Transactions
9
Total transactions associated with this filer
Disclosed purchases
4
$4.0K – $60.0K
Average modeled return
—
No validated modeled returns currently available
Average vs. S&P 500
—
Comparable modeled intervals
MODELED PERFORMANCE
Performance period
The latest data refresh did not finish. Modeled results are temporarily unavailable while the update is repaired; disclosed transactions remain available below.
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 9 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | BofA Finance LLC Trigger Autocallable Contingent Yield Notes Company: Bank of America Corporation (Charlotte, NC) Description: Equity Index-Linked Note | Jun 24, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Canadian Imperial Bank of Commerce Trigger Autocallable Contingent Yield Notes Company: Canadian Imperial Bank of Commerce (Toronto, Ontario) Description: Equity Index-Linked Note | Jun 22, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| ETOR | eToro Group Ltd. | May 6, 2026 | sale | $100.0K – $250.0K | Filing ↗ |
| — | BofA Finance LLC Trigger Autocallable Contingent Yield Notes Company: Bank of America Corporation (Charlotte, NC) Description: Equity Index-Linked Note | Dec 19, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | Canadian Imperial Bank of Commerce Trigger Autocallable Contingent Yield Notes Company: Canadian Imperial Bank of Commerce (Toronto, Ontario) Description: Equity Index-Linked Note | Dec 17, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | Bitcoin Exchange/Platform: eToro | Oct 31, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| — | GS Finance Corp. Trigger Autocallable Contingent Yield Note Company: GS Finance Corp. (New York, NY) Description: Equity Index-Linked Note | Oct 22, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | JP Morgan Chase Financial Company LLC Trigger Autocallable Contingent Yield Notes Company: JP Morgan Chase Financial Company LLC (New York, NY) Description: Structured Note | Apr 2, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| BEEP | Mobile Infrastructure Corp | Mar 17, 2025 | sale | $15.0K – $50.0K | 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