Transactions
6
Total transactions associated with this filer
Disclosed purchases
7
$15.0K – $50.0K
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 · 6 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| NWL | Newell Brands Inc. (NWL) | Oct 31, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| SHS | ranSactionS iD owner asset transaction type notification Date amount CITIGRoUP INC DEP SHS | Oct 12, 2016 | Purchase | $15.0K – $50.0K | Filing ↗ |
| ASSN | F ILINg S TATUS : New S UbHOLDINg O F : James McDermott Sr IRA D ESCRIPTION : 1/25th PERPETUAL NON CUML FXD/VAR CPN 5.950% DTD 10/29/12 FC07/30/13 CALL 01/30/23@100.000 FEDL NATL MTg ASSN S 02/10/2016 02/2/2016 $50,001 - $100,000 F ILINg S TATUS : New S UbHOLDINg O F : James McDermott Sr IRA D ESCRIPTION : REMIC SER 2013-30 CL SA MONTHLY 24 DAY DELAY VAR CPN 3.756%DUE 04/25/43 DTD 03/01/13 FC 04/25/13 gOVT NATL MTg ASSN | Feb 24, 2016 | Sale | $50.0K – $100.0K | Filing ↗ |
| MS | F ILINg S TATUS : New S UbHoLDINg o F : James McDermott Sr IRA D ESCRIPTIoN : HoME DEPoT INC Morgan Stanley (MS) | Dec 22, 2015 | Sale | $50.0K – $100.0K | Filing ↗ |
| ADM | ranSactionS iD owner asset transaction type notification Date amount Archer-Daniels-Midland Company (ADM) | Dec 11, 2015 | Sale | $15.0K – $50.0K | Filing ↗ |
| HD | F ILINg S TATUS : New S UbHoLDINg o F : James McDermott Sr IRA D ESCRIPTIoN : REPSTg 1/25th PFD SER AA Perpetual FXD/VAR CPN 6.100% Due 12/29/49 DTD 03/17/15 FC 09/17/15 CALL 03/17/25@100.00 Home Depot, Inc. (HD) | Dec 11, 2015 | Sale | $15.0K – $50.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076844 | 35 | 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.