Transactions
193
Total transactions associated with this filer
Disclosed purchases
200
$700.0K – $1.5M
Average modeled return
+219.2%
60 modeled purchases
Average vs. S&P 500
+42.5%
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↑↓ |
|---|---|---|---|---|---|---|
| TSM | g fedcF IlINg S TATuS : New S ubHOldINg O F : Ameriprise Traditional IRA SP Taiwan Semiconductor Manufacturing Company ltd. (TSM) | May 13, 2019 | Sep 21, 2026 | +1173.1% | +207.0% | +966.1% |
| TSM | g fedcF IlINg S TATuS : New S ubHOldINg O F : Ameriprise Traditional IRA Filing Id #20011897 SP Taiwan Semiconductor Manufacturing Company ltd. (TSM) | May 13, 2019 | Sep 21, 2026 | +1173.1% | +207.0% | +966.1% |
| MPC | g fedcF IlINg S TATuS : New S ubHOldINg O F : Ameriprise Traditional IRA SP Marathon Petroleum Corporat ion(MPC) | Mar 2, 2020 | Sep 21, 2026 | +947.8% | +175.0% | +772.8% |
| MPC | g fedcF IlINg S TATuS : New S ubHOlDINg O F : Ameriprise SEP IRA SP Marathon Petroleum Corporat ion(MPC) | Jun 4, 2019 | Sep 21, 2026 | +962.1% | +207.4% | +754.7% |
| MPC | g fedcF IlINg S TATuS : New S ubHOlDINg O F : Ameriprise SEP IRA SP Marathon Petroleum Corporat ion(MPC) | Jun 4, 2019 | Sep 21, 2026 | +962.1% | +207.4% | +754.7% |
| MSFT | F IlINg S TATuS : New S ubHOldINg O F : Ameriprise Traditional IRA SP Microsoft Corporation (MSFT) | Oct 11, 2016 | Sep 21, 2026 | +879.9% | +324.0% | +555.9% |
| MSFT | F IlINg S TATuS : New S ubHOldINg O F : Ameriprise Traditional IRA SP Metlife, Inc. (MET) S 04/4/2017 05/22/2017 $1,001 - $15,000 F IlINg S TATuS : New S ubHOldINg O F : Ameriprise Traditional IRA SP Metlife, Inc. (MET) S 04/4/2017 05/22/2017 $1,001 - $15,000 F IlINg S TATuS : New S ubHOldINg O F : Ameriprise SEP IRA ID Owner Asset Transaction Type Notification Date Amount SP Microsoft Corporation (MSFT) S 04/4/2017 05/22/2017 $1,001 - $15,000 F IlINg S TATuS : New S ubHOldINg O F : Ameriprise SEP IRA SP Microsoft Corporation (MSFT) S 04/4/2017 05/22/2017 $1,001 - $15,000 F IlINg S TATuS : New S ubHOldINg O F : Ameriprise Traditional IRA SP Microsoft Corporation (MSFT) | Oct 11, 2016 | Sep 21, 2026 | +879.9% | +324.0% | +555.9% |
| IRM | g fedcF IlINg S TATuS : New S ubHOldINg O F : Ameriprise Traditional IRA SP Iron Mountain Incorporate d (IRM) | Nov 5, 2020 | Sep 18, 2026 | +436.1% | +88.9% | +347.3% |
| IRM | g fedcF IlINg S TATuS : New S ubHOldINg O F : Ameriprise Traditional IRA SP Iron Mountain Incorporate d (IRM) | Nov 5, 2020 | Sep 18, 2026 | +436.1% | +88.9% | +347.3% |
| JPM | F IlINg S TATuS : New S ubHOldINg O F : Ameriprise Traditional IRA SP JP Morgan Chase & Co. (JPM) | Oct 11, 2016 | Sep 21, 2026 | +565.2% | +324.0% | +241.1% |
| JPM | F IlINg S TATuS : New S ubHOldINg O F : Ameriprise Traditional IRA SP Honeywell International Inc. (HON) P 01/5/2017 05/22/2017 $1,001 - $15,000 F IlINg S TATuS : New S ubHOldINg O F : Ameriprise SEP IRA SP Honeywell International Inc. (HON) P 01/5/2017 05/22/2017 $1,001 - $15,000 F IlINg S TATuS : New S ubHOldINg O F : Ameriprise Traditional IRA SP JP Morgan Chase & Co. (JPM) | Oct 11, 2016 | Sep 21, 2026 | +565.2% | +324.0% | +241.1% |
| STT | g fedcF IlINg S TATuS : New S ubHOldINg O F : Ameriprise SEP IRA SP State Street Corporation (STT) | Nov 5, 2020 | Sep 21, 2026 | +249.9% | +139.3% | +110.6% |
| STT | g fedcF IlINg S TATuS : New S ubHOldINg O F : Ameriprise SEP IRA ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > SP State Street Corporation (STT) | Nov 5, 2020 | Sep 21, 2026 | +249.9% | +139.3% | +110.6% |
