Transactions
2974
Total transactions associated with this filer
Disclosed purchases
1506
$760.0K – $1.6M
Average modeled return
+106.6%
541 modeled purchases
Average vs. S&P 500
-5.2%
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 | JT NVIDIA Corporation (NVDA) | Oct 17, 2022 | Sep 21, 2026 | +1814.3% | +121.9% | +1692.4% |
| — | g fedcbF ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Selec t UMa account # 1JT Tesla, Inc. (TSLa) | Oct 28, 2019 | Sep 21, 2026 | +1611.2% | +181.6% | +1429.6% |
| — | g fedcbF ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Selec t UMa account # 1JT Tesla, Inc. (TSLa) | Nov 7, 2019 | Sep 21, 2026 | +1571.3% | +177.2% | +1394.1% |
| MTSI | g fedcF ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Selec t UMa account # 2JT MaCoM Technology Solutions Holdings, Inc. (MTSI) | Jan 18, 2019 | Sep 21, 2026 | +1578.7% | +225.0% | +1353.7% |
| NVDA | JT NVIDIA Corporation (NVDA) | May 27, 2022 | Sep 21, 2026 | +1110.4% | +97.7% | +1012.7% |
| NVDA | JT NVIDIA Corporation (NVDA) | Feb 21, 2023 | Sep 21, 2026 | +1001.5% | +103.0% | +898.5% |
| NVDA | JT NVIDIA Corporation (NVDA) | Feb 27, 2023 | Sep 21, 2026 | +868.1% | +103.7% | +764.4% |
| NVDA | JT NVIDIA Corporation (NVDA) | Feb 23, 2023 | Sep 21, 2026 | +861.5% | +102.2% | +759.2% |
| TSM | g fedcF ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Selec t UMa account # 1JT Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | Apr 17, 2020 | Sep 21, 2026 | +819.4% | +194.8% | +624.6% |
| URI | g fedcF ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Selec t UMa account # 1JT United Rentals, Inc. (URI) | Feb 21, 2017 | Sep 21, 2026 | +723.1% | +280.5% | +442.7% |
| INSM | JT Insmed Incorporated (INSM) | Dec 6, 2022 | Sep 21, 2026 | +546.1% | +106.7% | +439.4% |
| PSX | g fedcF ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Selec t UMA Account # 1JT Phillips 66 (PSX) | Oct 16, 2020 | Sep 21, 2026 | +563.6% | +141.3% | +422.3% |
| LRCX | JT Lam Research Corporation (LRCX) | Feb 14, 2023 | Sep 21, 2026 | +503.3% | +96.4% | +407.0% |
| META | JT Meta Platforms, Inc. - Class A (META) | Jan 31, 2023 | Sep 21, 2026 | +397.4% | +99.4% | +298.0% |
| META | JT Meta Platforms, Inc. - Class A (META) | Jan 27, 2023 | Sep 21, 2026 | +388.3% | +99.7% | +288.5% |
| MCK | g fedcbID Owner Asset Transaction Type Notification Date Amount Cap. Gains > (MKTX) [ST] g fedcbF ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Selec t UMA Account # 1JT McKesson Corporation (MCK) | Mar 23, 2021 | Sep 21, 2026 | +386.0% | +113.5% | +272.5% |
| MCK | g fedcF ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Selec t UMA Account # 1JT McKesson Corporation (MCK) | Nov 13, 2020 | Sep 21, 2026 | +402.9% | +134.0% | +268.8% |
| MSFT | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Microsoft Corporation (MSFT) | Feb 6, 2018 | Sep 21, 2026 | +496.2% | +227.9% | +268.3% |
| MS | g fedcF ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Portfolio Management d ESCRIPTIoN : Call options; Strike Price $135; Expires 03/20/2020 JT Morgan Stanley (MS) | Nov 1, 2019 | Sep 21, 2026 | +434.3% | +179.0% | +255.3% |
| LLY | JT Eli Lilly and Company (LLY) | Mar 16, 2022 | Sep 21, 2026 | +337.8% | +89.0% | +248.8% |
| MSFT | g fedcF ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Selec t UMa account # 1JT Microsoft Corporation (MSFT) | Apr 30, 2018 | Sep 21, 2026 | +479.5% | +232.3% | +247.2% |
| LLY | JT Eli Lilly and Company (LLY) | Mar 29, 2022 | Sep 21, 2026 | +319.7% | +77.9% | +241.8% |
| LLY | JT Eli Lilly and Company (LLY) | Apr 28, 2022 | Sep 21, 2026 | +307.1% | +91.9% | +215.2% |
| LLY | JT Eli Lilly and Company (LLY) | Apr 14, 2022 | Sep 21, 2026 | +300.9% | +87.5% | +213.4% |
| SPXC | JT SPX Corporation (SPXC) | Apr 19, 2022 | Sep 21, 2026 | +294.9% | +84.5% | +210.4% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 119 · 2974 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| MSFT | JT Microsoft Corporation - Common Stock (MSFT) | Aug 14, 2026 | Purchase | $250.0K – $500.0K | Filing ↗ |
| MSFT | JT Microsoft Corporation - Common Stock (MSFT) | Aug 14, 2026 | Purchase | $500.0K – $1.0M | Filing ↗ |
| MSFT | JT Microsoft Corporation - Common Stock (MSFT) | Aug 14, 2026 | Sale | $500.0K – $1.0M | Filing ↗ |
| MSFT | JT Microsoft Corporation - Common Stock (MSFT) | Aug 14, 2026 | Sale | $250.0K – $500.0K | Filing ↗ |
| QSR | JT Restaurant Brands International Inc. Common Shares (QSR) | Aug 6, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AMAT | JT Applied Materials, Inc. - Common Stock (AMAT) | Aug 6, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| GOOGN | JT Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock (GOOGN) | Jul 24, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| GOOGM | JT Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series A Mandatory Convertible Preferred Stock (GOOGM) | Jul 24, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| CCI | S O : Morgan Stanley - Select UMA Account # 1 JT Crown Castle Inc. Common Stock (CCI) | Jul 23, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| GOOGN | JT Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock (GOOGN) | Jul 23, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| NICE | JT NICE Ltd - American Depositary Shares each representing one Ordinary Share (NICE) | Jul 20, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| SAIL | JT SailPoint Technologies Holdings, Inc. (SAIL) | Jul 20, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| GTLS | JT Chart Industries, Inc. (GTLS) | Jul 17, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| MNST | JT Monster Beverage Corporation - Common Stock (MNST) | Jul 17, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| IBM | JT International Business Machines Corporation Common Stock (IBM) | Jul 16, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| PANW | JT Palo Alto Networks, Inc. (PANW) | Jul 16, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| CRWD | JT CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) | Jul 15, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| IBM | JT International Business Machines Corporation Common Stock (IBM) | Jul 15, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| FN | JT Fabrinet Ordinary Shares (FN) | Jul 14, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| NTDOY | JT Nintendo Co Ltd ADR (NTDOY) | Jun 17, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| INSM | JT Insmed Incorporated - Common Stock (INSM) | Jun 10, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| NVZMY | JT NOVONESIS B UNSP/ADR (NVZMY) | Jun 1, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| ADC | JT Agree Realty Corporation Common Stock (ADC) | Jun 1, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| BKNG | JT Booking Holdings Inc. - Common Stock (BKNG) | Jun 1, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| NSRGY | JT NESTLE S.A S/ADR (NSRGY) | Jun 1, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10074410 | 387 | 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.