Transactions
20
Total transactions associated with this filer
Disclosed purchases
23
$115.0K – $250.0K
Average modeled return
+9.2%
1 modeled purchases
Average vs. S&P 500
-4.1%
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 · 20 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| DIS | SP Walt Disney Company (DIS) | Jul 17, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| PEP | SP Pepsico, Inc. (PEP) | Jul 17, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| ABT | SP Abbott Laboratories Common Stock (ABT) | Jul 17, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| BMY | SP Bristol-Myers Squibb Company Common Stock (BMY) | May 7, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| CMCSA | SP Comcast Corporation - Class A Common Stock (CMCSA) | May 7, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| R | SP Colorado St Hlth Facs Auth Rev R | Apr 8, 2026 | Purchase | $50.0K – $100.0K | Filing ↗ |
| X | SP United States Steel Corporation Common Stock (X) | Jun 20, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| HLMEX | SP Harding Loevner Institutional EM (HLMEX) | Jun 18, 2025 | Sale | $100.0K – $250.0K | Filing ↗ |
| X | SP United States Steel Corporation Common Stock (X) | Jun 3, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| UNP | SP Union Pacific Corporation Common Stock (UNP) | Nov 8, 2024 | Sale | $15.0K – $50.0K | Filing ↗ |
| INTC | SP Intel Corporation - Common Stock (INTC) | Nov 8, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| I | SP T Rowe Pr Mid-Cap Value-I | Apr 12, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| CVX | SP Chevron Corporation Common Stock (CVX) | Apr 12, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| META | SP Meta Platforms, Inc. - Class A Common Stock (META) | Apr 12, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| UNH | SP UnitedHealth Group Incorporated Common Stock (UNH) | Apr 12, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| VZ | SP Verizon Communications Inc. Common Stock (VZ) | Apr 12, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| USB | SP U.S. Bancorp Common Stock (USB) | Apr 11, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| T | SP AT&T Inc. (T) | Apr 11, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| EW | SP Edwards Lifesciences Corporation Common Stock (EW) | Apr 11, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| CLF | SP Cleveland-Cliffs Inc. Common Stock (CLF) | Mar 28, 2024 | Purchase | $50.0K – $100.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075845 | 84 | 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.