
Transactions
721
Total transactions associated with this filer
Disclosed purchases
269
$0 – $0
Average modeled return
+102.4%
142 modeled purchases
Average vs. S&P 500
+20.6%
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↑↓ |
|---|---|---|---|---|---|---|
| NVDA | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Trust One D ESCRIPTION : Crown Castle 25 Shares SP NVIDIA Corporation (NVDA) | May 4, 2021 | Sep 21, 2026 | +1487.7% | +100.1% | +1387.6% |
| NVDA | g fedcF IlINg S TATuS : New S ubHOlDINg O F : Trust One D ESCRIPTION : 25 shares SP NVIDIA Corporation (NVDA) | May 4, 2021 | Sep 21, 2026 | +1487.7% | +100.1% | +1387.6% |
| NVDA | g fedcF ILINg S TATuS : New SP NVIDIA Corporation (NVDA) | Aug 2, 2021 | Sep 21, 2026 | +1053.4% | +89.4% | +964.0% |
| MSFT | F IlINg S TATuS : New S ubHOlDINg O F : Karen Susan Diebel Rev Tru st > Karen Diebel Sessions IRA RolloverSP leander TX ISD gO 5% P 10/9/2015 10/9/2015 $15,001 - $50,000 F IlINg S TATuS : New S ubHOlDINg O F : Karen Susan Diebel Rev TrustID Owner Asset Transaction Type Notification Date Amount D ESCRIPTION : leander Security bond - TX SP Microsoft Corporation (MSFT) | Jun 12, 2015 | Sep 21, 2026 | +1160.8% | +344.7% | +816.1% |
| MSFT | F IlINg S TATuS : New S ubHOlDINg O F : Karen Susan Diebel Rev Tru st > Karen Diebel Sessions IRA RolloverSP Microsoft Corporation (MSFT) | Jul 30, 2015 | Sep 21, 2026 | +1136.3% | +340.8% | +795.5% |
| MSFT | ranSactionS iD owner asset transaction type notification Date amount SP Microsoft Corporation (MSFT) | May 18, 2017 | Sep 21, 2026 | +712.5% | +278.4% | +434.2% |
| MPC | g fedcbF ILINg S TaTUS : New Marathon Petroleum Corporat ion(MPC) | Sep 28, 2018 | Sep 21, 2026 | +560.9% | +199.7% | +361.2% |
| MSFT | g fedcbF IlINg S TATuS : New 2000033351 SP Microsoft Corporation (MSFT) | Dec 1, 2017 | Sep 21, 2026 | +546.2% | +235.4% | +310.8% |
| TSM | g fedcF ILING S TATuS : New D ESCRIPTION : 5 shares SP Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | Mar 10, 2021 | Sep 21, 2026 | +326.4% | +114.2% | +212.3% |
| TER | JT Teradyne, Inc. (TER) | Feb 12, 2025 | Sep 18, 2026 | +234.9% | +28.7% | +206.2% |
| QQQ | ranSactionS iD owner asset transaction type notification Date amount SP PowerShares QQQ Trust, Series 1 (QQQ) | Jan 26, 2018 | Sep 21, 2026 | +356.5% | +208.0% | +148.5% |
| PLTR | JT Palantir Technologies Inc. - Class A Common Stock (PLTR) | Jan 15, 2025 | Sep 21, 2026 | +166.1% | +32.9% | +133.1% |
| BWA | JT BorgWarner Inc. Common Stock (BWA) | Feb 12, 2025 | Sep 18, 2026 | +124.3% | +28.7% | +95.5% |
| IWN | F IlINg S TATuS : New S ubHOlDINg O F : Karen Susan Diebel Rev Tru st > Karen Diebel Sessions IRA RolloverSP iShares Russell 2000 Valu e ETF (IWN) | Jul 28, 2015 | Sep 18, 2026 | +172.9% | +88.9% | +84.0% |
| IWN | F IlINg S TATuS : New S ubHOlDINg O F : Karen Susan Diebel Rev TrustD ESCRIPTION : No./CuSIP 414005-QQ-4 10/01/24 SP Invesco ltd (IVZ) P 10/8/2015 10/8/2015 $1,001 - $15,000 F IlINg S TATuS : New S ubHOlDINg O F : Karen Susan Diebel Rev TrustSP iShares Russell 2000 Valu e ETF (IWN) | Jul 30, 2015 | Sep 18, 2026 | +170.9% | +88.9% | +82.0% |
| TJX | F IlINg S TaTuS : New SP TJX Companies, Inc. (TJX) | Nov 22, 2017 | Sep 21, 2026 | +316.5% | +241.5% | +75.0% |
| MRK | JT Merck & Company, Inc. Common Stock (MRK) | Jun 13, 2025 | Sep 21, 2026 | +91.4% | +31.6% | +59.8% |
| MMM | JT 3M Company Common Stock (MMM) | Mar 15, 2024 | Sep 21, 2026 | +97.9% | +56.1% | +41.9% |
| DE | JT Deere & Company Common Stock (DE) | Oct 21, 2025 | Sep 18, 2026 | +50.1% | +14.7% | +35.4% |
| RTX | JT RTX Corporation Common Stock (RTX) | Feb 14, 2025 | Sep 21, 2026 | +63.6% | +29.3% | +34.3% |
