
Transactions
430
Total transactions associated with this filer
Disclosed purchases
307
$41.7M – $93.0M
Average modeled return
-11.2%
22 of 307 purchases modeled
Average vs. S&P 500
-39.5%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
12 most recent modeled purchases. The summary and table include all modeled purchases.
MARKET ANALYSIS
Modeled purchase performance · Since purchase
22 of 307 disclosed purchases have modeled returns for this period. 285 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| BITB | Bitwise Bitcoin ETF | Nov 25, 2025 | Nov 6, 2026 | -13.4% | +10.1% | -23.5% |
| BITB | Bitwise Bitcoin ETF | Nov 26, 2025 | Nov 6, 2026 | -15.9% | +9.3% | -25.2% |
| BITB | Bitwise Bitcoin ETF | Nov 28, 2025 | Nov 6, 2026 | -16.6% | +8.8% | -25.4% |
| BITB | Bitwise Bitcoin ETF | Nov 24, 2025 | Nov 6, 2026 | -15.1% | +11.1% | -26.3% |
| BITB | Bitwise Bitcoin ETF | Feb 28, 2025 | Nov 6, 2026 | -10.3% | +26.2% | -36.5% |
| BITB | Bitwise Bitcoin ETF | Feb 26, 2025 | Nov 6, 2026 | -10.4% | +26.1% | -36.5% |
| BITB | Bitwise Bitcoin ETF | Feb 27, 2025 | Nov 6, 2026 | -9.4% | +28.1% | -37.5% |
| BITB | Bitwise Bitcoin ETF | Mar 10, 2025 | Nov 6, 2026 | -4.4% | +33.7% | -38.1% |
| BITB | Bitwise Bitcoin ETF | Feb 25, 2025 | Nov 6, 2026 | -14.2% | +26.2% | -40.4% |
| BITB | Bitwise Bitcoin ETF | Mar 3, 2025 | Nov 6, 2026 | -12.1% | +28.4% | -40.6% |
| BITB | Bitwise Bitcoin ETF | Mar 13, 2025 | Nov 6, 2026 | -5.7% | +36.0% | -41.7% |
| BITB | Bitwise Bitcoin ETF | Mar 31, 2025 | Nov 6, 2026 | -8.4% | +33.6% | -42.0% |
| BITB | Bitwise Bitcoin ETF | Mar 20, 2025 | Nov 6, 2026 | -10.3% | +32.6% | -42.8% |
| BITB | Bitwise Bitcoin ETF | Mar 11, 2025 | Nov 6, 2026 | -9.1% | +34.9% | -43.9% |
| BITB | Bitwise Bitcoin ETF | Mar 25, 2025 | Nov 6, 2026 | -14.4% | +29.9% | -44.2% |
| BITB | Bitwise Bitcoin ETF | Apr 9, 2025 | Nov 6, 2026 | -8.2% | +36.2% | -44.4% |
| BITB | Bitwise Bitcoin ETF | Mar 24, 2025 | Nov 6, 2026 | -14.4% | +30.2% | -44.6% |
| BITB | Bitwise Bitcoin ETF | Mar 27, 2025 | Nov 6, 2026 | -13.2% | +31.8% | -45.0% |
| BITB | Bitwise Bitcoin ETF | Mar 5, 2025 | Nov 6, 2026 | -16.5% | +28.6% | -45.1% |
| BITB | Bitwise Bitcoin ETF | Apr 2, 2025 | Nov 6, 2026 | -13.1% | +32.4% | -45.6% |
| BITB | Bitwise Bitcoin ETF | Apr 3, 2025 | Nov 6, 2026 | -7.8% | +39.3% | -47.1% |
| BITB | Bitwise Bitcoin ETF | Apr 7, 2025 | Nov 6, 2026 | -3.1% | +48.2% | -51.3% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 18 · 430 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | GS Managed Structured Note Strategy MSCI EAFE Linked Note | Oct 20, 2026 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | PITTSBURGH & ALLEGHENY CNTY PA SPORTS & EXHIB AUTH REV Rate/Coupon: 5% Matures: 2031-02-01 | Oct 19, 2026 | sale | $250.0K – $500.0K | Filing ↗ |
| — | PHILADELPHIA PA AUTH FOR INDL DEV CITY Rate/Coupon: 5% Matures: 2036-05-01 | Oct 19, 2026 | sale | $50.0K – $100.0K | Filing ↗ |
