Transactions
595
Total transactions associated with this filer
Disclosed purchases
349
$17.0K – $80.0K
Average modeled return
+432.3%
160 modeled purchases
Average vs. S&P 500
+294.6%
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 | F S : Amended S O : Merrill Lynch- Advisor Discretion Account NVIDIA Corporation (NVDA) | Jun 6, 2019 | Sep 21, 2026 | +6262.5% | +202.8% | +6059.7% |
| NVDA | g fedcbF ILINg S TATUS : New S UbHOLDINg O F : National Securities- Advisor Discretion Account NVIDIA Corporation (NVDA) | Jan 14, 2019 | Sep 21, 2026 | +5994.1% | +236.5% | +5757.6% |
| NVDA | g fedcID Owner Asset Transaction Type Notification Date Amount Cap. Gains > F ILINg S TATUS : New S UbHOLDINg O F : Merrill Lynch- Advisor Discretion Account NVIDIA Corporation (NVDA) | Jul 8, 2019 | Sep 21, 2026 | +5719.0% | +189.1% | +5529.9% |
| NVDA | F S : Deleted S O : Merrill Lynch- Advisor Discretion Account 2000084394 NVIDIA Corporation (NVDA) | Jul 29, 2019 | Sep 21, 2026 | +5132.8% | +184.7% | +4948.2% |
| NVDA | g fedcF ILINg S TATUS : New S UbHOLDINg O F : Merrill Lynch- Advisor Discretion Account NVIDIA Corporation (NVDA) | Jul 29, 2019 | Sep 21, 2026 | +5132.8% | +184.7% | +4948.2% |
| NVDA | g fedcF ILINg S TATUS : New S UbHOLDINg O F : Merrill Lynch- Advisor Discretion Account NVIDIA Corporation (NVDA) | Nov 15, 2019 | Sep 21, 2026 | +4375.7% | +174.0% | +4201.8% |
| NVDA | g fedcF ILINg S TATUS : New S UbHOLDINg O F : Merrill Lynch- Advisor Discretion Account NVIDIA Corporation (NVDA) | Mar 20, 2020 | Sep 21, 2026 | +4335.9% | +269.3% | +4066.5% |
| NVDA | g fedcF ILINg S TATUS : New S UbHOLDINg O F : Merrill Lynch- Advisor Discretion Account NVIDIA Corporation (NVDA) | Mar 3, 2020 | Sep 21, 2026 | +3332.5% | +183.1% | +3149.4% |
| NVDA | g fedcbF ILINg S TATUS : New S UbHOLDINg O F : Merrill Lynch- Advisor Discretion Account NVIDIA Corporation (NVDA) | Feb 13, 2020 | Sep 21, 2026 | +3272.6% | +152.2% | +3120.4% |
| NVDA | g fedcF ILINg S TATUS : New S UbHOLDINg O F : Merrill Lynch- Advisor Discretion Account NVIDIA Corporation (NVDA) | Mar 2, 2020 | Sep 21, 2026 | +3201.7% | +175.0% | +3026.6% |
| MU | g fedcF ILINg S TATUS : New S UbHOLDINg O F : National Securities- Advisor Discretion Account Micron Technology, Inc. (MU) | Mar 29, 2019 | Sep 21, 2026 | +2479.4% | +205.3% | +2274.2% |
| LLY | g fedcF ILINg S TATUS : New S UbHOLDINg O F : Merrill Lynch- Advisor Discretion Account Eli Lilly and Company (LLY) | Aug 17, 2017 | Sep 21, 2026 | +1606.3% | +266.7% | +1339.6% |
| URI | g fedcbF ILINg S TATUS : New S UbHOLDINg O F : Merrill Lynch- Advisor Discretion Account United Rentals, Inc. (URI) | Mar 20, 2020 | Sep 21, 2026 | +1413.9% | +269.3% | +1144.5% |
| NVDA | F S : New S O : Merrill Lynch- Advisor Discretion Account NVIDIA Corporation (NVDA) | Mar 4, 2022 | Sep 21, 2026 | +892.7% | +90.5% | +802.2% |
| URI | g fedcF ILINg S TATUS : New S UbHOLDINg O F : Merrill Lynch- Advisor Discretion Account United Rentals, Inc. (URI) | Dec 19, 2018 | Sep 21, 2026 | +951.8% | +246.7% | +705.0% |
| URI | F S : New S O : Merrill Lynch- Advisor Discretion Account United Rentals, Inc. (URI) | Dec 14, 2018 | Sep 21, 2026 | +903.1% | +234.5% | +668.6% |
| URI | g fedcF ILINg S TATUS : New S UbHOLDINg O F : Merrill Lynch- Advisor Discretion Account United Rentals, Inc. (URI) | Aug 21, 2019 | Sep 21, 2026 | +853.8% | +193.4% | +660.4% |
| URI | F S : Amended S O : Merrill Lynch- Advisor Discretion Account United Rentals, Inc. (URI) | Mar 29, 2019 | Sep 21, 2026 | +828.9% | +205.3% | +623.6% |
| URI | g fedcF ILINg S TATUS : New S UbHOLDINg O F : Merrill Lynch- Advisor Discretion Account ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > United Rentals, Inc. (URI) | May 23, 2019 | Sep 21, 2026 | +795.6% | +205.6% | +590.0% |
| URI | F S : New S O : Merrill Lynch- Advisor Discretion Account United Rentals, Inc. (URI) | Jan 23, 2019 | Sep 21, 2026 | +814.7% | +228.8% | +585.9% |
| LLY | g fedcF ILINg S TATUS : New S UbHOLDINg O F : National Securities- Advisor Discretion Account Eli Lilly and Company (LLY) | Mar 3, 2021 | Sep 21, 2026 | +508.2% | +118.8% | +389.4% |
| MSFT | g fedcbF ILINg S TATUS : New S UbHOLDINg O F : Merrill Lynch- Advisor Discretion Account Microsoft Corporation (MSFT) | Aug 17, 2017 | Sep 21, 2026 | +655.9% | +266.7% | +389.1% |
