Transactions
65
Total transactions associated with this filer
Disclosed purchases
337
$15.8M – $76.6M
Average modeled return
+426.2%
38 modeled purchases
Average vs. S&P 500
+209.7%
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↑↓ |
|---|---|---|---|---|---|---|
| MSFT | F IlING S TATuS : New JT Itron, Inc. (ITRI) S 06/9/2016 06/9/2016 $15,001 - $50,000 F IlING S TATuS : New JT Johnson Controls, Inc. (JCI) S 06/9/2016 06/9/2016 $15,001 - $50,000 F IlING S TATuS : New JT Kingspan Grp PlC (4491235) S 06/9/2016 06/9/2016 $15,001 - $50,000 F IlING S TATuS : New D ESCRIPTIoN : Foreign Exchange Position (Ticker KSP ID) JT lumenpulse Inc (BlM7FC2) S 06/9/2016 06/9/2016 $15,001 - $50,000 F IlING S TATuS : New ID Owner Asset Transaction Type Notification Date Amount D ESCRIPTIoN : Foreign Exchange Position (Ticker lMP CN) JT Maxwell Technologies, Inc. (MXWl)S 06/9/2016 06/9/2016 $1,001 - $15,000 F IlING S TATuS : New JT Microsoft Corporation (MSFT) | Jun 30, 2016 | Sep 21, 2026 | +1002.1% | +334.2% | +667.8% |
| MSFT | F IlINg S TaTuS : New SP Microsoft Corporation (MSFT) | Mar 31, 2016 | Sep 21, 2026 | +928.2% | +344.9% | +583.3% |
| MSFT | F IlINg S TaTuS : New JT Cognex Corporation (CgNX) P 12/2/2015 12/2/2015 $15,001 - $50,000 F IlINg S TaTuS : New JT Maxwell Technologies, Inc. (MXWl)P 12/2/2015 12/2/2015 $1,001 - $15,000 F IlINg S TaTuS : New JT Maxwell Technologies, Inc. (MXWl)P 12/3/2015 12/3/2015 $1,001 - $15,000 F IlINg S TaTuS : New JT Maxwell Technologies, Inc. (MXWl)P 12/4/2015 12/4/2015 $1,001 - $15,000 F IlINg S TaTuS : New SP Microsoft Corporation (MSFT) | Dec 31, 2015 | Sep 21, 2026 | +930.9% | +350.8% | +580.1% |
| MSFT | F IlINg S TaTuS : New SP Microsoft Corporation (MSFT) | Aug 31, 2016 | Sep 21, 2026 | +875.3% | +318.4% | +556.9% |
| MSFT | F IlINg S TaTuS : New SP Microsoft Corporation (MSFT) | Aug 29, 2016 | Sep 21, 2026 | +864.6% | +316.6% | +548.0% |
| MSFT | ranSactionS iD owner asset transaction type notification Date amount SP Microsoft Corporation (MSFT) | Dec 30, 2016 | Sep 21, 2026 | +795.8% | +302.5% | +493.3% |
| MSFT | ranSactionS iD owner asset transaction type notification Date amount JT Dallas Tex gO Ref a nd Impt Bds 5.0%Due 02/15/2025 P 06/7/2017 06/7/2017 $250,001 - $500,000 F IlINg S TaTuS : New SP Microsoft Corporation (MSFT) | Jun 30, 2017 | Sep 21, 2026 | +698.1% | +268.7% | +429.4% |
| MSFT | F IlINg S TaTuS : New SP Microsoft Corporation (MSFT) | Aug 29, 2017 | Sep 21, 2026 | +649.1% | +264.1% | +385.0% |
| MSFT | ranSactionS iD owner asset transaction type notification Date amount SP Microsoft Corporation (MSFT) S 09/5/2017 09/5/2017 $250,001 - $500,000 F IlINg S TaTuS : New SP Microsoft Corporation (MSFT) | Sep 29, 2017 | Sep 21, 2026 | +634.7% | +253.1% | +381.6% |
| MSFT | F IlINg S TaTuS : New SP Microsoft Corporation (MSFT) | Aug 31, 2017 | Sep 21, 2026 | +631.9% | +260.2% | +371.7% |
