Transactions
17
Total transactions associated with this filer
Disclosed purchases
6
$2.0K – $30.0K
Average modeled return
—
No validated modeled returns currently available
Average vs. S&P 500
—
Comparable modeled intervals
MODELED PERFORMANCE
Performance period
No validated modeled purchase returns are currently available for this filer. This can occur when a disclosure does not provide a usable ticker or when sufficient market-price data is unavailable.
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 17 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| CBOE | ranSactionS iD owner asset transaction type notification Date amount cap. gains > SP Cboe Global Markets, Inc. (CBOE) | Dec 17, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| CBOE | ranSactionS iD owner asset transaction type notification Date amount cap. gains > SP Cboe Global Markets, Inc. (CBOE) | Nov 24, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| GLD | g fedcF ILING S TATUS : Amended L OCATION : US D ESCRIPTION : GLD was reported in error as a stock on a 7/14/21 PTR. GLD is an ETF and, as such, no reporting wasrequired. 2000081368 SP SPDR Gold Trust (GLD) | Aug 25, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| GLD | ranSactionS iD owner asset transaction type notification Date amount cap. gains > 2000081367 SP SPDR Gold Trust (GLD) | May 14, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| IBM | F IlING s TaTus : New sP International Business Machines Corporation (IBM) | Sep 19, 2016 | Sale | $1.0K – $15.0K | Filing ↗ |
| IR | F IlING s TaTus : New sP Ingersoll-Rand plc (IR) | Sep 19, 2016 | Sale | $1.0K – $15.0K | Filing ↗ |
| JPM | F IlING s TaTus : New sP JP Morgan Chase & Co. (JPM) | Sep 19, 2016 | Sale | $1.0K – $15.0K | Filing ↗ |
| MCHP | F IlING s TaTus : New sP Microchip Technology Incorporated (MCHP) | Sep 19, 2016 | Sale | $1.0K – $15.0K | Filing ↗ |
| PEP | F IlING s TaTus : New sP Pepsico, Inc. (PEP) | Sep 19, 2016 | Sale | $1.0K – $15.0K | Filing ↗ |
| PFE | F IlING s TaTus : New sP Pfizer, Inc. (PFE) | Sep 19, 2016 | Sale | $1.0K – $15.0K | Filing ↗ |
| TXT | F IlING s TaTus : New sP Textron Inc. (TXT) | Sep 19, 2016 | Sale | $1.0K – $15.0K | Filing ↗ |
| V | F IlING s TaTus : New sP Visa Inc. (V) | Sep 19, 2016 | Sale | $1.0K – $15.0K | Filing ↗ |
| WFC | F IlING s TaTus : New ID Owner Asset Transaction Type Notification Date Amount sP Wells Fargo & Company (WFC) | Sep 19, 2016 | Sale | $1.0K – $15.0K | Filing ↗ |
| WY | F IlING s TaTus : New sP Weyerhaeuser Company (WY) | Sep 19, 2016 | Sale | $1.0K – $15.0K | Filing ↗ |
| BTO | F IlING s TaTus : New sP John Hancock Fina ncial OpportunitiesFund (BTO) | Sep 19, 2016 | Sale | $1.0K – $15.0K | Filing ↗ |
| GRX | F IlING s TaTus : New sP The Gabelli Healt hcare & Wellness TrustCommon shares of Benefici al Interest(GRX) | Sep 19, 2016 | Sale | $1.0K – $15.0K | Filing ↗ |
| HON | F IlING s TaTus : New sP Honeywell International Inc. (HON) | Sep 19, 2016 | Sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10078188 | 6 | 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.