Transactions
122
Total transactions associated with this filer
Disclosed purchases
77
$567.1K – $2.2M
Average modeled return
+111.6%
4 of 77 purchases modeled
Average vs. S&P 500
-83.8%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
4 most recent modeled purchases. The summary and table include all modeled purchases.
MARKET ANALYSIS
Modeled purchase performance · Since purchase
4 of 77 disclosed purchases have modeled returns for this period. 73 purchases have missing or excluded market data; no returns are invented for them.
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 5 · 122 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A) | May 11, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| — | JP Morgan Chase & Co Depositary Shares Preferred Series GG | May 11, 2026 | sale | $50.0K – $100.0K | Filing ↗ |
| — | Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E) | May 11, 2026 | sale | $50.0K – $100.0K | Filing ↗ |
| HBANZ | HUNTINGTON BANCSHARES INC /MD/ | Feb 2, 2026 | exchange | $1.0K – $15.0K | Filing ↗ |
| — | Cadence Bank 5.50% Series A (CADE$A) | Feb 2, 2026 | exchange | $1.0K – $15.0K | Filing ↗ |
| — | J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) | Sep 4, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) | Jun 2, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) | Mar 3, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| MSTR | Strategy Inc | Dec 24, 2024 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) | Nov 6, 2024 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | U.S. Bancorp Depositary Shares each representing a 1/1,000th interest in a share of Series K Non-Cumulative Perpetual Preferred Stock (USB$P) | Nov 6, 2024 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E) | Nov 6, 2024 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | Cadence Bank 5.50% Series A (CADE$A) | Nov 6, 2024 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | JP Morgan Chase & Co Depositary Shares Preferred Series GG | Nov 6, 2024 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | Truist Financial Corporation Depositary Shares, each representing 1/1,000th interest in a share of Series R Non-Cumulative Perpetual Preferred Stock (TFC$R) | Sep 27, 2024 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) | Sep 27, 2024 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | JP Morgan Chase & Co Depositary Shares Preferred Series GG | Sep 27, 2024 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A) | Sep 27, 2024 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | US Bancorp Preferred Series K | Sep 27, 2024 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E) | Sep 27, 2024 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J) | Sep 27, 2024 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | Cadence Bank 5.50% Series A (CADE$A) | Sep 27, 2024 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) | Apr 24, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series DD (WFC$D) | Apr 24, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| CADEA | Cadence Bank 5.50% Series A (CADE$A) | May 5, 2023 | purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076120 | 74 | 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. Read the modeling methodology · Review data sources and coverage · Explore other politicians