Transactions
30
Total transactions associated with this filer
Disclosed purchases
23
$435.0K – $1.2M
Average modeled return
+147.3%
9 modeled purchases
Average vs. S&P 500
-125.3%
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↑↓ |
|---|---|---|---|---|---|---|
| RHHBY | 16 01/6/2017 $1,001 - $15,000 F ILINg S TATUS : New S UBHoLdINg o F : RHIRA Hess Corporation (HES) S 12/28/2016 01/6/2017 $1,001 - $15,000 F ILINg S TATUS : New S UBHoLdINg o F : RHIRA iShares Nasdaq Biotechnology Index Fund (IBB) S 12/28/2016 01/6/2017 $1,001 - $15,000 F ILINg S TATUS : New S UBHoLdINg o F : RHIRA Las Vegas Sands Corp. (LVS)S 12/28/2016 01/6/2017 $15,001 - $50,000 F ILINg S TATUS : New S UBHoLdINg o F : RHIRA Novartis Ag (NVS) S 12/5/2016 01/6/2017 $100,001 - $250,000 F ILINg S TATUS : New S UBHoLdINg o F : Investment Account Perrigo Company plc ordinary Shares (PRgo) S 12/5/2017 01/6/2017 $250,001 - $500,000 F ILINg S TATUS : New S UBHoLdINg o F : Investment Account Qorvo, Inc. (QRVo) S 12/28/2016 01/6/2017 $1,001 - $15,000 F ILINg S TATUS : New S UBHoLdINg o F : RHIRA Roche Holdings Ag Basel Americandepositary Shares (RHHBY) P 12/19/2016 01/4/2017 $100,001 - $250,000 F ILINg S TATUS : New S UBHoLdINg o F : LB Roche Holdings Ag Basel Americandepositary Shares (RHHBY) | Dec 19, 2016 | Sep 18, 2026 | +166.3% | +88.9% | +77.5% |
| SPY | F ILINg S TATUS : New S UBHoLDINg o F : Investment Account SPDR S&P 500 (SPY) | Jul 29, 2016 | Sep 21, 2026 | +318.9% | +318.9% | +0.0% |
| SPY | F ILINg S TaTUS : New S UBHoLdINg o F : Investment account SPdR S&P 500 (SPY) | Jan 29, 2016 | Sep 21, 2026 | +374.4% | +374.4% | +0.0% |
| SPY | F ILINg S TaTUS : New S UBHoLdINg o F : LB d ESCRIPTIoN : Re-Invested dividend Filing Id #20004605 SPdR S&P 500 (SPY) | Jan 15, 2016 | Sep 21, 2026 | +389.4% | +389.4% | +0.0% |
| KR | F ILINg S TaTUS : New S UbHoLdINg o F : RHIRa Kroger Company (KR) | Sep 19, 2016 | Sep 21, 2026 | +140.3% | +324.1% | -183.8% |
| HAIN | F ILINg S TATUS : New S UBHoLDINg o F : LB The Hain Celestial group, Inc. (HAIN) | Aug 24, 2016 | Sep 18, 2026 | -98.5% | +88.9% | -187.3% |
| HAIN | F ILINg S TATUS : New S UbHoLDINg o F : RHIRA The Hain Celestial group, Inc. (HAIN) | Apr 26, 2016 | Sep 18, 2026 | -98.7% | +88.9% | -187.6% |
| NVS | F ILINg S TaTUS : New S UBHoLdINg o F : RHKH Novartis ag (NVS) | Jan 21, 2016 | Sep 21, 2026 | +196.5% | +392.3% | -195.8% |
| WHR | F ILINg S TaTUS : New S UBHoLdINg o F : Investment account JT Whirlpool Corporation (WHR) | Jan 27, 2016 | Sep 21, 2026 | -62.6% | +388.5% | -451.1% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 2 · 30 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| RHHBY | 16 01/6/2017 $1,001 - $15,000 F ILINg S TATUS : New S UBHoLdINg o F : RHIRA Hess Corporation (HES) S 12/28/2016 01/6/2017 $1,001 - $15,000 F ILINg S TATUS : New S UBHoLdINg o F : RHIRA iShares Nasdaq Biotechnology Index Fund (IBB) S 12/28/2016 01/6/2017 $1,001 - $15,000 F ILINg S TATUS : New S UBHoLdINg