All transactions4
Purchases0
Sales4
PerformanceAverage return based on each purchase date—
Latest filing09/23/26
4 records
DateAssetTypeReported valueAt tradeLatestReturnFiling
Sep 22, 2026Apple Inc$AAPLSale$100,001 - $250,000$339.75$341.27+0.45%Sep 23, 2026 ↗
Sep 14, 2026Alphabet Inc$GOOGLSale$15,001 - $50,000$349.39$353.78+1.26%Sep 21, 2026 ↗
Sep 14, 2026AbbVie Inc$ABBVSale$15,001 - $50,000$261.77$274.36+4.81%Sep 21, 2026 ↗
Jul 24, 2026ARES CAPITAL CORPORATION$ARCCSale$1,001 - $15,000$18.32$18.56+1.31%Jul 27, 2026 ↗