Transactions
4
Total transactions associated with this filer
Disclosed purchases
2
$30.0K – $100.0K
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 · 4 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| AFG | F ILING s TATUs : New s UBHoLDING o F : Charles schwab #5-14 sP American Financi al Group, Inc. (AFG) | May 18, 2015 | Sale | $15.0K – $50.0K | Filing ↗ |
| GCAP | F ILING s TATUs : New s UBHoLDING o F : Charles schwab #5-14 sP GAIN Capital Holdings, Inc. (GCAP) | May 18, 2015 | Sale | $15.0K – $50.0K | Filing ↗ |
| AFG | ranSactionS iD owner asset transaction type notification Date amount sP American Financi al Group, Inc. (AFG) | Apr 24, 2015 | Purchase | $15.0K – $50.0K | Filing ↗ |
| GCAP | F ILING s TATUs : New s UBHoLDING o F : Charles schwab #5-14 sP GAIN Capital Holdings, Inc. (GCAP) | Apr 23, 2015 | Purchase | $15.0K – $50.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10074910 | 5 | PARTIAL | 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.