| — | FOX CHAPEL PA AREA SCH DIST GO BDS SER. 2017 Rate/Coupon: 5% Matures: 2042-02-01 | Oct 19, 2026 | sale | $250.0K – $500.0K | Filing ↗ |
| — | GS Managed Structured Note Strategy MSCI EAFE Linked Note | Oct 14, 2026 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | VERMONT EDL & HEALTH BLDGS FING AGY REV Rate/Coupon: 5% Matures: 2049-11-01 | Oct 13, 2026 | sale | $250.0K – $500.0K | Filing ↗ |
| — | DAUPHIN CNTY PA GO NTS SER. 2024B Rate/Coupon: 5% Matures: 2044-11-15 | Oct 13, 2026 | purchase | $500.0K – $1.0M | Filing ↗ |
| — | DARIEN CONN GO BDS SER. 2020 Rate/Coupon: 5% Matures: 2028-08-01 | Oct 8, 2026 | sale | $50.0K – $100.0K | Filing ↗ |
| — | MILFORD CONN GO REF BDS SER. 2021 Rate/Coupon: 5% Matures: 2031-11-01 | Oct 8, 2026 | sale | $250.0K – $500.0K | Filing ↗ |
| — | NEW YORK ST DORM AUTH ST PERS INCOME Rate/Coupon: 5% Matures: 2036-03-15 | Oct 8, 2026 | sale | $100.0K – $250.0K | Filing ↗ |
| — | UNIVERSITY CONN GO BDS SER. 2022 Rate/Coupon: 5% Matures: 2032-05-01 | Oct 8, 2026 | sale | $250.0K – $500.0K | Filing ↗ |
| — | ST JOSEPH CNTY INDIANA HOSP AUTH HOSP REV HOSP REV BDS BEACON HEALTH SYSTEM SER.2013C Rate/Coupon: 5% Matures: 2036-08-15 | Oct 8, 2026 | sale | $100.0K – $250.0K | Filing ↗ |
| — | HEMPFIELD PA SCH DIST LANCASTER CNTY Rate/Coupon: 5% Matures: 2051-04-15 | Oct 8, 2026 | purchase | $500.0K – $1.0M | Filing ↗ |
| — | ESSEX CONN GO BDS SER. 2017 Rate/Coupon: 3% Matures: 2029-09-15 | Oct 8, 2026 | sale | $250.0K – $500.0K | Filing ↗ |
| — | GS Managed Structured Note Strategy MSCI EAFE Linked Note | Oct 7, 2026 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | PENNSYLVANIA ST TPK COMMN TPK REV BDS Rate/Coupon: 5% Matures: 2053-12-01 | Oct 7, 2026 | purchase | $500.0K – $1.0M | Filing ↗ |
| — | UNIV PITTSBURGH OF THE COMWLTH REV Rate/Coupon: 5% Matures: 2036-02-15 | Oct 6, 2026 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | STATE COLLEGE PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 2044-05-15 | Oct 1, 2026 | purchase | $500.0K – $1.0M | Filing ↗ |
| — | POTTSVILLE PA HOSP AUTH HOSP REV Rate/Coupon: 5% Matures: 2041-07-01 | Sep 30, 2026 | sale | $100.0K – $250.0K | Filing ↗ |
| — | GS Managed Structured Note Strategy S&P 500 Linked Note | Aug 19, 2026 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | GS Managed Structured Note Strategy MSCI EAFE Linked Note | Aug 18, 2026 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | GS Managed Structured Note Strategy S&P 500 Linked Note | Aug 17, 2026 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | GS Managed Structured Note Strategy S&P 500 Linked Note | Aug 17, 2026 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | GS Managed Structured Note Strategy S&P 500 Linked Note | Aug 12, 2026 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | GS Managed Structured Note Strategy S&P 500 Linked Note | Aug 12, 2026 | purchase | $100.0K – $250.0K | 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