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.

Ticker↑↓Asset↑↓Entry↑↓Latest↑↓Modeled return↑↓S&P 500↑↓Relative↑↓
TLT
20+ Year Treas Bond Ishares ETF
May 20, 2025Nov 6, 2026+1.8%+26.1%-24.3%
TLT
20+ Year Treas Bond Ishares ETF
May 16, 2025Nov 6, 2026+0.8%+25.8%-25.0%
DISCLOSED ACTIVITY

Recent transaction history

Showing up to 25 records per page · Page 4 of 4 · 77 total transactions

Ticker↑↓Asset↑↓Date↑↓Type↑↓Disclosed amount↑↓Source
—
BBH LIMITED DURATION FUND CL I
Mar 2, 2026Sale$500.0K+Filing ↗
—
BBH Wealth Strategies, LLC - CLARKSTON
Mar 2, 2026Sale$100.0K+Filing ↗
ANNUAL REPORTING

Annual financial disclosures

YearDocumentAssets parsedStatusSource
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