| INTC | g fedcF IlINg S TATuS : New S ubHOldINg O F : Ameriprise Traditional IRA SP Intel Corporation (INTC) | Nov 5, 2020 | Sep 21, 2026 | +196.9% | +139.3% | +57.6% |
| INTC | g fedcF IlINg S TATuS : New S ubHOldINg O F : Ameriprise Traditional IRA SP Intel Corporation (INTC) | Nov 5, 2020 | Sep 21, 2026 | +196.9% | +139.3% | +57.6% |
| V | F IlINg S TATuS : New S ubHOldINg O F : Ameriprise SEP IRA SP Visa Inc. (V) | Oct 11, 2016 | Sep 21, 2026 | +381.5% | +324.0% | +57.5% |
| V | F IlINg S TATuS : New S ubHOldINg O F : Ameriprise SEP IRA SP Visa Inc. (V) | Oct 11, 2016 | Sep 21, 2026 | +381.5% | +324.0% | +57.5% |
| MRK | g fedcF IlINg S TATuS : New S ubHOldINg O F : Ameriprise Traditional IRA iD owner asset transaction type notification Date amount cap. gains > SP Merck & Company, Inc. Common Stock (MRK) | Jul 27, 2021 | Sep 21, 2026 | +124.9% | +88.8% | +36.1% |
| MRK | g fedcF IlINg S TATuS : New S ubHOldINg O F : Ameriprise Traditional IRA SP Merck & Company, Inc. Common Stock (MRK) | Jul 27, 2021 | Sep 21, 2026 | +124.9% | +88.8% | +36.1% |
| INTC | g fedcF IlINg S TATuS : New S ubHOldINg O F : Ameriprise Traditional IRA SP Intel Corporation (INTC) | Oct 1, 2018 | Sep 21, 2026 | +208.6% | +198.6% | +10.0% |
| INTC | g fedcF IlINg S TATuS : New S ubHOldINg O F : Ameriprise Traditional IRA SP Intel Corporation (INTC) | Oct 1, 2018 | Sep 21, 2026 | +208.6% | +198.6% | +10.0% |
| MSFT | g fedcF IlINg S TATuS : New S ubHOldINg O F : Ameriprise SEP IRA SP Microsoft Corporation (MSFT) | Jul 27, 2021 | Sep 21, 2026 | +81.3% | +88.8% | -7.5% |
| MSFT | g fedcF IlINg S TATuS : New S ubHOldINg O F : Ameriprise SEP IRA SP Microsoft Corporation (MSFT) | Jul 27, 2021 | Sep 21, 2026 | +81.3% | +88.8% | -7.5% |
| WM | F IlINg S TATuS : New S ubHOldINg O F : Ameriprise Traditional IRA SP Waste Management, Inc. (WM) | Oct 11, 2016 | Sep 21, 2026 | +298.6% | +324.0% | -25.5% |
| WM | F IlINg S TATuS : New S ubHOldINg O F : Ameriprise Traditional IRA SP Waste Management, Inc. (WM) | Oct 11, 2016 | Sep 21, 2026 | +298.6% | +324.0% | -25.5% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 8 · 193 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| NOTE | F S : New S O : Fidelity Rollover IRA UNITED STATES TREAS SER AU- 2026; 4.625%; 11/15/2026; NTS NOTE | Oct 27, 2025 | Purchase | $250.0K – $500.0K | Filing ↗ |
| NOTE | F S : New S O : Judith S. Clark Irrevocable Trust UNITED STATES TREAS SER AU- 2026; 4.625%; 11/15/2026 NTS NOTE | Oct 27, 2025 | Purchase | $100.0K – $250.0K | Filing ↗ |
| NOTE | SP UNITED STATES TREAS SER AU- 2026; 4.625%; 11/15/2026 NTS NOTE | Oct 27, 2025 | Purchase | $100.0K – $250.0K | Filing ↗ |
| NOTE | UNITED STATES TREAS SER AU- 2026; 4.625%; 11/15/2026 NTS NOTE | Oct 27, 2025 | Purchase | $250.0K – $500.0K | Filing ↗ |
| PG | Procter & Gamble Company (PG) | Sep 17, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| PG | F S : New S O : Katherine M. Clark Exempt Trust Procter & Gamble Company (PG) | Sep 17, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| NYCB | New York Community Bancorp, Inc. Common Stock (NYCB) | Mar 1, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| NYCB | F S : New S O : Judith S. Clark Irrevocable Trust New York Community Bancorp, Inc. Common Stock (NYCB) | Mar 1, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| KO | Coca-Cola Company (KO) | Oct 9, 2023 | Sale | $15.0K – $50.0K | Filing ↗ |
| NT | NETAPP INC SR NT | Sep 15, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| WBD | Warner Bros. Discovery, Inc. - Series A (WBD) | Apr 8, 2022 | Exchange | $1.0K – $15.0K | Filing ↗ |
