Transactions
241
Total transactions associated with this filer
Disclosed purchases
476
$0 – $0
Average modeled return
+344.2%
64 modeled purchases
Average vs. S&P 500
+271.8%
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↑↓ |
|---|---|---|---|---|---|---|
| WES | g fedcF IlING S TATuS : New S ubHOldING O F : AXA Retirement Account Western Midstream Partners, lP Common units Representing limited Partner Interests (WES) | Sep 11, 2020 | Sep 18, 2026 | +953.4% | +88.9% | +864.6% |
| WES | g fedcbF IlING S TATuS : New S ubHOldING O F : AXA Retirement Account Western Midstream Partners, lP Common units Representing limited Partner Interests (WES) | Sep 16, 2020 | Sep 18, 2026 | +880.2% | +88.9% | +791.3% |
| WES | g fedcF IlING S TATuS : New S ubHOldING O F : AXA Retirement Account Western Midstream Partners, lP Common units Representing limited Partner Interests (WES) | Oct 5, 2020 | Sep 18, 2026 | +841.6% | +88.9% | +752.7% |
| WES | g fedcF IlING S TATuS : New S ubHOldING O F : AXA Retirement Account ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > Western Midstream Partners, lP Common units Representing limited Partner Interests (WES) | Aug 4, 2020 | Sep 18, 2026 | +785.5% | +88.9% | +696.7% |
| WES | g fedcF IlING S TATuS : New S ubHOldING O F : AXA Retirement Account Western Midstream Partners, lP Common units Representing limited Partner Interests (WES) | Jul 16, 2020 | Sep 18, 2026 | +780.8% | +88.9% | +691.9% |
| WES | g fedcF IlING S TATuS : New S ubHOldING O F : AXA Retirement Account Western Midstream Partners, lP Common units Representing limited Partner Interests (WES) | Jul 8, 2020 | Sep 18, 2026 | +761.2% | +88.9% | +672.4% |
| WES | g fedcF IlING S TATuS : New S ubHOldING O F : AXA Retirement Account Western Midstream Partners, lP Common units Representing limited Partner Interests (WES) | Jul 7, 2020 | Sep 18, 2026 | +754.0% | +88.9% | +665.1% |
| WES | g fedcF IlING S TATuS : New S ubHOldING O F : AXA Retirement Account Western Midstream Partners, lP Common units Representing limited Partner Interests (WES) | Jul 2, 2020 | Sep 18, 2026 | +735.6% | +88.9% | +646.8% |
| WES | g fedcF IlING S TATuS : New S ubHOldING O F : AXA Retirement Account Western Midstream Partners, lP Common units Representing limited Partner Interests (WES) | Aug 14, 2020 | Sep 18, 2026 | +724.5% | +88.9% | +635.6% |
| NGL | F S : New S O : Equitable Retirement Account NGL ENERGY PARTNERS LP Common Units representing Limited Partner Interests (NGL) | Jun 2, 2022 | May 28, 2026 | +694.1% | +86.2% | +608.0% |
| AM | g fedcF IlING S TATuS : New S ubHOldING O F : AXA Retirement Account Antero Midstream Corporat ion(AM) | Jun 11, 2020 | Sep 18, 2026 | +599.1% | +88.9% | +510.2% |
| AM | g fedcF IlING S TATuS : New S ubHOldING O F : AXA Retirement Account Antero Midstream Corporat ion(AM) | Jun 11, 2020 | Sep 18, 2026 | +599.1% | +88.9% | +510.2% |
| NGL | F S : New S O : Equitable Retirement Account NGL ENERGY PARTNERS LP Common Units representing Limited Partner Interests (NGL) | Mar 24, 2023 | May 28, 2026 | +551.2% | +86.2% | +465.0% |
| AM | rANSACTIONS ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > Antero Midstream Corporat ion(AM) | Jun 10, 2020 | Sep 18, 2026 | +547.5% | +88.9% | +458.6% |
| AM | rANSACTIONS ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > Antero Midstream Corporat ion(AM) | Sep 16, 2020 | Sep 18, 2026 | +537.4% | +88.9% | +448.6% |
| AM | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Antero Midstream Corporat ion(AM) | Sep 11, 2020 | Sep 18, 2026 | +516.7% | +88.9% | +427.8% |
| AM | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Antero Midstream Corporat ion(AM) | Oct 5, 2020 | Sep 18, 2026 | +506.8% | +88.9% | +417.9% |
| NGL | F S : New S O : Equitable Retirement Account NGL ENERGY PARTNERS LP Common Units representing Limited Partner Interests (NGL) | May 17, 2023 | May 28, 2026 | +465.3% | +86.2% | +379.1% |
| AM | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Antero Midstream Corporat ion(AM) | Nov 9, 2020 | Sep 18, 2026 | +426.8% | +88.9% | +337.9% |
| AROC | g fedcF IlING S TATuS : New S ubHOldING O F : AXA Retirement Account Archrock, Inc. (AROC) | Jun 11, 2020 | May 31, 2024 | +357.6% | +27.0% | +330.6% |
| AM | rANSACTIONS ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > Antero Midstream Corporat ion(AM) | Nov 20, 2020 | Sep 18, 2026 | +407.0% | +88.9% | +318.2% |