o F : RHIRA Las Vegas Sands Corp. (LVS)S 12/28/2016 01/6/2017 $15,001 - $50,000 F ILINg S TATUS : New S UBHoLdINg o F : RHIRA Novartis Ag (NVS) S 12/5/2016 01/6/2017 $100,001 - $250,000 F ILINg S TATUS : New S UBHoLdINg o F : Investment Account Perrigo Company plc ordinary Shares (PRgo) S 12/5/2017 01/6/2017 $250,001 - $500,000 F ILINg S TATUS : New S UBHoLdINg o F : Investment Account Qorvo, Inc. (QRVo) S 12/28/2016 01/6/2017 $1,001 - $15,000 F ILINg S TATUS : New S UBHoLdINg o F : RHIRA Roche Holdings Ag Basel Americandepositary Shares (RHHBY) P 12/19/2016 01/4/2017 $100,001 - $250,000 F ILINg S TATUS : New S UBHoLdINg o F : LB Roche Holdings Ag Basel Americandepositary Shares (RHHBY) | Dec 19, 2016 | Purchase | $100.0K – $250.0K | Filing ↗ |
| ASIX | rANSAcTIONS ID Owner Asset Transaction Type Notification Date Amount AdvanSix Inc. (ASIX) E 10/7/2016 11/25/2016 $1,001 - $15,000 F ILINg S TATUS : New S UbHoLDINg o F : Investment Account D ESCRIPTIoN : Stock Dividend from HoN Split. Allergan plc ordinary Shares ( AgN) | Oct 13, 2016 | Sale | $15.0K – $50.0K | Filing ↗ |
| SNI | F ILINg S TATUS : New Filing ID #20006260 S UbHoLDINg o F : RHIRA Scripps Networks Interactive, I nc - ClassA (SNI) | Oct 13, 2016 | Sale | $1.0K – $15.0K | Filing ↗ |
| ALNY | F ILINg S TATUS : New S UbHoLDINg o F : RHIRA Alnylam Pharmaceutic als, Inc. (ALNY) | Oct 13, 2016 | Purchase | $100.0K – $250.0K | Filing ↗ |
| ESRX | F ILINg S TATUS : New S UbHoLDINg o F : RHIRA Express Scripts Holding Company (ESRX) | Oct 13, 2016 | Sale | $15.0K – $50.0K | Filing ↗ |
| CL | F ILINg S TATUS : New S UbHoLDINg o F : RHIRA Colgate-Palmolive Company (CL) | Oct 13, 2016 | Sale | $15.0K – $50.0K | Filing ↗ |
| XLRE | F ILINg S TaTUS : New S UbHoLdINg o F : RHIRa JT Real Estate Select Sector SPdR Fund (XLRE) | Sep 22, 2016 | Exchange | $1.0K – $15.0K | Filing ↗ |
| XLRE | F ILINg S TaTUS : New S UbHoLdINg o F : RHKH d ESCRIPTIoN : SPINoFF FRoM THE FINaNCIaL SEL SECT SPdR Fd (XLF) Real Estate Select Sector SPdR Fund (XLRE) | Sep 22, 2016 | Exchange | $15.0K – $50.0K | Filing ↗ |
| TFX | F ILINg S TaTUS : New S UbHoLdINg o F : Investment account d ESCRIPTIoN : SPINoFF FRoM THE FINaNCIaL SEL SECT SPdR Fd (XLF) Teleflex Incorporated (TFX) | Sep 22, 2016 | Sale | $1.0K – $15.0K | Filing ↗ |
| HRI | rANSAcTIONS ID Owner Asset Transaction Type Notification Date Amount Herc Holdings Inc. (HRI) | Sep 22, 2016 | Sale | $1.0K – $15.0K | Filing ↗ |
| KR | F ILINg S TaTUS : New S UbHoLdINg o F : RHIRa Kroger Company (KR) | Sep 19, 2016 | Purchase | $1.0K – $15.0K | Filing ↗ |
| HAIN | F ILINg S TATUS : New S UBHoLDINg o F : LB The Hain Celestial group, Inc. (HAIN) | Aug 24, 2016 | Purchase | $1.0K – $15.0K | Filing ↗ |
| SPY | F ILINg S TATUS : New S UBHoLDINg o F : RHIRA SPDR S&P 500 (SPY) | Aug 11, 2016 | Sale | $100.0K – $250.0K | Filing ↗ |
| SPY | F ILINg S TATUS : New S UBHoLDINg o F : Investment Account SPDR S&P 500 (SPY) | Jul 29, 2016 | Purchase | $15.0K – $50.0K | Filing ↗ |
