Transactions
17
Total transactions associated with this filer
Disclosed purchases
5
$19.0K – $110.0K
Average modeled return
+6.7%
3 modeled purchases
Average vs. S&P 500
-54.9%
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↑↓ |
|---|---|---|---|---|---|---|
| BHP | JT BHP Group Limited American Depositary Shares (BHP) | Jun 27, 2022 | Jan 3, 2025 | +0.8% | +43.9% | -43.1% |
| BHP | BHP Group Limited American Depositary Shares (BHP) | Mar 29, 2022 | Jan 3, 2025 | -13.8% | +43.9% | -57.7% |
| WDS | F S : New S O : UBS SEP IRA D : Spin-off from FTAI Woodside Energy Group Limited American Depositary Shares, each representing one Ordinary Share (WDS) | Jun 2, 2022 | Sep 21, 2026 | +32.9% | +96.7% | -63.8% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 17 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| WTSHF | F S : New S O : UBS SEP IRA WESTSHORE TERM INVST CP (WTSHF) | May 5, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| IAG | Iamgold Corporation Ordinary Shares (IAG) | May 5, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| RRC | F S : New S O : UBS SEP IRA Range Resources Corporation Common Stock (RRC) | May 5, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| SOUHY | F S : New S O : UBS SEP IRA SOUTH32 LTD SPNS/ADR (SOUHY) | May 5, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| WDS | F S : New S O : UBS SEP IRA Woodside Energy Group Limited American Depositary Shares, each representing one Ordinary Share (WDS) | May 5, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| WPM | F S : New S O : UBS SEP IRA Wheaton Precious Metals Corp Common Shares (WPM) | May 5, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| CODI | D/B/A Compass Diversified Holdings Shares of Beneficial Interest (CODI) | May 5, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| ENB | F S : New S O : UBS SEP IRA Enbridge Inc Common Stock (ENB) | May 5, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| ET | F S : New S O : UBS SEP IRA Energy Transfer LP Common Units (ET) | May 5, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| FIP | F S : New S O : UBS SEP IRA FTAI Infrastructure Inc. - Common Stock (FIP) | May 5, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| FTAI | F S : New S O : UBS SEP IRA FTAI Aviation Ltd. - Common Stock (FTAI) | May 5, 2026 | Sale | $50.0K – $100.0K | Filing ↗ |
| HII | F S : New S O : UBS SEP IRA Huntington Ingalls Industries, Inc. Common Stock (HII) | May 5, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| FIP | F S : New S O : UBS Resource Management Account FTAI Infrastructure Inc. (FIP) | Aug 2, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| BHP | JT BHP Group Limited American Depositary Shares (BHP) | Jun 27, 2022 | Purchase | $15.0K – $50.0K | Filing ↗ |
| WDS | F S : New S O : UBS SEP IRA D : Spin-off from FTAI Woodside Energy Group Limited American Depositary Shares, each representing one Ordinary Share (WDS) | Jun 2, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| BHP | BHP Group Limited American Depositary Shares (BHP) | Mar 29, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| FTAI | ranSactionS iD owner asset transaction type notification Date amount Fortress Transportation and Infrastructure Investors llC CommonShares (FTAI) | Jun 28, 2016 | Purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076043 | 90 | 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.