Transactions
725
Total transactions associated with this filer
Disclosed purchases
460
$72.0K – $430.0K
Average modeled return
+104.0%
265 modeled purchases
Average vs. S&P 500
+16.0%
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) | Oct 12, 2022 | Sep 21, 2026 | +1878.9% | +128.3% | +1750.6% |
| NVDA | g fedcbF ILING S TATUS : New S UBHOLDING O F : Charles Schwab - Edgewood Management LLCJT NVIDIA Corporation (NVDA) | Mar 25, 2021 | Sep 21, 2026 | +1717.7% | +113.4% | +1604.3% |
| MU | F S : New S O : The 2011 Randall R. Kaplan Living Trust > MV Capital - Brokerage #2 Micron Technology, Inc. (MU) | Jul 27, 2022 | Sep 21, 2026 | +1612.6% | +103.8% | +1508.8% |
| MU | SP Micron Technology, Inc. (MU) | Jul 27, 2022 | Sep 21, 2026 | +1612.6% | +103.8% | +1508.8% |
| NVDA | SP NVIDIA Corporation (NVDA) | Jul 15, 2022 | Sep 21, 2026 | +1344.3% | +112.2% | +1232.0% |
| NVDA | SP NVIDIA Corporation (NVDA) | Jul 27, 2022 | Sep 21, 2026 | +1179.6% | +103.8% | +1075.8% |
| NVDA | SP NVIDIA Corporation (NVDA) | Jul 27, 2022 | Sep 21, 2026 | +1179.6% | +103.8% | +1075.8% |
| NVDA | F S : New S O : Charles Schwab - O'Shaughnessy Asset Management NVIDIA Corporation (NVDA) | Jul 27, 2022 | Sep 21, 2026 | +1179.6% | +103.8% | +1075.8% |
| NVDA | SP NVIDIA Corporation (NVDA) | Aug 5, 2022 | Sep 21, 2026 | +1098.8% | +97.7% | +1001.1% |
| NVDA | F S : New S O : Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 NVIDIA Corporation (NVDA) | Apr 28, 2023 | Sep 21, 2026 | +719.8% | +94.1% | +625.7% |
| NVDA | SP NVIDIA Corporation (NVDA) | Apr 28, 2023 | Sep 21, 2026 | +719.8% | +94.1% | +625.7% |
| LRCX | SP Lam Research Corporation (LRCX) | Jul 27, 2022 | Sep 21, 2026 | +571.1% | +103.8% | +467.2% |
| LRCX | SP Lam Research Corporation (LRCX) | Jul 27, 2022 | Sep 21, 2026 | +571.1% | +103.8% | +467.2% |
| LRCX | F S : New S O : Charles Schwab - O'Shaughnessy Asset Management Lam Research Corporation (LRCX) | Jul 27, 2022 | Sep 21, 2026 | +571.1% | +103.8% | +467.2% |
| LRCX | F S : New S O : Kathy Manning GST FBO Randall Kaplan > ManKap Family LLC > MV Capital - Brokerage #2 Lam Research Corporation (LRCX) | Apr 28, 2023 | Sep 21, 2026 | +492.1% | +94.1% | +398.1% |
| MPC | JT Marathon Petroleum Corporation (MPC) | Jul 20, 2022 | Sep 21, 2026 | +409.9% | +107.1% | +302.9% |
| INTC | SP Intel Corporation (INTC) | Oct 12, 2022 | Sep 21, 2026 | +408.7% | +128.3% | +280.4% |
| META | SP Meta Platforms, Inc. - Class A (META) | Aug 5, 2022 | Sep 21, 2026 | +343.4% | +97.7% | +245.7% |
| WELL | SP Welltower Inc. (WELL) | Oct 12, 2022 | Sep 21, 2026 | +337.6% | +128.3% | +209.3% |
| LLY | SP Eli Lilly and Company (LLY) | Jul 15, 2022 | Sep 21, 2026 | +263.7% | +112.2% | +151.5% |
| LRCX | SP Lam Research Corporation - Common Stock (LRCX) | Jul 2, 2024 | Sep 21, 2026 | +185.7% | +44.5% | +141.2% |
| JPM | F S : New S O : MV Capital - GST Exempt Trust #2 JP Morgan Chase & Co. (JPM) | Jul 27, 2022 | Sep 21, 2026 | +236.5% | +103.8% | +132.6% |
| JPM | SP JP Morgan Chase & Co. (JPM) | Jul 27, 2022 | Sep 21, 2026 | +236.5% | +103.8% | +132.6% |
| JPM | SP JP Morgan Chase & Co. (JPM) | Jul 27, 2022 | Sep 21, 2026 | +236.5% | +103.8% | +132.6% |
| JPM | SP JP Morgan Chase & Co. (JPM) | Jul 15, 2022 | Sep 21, 2026 | +243.3% | +112.2% | +131.0% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 29 · 725 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| SBUX | SP Starbucks Corporation - Common Stock (SBUX) | Aug 9, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| PFE | SP Pfizer, Inc. Common Stock (PFE) | Aug 9, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| MA | SP Mastercard Incorporated Common Stock (MA) | Jul 2, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| HD | SP Home Depot, Inc. (HD) | Jul 2, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| JNJ | SP Johnson & Johnson Common Stock (JNJ) | Jul 2, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| LRCX | SP Lam Research Corporation - Common Stock (LRCX) | Jul 2, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| CRM | SP Salesforce, Inc. Common Stock (CRM) | Jul 2, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| CRM | SP Salesforce, Inc. Common Stock (CRM) | Jul 2, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| CNC | SP Centene Corporation Common Stock (CNC) | Jul 2, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| GRMN | SP Garmin Ltd. Common Stock (GRMN) | Jul 2, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| HD | SP Home Depot, Inc. (HD) | Jul 2, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| JNJ | SP Johnson & Johnson Common Stock (JNJ) | Jul 2, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| ABBV | SP AbbVie Inc. Common Stock (ABBV) | Jul 2, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AAPL | SP Apple Inc. - Common Stock (AAPL) | Jul 2, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AAPL | SP Apple Inc. - Common Stock (AAPL) | Jul 2, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| CRM | SP Salesforce, Inc. Common Stock (CRM) | Jul 2, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| ABT | SP Abbott Laboratories Common Stock (ABT) | Jul 2, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AAPL | SP Apple Inc. - Common Stock (AAPL) | Jul 2, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| CNC | SP Centene Corporation Common Stock (CNC) | Jul 2, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| ABT | SP Abbott Laboratories Common Stock (ABT) | Jul 2, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| GRMN | SP Garmin Ltd. Common Stock (GRMN) | Jul 2, 2024 | Purchase | $50.0K – $100.0K | Filing ↗ |
| GRMN | SP Garmin Ltd. Common Stock (GRMN) | Jul 2, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| COST | SP Costco Wholesale Corporation - Common Stock (COST) | Jul 2, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AMGN | SP Amgen Inc. - Common Stock (AMGN) | Jul 2, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| EXPD | SP Expeditors International of Washington, Inc. (EXPD) | Jul 2, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10074936 | 1 | 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.