Transactions
21
Total transactions associated with this filer
Disclosed purchases
112
$2.9M – $6.0M
Average modeled return
—
No validated modeled returns currently available
Average vs. S&P 500
—
Comparable modeled intervals
MODELED PERFORMANCE
Performance period
No validated modeled purchase returns are currently available for this filer. This can occur when a disclosure does not provide a usable ticker or when sufficient market-price data is unavailable.
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 21 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| USD | SP Rowland CA USD | Aug 1, 2022 | Sale | $250.0K – $500.0K | Filing ↗ |
| CA | SP East Bay MUD Sys CA | Jun 21, 2022 | Purchase | $250.0K – $500.0K | Filing ↗ |
| UTX | SP Lodi CA USD GO UTX | Jun 2, 2022 | Purchase | $100.0K – $250.0K | Filing ↗ |
| BART | SP San Francisco CA BART | May 26, 2022 | Purchase | $250.0K – $500.0K | Filing ↗ |
| SCH | SP San Francisco CA IMPT SCH | May 26, 2022 | Purchase | $250.0K – $500.0K | Filing ↗ |
| SCH | SP San Francisco CA IMP SCH | May 26, 2022 | Purchase | $100.0K – $250.0K | Filing ↗ |
| SCH | SP Mammoth CA USD IMPT SCH | May 24, 2022 | Purchase | $100.0K – $250.0K | Filing ↗ |
| EDUC | SP Cerritos CA CCD COLL EDUC | May 20, 2022 | Purchase | $100.0K – $250.0K | Filing ↗ |
| SCH | SP San Mateo CA UHSD IMPT SCH | May 19, 2022 | Purchase | $100.0K – $250.0K | Filing ↗ |
| UTIL | SP CA ST DEPT WTR UTIL | May 18, 2022 | Purchase | $250.0K – $500.0K | Filing ↗ |
| UTX | SP Orange CTY CA REV UTX | May 18, 2022 | Purchase | $100.0K – $250.0K | Filing ↗ |
| CA | SP East Bay MUD SYS CA | May 16, 2022 | Purchase | $500.0K – $1.0M | Filing ↗ |
| RAND | g fedcF IlINg S TATuS : New SP Rand Capital Corporation (RAND) | Aug 4, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| RAND | g fedcF IlINg S TATuS : New SP Rand Capital Corporation (RAND) | Aug 3, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| RAND | g fedcF IlINg S TATuS : New SP Rand Capital Corporation (RAND) | Jul 31, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| RAND | g fedcF IlINg S TATuS : New SP Rand Capital Corporation (RAND) | Jul 30, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| RAND | g fedcF IlINg S TATuS : New SP Rand Capital Corporation (RAND) | Jul 29, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| RAND | g fedcF IlINg S TATuS : New SP Rand Capital Corporation (RAND) | Jul 28, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| COPS | F IlINg S TaTuS : New SP Monterey Peninsula WTR COPS | Dec 27, 2017 | Purchase | $500.0K – $1.0M | Filing ↗ |
| COPS | F IlINg S TaTuS : New SP Orange Ca WTR CO WTR COPS P 12/28/2017 12/31/2017 Spouse/DC Over $1,000,000 F IlINg S TaTuS : New Orange Ca WTR CO WTR COPS | Nov 28, 2017 | Purchase | $250.0K – $500.0K | Filing ↗ |
| MU | ranSactionS iD owner asset transaction type notification Date amount SP Eastern CA MU | May 25, 2017 | Sale | $500.0K – $1.0M | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10077073 | 7 | 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.