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 ↗ |
| — | ISHARES S&P 500 INDEX FUND - IVV | Nov 14, 2025 | Purchase | $500.0K+ | Filing ↗ |
| — | S&P 500 Future, closed | May 2, 2025 | Sale | $250.0K+ | Filing ↗ |
| — | S&P 500 futures option, opened | Mar 5, 2025 | Sale | $250.0K+ | Filing ↗ |
| XLF | Financial Select Sector SPDR Fund | Jun 5, 2025 | Sale | $250.0K+ | Filing ↗ |
| — | S&P 500 future, opened | Mar 5, 2025 | Purchase | $250.0K+ | Filing ↗ |
| — | BBH Wealth Strategies, LLC - CLARKSTON See Endnote | Jan 30, 2026 | Sale | $100.0K+ | Filing ↗ |
| TLT | 20+ Year Treas Bond Ishares ETF | May 20, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | Alphabet Inc. | Jun 9, 2025 | Sale | $100.0K+ | Filing ↗ |
| — | BBH Wealth Strategies, LLC - CLARKSTON See Endnote | Feb 6, 2026 | Sale | $100.0K+ | Filing ↗ |
| — | VanEck Vectors Short High-Yield Municipal Index | Jun 13, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | Microsoft Corp | Jun 9, 2025 | Sale | $100.0K+ | Filing ↗ |
| — | BBH Wealth Strategies, LLC - CLARKSTON | Mar 2, 2026 | Sale | $100.0K+ | Filing ↗ |
| IYT | iShares Transportation Average | Jun 5, 2025 | Sale | $100.0K+ | Filing ↗ |
| — | Waste Management Inc. | Jun 9, 2025 | Sale | $100.0K+ | Filing ↗ |
| — | Berkshire Hathaway Inc. | Jun 9, 2025 | Sale | $100.0K+ | Filing ↗ |
| — | KLA Corporation | Jun 9, 2025 | Sale | $100.0K+ | Filing ↗ |
| — | Oracle Corp. | Jun 9, 2025 | Sale | $100.0K+ | Filing ↗ |
| — | Mastercard Incorporated | Jun 9, 2025 | Sale | $100.0K+ | Filing ↗ |
| — | BBH Wealth Strategies, LLC - CLARKSTON See Endnote | Feb 20, 2026 | Sale | $100.0K+ | Filing ↗ |
| — | Linde PLC | Jun 9, 2025 | Sale | $100.0K+ | Filing ↗ |
| — | BBH Wealth Strategies, LLC - CLARKSTON See Endnote | Jan 21, 2026 | Sale | $100.0K+ | Filing ↗ |
| — | VanEck Vectors Short High-Yield Municipal Index | Apr 15, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | Adobe Inc | Jun 9, 2025 | Sale | $50.0K+ | Filing ↗ |
| — | Amazon.com Inc. | Jun 9, 2025 | Sale | $50.0K+ | 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