 2025 | May 17, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | TEXAS ST PUB FIN AUTH RF MAY16 5.00% OCT01 2024 | May 13, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | CAPE FEAR PUB UTIL AUTH N C WTR & SWR SYS REV RF JUN16 5.00% AUG01 2023 | May 13, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | NORTH TEX TWY AUTH REV SYS FIRST TIER SER A RF JUN16 5.00% JAN01 2025 | May 12, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | UNIVERSITY CINCINNATI OHIO GEN RCPTS SER A MAY16 5.00% JUN01 2026 | May 12, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | KENT ST UNIV OHIO UNIV REV GEN RCPTS APR16 5.00% MAY01 2025 | Apr 15, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | SAN ANTONIO TEX WTR REV JR LIEN SER A RF JAN16 5.00% MAY15 2032 | Apr 15, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | OHIO ST HWY CAP IMPT SER S APR16 5.00% MAY01 2027 | Apr 14, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | OHIO ST TPK COMMN TPK REV SER A RF NOV10 5.00% FEB15 2023 | Apr 1, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | OHIO ST WTR DEV AUTH WTR POLLUTN CTL REV LN FD A JAN16 5.00% DEC01 2024 | Apr 1, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | Ohio State Common SCHS LT SER A RF JAN12 5.00% SEP15 2021 | Mar 30, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | OHIO STATE INFRASTRUCTURE LT B RF JUL11 5% AUG01 2023 | Mar 30, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | Ohio St Univ. Ger RCPTS SPL Prup SerA Jan13 5.00% June 1 2024 | Mar 28, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | Ohio St Cap FACS Lease Appropriations PKS MAR16 5% Feb 012022 | Mar 23, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075610 | 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. Read the modeling methodology · Review data sources and coverage · Explore other politicians