Transactions
134
Total transactions associated with this filer
Disclosed purchases
116
$4.0K – $60.0K
Average modeled return
+96.8%
37 modeled purchases
Average vs. S&P 500
-20.5%
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↑↓ |
|---|---|---|---|---|---|---|
| XOM | g fedcbF IlINg S TATuS : New S ubHOlDINg O F : Morgan Stanley Exxon Mobil Corporation (XOM) | May 21, 2020 | Sep 21, 2026 | +364.6% | +186.6% | +178.0% |
| JPM | JP Morgan Chase & Co. (JPM) | May 30, 2023 | Sep 21, 2026 | +175.4% | +92.1% | +83.2% |
| MSI | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Motorola Solutions, Inc. (MSI) | Jun 22, 2020 | Sep 21, 2026 | +252.7% | +170.9% | +81.8% |
| WMT | g fedcbF IlINg S TATuS : New S ubHOldINg O F : Morgan Stanley INH IRA Walmart Inc. (WMT) | Dec 14, 2021 | Sep 21, 2026 | +135.8% | +78.3% | +57.5% |
| WMT | F S : New S O : Morgan Stanley Walmart Inc. (WMT) | Jun 16, 2022 | Sep 21, 2026 | +181.3% | +123.9% | +57.4% |
| SCHW | g fedcF IlINg S TATuS : New S ubHOldINg O F : Morgan Stanley INH IRA Charles Schwab Corporation (SCHW) | Oct 16, 2020 | Sep 21, 2026 | +194.9% | +141.3% | +53.6% |
| WMT | F S : New S O : Morgan Stanley Walmart Inc. (WMT) | Jul 15, 2022 | Sep 21, 2026 | +162.8% | +112.2% | +50.6% |
| PM | g fedcbF IlINg S TaTuS : New S ubHOlDINg O F : Morgan Stanley Philip Morris International Inc (PM) | Jan 22, 2019 | Sep 21, 2026 | +278.3% | +229.5% | +48.8% |
| E | F S : New S O : Morgan Stanley INH IRA L : US D : Mutual Fund iShares Core S&P Small Cap E | Nov 17, 2022 | Sep 18, 2026 | +128.1% | +88.9% | +39.2% |
| TJX | F S : New TJX Companies, Inc. (TJX) | Apr 19, 2022 | Sep 21, 2026 | +112.6% | +84.5% | +28.2% |
| IWB | F S : New S O : Morgan Stanley INH IRA iShares Russell 1000 ETF (IWB) | Jun 16, 2022 | Mar 10, 2026 | +93.2% | +66.6% | +26.6% |
| HIG | F S : New S O : Morgan Stanley INH IRA Hartford Financial Services Group, Inc. (HIG) | Mar 29, 2022 | Sep 21, 2026 | +96.4% | +77.9% | +18.5% |
| TJX | g fedcF IlINg S TATuS : New S ubHOlDINg O F : Morgan Stanley INH IRA TJX Companies, Inc. (TJX) | Sep 13, 2021 | Sep 21, 2026 | +104.0% | +85.6% | +18.4% |
| TJX | F S : New TJX Companies, Inc. (TJX) | Jul 15, 2022 | Sep 21, 2026 | +128.5% | +112.2% | +16.3% |
| T | rANSACTIONS ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > AT&T Inc. (T) | Dec 16, 2021 | Sep 21, 2026 | +88.9% | +77.2% | +11.7% |
| MSFT | g fedcF IlINg S TATuS : New S ubHOldINg O F : Morgan Stanley Microsoft Corporation (MSFT) | Oct 2, 2020 | Sep 21, 2026 | +153.8% | +151.0% | +2.8% |
| SPY | g fedcF IlINg S TATuS : New S ubHOldINg O F : Morgan Stanley INH IRA SPdR S&P 500 (SPY) | Jan 14, 2022 | Sep 21, 2026 | +77.2% | +77.2% | +0.0% |
| IWB | F S : New S O : Morgan Stanley iShares Russell 1000 ETF (IWB) | Mar 15, 2022 | Mar 10, 2026 | +65.9% | +66.6% | -0.7% |
| RIO | F S : New S O : Morgan Stanley INH IRA Rio Tinto Plc (RIO) | Mar 29, 2022 | Sep 21, 2026 | +64.3% | +77.9% | -13.6% |
| MSFT | F S : New S O : Morgan Stanley INH IRA L : US D : Mutual Fund Microsoft Corporation (MSFT) | Aug 10, 2022 | Sep 21, 2026 | +78.2% | +94.6% | -16.4% |
| MA | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Mastercard Incorporated (MA) | Feb 28, 2022 | Sep 21, 2026 | +61.0% | +88.6% | -27.6% |
| SHYG | (PAVE) [ST] F S : New S O : Morgan Stanley INH IRA iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) | Jun 16, 2022 | Mar 3, 2026 | +33.9% | +67.4% | -33.5% |
| SHYG | F S : New S O : Morgan Stanley INH IRA iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) | Mar 8, 2022 | Mar 3, 2026 | +27.1% | +67.4% | -40.3% |
