Transactions
19
Total transactions associated with this filer
Disclosed purchases
14
$140.0K – $525.0K
Average modeled return
+64.0%
3 of 14 purchases modeled
Average vs. S&P 500
-323.5%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
3 most recent modeled purchases. The summary and table include all modeled purchases.
MARKET ANALYSIS
Modeled purchase performance · Since purchase
3 of 14 disclosed purchases have modeled returns for this period. 11 purchases have missing or excluded market data; no returns are invented for them.
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 19 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | MA St. Gen Mun. Bond | Jan 3, 2017 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | Astrazeneca | Nov 21, 2016 | sale | $1.0K – $15.0K | Filing ↗ |
| VNO | VORNADO REALTY TRUST | Sep 1, 2016 | sale | $1.0K – $15.0K | Filing ↗ |
| — | BB & T Preferred Stock Corporation | Aug 29, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | E Trade Financial Corp bond | Aug 24, 2016 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | Public Storage Preferred Stock | Aug 24, 2016 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | DOM WION RESOURCES INC | Jul 22, 2016 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | LAS VEGAS NV GENL OBLIG REF-A | Jun 1, 2016 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | NV SYS HIGHER ED UNIV RG - OID | Apr 14, 2016 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | Illinois Fin Auth Rev | Apr 1, 2016 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | NATIONWIDE ANNUITY | Nov 30, 2015 | purchase | $15.0K – $50.0K | Filing ↗ |
| BMY | BRISTOL MYERS SQUIBB CO | Nov 24, 2015 | sale | $15.0K – $50.0K | Filing ↗ |
| — | FRANKLIN US GOVT SECUR. | Nov 24, 2015 | sale | $15.0K – $50.0K | Filing ↗ |
| COF | CAPITAL ONE FINANCIAL CORP | Nov 4, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | MORGAN STANLEY PREFERRED STOCK | May 5, 2014 | purchase | $15.0K – $50.0K | Filing ↗ |
| CHK | Chesapeake Energy Corporation | Feb 9, 2014 | sale | $1.0K – $15.0K | Filing ↗ |
| — | WASHINGTON STATE | Jan 28, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| VNO | VORNADO REALTY TRUST | Jan 28, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| BXP | BXP, Inc. | Jan 28, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 9116309 | 0 | UNPARSED | 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. Read the modeling methodology · Review data sources and coverage · Explore other politicians