Transactions
4
Total transactions associated with this filer
Disclosed purchases
5
$3.0K – $45.0K
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 |
|---|---|---|---|---|---|
| CSCO | DC Cisco Systems, Inc. - Common Stock (CSCO) | Oct 28, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| F | ranSactionS iD owner asset transaction type notification Date amount SP Ford Motor Company (F) | May 17, 2017 | Purchase | $1.0K – $15.0K | Filing ↗ |
| F | F ILINg S TATuS : New S ubHOLDINg O F : Charles Schwab IRA SP Ford Motor Company (F) | Jan 19, 2016 | Purchase | $1.0K – $15.0K | Filing ↗ |
| SE | F ILINg S TATuS : New S ubHOLDINg O F : Charles Schwab IRA SP Spectra Energy Corp (SE) | Jan 19, 2016 | Purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10077966 | 7 | 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.