MJ
FORMER OFFICIAL
Michael J Kratsios
—
Transactions
66
Total transactions associated with this filer
Disclosed purchases
39
$1.3M+
Average modeled return
+9.0%
11 of 39 purchases modeled
Average vs. S&P 500
-16.4%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
11 most recent modeled purchases. The summary and table include all modeled purchases.
MARKET ANALYSIS
Modeled purchase performance · Since purchase
11 of 39 disclosed purchases have modeled returns for this period. 28 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| DGRO | ISHARES TRUST CORE DIVID GWTH | May 22, 2025 | Nov 6, 2026 | +34.1% | +28.2% | +6.0% |
| DGRO | ISHARES TRUST CORE DIVID GWTH | Mar 9, 2026 | Nov 6, 2026 | +12.6% | +9.3% | +3.4% |
| SWPPX | Schwab S&P 500 Index Fund | Aug 18, 2025 | Nov 6, 2026 | +15.9% | +15.9% | +0.1% |
| MUB | iShares National Muni Bond ETF | Jul 7, 2025 | Nov 6, 2026 | +4.4% | +20.1% | -15.6% |
| MUB | iShares National Muni Bond ETF | May 19, 2025 | Nov 6, 2026 | +4.8% | +25.7% | -20.8% |
| MUB | iShares National Muni Bond ETF | May 16, 2025 | Nov 6, 2026 | +4.8% | +25.8% | -21.0% |
| MUB | iShares National Muni Bond ETF | May 15, 2025 | Nov 6, 2026 | +4.9% | +26.6% | -21.7% |
| MUB | iShares National Muni Bond ETF | May 22, 2025 | Nov 6, 2026 | +5.6% | +28.2% | -22.6% |
| MUB | iShares National Muni Bond ETF | Mar 24, 2025 | Nov 6, 2026 | +4.3% | +30.2% | -25.9% |
| MUB | iShares National Muni Bond ETF | Mar 10, 2025 | Nov 6, 2026 | +3.4% | +33.7% | -30.4% |
| MUB | iShares National Muni Bond ETF | Mar 13, 2025 | Nov 6, 2026 | +4.0% | +36.0% | -31.9% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 3 · 66 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | Vanguard Tax-Exempt Bond Index Fund ETF | Jul 1, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| — | iShares iBoxx $ Investment Grade Corporate Bond | May 14, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| — | Vanguard Tax-Exempt Bond Index Fund ETF | Mar 27, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MUB | iShares National Muni Bond ETF | Mar 27, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| MUB | iShares National Muni Bond ETF | Mar 27, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| MUB | iShares National Muni Bond ETF | Mar 20, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| — | Vanguard Tax-Exempt Bond Index Fund ETF | Mar 20, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| — | Vanguard Dividend Appreciation Index Fund ETF | Mar 9, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| DGRO | ISHARES TRUST CORE DIVID GWTH | Mar 9, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| — | Vanguard Dividend Appreciation Index Fund ETF | Dec 26, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| — | Vanguard Tax-Exempt Bond Index Fund ETF | Dec 26, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| SWPPX | Schwab S&P 500 Index Fund | Aug 18, 2025 | Purchase | $1.0M+ | Filing ↗ |
| — | Vanguard Total Stock Market Index Fund ETF | Aug 11, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| — | Vanguard Real Estate Index Fund ETF Shares | Aug 11, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| — | Scale AI vested stock options | Jul 21, 2025 | Sale | $5.0M+ | Filing ↗ |
| MUB | iShares National Muni Bond ETF | Jul 7, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| — | Scale AI, Inc. Stock | Jun 23, 2025 | Sale | $1.0M+ | Filing ↗ |
| — | Vanguard Tax-Exempt Bond Index Fund ETF | May 23, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| DGRO | ISHARES TRUST CORE DIVID GWTH | May 22, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MUB | iShares National Muni Bond ETF | May 22, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| — | Vanguard Dividend Appreciation Index Fund ETF | May 22, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| MUB | iShares National Muni Bond ETF | May 19, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| — | Vanguard Tax-Exempt Bond Index Fund ETF | May 19, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| MUB | iShares National Muni Bond ETF | May 16, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| — | Vanguard Tax-Exempt Bond Index Fund ETF | May 16, 2025 | Sale | $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