Transactions
75
Total transactions associated with this filer
Disclosed purchases
19
$821.0K – $2.0M
Average modeled return
—
No validated modeled returns currently available
Average vs. S&P 500
—
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 3 · 75 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | NEWMONT MINING CORP SENIOR NOTE M/W 5.125% | Feb 4, 2019 | sale | $15.0K – $50.0K | Filing ↗ |
| — | PENNSYLVANIA STATE GO BDS CALLABLE 5% 10/15/2029 | Feb 4, 2019 | sale | $50.0K – $100.0K | Filing ↗ |
| — | MORGAN ST DEAN WITTER SENIOR MEDIUM TERM NOTE M/W 3.875% 04/29/2024 | Feb 4, 2019 | sale | $50.0K – $100.0K | Filing ↗ |
| — | NEW YORK ST DORM AUTH ST PERS REV BDS CALLABLE 5% 03/15/2033 | Feb 4, 2019 | sale | $50.0K – $100.0K | Filing ↗ |
| — | THERMO FISHER SCIENTIFIC INC SENIOR NOTE CALLABLE M 3.65% 12/15/2025 | Feb 4, 2019 | sale | $15.0K – $50.0K | Filing ↗ |
| — | LYB INTL FINANCE BV SENIOR NOTE M/W 4% 07/15/2023 | Feb 4, 2019 | sale | $15.0K – $50.0K | Filing ↗ |
| — | CINCINNATI FINANCIAL CORP SENIOR DEBENTURE 6.92% 05/15/2028 | Feb 4, 2019 | sale | $50.0K – $100.0K | Filing ↗ |
| — | LENNOX INTERNATIONAL INC SENIOR NOTE CALLABLE M/W 3% 11/15/2023 | Feb 4, 2019 | sale | $50.0K – $100.0K | Filing ↗ |
| — | MORGAN STANLEY SENIOR MEDIUM TERM NOTE M/W 5.5% 07/28/2021 | Feb 4, 2019 | sale | $15.0K – $50.0K | Filing ↗ |
| — | JPMORGAN CHASE & CO. SENIOR MEDIUM TERM NOTE 4.25% 10/15/2020 | Feb 4, 2019 | sale | $15.0K – $50.0K | Filing ↗ |
| — | BANK OF AMERICA CORP SENIOR MEDIUM TERM NOTE 4.125% 01/22/2024 | Feb 4, 2019 | sale | $15.0K – $50.0K | Filing ↗ |
| — | GENERAL MTRS FINL CO INC SENIOR NOTE M/W 2.35% 10/04/2019 | Feb 4, 2019 | sale | $15.0K – $50.0K | Filing ↗ |
| — | JOHNSON & JOHNSON SENIOR NOTE 6.95% 09/01/2029 | Feb 4, 2019 | sale | $100.0K – $250.0K | Filing ↗ |
| — | CINCINNATI FINANCIAL CORP SENIOR DEBENTURE 6.92% 05/15/2028 | Feb 4, 2019 | sale | $15.0K – $50.0K | Filing ↗ |
| — | DISCOVERY COMMUNICATIONS LLC SENIOR NOTE M/W 5.05% 06/01/2020 | Feb 4, 2019 | sale | $15.0K – $50.0K | Filing ↗ |
| — | VERIZON COMMUNICATIONS SENIOR NOTE CALLABLE M 4.15% 03/15/2024 | Feb 4, 2019 | sale | $15.0K – $50.0K | Filing ↗ |
| — | DIRECTV HLDGS LLC / DIRECTV SENIOR NOTE CALLABLE M/ 4.45% 04/01/2024 | Feb 4, 2019 | sale | $50.0K – $100.0K | Filing ↗ |
| — | AMERICAN EXPRESS CENTRN CD 2.2% 09/13/2021 | Feb 4, 2019 | sale | $50.0K – $100.0K | Filing ↗ |
| — | CELGENE CORP SENIOR NOTE M/W 3.95% 10/15/2020 | Feb 4, 2019 | sale | $50.0K – $100.0K | Filing ↗ |
| — | YORK CNTY PA GO BDS CALLABLE 4.75% 03/01/2036 | Feb 4, 2019 | sale | $50.0K – $100.0K | Filing ↗ |
| — | BERKSHIRE HATHAWAY FIN SENIOR MEDIUM TERM NOTE M/W 3% 05/15/2022 | Feb 4, 2019 | sale | $100.0K – $250.0K | Filing ↗ |
| — | FEDERAL HOME LN MTG CORP MTN CLBL STEPPED 1%-2.5% 1% 08/25/2021 | Feb 4, 2019 | sale | $50.0K – $100.0K | Filing ↗ |
| — | CARLISLE COS INC SENIOR NOTE CALLABLE M/W 3.75% 12/01/2027 | Feb 4, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| — | ENTERGY MISSISSIPPI LLC FIRST MORTGAGE CALLABLE M/W 3.1% 07/01/2023 | Feb 4, 2019 | sale | $50.0K – $100.0K | Filing ↗ |
| — | PRIVATE EXPORT FUNDING NOTE 2.3% 09/15/2020 | Feb 4, 2019 | sale | $100.0K – $250.0K | 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