As of Sep 15, 2026. 10 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, 2025. 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
Rollover ⇒ American Tower Corporation (AMT) [ST]
not_reported
370.2283989292020276812667312
65793.29
Rollover ⇒ Comcast Corporation - Class A (CMCSA) [ST]
Rollover ⇒ Cognizant Technology Solutions Corporation - Class A (CTSH) [ST]
not_reported
192.7831325301204819277108434
12199.32
Rollover ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST]
not_reported
207.1414913957934990439770554
70724.32
Rollover ⇒ TransCanada Corporation (TRP) [ST]
not_reported
290.8743864751863297582257772
17769.52
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
11 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 4 · Ptr not_reported · S · $15,001 - $50,000
Jul 12, 2022
Sep 12, 2026
All disclosures
24 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.