
Transactions
50
Total transactions associated with this filer
Disclosed purchases
1
$15.0K – $50.0K
Average modeled return
+21.6%
1 modeled purchases
Average vs. S&P 500
-23.9%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
MARKET ANALYSIS
Modeled purchase performance · Since purchase
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 2 · 50 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| AAPL | Apple Inc. - Common Stock (AAPL) | Jan 9, 2026 | Sale | $100.0K – $250.0K | Filing ↗ |
| MSTR | F S : New Strategy Inc - Class A Common Stock (MSTR) | Oct 21, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| MSTR | MicroStrategy Incorporated - Class A Common Stock (MSTR) | Jul 1, 2024 | Purchase | $15.0K – $50.0K | Filing ↗ |
| BRK.B | [ST] $50,000 F S : New Berkshire Hathaway Inc. New Common Stock (BRK.B) | Apr 2, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| BRK.B | F S : New Berkshire Hathaway Inc. New Common Stock (BRK.B) | Apr 2, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| AMZN | F S : New Amazon.com, Inc. - Common Stock (AMZN) | Apr 2, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| GOOG | F S : New Alphabet Inc. - Class C Capital Stock (GOOG) | Apr 2, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | F S : New Microsoft Corporation - Common Stock (MSFT) | Apr 2, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | F S : New Microsoft Corporation - Common Stock (MSFT) | Apr 2, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| GOOGL | F S : New Alphabet Inc. - Class A Common Stock (GOOGL) | Apr 2, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) | Apr 2, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| AMZN | F S : New Amazon.com, Inc. - Common Stock (AMZN) | Apr 2, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| GOOG | F S : New Alphabet Inc. - Class C Capital Stock (GOOG) | Apr 2, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | F S : New Apple Inc. - Common Stock (AAPL) | Apr 2, 2024 | Sale | $15.0K – $50.0K | Filing ↗ |
| GOOGL | F S : New Alphabet Inc. - Class A Common Stock (GOOGL) | Jan 25, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | F S : New Apple Inc. - Common Stock (AAPL) | Jan 25, 2024 | Sale | $15.0K – $50.0K | Filing ↗ |
| AMZN | F S : New Amazon.com, Inc. - Common Stock (AMZN) | Jan 25, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| AMZN | F S : New Amazon.com, Inc. - Common Stock (AMZN) | Jan 25, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| BRK.B | [ST] $50,000 F S : New Berkshire Hathaway Inc. New Common Stock (BRK.B) | Jan 25, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| BRK.B | F S : New Berkshire Hathaway Inc. New Common Stock (BRK.B) | Jan 25, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| GOOG | F S : New Alphabet Inc. - Class C Capital Stock (GOOG) | Jan 25, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| GOOG | F S : New Alphabet Inc. - Class C Capital Stock (GOOG) | Jan 25, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) | Jan 25, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | F S : New Microsoft Corporation - Common Stock (MSFT) | Jan 25, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | F S : New Microsoft Corporation - Common Stock (MSFT) | Jan 25, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075203 | 37 | 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.