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Trade price comparisons through . Update overdue — these are historical results, not current market conditions.
Approximation from disclosed value-range midpoints; it is not a brokerage portfolio, exact cost basis, or verified current ownership.
| Date | Ticker | Type | Amount | Return |
|---|---|---|---|---|
| Aug 20, 2026 | CHTR | ExchangeOversight | $1,001 - $15,000 | -26.5% |
| Aug 20, 2026 |
Data sourced from STOCK Act periodic transaction reports. Return % is stock price change from trade date to the latest available close — not a cost-basis return.
| $32.50K |
20.0% |
| +6.1% |
| UHALB | $32.50K | 20.0% | — |
| DMLP | $32.50K | 20.0% | +13.6% |
Estimated from disclosed trades only. Cost basis uses midpoint of reported ranges.sale_full closes the position entirely.
| LBRDK |
Exchange |
| $1,001 - $15,000 |
| — |
| Mar 13, 2026 | EPD | Buy | $15,001 - $50,000 | +0.2% |
| Mar 13, 2026 | KRP | Buy | $15,001 - $50,000 | +15.1% |
| Mar 13, 2026 | VNOM | BuyOversight | $15,001 - $50,000 | +6.1% |
| Mar 13, 2026 | UHALB | Buy | $15,001 - $50,000 | — |
| Mar 13, 2026 | DMLP | Buy | $15,001 - $50,000 | +13.6% |
| Feb 10, 2026 | WBD | Sell (Partial)Oversight | $1,001 - $15,000 | +0.0% |
| Jan 13, 2026 | SIRI | Sell (Partial)Oversight | $1,001 - $15,000 | +32.8% |
| Jan 12, 2026 | FNF | Sell (Partial) | $1,001 - $15,000 | -24.5% |
| Dec 16, 2025 | FWONK | ExchangeOversight | $1,001 - $15,000 | — |
| Dec 16, 2025 | LLYVK | Exchange | $1,001 - $15,000 | — |
| Jul 1, 2025 | SIRI | Sell (Partial)Oversight | $1,001 - $15,000 | +16.9% |
| Jul 1, 2025 | LLYVK | Sell (Partial) | $1,001 - $15,000 | — |
| Jul 1, 2025 | DIS | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Jan 13, 2025 | WBD | Sell (Partial)Oversight | $1,001 - $15,000 | +0.0% |
| Sep 10, 2024 | SIRI | ExchangeOversight | $1,001 - $15,000 | +934.8% |