Transactions
12
Total transactions associated with this filer
Disclosed purchases
10
$1.8M – $3.8M
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 1 · 12 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | United States Treasury Ser AA-2027; 3.25%; Due 6/30/2027 | Apr 15, 2026 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | United States Treasury Ser AA-2027; 3.25%; Due 6/30/2027 | Apr 15, 2026 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | United States Treasury Ser AJ-2027; 4.0%; Due 1/15/2027 | Apr 15, 2026 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | United States Treasury Ser AD-2026; 0.875%; Due 9/30/2026 | Apr 15, 2026 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | United States Treasury Ser BC-2027; 3.875%; Due 5/31/2027 | Apr 15, 2026 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | United States Treasury Ser AD-2026; 0.875%; Due 9/30/2026 | Apr 15, 2026 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | United States Treasury Ser BC-2007; 3.875%; Due 5/31/2027 | Apr 15, 2026 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | United States Treasury Bill Zero CPN; Due 7/16/2026 | Apr 15, 2026 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | United States Treasury Bills Zero CPN; Due 7/16/2026 | Apr 15, 2026 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | United States Treasury Ser A AJ-2027; 4.0%; Due 1/15/2027 | Apr 15, 2026 | purchase | $100.0K – $250.0K | Filing ↗ |
| GE | GENERAL ELECTRIC CO | Dec 27, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Stella Connect | Sep 10, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075586 | 28 | 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