Transactions
440
Total transactions associated with this filer
Disclosed purchases
534
$30.0K – $100.0K
Average modeled return
+172.2%
120 modeled purchases
Average vs. S&P 500
+13.3%
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↑↓ |
|---|---|---|---|---|---|---|
| STX | g fedcF ILINg S TaTUS : New Seagate Technology PLC - ordinary Shares (STX) | Jan 4, 2019 | Sep 21, 2026 | +2893.2% | +243.2% | +2650.0% |
| PWR | g fedcF IlINg s TaTus : New Quanta services, Inc. (PWR) [sT] | Apr 2, 2020 | Sep 21, 2026 | +2004.8% | +235.6% | +1769.3% |
| WDC | g fedcF ILINg S TaTUS : New Western Digital Corporation (WDC) | Jan 4, 2019 | Sep 21, 2026 | +1575.9% | +243.2% | +1332.7% |
| MCK | g fedcF ILINg S TaTUS : New McKesson Corporation (MCK) | Jan 4, 2019 | Sep 21, 2026 | +721.2% | +243.2% | +478.0% |
| MCK | g fedcF IlINg s TaTus : New McKesson Corporation (MCK) [sT] | May 13, 2019 | Sep 21, 2026 | +640.2% | +207.0% | +433.2% |
| IRM | g fedcF IlINg s TaTus : New Iron Mountain Incorporate d (IRM)[sT] | Feb 28, 2020 | Sep 18, 2026 | +418.1% | +88.9% | +329.3% |
| IRM | g fedcbF IlINg S TATuS : New S uBHOlDINg O F : - Trust 1 Iron Mountain Incorporate d (IRM) | Jan 5, 2021 | Sep 18, 2026 | +399.8% | +88.9% | +310.9% |
| M | g fedcF IlINg s TaTus : New Macy's Inc (M) [sT] | Apr 2, 2020 | Sep 21, 2026 | +517.6% | +235.6% | +282.0% |
| NTAP | g fedcF IlINg S TATuS : New NetApp, Inc. (NTAP) | Aug 10, 2020 | Sep 21, 2026 | +417.1% | +150.7% | +266.4% |
| JCI | g fedcF ILINg S TaTUS : New Johnson Controls Intern ational plcordinary Share (JCI) | Jan 4, 2019 | Sep 21, 2026 | +444.8% | +243.2% | +201.6% |
| WFC | g fedcF IlINg S TATuS : New Wells Fargo & Company (WFC) | Sep 23, 2020 | Sep 21, 2026 | +334.6% | +159.7% | +174.8% |
| IVZ | g fedcF IlINg s TaTus : New ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > Invesco ltd (IVZ) [sT] | Apr 2, 2020 | Sep 21, 2026 | +399.2% | +235.6% | +163.6% |
| HRB | g fedcbF IlINg s TaTus : New D EsCRIPTIoN : Preferred security H&R Block, Inc. (HRB) [sT] | Feb 28, 2020 | Feb 16, 2024 | +169.7% | +19.9% | +149.8% |
| TT | g fedcF IlINg S TaTuS : New D ESCRIPTION : Received shares of Ingersoll R and, Inc. in exchange for Ingersoll-Rand plc as a result of spin-off.C OmmENTS : On 3/4/2020 Ingersoll-Rand plc changed it's name to Trane Technologies (TT). Koninklijke Philips N.V. NY Registry Shares (PHg) | Mar 5, 2020 | Sep 21, 2026 | +320.2% | +181.0% | +139.1% |
| JPM | g fedcF IlINg S TATuS : New JP Morgan Chase & Co. (JPM) | Dec 16, 2020 | Sep 21, 2026 | +236.8% | +126.4% | +110.4% |
| MTB | g fedcF IlINg s TaTus : New M&T Bank Corporation (MTB) [sT] | Apr 2, 2020 | Sep 18, 2026 | +192.5% | +88.9% | +103.7% |
| NEM | g fedcF IlINg s TaTus : New Newmont goldcorp Corporation (NEM) [sT] | Jun 20, 2019 | Sep 21, 2026 | +293.4% | +191.5% | +101.9% |
| TRV | g fedcF IlINg s TaTus : New The Travelers Companies, Inc. (TRV) [sT] | Apr 2, 2020 | Sep 21, 2026 | +337.1% | +235.6% | +101.5% |
| JPM | g fedcF IlINg s TaTus : New JP Morgan Chase & Co. (JPM) [sT] | Aug 12, 2019 | Sep 21, 2026 | +294.2% | +197.9% | +96.3% |
| NEM | g fedcID Owner Asset Transaction Type Notification Date Amount Cap. Gains > F IlINg s TaTus : New D EsCRIPTIoN : Preferred security Newmont goldcorp Corporation (NEM) [sT] | Sep 11, 2019 | Sep 21, 2026 | +280.4% | +185.8% | +94.6% |
| NTRS | g fedcF IlINg S TaTuS : New S ubHOlDINg O F : - Trust 1 Northern Trust Corporation (NTRS) | Mar 5, 2020 | Sep 18, 2026 | +168.9% | +88.9% | +80.1% |
| SCHW | g fedcF IlINg S TATuS : New Charles Schwab Corporation (SCHW) | Sep 23, 2020 | Sep 21, 2026 | +233.2% | +159.7% | +73.4% |
| PM | g fedcF IlINg S TATuS : New D ESCRIPTION : Preferred security Philip Morris International Inc (PM) | Sep 23, 2020 | Sep 21, 2026 | +227.8% | +159.7% | +68.1% |
| MSI | g fedcF IlINg S TATuS : New Motorola Solutions, Inc. (MSI) | Sep 23, 2020 | Sep 21, 2026 | +225.7% | +159.7% | +65.9% |
