House
Todd Rokita
—
Transactions
5
Total transactions associated with this filer
Disclosed purchases
3
$3.0K – $45.0K
Average modeled return
+297.9%
2 of 3 purchases modeled
Average vs. S&P 500
-95.7%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
2 most recent modeled purchases. The summary and table include all modeled purchases.
MARKET ANALYSIS
Modeled purchase performance · Since purchase
2 of 3 disclosed purchases have modeled returns for this period. 1 purchases have missing or excluded market data; no returns are invented for them.
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 5 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| IWP | iShares Russell Mid-Cap Growth ETF | Feb 25, 2014 | sale | $1.0K – $15.0K | Filing ↗ |
| SPY | SPDR S&P 500 ETF TRUST | Feb 25, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | UBSIRA - BAIRD MIDCAP FUND INVESTOR CLASS | Feb 21, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | UBSIRA - VANGUARD BOND INDEX FD INC TOTAL BOND MKT | Dec 27, 2013 | sale | $1.0K – $15.0K | Filing ↗ |
| IJR | ISHARES CORE S&P SMALL CAP E | Dec 27, 2013 | purchase | $1.0K – $15.0K | 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