| MSFT | F IlINg S TaTuS : New SP Microsoft Corporation (MSFT) | Aug 31, 2017 | Sep 21, 2026 | +631.9% | +260.2% | +371.7% |
| MSFT | ranSactionS iD owner asset transaction type notification Date amount JT HaRRIS CNTY TEX REF BDS SER 5.00% DuE 10/01/2024 P 12/6/2017 12/6/2017 $250,001 - $500,000 F IlINg S TaTuS : New JT Microsoft Corporation (MSFT) | Dec 29, 2017 | Sep 21, 2026 | +536.6% | +230.7% | +305.8% |
| PWR | JT Seattle WA MN LT PW 2.68% PWR | Oct 13, 2022 | Sep 21, 2026 | +393.8% | +122.4% | +271.4% |
| MSFT | F IlINg S TaTuS : New SP Microsoft Corporation (MSFT) S 03/1/2018 03/1/2018 $100,001 - $250,000 F IlINg S TaTuS : New SP Microsoft Corporation (MSFT) | Mar 29, 2018 | Sep 21, 2026 | +493.8% | +234.1% | +259.7% |
| MSFT | F IlINg S TaTuS : New SP Microsoft Corporation (MSFT) | Feb 28, 2018 | Sep 21, 2026 | +478.0% | +224.9% | +253.1% |
| MSFT | g fedcF IlINg S TaTuS : New SP Microsoft Corporation (MSFT) | Jul 2, 2018 | Sep 21, 2026 | +439.6% | +221.9% | +217.7% |
| MSFT | g fedcF IlINg S TaTuS : New SP Microsoft Corporation (MSFT) | Dec 31, 2018 | Sep 21, 2026 | +427.0% | +246.6% | +180.4% |
| MSFT | g fedcF IlINg S TaTuS : New SP Microsoft Corporation (MSFT) | Aug 29, 2018 | Sep 21, 2026 | +379.9% | +200.2% | +179.6% |
| MSFT | g fedcbF IlINg S TaTuS : New SP Microsoft Corporation (MSFT) | Aug 31, 2018 | Sep 21, 2026 | +378.5% | +201.4% | +177.1% |
| MSFT | g fedcbF IlINg S TaTuS : New SP Microsoft Corporation (MSFT) | Sep 28, 2018 | Sep 21, 2026 | +370.0% | +199.7% | +170.3% |
| MSFT | ranSactionS iD owner asset transaction type notification Date amount cap. gains > SP Microsoft Corporation (MSFT) | Feb 28, 2019 | Sep 21, 2026 | +375.7% | +210.8% | +164.9% |
| MSFT | ranSactionS iD owner asset transaction type notification Date amount cap. gains > JT Microsoft Corporation (MSFT) | Dec 13, 2018 | Sep 21, 2026 | +389.0% | +228.3% | +160.7% |
| MSFT | g fedcF IlINg S TaTuS : New SP Microsoft Corporation (MSFT) | Mar 29, 2019 | Sep 21, 2026 | +351.9% | +205.3% | +146.6% |
| MSFT | g fedcF IlINg S TaTuS : New SP Microsoft Corporation (MSFT) | Jun 28, 2019 | Sep 21, 2026 | +296.4% | +192.9% | +103.5% |
| MSFT | g fedcF IlINg S TaTuS : New D ESCRIPTIoN : Partial Redemption SP Microsoft Corporation (MSFT) | Sep 3, 2019 | Sep 21, 2026 | +289.0% | +195.2% | +93.9% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 3 · 65 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| MSFT | JT Microsoft Corporation - Common Stock (MSFT) | Aug 31, 2024 | Sale | $100.0K – $250.0K | Filing ↗ |
| MSFT | SP Microsoft Corporation - Common Stock (MSFT) | Feb 29, 2024 | Sale | $100.0K – $250.0K | Filing ↗ |
| MSFT | SP Microsoft Corporation (MSFT) | Aug 31, 2023 | Sale | $500.0K – $1.0M | Filing ↗ |
| MSFT | SP Microsoft Corporation (MSFT) | Aug 30, 2023 | Sale | $250.0K – $500.0K | Filing ↗ |
