Transactions
161
Total transactions associated with this filer
Disclosed purchases
78
$0 – $0
Average modeled return
+149.6%
41 modeled purchases
Average vs. S&P 500
-100.1%
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↑↓ |
|---|---|---|---|---|---|---|
| MSFT | Microsoft Corporation | Mar 16, 2017 | Sep 21, 2026 | +756.0% | +277.3% | +478.7% |
| MS | Morgan Stanley | Mar 16, 2017 | Sep 21, 2026 | +482.6% | +277.3% | +205.4% |
| ETR | Entergy Corporation | Mar 16, 2017 | Sep 18, 2026 | +286.7% | +88.9% | +197.8% |
| WMT | Wal-Mart Stores, Inc. | Mar 16, 2017 | Sep 21, 2026 | +433.1% | +277.3% | +155.8% |
| SU | Suncor Energy Inc. | Mar 16, 2017 | Sep 18, 2026 | +218.4% | +88.9% | +129.6% |
| JPM | JPMorgan Chase & Co. | Mar 16, 2017 | Sep 21, 2026 | +393.1% | +277.3% | +115.8% |
| QCOM | QUALCOMM Incorporated | Mar 16, 2017 | Sep 21, 2026 | +324.2% | +277.3% | +46.9% |
| WMB | The Williams Companies, Inc. | Mar 16, 2017 | Sep 21, 2026 | +313.1% | +277.3% | +35.9% |
| TGT | Target Corporation | Mar 16, 2017 | Sep 21, 2026 | +284.7% | +277.3% | +7.5% |
| GSK | GlaxoSmithKline plc | Mar 16, 2017 | Sep 18, 2026 | +84.2% | +88.9% | -4.7% |
| MTB | M&T Bank Corporation | Mar 16, 2017 | Sep 18, 2026 | +82.1% | +88.9% | -6.7% |
| TEL | TE Connectivity Ltd. | Mar 16, 2017 | Sep 21, 2026 | +225.6% | +277.3% | -51.6% |
| MRK | Merck & Co., Inc. | Mar 16, 2017 | Sep 21, 2026 | +225.2% | +277.3% | -52.1% |
| STT | State Street Corporation | Mar 16, 2017 | Sep 21, 2026 | +200.7% | +277.3% | -76.6% |
| XOM | Exxon Mobil Corporation | Mar 16, 2017 | Sep 21, 2026 | +192.8% | +277.3% | -84.5% |
| KO | The Coca-Cola Company | Mar 16, 2017 | Sep 21, 2026 | +178.6% | +277.3% | -98.7% |
| MET | MetLife, Inc. | Mar 16, 2017 | Sep 21, 2026 | +176.6% | +277.3% | -100.7% |
| JNJ | Johnson & Johnson | Mar 16, 2017 | Sep 21, 2026 | +172.8% | +277.3% | -104.5% |
| SO | The Southern Company | Mar 16, 2017 | Sep 21, 2026 | +152.3% | +277.3% | -125.0% |
| PAYX | Paychex, Inc. | Mar 16, 2017 | Sep 21, 2026 | +147.0% | +277.3% | -130.3% |
| KMI | Kinder Morgan, Inc. | Mar 16, 2017 | Sep 21, 2026 | +142.7% | +277.3% | -134.6% |
| PG | The Procter & Gamble Company | Mar 16, 2017 | Sep 21, 2026 | +107.4% | +277.3% | -169.9% |
| BGS | B&G Foods, Inc. | Mar 16, 2017 | Sep 18, 2026 | -83.7% | +88.9% | -172.5% |
| SABR | Sabre Corporation | Mar 16, 2017 | Sep 18, 2026 | -88.5% | +88.9% | -177.4% |
| PSA | Public Storage | Mar 16, 2017 | Sep 21, 2026 | +97.9% | +277.3% | -179.3% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 7 · 161 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| CVS | CVS Health Corporation | Jun 15, 2017 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| EXC | Exelon Corporation | Jun 15, 2017 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| BGS | B&G Foods, Inc. | Jun 15, 2017 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| CSCO | Cisco Systems, Inc. | Jun 15, 2017 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| DOW | The Dow Chemical Company | Jun 15, 2017 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| ETR | Entergy Corporation | Jun 15, 2017 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| AMT | American Tower Corporation | Jun 15, 2017 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| BAC | Bank of America Corporation | Jun 15, 2017 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| CCI | Crown Castle International Corp. | Jun 15, 2017 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| COP | ConocoPhillips | Jun 15, 2017 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| DLPH | Delphi Automotive PLC | Jun 15, 2017 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| DNKN | Dunkin' Brands Group, Inc. | Jun 15, 2017 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| DUK | Duke Energy Corporation | Jun 15, 2017 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| ETN | Eaton Corporation plc | Jun 15, 2017 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| AAPL | Apple Inc. | Jun 15, 2017 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| AMGN | Amgen Inc. | Jun 15, 2017 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| APA | Apache Corporation | Jun 15, 2017 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| BA | The Boeing Company | Jun 15, 2017 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| BMY | Bristol-Myers Squibb Company | Jun 15, 2017 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| CB | Chubb Limited | Jun 15, 2017 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| CMA | Comerica Incorporated | Jun 15, 2017 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| CMCSA | Comcast Corporation | Jun 15, 2017 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| CVX | Chevron Corporation | Jun 15, 2017 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| DIS | The Walt Disney Company | Jun 15, 2017 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| GD | General Dynamics Corporation | Jun 15, 2017 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|
No annual disclosure is currently associated with this filer.
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.