| WMT | F IlINg S TaTuS : New SP Walmart Inc. (WMT) | Jan 26, 2018 | Sep 21, 2026 | +240.2% | +208.0% | +32.2% |
| FFIV | JT F5, Inc. - Common Stock (FFIV) | Oct 21, 2025 | Sep 18, 2026 | +44.4% | +14.7% | +29.7% |
| MRK | JT Merck & Company, Inc. Common Stock (MRK) | Jan 17, 2025 | Sep 21, 2026 | +61.1% | +31.9% | +29.2% |
| CRL | JT Charles River Laboratories International, Inc. Common Stock (CRL) | Jan 15, 2025 | Sep 18, 2026 | +59.9% | +31.0% | +28.9% |
| DGX | JT Quest Diagnostics Incorporated Common Stock (DGX) | Oct 30, 2025 | Sep 18, 2026 | +42.1% | +13.3% | +28.8% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 29 · 721 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| ABT | JT Abbott Laboratories Common Stock (ABT) | May 12, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| ACN | JT Accenture plc Class A Ordinary Shares (ACN) | May 12, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| FITB | JT Fifth Third Bancorp - Common Stock (FITB) | Feb 2, 2026 | Exchange | $1.0K – $15.0K | Filing ↗ |
| DOV | JT Dover Corporation Common Stock (DOV) | Dec 18, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| COF | JT Capital One Financial Corporation Common Stock (COF) | Dec 18, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| CMS | JT CMS Energy Corporation Common Stock (CMS) | Dec 18, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| DE | JT Deere & Company Common Stock (DE) | Dec 18, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| COP | JT ConocoPhillips Common Stock (COP) | Dec 18, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| BK | JT The Bank of New York Mellon Corporation Common Stock (BK) | Dec 18, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| CMCSA | JT Comcast Corporation - Class A Common Stock (CMCSA) | Dec 18, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| CME | JT CME Group Inc. - Class A Common Stock (CME) | Dec 18, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| APD | JT Air Products and Chemicals, Inc. Common Stock (APD) | Dec 18, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| BAC | JT Bank of America Corporation Common Stock (BAC) | Dec 18, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| ABBV | JT AbbVie Inc. Common Stock (ABBV) | Dec 18, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| BMY | JT Bristol-Myers Squibb Company Common Stock (BMY) | Dec 18, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| CI | JT The Cigna Group Common Stock (CI) | Dec 18, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| CARR | JT Carrier Global Corporation Common Stock (CARR) | Dec 18, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| BX | JT Blackstone Inc. Common Stock (BX) | Dec 18, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| CVX | JT Chevron Corporation Common Stock (CVX) | Dec 18, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| ABT | JT Abbott Laboratories Common Stock (ABT) | Dec 18, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| ADI | JT Analog Devices, Inc. - Common Stock (ADI) | Dec 18, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| AXP | JT American Express Company Common Stock (AXP) | Dec 18, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| DHR | JT Danaher Corporation Common Stock (DHR) | Dec 18, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| AJG | JT Arthur J. Gallagher & Co. Common Stock (AJG) | Dec 18, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| EOG | JT EOG Resources, Inc. Common Stock (EOG) | Dec 18, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075196 | 411 | PARTIAL | 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.