As of Sep 15, 2026. 44 parsed trades. Ranks use three-year return.
How estimates are calculated
Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.
Current holdings
Last reported holdings valued Dec 31, 2024. Original disclosure ↗. These are reported positions, not a live account balance.
This extraction is incomplete or awaiting reconciliation. The source may contain additional holdings.
ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.
Estimated positions as of Sep 15, 2026
Asset
Owner
Estimated units
Estimated value
TIAA Joint ⇒ Walt Disney Company (DIS) [ST]
joint
71.85002245172878311629995510
7646.28
Leidos Holdings, Inc. Common Stock (LDOS) [ST]
joint
1106.677089005303317162333357
143026.95
TIAA Joint ⇒ Organon & Co. (OGN) [ST]
joint
33.54557640750670241286863271
458.23
Leidos Holdings, Inc. (LDOS) [ST]
not_reported
3567.356354642313546423135464
461045.14
Completed trades
Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Annual schedules and unmatched or ambiguous activity are omitted here.
Ticker
Owner
Purchase date
Purchase price
Sale date
Sale price
Return
No completed purchase/sale matches are available from the collected records.
All trades
55 public-equity trades. Annual schedule rows are labeled because they may repeat transaction reports. Superseded and unresolved reports remain in the disclosures below.
Public-equity transactions, newest transaction dates first
Original ↗ · Row 2 · Ptr joint · S (partial) · $1,001 - $15,000
Dec 9, 2021
Sep 12, 2026
All disclosures
26 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.