Transactions
3
Total transactions associated with this filer
Disclosed purchases
2
$2.0K – $30.0K
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 · 3 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| CMPO | F S : New S O : Charles Schwab Brokerage Account 1 CompoSecure, Inc. - Class A Common Stock (CMPO) | Jan 14, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| CMPO | CompoSecure, Inc. - Class A Common Stock (CMPO) | Jan 10, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| ORMP | F S : New S O : Charles Schwab Brokerage Account 1 Oramed Pharmaceuticals Inc. - Common Stock (ORMP) | Jan 10, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10081536 | 33 | 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.