450 annual source rows remain unresolved or superseded; excluded from usable transactions.
As of Oct 26, 2026. 269 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, 2021. Original disclosure ↗. These are reported positions, not a live account balance.
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 Oct 26, 2026
Asset
Owner
Estimated units
Estimated value
MEIJER GST EXEMPT 97 FBO PETER ⇒ American Electric Power Company, Inc. (AEP) [ST]
not_reported
96.26398748646372277704247383
12439.23
Atmos Energy Corporation (ATO) [ST]
not_reported
0.11232495027187448491699105
19.24
MEIJER GST EXEMPT 97 FBO PETER ⇒ Bank of New York Mellon Corporation (BK) [ST]
not_reported
213.1193393713372402770378263
31366.90
MEIJER GST EXEMPT 97 FBO PETER ⇒ The Cooper Companies, Inc. (COO) [ST]
not_reported
111.6219044297174747122427625
6824.56
MEIJER GST EXEMPT 97 FBO PETER ⇒ Walt Disney Company (DIS) [ST]
not_reported
2.762446186113257533944143945
304.97
MEIJER GST EXEMPT 97 FBO PETER ⇒ Equity Lifestyle Properties, Inc. (ELS) [ST]
not_reported
1564.0625
95501.66
MEIJER GST EXEMPT 97 FBO PETER ⇒ Fortinet, Inc. (FTNT) [ST]
MEIJER GST EXEMPT 97 FBO PETER ⇒ ServiceNow, Inc. (NOW) [ST]
not_reported
72.67499954580963973620623876
11495.73
MEIJER GST EXEMPT 97 FBO PETER ⇒ Simon Property Group, Inc. (SPG) [ST]
not_reported
119.8217762468174329788827318
25484.89
MEIJER GST EXEMPT 97 FBO PETER ⇒ Waste Management, Inc. (WM) [ST]
not_reported
79.98900219956008798240351930
19278.95
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. Unreconciled 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
1 public-equity trade. Annual rows are labeled as reconciled or unresolved; unresolved rows are excluded from usable transactions and scores. Superseded and unresolved reports remain in the disclosures below.
Public-equity transactions, newest transaction dates first
Original ↗ · Row 1 · Ptr not_reported · S · $1,001 - $15,000
Jun 27, 2022
Sep 12, 2026
All disclosures
11 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.