| INTC | g fedcbF IlINg S TATuS : New S ubHOlDINg O F : - Trust 1 Intel Corporation (INTC) | Dec 18, 2020 | Sep 21, 2026 | +185.7% | +126.0% | +59.7% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 18 · 440 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| SOLS | SP Solstice Advanced Materials Inc. - Common Stock (SOLS) | Aug 11, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| MBGL | SP Mobility Global Inc. Common Stock (MBGL) | Aug 11, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| ACN | SP Accenture plc Class A Ordinary Shares (ACN) | Aug 11, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| MBGL | F S : New S O : Trust 2 D : Asset acquired through a S&P Global (SPGI) spinoff. Mobility Global Inc. Common Stock (MBGL) | Aug 11, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| ACN | SP Accenture plc Class A Ordinary Shares (ACN) | Aug 11, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| ACN | F S : New S O : Trust 2 Accenture plc Class A Ordinary Shares (ACN) | Aug 11, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| MBGL | SP Mobility Global Inc. Common Stock (MBGL) | Aug 11, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| HONAV | SP Honeywell Aerospace Inc. - Common Stock (HONAV) | Jun 29, 2026 | Exchange | $15.0K – $50.0K | Filing ↗ |
| AJG | Arthur J. Gallagher & Co. Common Stock (AJG) | Mar 8, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| MICC | F S : New S O : Investment Fund 1 D : Autonomous maritime vessels; Austin, TX The Magnum Ice Cream Company N.V. Ordinary Shares (MICC) | Mar 8, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| AJG | F S : New S O : Trust 2 Arthur J. Gallagher & Co. Common Stock (AJG) | Mar 8, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| MICC | F S : New S O : Trust 2 The Magnum Ice Cream Company N.V. Ordinary Shares (MICC) | Mar 8, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| AJG | F S : New S O : Trust 1 Arthur J. Gallagher & Co. Common Stock (AJG) | Mar 8, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| AI | F S : New S O : Investment Fund 1 D : Fetal Monitoring Medical Equipment Manufacturing; Palo Alto, CA Rhoda AI | Feb 20, 2026 | Purchase | $15.0K – $50.0K | Filing ↗ |
| AMI | Advanced Machine Intelligence (AMI) Labs | Jan 29, 2026 | Purchase | $15.0K – $50.0K | Filing ↗ |
| ASHGY | F S : New S O : Trust 1 D : Mandatory Exchange 1:1 ASHTEAD GROUP PLC ADR for ASHTEAD GROUP PLC-UNSPON ADR ASHTED GRP PLC S/ADR (ASHGY) | Dec 10, 2025 | Exchange | $15.0K – $50.0K | Filing ↗ |
| ASHGY | ASHTED GRP PLC S/ADR (ASHGY) | Dec 10, 2025 | Exchange | $15.0K – $50.0K | Filing ↗ |
| ASHGY | F S : New S O : Trust 3 D : Mandatory Exchange 1:1 ASHTEAD GROUP PLC ADR for ASHTEAD GROUP PLC-UNSPON ADR ASHTED GRP PLC S/ADR (ASHGY) | Dec 10, 2025 | Exchange | $1.0K – $15.0K | Filing ↗ |
| ASHGY | F S : New S O : Trust 2 D : Mandatory Exchange 1:1 ASHTEAD GROUP PLC ADR for ASHTEAD GROUP PLC-UNSPON ADR ASHTED GRP PLC S/ADR (ASHGY) | Dec 10, 2025 | Exchange | $1.0K – $15.0K | Filing ↗ |
| ACN | F S : New S O : Trust 2 Accenture plc Class A Ordinary Shares (ACN) | Aug 19, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| ACN | F S : New S O : Trust 3 Accenture plc Class A Ordinary Shares (ACN) | Aug 19, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| JNJ | F S : New S O : Trust 5 Johnson & Johnson Common Stock (JNJ) | Aug 19, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| ACN | F S : New S O : Trust 1 Accenture plc Class A Ordinary Shares (ACN) | Aug 19, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| ACN | F S : New S O : Trust 4 Accenture plc Class A Ordinary Shares (ACN) | Aug 19, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| ACN | Accenture plc Class A Ordinary Shares (ACN) | Aug 19, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075173 | 186 | 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.