
Transactions
3
Total transactions associated with this filer
Disclosed purchases
0
$0 – $0
Average modeled return
—
No disclosed purchases
Average vs. S&P 500
—
Comparable modeled intervals
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 |
|---|---|---|---|---|---|
| WAL | Western Alliance Bancorporation Common Stock (WAL) | Nov 15, 2024 | Sale | $50.0K – $100.0K | Filing ↗ |
| MRO | Marathon Oil Corporation Common Stock (MRO) | Jul 23, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| SOHO | F S : New Sotherly Hotels Inc. - Common Stock (SOHO) | Jul 23, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10077981 | 8 | 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.