Transactions
304
Total transactions associated with this filer
Disclosed purchases
175
$36.3M – $90.2M
Average modeled return
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No validated modeled returns currently available
Average vs. S&P 500
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Comparable modeled intervals
MODELED PERFORMANCE
Performance period
The latest data refresh did not finish. Modeled results are temporarily unavailable while the update is repaired; disclosed transactions remain available below.
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 13 · 304 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | Manassas VA GO Public Improvement Refunding Bonds Rate/Coupon: 4.0% Matures: 2032-01-01 | Jul 7, 2026 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | Alexandria VA GO Capital Improvement Bonds Rate/Coupon: 5.0% Matures: 2031-12-15 | Jul 2, 2026 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | Virginia Beach VA GO Public Improvement Bonds Rate/Coupon: 5.0% Matures: 2031-02-01 | Jul 2, 2026 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | West Deptford Energy Holdings, LLC Company: West Deptford Energy Holdings, LLC (New York, NY) Description: Energy Company | Dec 24, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| — | BetterCloud Company: BetterCloud (New York, NY) Description: Cloud Storage | Dec 10, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Alexandria VA Unltd Tax Rate/Coupon: 4.0% Matures: 12/15/2044 | Oct 8, 2024 | purchase | $500.0K – $1.0M | Filing ↗ |
| — | euNetworks Group Limited Company: euNetworks Group Limited (London, England) Description: Bandwidth infrastructure services | Aug 29, 2024 | sale | $1.0M – $5.0M | Filing ↗ |
| — | RICHMOND VA SER C UNLTD TAX Rate/Coupon: 4.0% Matures: 03/01/2057 | Jul 31, 2024 | purchase | $500.0K – $1.0M | Filing ↗ |
| — | Virginia ST Res Auth Rate/Coupon: 5.0% Matures: 11/01/2036 | Jan 11, 2024 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | Petersburg VA Go BDS Rate/Coupon: 4.25% Matures: 09/01/2048 | Jan 10, 2024 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | Virginia Comwlth Transn Rate/Coupon: 4.0% Matures: 05/15/2047 | Jan 10, 2024 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | Los Angeles CNTY CA Met Rate/Coupon: 5.0% Matures: 07/01/2042 | Jan 8, 2024 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | Metropolitan ST Louis MO Rate/Coupon: 5.0% Matures: 05/01/2036 | Jan 8, 2024 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | Virginia Comwlth Transn Rate/Coupon: 4.0% Matures: 05/15/2038 | Jan 4, 2024 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | Bexar CNTY TX Hosp Dist CTFS Oblig LTD Tax Rate/Coupon: 4.25% Matures: 02/15/2052 | Jan 3, 2024 | purchase | $500.0K – $1.0M | Filing ↗ |
| — | Richmond VA Pub Util Rev Ser A Rate/Coupon: 4.0% Matures: 01/15/2050 | Jan 3, 2024 | purchase | $500.0K – $1.0M | Filing ↗ |
| — | Minneapolis & ST Paul MN Rate/Coupon: 5.00% Matures: 01/01/2034 | Dec 27, 2023 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | Virginia Small Business Rate/Coupon: 5.00% Matures: 10/01/2041 | Dec 19, 2023 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | Fairfax CNTY VA SWR Rev Rate/Coupon: 5.00% Matures: 07/15/2046 | Dec 18, 2023 | purchase | $500.0K – $1.0M | Filing ↗ |
| — | Virginia ST Pub BLDG Rate/Coupon: 4.00% Matures: 08/01/2039 | Dec 15, 2023 | purchase | $500.0K – $1.0M | Filing ↗ |
| — | Fairfax CNTY VA SWR Rev Rate/Coupon: 5.00% Matures: 07/15/2046 | Dec 13, 2023 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | Massachusetts ST Transn Rate/Coupon: 4.00% Matures: 06/01/2046 | Dec 13, 2023 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | University VA Univ Revs Rate/Coupon: 5.00% Matures: 04/01/2042 | Dec 13, 2023 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | Univ Of VA VA Univ Revenues Multi YR Cap Proj-Ser B Rate/Coupon: 4.00% Matures: 08/01/2048 | Dec 13, 2023 | purchase | $500.0K – $1.0M | Filing ↗ |
| — | Memphis TN Gen Impt BDS Rate/Coupon: 5.00% Matures: 10/01/2044 | Dec 12, 2023 | purchase | $250.0K – $500.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|
No annual disclosure is currently associated with this filer.
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