Transactions
11
Total transactions associated with this filer
Disclosed purchases
2
$5.1M – $25.3M
Average modeled return
-63.9%
2 of 2 purchases modeled
Average vs. S&P 500
-73.8%
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 2 disclosed purchases have modeled returns for this period.
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 11 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| AESI | Atlas Energy Solutions Inc. | May 13, 2026 | sale | $100.0K – $250.0K | Filing ↗ |
| AESI | Atlas Energy Solutions Inc. | Apr 30, 2026 | purchase | $5.0M – $25.0M | Filing ↗ |
| AESI | Atlas Energy Solutions Inc. | Mar 30, 2026 | purchase | $100.0K – $250.0K | Filing ↗ |
| AESI | Atlas Energy Solutions Inc. | May 20, 2024 | sale | $100.0K – $250.0K | Filing ↗ |
| T | AT&T INC. | Apr 10, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| CVX | CHEVRON CORP | Apr 10, 2024 | sale | $15.0K – $50.0K | Filing ↗ |
| NS | Nustar Energy L.P. Common Units | Apr 10, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| XOM | ExxonMobil Holdings Corp | Apr 10, 2024 | sale | $15.0K – $50.0K | Filing ↗ |
| ET | Energy Transfer LP | Apr 10, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| KMI | KINDER MORGAN, INC. | Apr 10, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| AESI | Atlas Energy Solutions Inc. | Mar 12, 2024 | sale | $250.0K – $500.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10077199 | 38 | 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. Read the modeling methodology · Review data sources and coverage · Explore other politicians