Transactions
79
Total transactions associated with this filer
Disclosed purchases
86
$3.6M – $13.1M
Average modeled return
+498.0%
11 modeled purchases
Average vs. S&P 500
+366.5%
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↑↓ |
|---|---|---|---|---|---|---|
| NVDA | SP NVIDIA Corporation (NVDA) | Jun 17, 2022 | Sep 21, 2026 | +1333.5% | +123.4% | +1210.1% |
| NVDA | g fedcF IlINg S TATuS : New D ESCRIPTION : Purchased 50 call options with a strike price of $100 and an expiration d ate of 6/17/22.SP NVIDIA Corporation (NVDA) | Jun 3, 2021 | Sep 21, 2026 | +1242.7% | +98.6% | +1144.1% |
| NVDA | g fedcF IlINg S TATuS : New D ESCRIPTION : Purchased 5,000 shares. SP NVIDIA Corporation (NVDA) | Jul 23, 2021 | Sep 21, 2026 | +1064.7% | +88.4% | +976.3% |
| NVDA | ranSactionS iD owner asset transaction type notification Date amount cap. gains > SP NVIDIA Corporation (NVDA) | Jul 23, 2021 | Sep 21, 2026 | +1064.7% | +88.4% | +976.3% |
| MSFT | g fedcF ILINg S TATUS : New D ESCRIPTION : Exercised 150 call options (15,000 shares) expiring 3/19/2021 at a strike price of $130.SP Microsoft Corporation (MSFT) | Mar 19, 2021 | Sep 21, 2026 | +126.1% | +113.5% | +12.5% |
| MSFT | g fedcF ILINg S TATUS : Amended L OCATION : New York, NY, US D ESCRIPTION : Purchased 25,000 units in a global as set management firm providing investment management andresearch services worldwide to institutional, high-net-worth and retail investors. SP Microsoft Corporation (MSFT) | Mar 19, 2021 | Sep 21, 2026 | +126.1% | +113.5% | +12.5% |
| MSFT | SP Microsoft Corporation (MSFT) | May 24, 2022 | Sep 21, 2026 | +98.5% | +108.4% | -9.9% |
| MSFT | SP Microsoft Corporation (MSFT) | May 24, 2022 | Sep 21, 2026 | +98.5% | +108.4% | -9.9% |
| NFLX | g fedcF ILINg S TATuS : New D ESCRIPTIoN : Purchased 20 call options with a strike price of $1700 and an expiration date o f 1/17/20.SP Netflix, Inc. (NFLX) [oP] | Jul 22, 2019 | Sep 21, 2026 | +137.2% | +188.1% | -50.8% |
| NFLX | g fedcF ILINg S TATuS : New D ESCRIPTIoN : Purchased 30 call options with a strike price of $250 and an expiration date o f 6/19/20.SP Netflix, Inc. (NFLX) [oP] | Jul 5, 2019 | Sep 21, 2026 | +93.6% | +187.5% | -93.9% |
| T | g fedcF IlINg s TaTus : New D EsCRIPTIoN : Purchased 30 call options with a strike price of $1600 and an expiration d ate of 1/17/20.sP aT&T Inc. (T) [sT] | Oct 24, 2018 | Sep 21, 2026 | +92.1% | +228.4% | -136.2% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 4 · 79 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| NFLX | SP Netflix, Inc. (NFLX) | Dec 30, 2022 | Sale | $250.0K – $500.0K | Filing ↗ |
| NFLX | SP Netflix, Inc. (NFLX) | Dec 29, 2022 | Sale | $250.0K – $500.0K | Filing ↗ |
| PYPL | SP PayPal Holdings, Inc. (PYPL) | Dec 28, 2022 | Sale | $250.0K – $500.0K | Filing ↗ |
| GOOGL | SP Alphabet Inc. - Class A (GOOGL) | Dec 28, 2022 | Sale | $500.0K – $1.0M | Filing ↗ |
| RBLX | SP Roblox Corporation Class A (RBLX) | Dec 28, 2022 | Sale | $100.0K – $250.0K | Filing ↗ |
| DIS | SP Walt Disney Company (DIS) | Dec 21, 2022 | Sale | $500.0K – $1.0M | Filing ↗ |
| PYPL | SP PayPal Holdings, Inc. (PYPL) | Dec 21, 2022 | Sale | $250.0K – $500.0K | Filing ↗ |
| GOOGL | SP Alphabet Inc. - Class A (GOOGL) | Dec 21, 2022 | Sale | $500.0K – $1.0M | Filing ↗ |
| GOOGL | SP Alphabet Inc. - Class A (GOOGL) | Dec 20, 2022 | Sale | $500.0K – $1.0M | Filing ↗ |
| TSLA | SP Tesla, Inc. (TSLA) | Dec 20, 2022 | Sale | $500.0K – $1.0M | Filing ↗ |
| V | SP Visa Inc. (V) | Nov 8, 2022 | Sale | $1.0M – $5.0M | Filing ↗ |
| GOOG | SP Alphabet Inc. - Class C Capital Stock (GOOG) | Sep 16, 2022 | Purchase | $1.0M – $5.0M | Filing ↗ |
| MU | SP Micron Technology, Inc. (MU) | Sep 16, 2022 | Sale | $15.0K – $50.0K | Filing ↗ |
| NVDA | SP NVIDIA Corporation (NVDA) | Sep 16, 2022 | Sale | $100.0K – $250.0K | Filing ↗ |
| NVDA | SP NVIDIA Corporation (NVDA) | Jul 26, 2022 | Sale | $1.0M – $5.0M | Filing ↗ |
| V | SP Visa Inc. (V) | Jun 21, 2022 | Sale | $1.0M – $5.0M | Filing ↗ |
| AAPL | SP Apple Inc. (AAPL) | Jun 17, 2022 | Sale | $100.0K – $250.0K | Filing ↗ |
| NVDA | SP NVIDIA Corporation (NVDA) | Jun 17, 2022 | Purchase | $1.0M – $5.0M | Filing ↗ |
| MSFT | SP Microsoft Corporation (MSFT) | May 24, 2022 | Purchase | $250.0K – $500.0K | Filing ↗ |
| AAPL | SP Apple Inc. (AAPL) | May 24, 2022 | Purchase | $250.0K – $500.0K | Filing ↗ |
| MSFT | SP Microsoft Corporation (MSFT) | May 24, 2022 | Purchase | $50.0K – $100.0K | Filing ↗ |
| AAPL | SP Apple Inc. (AAPL) | May 13, 2022 | Purchase | $500.0K – $1.0M | Filing ↗ |
| WBD | SP Warner Bros. Discovery, Inc. - Series A (WBD) | Apr 11, 2022 | Exchange | $50.0K – $100.0K | Filing ↗ |
| AB | ranSactionS iD owner asset transaction type notification Date amount cap. gains > 2000090459 SP AllianceBernstein Holding l.P. units (AB) [Ol] | Jan 27, 2022 | Purchase | $250.0K – $500.0K | Filing ↗ |
| AB | ranSactionS iD owner asset transaction type notification Date amount cap. gains > SP AllianceBernstein Holding l.P. units (AB) [Ol] | Jan 27, 2022 | Purchase | $250.0K – $500.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075192 | 7 | 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.