| AM | g fedcF IlING S TATuS : New S ubHOldING O F : AXA Retirement Account Antero Midstream Corporat ion(AM) | Aug 31, 2020 | Sep 18, 2026 | +403.7% | +88.9% | +314.9% |
| AM | g fedcF IlING S TATuS : New S ubHOldING O F : AXA Retirement Account Antero Midstream Corporat ion(AM) | Nov 17, 2020 | Sep 18, 2026 | +388.7% | +88.9% | +299.9% |
| AM | rANSACTIONS ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > Antero Midstream Corporat ion(AM) | Dec 1, 2020 | Sep 18, 2026 | +383.6% | +88.9% | +294.8% |
| AM | rANSACTIONS ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > Antero Midstream Corporat ion(AM) | Aug 14, 2020 | Sep 18, 2026 | +366.5% | +88.9% | +277.7% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 10 · 241 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| META | F S : New S O : Schwab One Account Meta Platforms, Inc. - Class A Common Stock (META) | Jun 16, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | F S : New S O : Schwab One Account Microsoft Corporation - Common Stock (MSFT) | Jun 16, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| GEV | F S : New S O : Schwab One Account GE Vernova Inc. Common Stock (GEV) | Jun 16, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| NVDA | F S : New S O : Schwab One Account NVIDIA Corporation - Common Stock (NVDA) | Jun 16, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| GE | F S : New S O : Schwab One Account GE Aerospace Common Stock (GE) | Jun 16, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) | Jun 16, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| TPR | F S : New S O : Schwab One Account Tapestry, Inc. Common Stock (TPR) | Jun 16, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| LUV | F S : New S O : Schwab One Account Southwest Airlines Company Common Stock (LUV) | Jun 16, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| AMZN | F S : New S O : Schwab One Account Amazon.com, Inc. - Common Stock (AMZN) | Jun 16, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| INTC | Intel Corporation - Common Stock (INTC) | Jun 16, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| XOM | F S : New S O : Schwab One Account Exxon Mobil Corporation Common Stock (XOM) | Jun 16, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | F S : New S O : Schwab One Account Apple Inc. - Common Stock (AAPL) | Jun 16, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| IBM | F S : New S O : Schwab One Account International Business Machines Corporation Common Stock (IBM) | Jun 16, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| NGL | JT NGL ENERGY PARTNERS LP Common Units representing Limited Partner Interests (NGL) | Feb 28, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| NGL | JT NGL ENERGY PARTNERS LP Common Units representing Limited Partner Interests (NGL) | Feb 18, 2025 | Sale | $100.0K – $250.0K | Filing ↗ |
| NGL | JT NGL ENERGY PARTNERS LP Common Units representing Limited Partner Interests (NGL) | Feb 3, 2025 | Sale | $250.0K – $500.0K | Filing ↗ |
| NGL | JT NGL ENERGY PARTNERS LP Common Units representing Limited Partner Interests (NGL) | Jan 30, 2025 | Sale | $500.0K – $1.0M | Filing ↗ |
| NGL | JT NGL ENERGY PARTNERS LP Common Units representing Limited Partner Interests (NGL) | Jan 28, 2025 | Sale | $50.0K – $100.0K | Filing ↗ |
| NGL | JT NGL ENERGY PARTNERS LP Common Units representing Limited Partner Interests (NGL) | Jan 2, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| NGL | JT NGL ENERGY PARTNERS LP Common Units representing Limited Partner Interests (NGL) | Dec 3, 2024 | Sale | $15.0K – $50.0K | Filing ↗ |
| NGL | JT NGL ENERGY PARTNERS LP Common Units representing Limited Partner Interests (NGL) | Oct 24, 2024 | Sale | $50.0K – $100.0K | Filing ↗ |
| NGL | JT NGL ENERGY PARTNERS LP Common Units representing Limited Partner Interests (NGL) | Oct 16, 2024 | Sale | $50.0K – $100.0K | Filing ↗ |
| NGL | JT NGL ENERGY PARTNERS LP Common Units representing Limited Partner Interests (NGL) | Sep 30, 2024 | Sale | $100.0K – $250.0K | Filing ↗ |
| NGL | JT NGL ENERGY PARTNERS LP Common Units representing Limited Partner Interests (NGL) | Sep 17, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| NGL | JT NGL ENERGY PARTNERS LP Common Units representing Limited Partner Interests (NGL) | Aug 28, 2024 | Sale | $50.0K – $100.0K | 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.