Transactions
18
Total transactions associated with this filer
Disclosed purchases
0
$0 – $0
Average modeled return
—
No disclosed purchases
Average vs. S&P 500
—
Comparable modeled intervals
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 18 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| AAPL | SP Apple Inc. - Common Stock (AAPL) | Aug 8, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| ABBNY | SP ABB LTD SPONS ADR (ABBNY) | Aug 8, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| ALK | SP Alaska Air Group, Inc. Common Stock (ALK) | Aug 8, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| BRK.B | S O : Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith Beneficiary C : This stock was part of the Inherited Beneficiary IRA spouse received upon the death of her father in 2021. Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale. SP Berkshire Hathaway Inc. New Common Stock (BRK.B) | Aug 8, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| C | SP Citigroup, Inc. Common Stock (C) | Aug 8, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| CVS | SP CVS Health Corporation Common Stock (CVS) | Aug 8, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| DE | SP Deere & Company Common Stock (DE) | Aug 8, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| DIS | SP Walt Disney Company (DIS) | Aug 8, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| GOOG | SP Alphabet Inc. - Class C Capital Stock (GOOG) | Aug 8, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | SP Microsoft Corporation - Common Stock (MSFT) | Aug 8, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| NEM | SP Newmont Corporation (NEM) | Aug 8, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| PCAR | SP PACCAR Inc. - Common Stock (PCAR) | Aug 8, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| PG | SP Procter & Gamble Company (PG) | Aug 8, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| RSG | SP Republic Services, Inc. Common Stock (RSG) | Aug 8, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| TSLA | SP Tesla, Inc. - Common Stock (TSLA) | Aug 8, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| UNP | SP Union Pacific Corporation Common Stock (UNP) | Aug 8, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| UPS | SP United Parcel Service, Inc. Common Stock (UPS) | Aug 8, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| WY | SP Weyerhaeuser Company Common Stock (WY) | Aug 8, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075631 | 23 | 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.