| JACK | F ILINg S TATUS : New S UBHoLDINg o F : RHIRA Hertz global Holdings, Inc ( HTZ)E 07/7/2016 08/11/2016 $1,001 - $15,000 F ILINg S TATUS : New S UBHoLDINg o F : RHIRA D ESCRIPTIoN : HERTZ WAS EXCHANgED FoR HERC HLDINgS INC. Jack In The Box Inc. (JACK) | Jul 18, 2016 | Sale | $15.0K – $50.0K | Filing ↗ |
| SRCL | 0,001 - $100,000 F ILINg S TaTUS : New S UbHoLdINg o F : Investment account Perrigo Company plc ordinary Shares (PRgo) P 06/7/2016 07/29/2016 $15,001 - $50,000 F ILINg S TaTUS : New S UbHoLdINg o F : Investment account Perrigo Company plc ordinary Shares (PRgo) P 06/7/2016 07/29/2016 $1,001 - $15,000 F ILINg S TaTUS : New S UbHoLdINg o F : RHIRa Shire plc - american deposi tary Shares,each representing t hree ordinary Shares(SHPg) E 06/3/2016 07/29/2016 $1,001 - $15,000 Filing Id #20005619 F ILINg S TaTUS : New S UbHoLdINg o F : RHIRa d ESCRIPTIoN : EXCHaNgE oF baSaLT INC SHaRES To SHIRE PLC Shire plc - american deposi tary Shares,each representing t hree ordinary Shares(SHPg) E 06/3/2016 07/29/2016 $50,001 - $100,000 F ILINg S TaTUS : New S UbHoLdINg o F : Investment account d ESCRIPTIoN : EXCHaNgE oF baSaLT INC SHaRES To SHIRE PLC. Starbucks Corporation (SbUX) P 06/7/2016 07/29/2016 $100,001 - $250,000 F ILINg S TaTUS : New S UbHoLdINg o F : Investment account Stericycle, Inc. (SRCL) | Jun 10, 2016 | Purchase | $1.0K – $15.0K | Filing ↗ |
| ITT | F ILINg S TaTUS : New S UBHoLdINg o F : LB ITT Inc. (ITT) | May 18, 2016 | Exchange | $50.0K – $100.0K | Filing ↗ |
| LB | F ILINg S TaTUS : New S UBHoLdINg o F : RHIRa JT L Brands, Inc. (LB) | May 17, 2016 | Sale | $1.0K – $15.0K | Filing ↗ |
| HAIN | F ILINg S TATUS : New S UbHoLDINg o F : RHIRA The Hain Celestial group, Inc. (HAIN) | Apr 26, 2016 | Purchase | $1.0K – $15.0K | Filing ↗ |
| SPY | F ILINg S TaTUS : New S UBHoLdINg o F : Investment account SPdR S&P 500 (SPY) | Jan 29, 2016 | Purchase | $15.0K – $50.0K | Filing ↗ |
| EMR | F ILINg S TaTUS : New S UBHoLdINg o F : Investment account JT Emerson Electric Company (EMR) | Jan 27, 2016 | Sale | $1.0K – $15.0K | Filing ↗ |
| WHR | F ILINg S TaTUS : New S UBHoLdINg o F : Investment account JT Whirlpool Corporation (WHR) | Jan 27, 2016 | Purchase | $1.0K – $15.0K | Filing ↗ |
| NVS | F ILINg S TaTUS : New S UBHoLdINg o F : RHKH Novartis ag (NVS) | Jan 21, 2016 | Purchase | $100.0K – $250.0K | Filing ↗ |
| SPY | F ILINg S TaTUS : New S UBHoLdINg o F : LB d ESCRIPTIoN : Re-Invested dividend Filing Id #20004605 SPdR S&P 500 (SPY) | Jan 15, 2016 | Purchase | $100.0K – $250.0K | Filing ↗ |
| ETN | F ILINg S TaTUS : New S UbHoLdINg o F : Investment account Eaton Corporation, PL C ordinary Shares(ETN) S 12/9/2015 01/10/2016 $100,001 - $250,000 F ILINg S TaTUS : New S UbHoLdINg o F : Investment account Marriott International - Class a (MaR) | Dec 22, 2015 | Sale | $100.0K – $250.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076752 | 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.