Transactions
6
Total transactions associated with this filer
Disclosed purchases
2
$200.0K – $500.0K
Average modeled return
+15.7%
1 modeled purchases
Average vs. S&P 500
-5.0%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
MARKET ANALYSIS
Modeled purchase performance · Since purchase
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 6 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| ASTH | SP Astrana Health Inc. - Common Stock (ASTH) | Aug 19, 2025 | Purchase | $100.0K – $250.0K | Filing ↗ |
| ASTH | SP Astrana Health Inc. - Common Stock (ASTH) | Aug 19, 2025 | Sale | $100.0K – $250.0K | Filing ↗ |
| AMEH | SP Apollo Medical Holdings, Inc. (AMEH) | Jan 10, 2024 | Purchase | $100.0K – $250.0K | Filing ↗ |
| AMEH | SP Apollo Medical Holdings, Inc. (AMEH) | Jan 10, 2024 | Sale | $100.0K – $250.0K | Filing ↗ |
| ABBV | ranSactionS iD owner asset transaction type notification Date amount cap. gains > AbbVie Inc. (ABBV) | Dec 13, 2021 | Sale | $15.0K – $50.0K | Filing ↗ |
| ABBV | ranSactionS iD owner asset transaction type notification Date amount cap. gains > AbbVie Inc. (ABBV) | Jul 23, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10077247 | 61 | PARTIAL | 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.