SI
FORMER OFFICIAL
Stephen I Miran
—
Transactions
77
Total transactions associated with this filer
Disclosed purchases
7
$1.1M+
Average modeled return
+1.3%
2 of 7 purchases modeled
Average vs. S&P 500
-24.6%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
2 most recent modeled purchases. The summary and table include all modeled purchases.
MARKET ANALYSIS
Modeled purchase performance · Since purchase
2 of 7 disclosed purchases have modeled returns for this period. 5 purchases have missing or excluded market data; no returns are invented for them.
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 4 · 77 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | BBH LIMITED DURATION FUND CL I | Mar 2, 2026 | Sale | $500.0K+ | Filing ↗ |
| — | BBH Wealth Strategies, LLC - CLARKSTON | Mar 2, 2026 | Sale | $100.0K+ | Filing ↗ |
| — | BBH Wealth Strategies, LLC - CLARKSTON See Endnote | Feb 20, 2026 | Sale | $100.0K+ | Filing ↗ |
| — | BBH Wealth Strategies, LLC - CLARKSTON See Endnote | Feb 6, 2026 | Sale | $100.0K+ | Filing ↗ |
| — | BBH Wealth Strategies, LLC - CLARKSTON See Endnote | Jan 30, 2026 | Sale | $100.0K+ | Filing ↗ |
| — | BBH Wealth Strategies, LLC - CLARKSTON See Endnote | Jan 21, 2026 | Sale | $100.0K+ | Filing ↗ |
| — | BBH Wealth Strategies, LLC - SILVER POINT See Endnote | Jan 20, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| — | ISHARES S&P 500 INDEX FUND - IVV | Nov 14, 2025 | Purchase | $500.0K+ | Filing ↗ |
| — | VanEck Vectors Short High-Yield Municipal Index | Jun 13, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | LPL Financial Holdings Inc | Jun 9, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | NVR Inc. | Jun 9, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| — | Shift4 Payments Inc. | Jun 9, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | AptaraGroup Inc. | Jun 9, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | Unlted Health Group | Jun 9, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | Willscot Mobile Mini Holdings Co. | Jun 9, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| — | Watsco Inc | Jun 9, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | Alphabet Inc. | Jun 9, 2025 | Sale | $100.0K+ | Filing ↗ |
| — | Thermo Fisher Scientific Inc. | Jun 9, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | Zebra Technologies Corp. | Jun 9, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | West Pharmaceutical Services Inc, | Jun 9, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | Wyndham Hotels & Resorts Inc | Jun 9, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | Adobe Inc | Jun 9, 2025 | Sale | $50.0K+ | Filing ↗ |
| — | Abbott Laboratories | Jun 9, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | Proctor & Gamble | Jun 9, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | Toro Co | Jun 9, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|
No annual disclosure is currently associated with this filer.
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