| MA | F S : New Mastercard Incorporated (MA) | Dec 7, 2022 | Sep 21, 2026 | +66.4% | +107.1% | -40.6% |
| XOM | F S : New S O : Morgan Stanley (JT) Exxon Mobil Corporation (XOM) | Apr 20, 2023 | Sep 21, 2026 | +54.2% | +96.0% | -41.8% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 6 · 134 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| CCI | Crown Castle Inc. Common Stock (CCI) | Jun 30, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | F S : New S O : Morgan Stanley INH IRA Microsoft Corporation (MSFT) | Sep 28, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| UNH | F S : New S O : Morgan Stanley INH IRA UnitedHealth Group Incorporated Common Stock (UNH) | Sep 28, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| CAT | F S : New S O : Morgan Stanley INH IRA Caterpillar, Inc. (CAT) | Sep 28, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| GOOG | F S : New S O : Morgan Stanley INH IRA Alphabet Inc. - Class C Capital Stock (GOOG) | Sep 28, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| AMZN | F S : New S O : Morgan Stanley INH IRA Amazon.com, Inc. (AMZN) | Sep 28, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| HIG | F S : New Hartford Financial Services Group, Inc. (HIG) | Sep 28, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| PLD | F S : New S O : Morgan Stanley INH IRA ProLogis, Inc. (PLD) | Sep 28, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| ABBV | AbbVie Inc. (ABBV) | Sep 28, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| JPM | F S : New JP Morgan Chase & Co. (JPM) | Sep 28, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| EOG | F S : New S O : Morgan Stanley INH IRA EOG Resources, Inc. (EOG) | Sep 28, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| KMI | F S : New S O : Morgan Stanley INH IRA Kinder Morgan, Inc. (KMI) | Sep 28, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | F S : New Apple Inc. (AAPL) | Sep 28, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| WMT | F S : New S O : Morgan Stanley INH IRA Walmart Inc. (WMT) | Sep 28, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| FIS | S O : Morgan Stanley INH IRA Fidelity National Information Services, Inc. (FIS) | Sep 15, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| IFF | F S : New S O : Morgan Stanley INH IRA International Flavors & Fragrances, Inc. (IFF) | Sep 15, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| AMT | F S : New S O : Morgan Stanley INH IRA American Tower Corporation (AMT) | Sep 7, 2023 | Purchase | $1.0K – $15.0K | Filing ↗ |
| PSX | F S : New Phillips 66 (PSX) | Aug 17, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| KMB | F S : New Kimberly-Clark Corporation (KMB) | Jul 31, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| PG | F S : New Procter & Gamble Company (PG) | Jul 31, 2023 | Purchase | $1.0K – $15.0K | Filing ↗ |
| UNP | Union Pacific Corporation (UNP) | Jul 27, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| ZTS | F S : New Zoetis Inc. Class A (ZTS) | Jul 21, 2023 | Purchase | $1.0K – $15.0K | Filing ↗ |
| DG | F S : New Dollar General Corporation (DG) | Jul 21, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| SPGI | F S : New S&P Global Inc. (SPGI) | Jun 13, 2023 | Purchase | $1.0K – $15.0K | Filing ↗ |
| CB | F S : New Chubb Limited (CB) | Jun 13, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10077609 | 88 | 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.