| MRVL | g fedcF ILINg S TATUS : New S UbHOLDINg O F : Merrill Lynch- Advisor Discretion Account Marvell Technology, Inc. (MRVL) | May 5, 2021 | Sep 21, 2026 | +478.8% | +100.1% | +378.7% |
| MRVL | g fedcF ILINg S TATUS : New S UbHOLDINg O F : Merrill Lynch- Advisor Discretion Account Marvell Technology, Inc. (MRVL) | Nov 19, 2020 | Sep 21, 2026 | +488.2% | +134.2% | +354.0% |
| MRVL | g fedcbF ILINg S TATUS : New S UbHOLDINg O F : Merrill Lynch- Advisor Discretion Account Marvell Technology, Inc. (MRVL) | Dec 18, 2020 | Sep 21, 2026 | +447.0% | +126.0% | +320.9% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 24 · 595 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| URI | F S : New S O : Thomas Suozzi IRA FBO Thomas Suozzi United Rentals, Inc. Common Stock (URI) | Feb 18, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| AAPL | F S : New S O : Thomas Suozzi IRA FBO Thomas Suozzi Apple Inc. - Common Stock (AAPL) | Feb 18, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| AMD | Advanced Micro Devices, Inc. - Common Stock (AMD) | Feb 18, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| PLTR | F S : New S O : Thomas Suozzi IRA FBO Thomas Suozzi Palantir Technologies Inc. - Class A Common Stock (PLTR) | Feb 18, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| WMT | F S : New S O : Thomas Suozzi IRA FBO Thomas Suozzi D : US Treasury Bill Walmart Inc. Common Stock (WMT) | Oct 14, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| WY | F S : New S O : Merrill Lynch- Advisor Discretion Account- IRA Weyerhaeuser Company Common Stock (WY) | Oct 14, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| NEE | F S : New S O : Merrill Lynch- Advisor Discretion Account- IRA NextEra Energy, Inc. Common Stock (NEE) | Oct 14, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| INPAP | INTL PAPER CO 4 C PR (INPAP) | Oct 14, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| GIC | Global Industrial Company Common Stock (GIC) | Mar 31, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| NVDA | F S : New S O : Merrill Lynch- Advisor Discretion Account- IRA NVIDIA Corporation - Common Stock (NVDA) | Oct 24, 2024 | Purchase | $15.0K – $50.0K | Filing ↗ |
| NVDA | NVIDIA Corporation - Common Stock (NVDA) | Oct 24, 2024 | Sale | $15.0K – $50.0K | Filing ↗ |
| WY.Z | F S : New S O : Merrill Lynch- Advisor Discretion Account- IRA Weyerhaeuser Company Common Stock When Distibuted (WY.Z) | Oct 24, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| BA | Boeing Company (BA) | Oct 24, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| CVS | F S : New S O : Merrill Lynch- Advisor Discretion Account- IRA CVS Health Corporation Common Stock (CVS) | Oct 24, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| GLW | F S : New S O : Merrill Lynch- Advisor Discretion Account- IRA Corning Incorporated Common Stock (GLW) | Oct 24, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | Apple Inc. - Common Stock (AAPL) | Oct 7, 2024 | Sale | $15.0K – $50.0K | Filing ↗ |
| NVDA | NVIDIA Corporation - Common Stock (NVDA) | Oct 2, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| NVDA | NVIDIA Corporation - Common Stock (NVDA) | Mar 4, 2024 | Sale | $15.0K – $50.0K | Filing ↗ |
| ALL | Allstate Corporation (ALL) | Nov 29, 2022 | Sale | $50.0K – $100.0K | Filing ↗ |
| CVS | F S : Amended S O : Merrill Lynch- Advisor Discretion Account CVS Health Corporation (CVS) | Nov 29, 2022 | Sale | $15.0K – $50.0K | Filing ↗ |
| GNRC | F S : New S O : National Securities- Advisor Discretion Account Generac Holdlings Inc. (GNRC) | Nov 15, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| VZ | F S : Deleted S O : Merrill Lynch- Advisor Discretion Account Verizon Communications Inc. (VZ) | Nov 10, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| GS | F S : New S O : Merrill Lynch- Advisor Discretion Account Goldman Sachs Group, Inc. (GS) | May 16, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| UPST | F S : New S O : Merrill Lynch- Advisor Discretion Account Upstart Holdings, Inc. - Common stock (UPST) | May 16, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| GS | F S : New S O : Merrill Lynch- Advisor Discretion Account Goldman Sachs Group, Inc. (GS) | May 16, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10077078 | 41 | 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.