
Transactions
12
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 · 12 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| BGC | BGC Group, Inc. (BGC) Class B See Endnote | Oct 6, 2025 | Sale | $50.0M+ | Filing ↗ |
| NMRK | Shares in Retirement Accounts (NMRK) See Endnote | Oct 6, 2025 | Sale | $50.0K+ | Filing ↗ |
| NMRK | Shares in Retirement Accounts (NMRK) See Endnote | Oct 6, 2025 | Sale | $1.0M+ | Filing ↗ |
| BGC | Shares in Retirement Accounts (BGC) See Endnote | Oct 6, 2025 | Sale | $1.0M+ | Filing ↗ |
| BGC | Shares in Retirement Accounts (BGC) See Endnote | Oct 6, 2025 | Sale | $50.0K+ | Filing ↗ |
| NMRK | Newmark Group, Inc. (NMRK) | May 16, 2025 | Sale | $50.0M+ | Filing ↗ |
| BGC | BGC Group, Inc. (BGC) | May 16, 2025 | Sale | $50.0M+ | Filing ↗ |
| DIS | The Walt Disney Co. (DIS) | May 16, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| NDAQ | Nasdaq, Inc. (NDAQ) | May 16, 2025 | Sale | $1.0M+ | Filing ↗ |
| GEV | GE Vernova LLC (GEV) | Mar 7, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| GEHC | GE Healthcare Technologies Inc. (GEHC) | Mar 7, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| GE | GE Aerospace (GE) | Mar 7, 2025 | Sale | $15.0K – $50.0K | 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.