| WBD | F S : New S O : Judith S. Clark Irrevocable Trust D : Received shares of Warner Bros. Discovery, Inc. (WBD) in exchange for AT&T Inc. (T) as a result of spinoff. Warner Bros. Discovery, Inc. - Series A (WBD) | Apr 8, 2022 | Exchange | $1.0K – $15.0K | Filing ↗ |
| PEP | g fedcF IlINg S TATuS : New S ubHOlDINg O F : Ameriprise Rollover IRA D ESCRIPTION : Shares transferred from SEP & Traditional IRASP Pepsico, Inc. (PEP) | Sep 16, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| CCEP | g fedcF IlINg S TATuS : New S ubHOlDINg O F : Ameriprise Rollover IRA D ESCRIPTION : Shares transferred from SEP & Traditional IRAFiling ID #20019623 SP Coca-Cola Europacific Part ners plc- Ordinary Shares (CCEP) | Sep 16, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| HON | g fedcF IlINg S TATuS : New S ubHOlDINg O F : Ameriprise Rollover IRA D ESCRIPTION : Shares transferred from SEP & Traditional IRASP Honeywell International Inc. (HON) | Sep 16, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| INTC | g fedcF IlINg S TATuS : New S ubHOlDINg O F : Ameriprise Rollover IRA D ESCRIPTION : Shares transferred from SEP & Traditional IRASP Intel Corporation (INTC) | Sep 16, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| AY | g fedcF IlINg S TATuS : New S ubHOlDINg O F : Ameriprise Rollover IRA D ESCRIPTION : Shares transferred from SEP & Traditional IRASP Atlantica Sustainable Infrastructure plc - Ordinary Shares (AY) | Sep 16, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| MA | g fedcF IlINg S TATuS : New S ubHOlDINg O F : Ameriprise Rollover IRA D ESCRIPTION : Shares transferred from SEP & Traditional IRASP Mastercard Incorporated (MA) | Sep 16, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| CSCO | g fedcF IlINg S TATuS : New S ubHOlDINg O F : Ameriprise Rollover IRA D ESCRIPTION : Shares transferred from SEP & Traditional IRASP Cisco Systems, Inc. (CSCO) | Sep 16, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| MRK | g fedcF IlINg S TATuS : New iD owner asset transaction type notification Date amount cap. gains > S ubHOlDINg O F : Ameriprise Rollover IRA D ESCRIPTION : Shares transferred from SEP & Traditional IRASP Merck & Company, Inc. Common Stock (MRK) | Sep 16, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| NVO | g fedcF IlINg S TATuS : New S ubHOlDINg O F : Ameriprise Rollover IRA D ESCRIPTION : Shares transferred from SEP & Traditional IRASP Novo Nordisk A/S (NVO) | Sep 16, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | g fedcF IlINg S TATuS : New S ubHOlDINg O F : Ameriprise Rollover IRA D ESCRIPTION : Shares transferred from SEP & Traditional IRASP Microsoft Corporation (MSFT) | Sep 16, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| HD | g fedcF IlINg S TATuS : New S ubHOlDINg O F : Ameriprise Rollover IRA D ESCRIPTION : Shares transferred from SEP & Traditional IRASP Home Depot, Inc. (HD) | Sep 16, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| EW | g fedcF IlINg S TATuS : New S ubHOlDINg O F : Ameriprise Rollover IRA D ESCRIPTION : Shares transferred from SEP & Traditional IRASP Edwards lifesciences Corporat ion(EW) | Sep 16, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| SAP | g fedcF IlINg S TATuS : New S ubHOlDINg O F : Ameriprise Rollover IRA D ESCRIPTION : Shares transferred from SEP & Traditional IRASP SAP SE ADS (SAP) | Sep 16, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075831 | 61 | 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.