Transactions
11
Total transactions associated with this filer
Disclosed purchases
75
$18.0K – $95.0K
Average modeled return
-53.6%
1 modeled purchases
Average vs. S&P 500
-84.7%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
MARKET ANALYSIS
Modeled purchase performance · Since purchase
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 11 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| GG | F S : New S O : IRA #3 JP Morgan Chase & Co Depositary Shares Preferred Series GG | May 11, 2026 | Sale | $50.0K – $100.0K | Filing ↗ |
| HBANZ | F S : New S O : IRA #3 D : Received Huntington Banc Shares Series-L in exchange for asset listed above due to corporate action. Huntington Bancshares Incorporated - Depositary Shares L Preferred Stock (HBANZ) | Feb 2, 2026 | Exchange | $1.0K – $15.0K | Filing ↗ |
| MSTR | SP MicroStrategy Incorporated - Class A Common Stock (MSTR) | Dec 24, 2024 | Purchase | $15.0K – $50.0K | Filing ↗ |
| GG | F S : New S O : IRA #3 JP Morgan Chase & Co Depositary Shares Preferred Series GG | Nov 6, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| GG | F S : New S O : IRA #3 JP Morgan Chase & Co Depositary Shares Preferred Series GG | Sep 27, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| K | F S : New S O : IRA #3 US Bancorp Preferred Series K | Sep 27, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| SO | SP Southern Company (SO) | Jan 5, 2023 | Sale | $15.0K – $50.0K | Filing ↗ |
| SO | F S : New S O : IRA #2 Southern Company (SO) | Jan 5, 2023 | Sale | $15.0K – $50.0K | Filing ↗ |
| BXS | g fedcbF IlINg S TATuS : New S uBHOlDINg O F : The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 BancorpSouth Bank (BXS) | Dec 15, 2020 | Sale | $50.0K – $100.0K | Filing ↗ |
| BXS | ranSactionS iD owner asset transaction type notification Date amount cap. gains > BancorpSouth Bank (BXS) | Dec 15, 2020 | Sale | $250.0K – $500.0K | Filing ↗ |
| BXS | g fedcbF IlINg S TATuS : New S uBHOlDINg O F : IRA #1 BancorpSouth Bank (BXS) | Dec 15, 2020 | Sale | $50.0K – $100.0K | 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.