Transactions
22
Total transactions associated with this filer
Disclosed purchases
47
$14.0K – $210.0K
Average modeled return
+183.0%
9 modeled purchases
Average vs. S&P 500
-51.7%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
MARKET ANALYSIS
Modeled purchase performance · Since purchase
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| TMO | ranSactionS iD owner asset transaction type notification Date amount Thermo Fisher scientific Inc (TMO) | Dec 19, 2016 | Sep 21, 2026 | +378.1% | +298.9% | +79.1% |
| TMO | F IlINg s TaTus : New l OCaTION : us D EsCRIPTION : Real Estate Investment Trust shares Magellan Midstream Partners l.P. limited Partnership (MMP) P 11/2/2016 11/7/2016 $1,001 - $15,000 F IlINg s TaTus : New Thermo Fisher scientific Inc (TMO) | Oct 13, 2016 | Sep 21, 2026 | +344.6% | +324.9% | +19.7% |
| TXN | F IlINg S TaTuS : New D ESCRIPTIoN : Purchased 100 shares Texas Instruments Incorporated (TXN) | Nov 24, 2017 | Sep 21, 2026 | +244.9% | +240.7% | +4.2% |
| TXN | F IlINg s TaTus : New Texas Instruments Incorporated (TXN) | Jan 23, 2018 | Sep 21, 2026 | +185.6% | +211.5% | -25.9% |
| TXN | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Texas Instruments Incorporated(TXN) | Oct 26, 2020 | Sep 21, 2026 | +117.7% | +146.9% | -29.3% |
| REZI | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Resideo Technologies , Inc. (REZI)[sT] | Nov 8, 2018 | Sep 18, 2026 | +18.9% | +88.9% | -70.0% |
| MET | F IlINg s TaTus : New Metlife, Inc. (MET) | Jan 14, 2016 | Sep 21, 2026 | +258.7% | +378.9% | -120.2% |
| HD | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Home Depot, Inc. (HD) [sT] | Mar 13, 2020 | Sep 21, 2026 | +70.6% | +215.6% | -145.1% |
| MMM | ranSactionS iD owner asset transaction type notification Date amount cap. gains > 3M Company (MMM) [sT] | Aug 23, 2018 | Sep 21, 2026 | +28.3% | +206.2% | -177.9% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 22 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| TXN | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Texas Instruments Incorporated(TXN) | Oct 26, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| RTX | g fedcF IlINg S TaTUS : New D ESCRIPTIoN : Shares acquired during merger of United Technologies and Raytheon Raytheon Technologies Corporation (RTX) | Apr 7, 2020 | Exchange | $15.0K – $50.0K | Filing ↗ |
| HD | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Home Depot, Inc. (HD) [sT] | Mar 13, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| EMR | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Emerson Electric Company (EMR) [sT] | Aug 15, 2019 | Purchase | $1.0K – $15.0K | Filing ↗ |
| KTB | g fedcF IlINg S TaTuS : New D ESCRIPTIoN : VF Corporations stock spun-off into Kontoor Brands stock Kontoor Brands, Inc. (KTB) | Jun 28, 2019 | Sale | $1.0K – $15.0K | Filing ↗ |
| KTB | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Kontoor Brands, Inc. (KTB) | May 28, 2019 | Exchange | $1.0K – $15.0K | Filing ↗ |
| FITB | g fedcF IlINg S TaTuS : New D ESCRIPTIoN : Purchase of 50 shares Fifth Third Bancorp (FITB) | Dec 27, 2018 | Sale | $1.0K – $15.0K | Filing ↗ |
| CRM | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Salesforce.com Inc (CRM) | Nov 20, 2018 | Purchase | $1.0K – $15.0K | Filing ↗ |
| REZI | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Resideo Technologies , Inc. (REZI)[sT] | Nov 8, 2018 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MMM | ranSactionS iD owner asset transaction type notification Date amount cap. gains > 3M Company (MMM) [sT] | Aug 23, 2018 | Purchase | $1.0K – $15.0K | Filing ↗ |
| TXN | F IlINg s TaTus : New Texas Instruments Incorporated (TXN) | Jan 23, 2018 | Purchase | $1.0K – $15.0K | Filing ↗ |
| WIN | F IlINg S TaTuS : New D ESCRIPTIoN : Sold 300 shares Filing ID #20008542 Windstream Holdings, Inc. (WIN) | Nov 24, 2017 | Sale | $1.0K – $15.0K | Filing ↗ |
| CRM | F IlINg S TaTuS : New D ESCRIPTIoN : Purchased 100 shares Salesforce.com Inc (CRM) | Nov 24, 2017 | Purchase | $1.0K – $15.0K | Filing ↗ |
| TXN | F IlINg S TaTuS : New D ESCRIPTIoN : Purchased 100 shares Texas Instruments Incorporated (TXN) | Nov 24, 2017 | Purchase | $1.0K – $15.0K | Filing ↗ |
| BHF | F IlINg S TaTuS : New D ESCRIPTIoN : Sold 100 shares Brighthouse Financial, Inc. (BHF) | Nov 24, 2017 | Sale | $1.0K – $15.0K | Filing ↗ |
| DVN | ranSactionS iD owner asset transaction type notification Date amount Devon Energy Corporation (DVN) | Jun 22, 2017 | Sale | $1.0K – $15.0K | Filing ↗ |
| TMO | ranSactionS iD owner asset transaction type notification Date amount Thermo Fisher scientific Inc (TMO) | Dec 19, 2016 | Purchase | $1.0K – $15.0K | Filing ↗ |
| ETP | ranSactionS iD owner asset transaction type notification Date amount arconic Inc. (aRNC) E 11/1/2016 12/6/2016 $1,001 - $15,000 F IlINg S TaTuS : New D ESCRIPTIoN : Stock dividend from alcoa, Inc. spin-off. Energy Transfer Partners, l.P. ENERgYTRaNSFER PaRNTERS (ETP) S 11/29/2016 12/6/2016 $15,001 - $50,000 F IlINg S TaTuS : New N.C. Capital Facilities Bonds - Duke university | Nov 22, 2016 | Purchase | $1.0K – $15.0K | Filing ↗ |
| TMO | F IlINg s TaTus : New l OCaTION : us D EsCRIPTION : Real Estate Investment Trust shares Magellan Midstream Partners l.P. limited Partnership (MMP) P 11/2/2016 11/7/2016 $1,001 - $15,000 F IlINg s TaTus : New Thermo Fisher scientific Inc (TMO) | Oct 13, 2016 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MET | F IlINg s TaTus : New Metlife, Inc. (MET) | Jan 14, 2016 | Purchase | $1.0K – $15.0K | Filing ↗ |
| TCB | ranSactionS iD owner asset transaction type notification Date amount TCF Financial Corporation (TCB) | Dec 23, 2015 | Sale | $1.0K – $15.0K | Filing ↗ |
| WIN | F IlINg s TaTus : New Windstream Holdings, Inc. (WIN) | Dec 23, 2015 | Purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076606 | 6 | PARSED | Filing ↗ |
Modeled market performance is calculated from public disclosure dates and historical market prices. It does not represent verified execution prices, realized investment returns, or investment advice.