Transactions
266
Total transactions associated with this filer
Disclosed purchases
160
$5.5M – $16.1M
Average modeled return
+27.6%
10 of 160 purchases modeled
Average vs. S&P 500
+14.0%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
10 most recent modeled purchases. The summary and table include all modeled purchases.
MARKET ANALYSIS
Modeled purchase performance · Since purchase
10 of 160 disclosed purchases have modeled returns for this period. 150 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| BNS | BANK OF NOVA SCOTIA | Mar 19, 2025 | Nov 6, 2026 | +101.8% | +32.2% | +69.6% |
| BNS | BANK OF NOVA SCOTIA | Mar 26, 2025 | Nov 6, 2026 | +99.7% | +31.5% | +68.2% |
| BNS | BANK OF NOVA SCOTIA | May 27, 2025 | Nov 6, 2026 | +81.7% | +26.4% | +55.3% |
| BNS | BANK OF NOVA SCOTIA | Dec 31, 2025 | Nov 6, 2026 | +28.2% | +8.7% | +19.5% |
| BNS | BANK OF NOVA SCOTIA | Sep 1, 2026 | Nov 6, 2026 | +1.4% | -3.2% | +4.7% |
| KRSOX | KKR Real Estate Select Trust Class U | May 29, 2026 | Nov 6, 2026 | -3.4% | -2.3% | -1.1% |
| IBIT | iShares Bitcoin Trust ETF | Mar 4, 2026 | Nov 6, 2026 | +3.5% | +8.2% | -4.7% |
| KRSOX | KKR Real Estate Select Trust Class U | Jan 8, 2026 | Nov 6, 2026 | -2.1% | +7.5% | -9.6% |
| KRSOX | KKR Real Estate Select Trust Class U | Feb 4, 2026 | Nov 6, 2026 | -2.3% | +8.0% | -10.3% |
| IBIT | iShares Bitcoin Trust ETF | Jul 9, 2025 | Nov 6, 2026 | -32.6% | +19.4% | -52.0% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 11 · 266 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | Oaktree Strategic Credit Fund Class S | Sep 30, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| BNS | BANK OF NOVA SCOTIA | Sep 1, 2026 | purchase | $500.0K – $1.0M | Filing ↗ |
| — | ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LP | Aug 31, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | Apollo Debt Solutions BDC Class S | Aug 28, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| BNS | BANK OF NOVA SCOTIA | Aug 19, 2026 | sale | $500.0K – $1.0M | Filing ↗ |
| — | Oaktree Strategic Credit Fund Class S [OT] | Jun 30, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| KRSOX | KKR Real Estate Select Trust Class U | May 29, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | OAKTREE STRATEGIC CREDIT FUND CLASS S | May 27, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | APOLLO DEBT SOLUTIONS BDC CLASS S | May 1, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LP | Apr 28, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | Oaktree Strategic Credit Fund Class S | Mar 30, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | Apollo Debt Solutions BDC Class S | Mar 27, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| IBIT | iShares Bitcoin Trust ETF | Mar 4, 2026 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | Apollo Debt Solutions BDC Class S | Mar 3, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | OAKTREE STRATEGIC CREDIT FUND CLASS S [OT] | Feb 27, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | BARCLAYS BANK PLC TAR-SS INTL BASKET [CS] | Feb 19, 2026 | sale | $100.0K – $250.0K | Filing ↗ |
| — | US TSY BOND DUE 02/15/36 [GS] | Feb 18, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | US TSY NOTE DUE 02/15/26 [GS] | Feb 17, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| — | US TSY DUE 02/15/26 [GS] | Feb 15, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| — | OAKTREE STRATEGIC CREDIT FUND CLASS S [OT] | Feb 6, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| KRSOX | KKR Real Estate Select Trust Class U | Feb 4, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | APOLLO DEBT SOLUTIONS BDC CLASS S [OT] | Feb 4, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| KRSOX | KKR Real Estate Select Trust Class U | Jan 5, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | BNP PARIBAS | Dec 31, 2025 | purchase | $50.0K – $100.0K | Filing ↗ |
| BNS | BANK OF NOVA SCOTIA | Dec 31, 2025 | purchase | $50.0K – $100.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075607 | 93 | 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. Read the modeling methodology · Review data sources and coverage · Explore other politicians