| PWR | JT Seattle WA MN LT PW 2.68% PWR | Oct 13, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MSFT | ranSactionS iD owner asset transaction type notification Date amount cap. gains > SP Forward Contract (MSFT) | Feb 9, 2022 | Purchase | $5.0M – $25.0M | Filing ↗ |
| MSFT | g fedcF IlINg S TATuS : New SP Microsoft Corporation (MSFT) | Oct 18, 2021 | Sale | $5.0M – $25.0M | Filing ↗ |
| MSFT | g fedcF IlINg S TATuS : New SP Microsoft Corporation (MSFT) | Sep 3, 2021 | Sale | $5.0M – $25.0M | Filing ↗ |
| MSFT | ranSactionS iD owner asset transaction type notification Date amount cap. gains > SP Microsoft Corporation (MSFT) | Aug 31, 2021 | Purchase | $5.0M – $25.0M | Filing ↗ |
| MSFT | g fedcF IlINg S TATuS : New SP Microsoft Corporation (MSFT) | Aug 30, 2021 | Purchase | $250.0K – $500.0K | Filing ↗ |
| MSFT | g fedcF IlINg S TATuS : New D ESCRIPTION : Redemption SP Microsoft Corporation (MSFT) | Jul 2, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MSFT | g fedcbF IlINg S TATuS : New JT Microsoft Corporation (MSFT) | Mar 31, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MSFT | g fedcF IlINg S TATuS : New SP Microsoft Corporation (MSFT) | Mar 4, 2021 | Sale | $500.0K – $1.0M | Filing ↗ |
| MSFT | g fedcF IlINg S TATuS : New SP Microsoft Corporation (MSFT) | Dec 1, 2020 | Sale | $250.0K – $500.0K | Filing ↗ |
| MSFT | g fedcF IlINg S TATuS : New SP Microsoft Corporation (MSFT) | Sep 30, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MSFT | g fedcF IlINg S TATuS : New SP Microsoft Corporation (MSFT) | Sep 2, 2020 | Sale | $5.0M – $25.0M | Filing ↗ |
| MSFT | ranSactionS iD owner asset transaction type notification Date amount cap. gains > SP Microsoft Corporation (MSFT) | Aug 31, 2020 | Purchase | $5.0M – $25.0M | Filing ↗ |
| MSFT | g fedcF IlINg S TATuS : New JT Microsoft Corporation (MSFT) | Jul 28, 2020 | Sale | $1.0M – $5.0M | Filing ↗ |
| MSFT | g fedcbF IlINg S TATuS : New SP Microsoft Corporation (MSFT) | Jul 28, 2020 | Sale | $1.0M – $5.0M | Filing ↗ |
| MSFT | g fedcF IlINg S TATuS : New SP Microsoft Corporation (MSFT) | Jun 30, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MSFT | g fedcF IlINg S TaTuS : New SP Microsoft Corporation (MSFT) | Mar 31, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MSFT | g fedcF IlINg S TaTuS : New SP Microsoft Corporation (MSFT) | Mar 2, 2020 | Purchase | $500.0K – $1.0M | Filing ↗ |
| MSFT | ranSactionS iD owner asset transaction type notification Date amount cap. gains > SP Microsoft Corporation (MSFT) | Dec 31, 2019 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MN | g fedcF IlINg S TaTuS : New D ESCRIPTION : Redemption SP Manning & Napier, Inc. Class a (MN) | Oct 25, 2019 | Sale | $100.0K – $250.0K | Filing ↗ |
| MSFT | g fedcF IlINg S TaTuS : New SP Microsoft Corporation (MSFT) | Sep 30, 2019 | Purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076133 | 107 | 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.