Transactions
200
Total transactions associated with this filer
Disclosed purchases
114
$12.0K – $180.0K
Average modeled return
+56.0%
74 modeled purchases
Average vs. S&P 500
+3.1%
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↑↓ |
|---|---|---|---|---|---|---|
| NVDA | F S : New NVIDIA Corporation (NVDA) | Mar 8, 2022 | Sep 21, 2026 | +958.3% | +97.8% | +860.5% |
| NVDA | F S : New NVIDIA Corporation (NVDA) | Nov 2, 2021 | Sep 21, 2026 | +762.7% | +78.9% | +683.8% |
| MPC | F S : New Marathon Petroleum Corporation (MPC) | Mar 8, 2022 | Sep 21, 2026 | +497.6% | +97.8% | +399.8% |
| LLY | F S : New Eli Lilly and Company (LLY) | Mar 8, 2022 | Sep 21, 2026 | +365.6% | +97.8% | +267.8% |
| AMD | SP Advanced Micro Devices, Inc. (AMD) | Aug 18, 2025 | Sep 18, 2026 | +217.8% | +20.0% | +197.8% |
| AMAT | SP Applied Materials, Inc. - Common Stock (AMAT) | Aug 18, 2025 | Sep 18, 2026 | +174.1% | +20.0% | +154.1% |
| PANW | SP Palo Alto Networks, Inc. (PANW) | Dec 11, 2025 | Sep 18, 2026 | +91.0% | +11.7% | +79.3% |
| RTX | SP RTX Corporation Common Stock (RTX) | Apr 10, 2024 | Sep 21, 2026 | +100.8% | +54.8% | +46.1% |
| ROST | SP Ross Stores, Inc. - Common Stock (ROST) | Aug 18, 2025 | Sep 21, 2026 | +60.3% | +21.8% | +38.5% |
| XOM | SP Exxon Mobil Corporation Common Stock (XOM) | Aug 18, 2025 | Sep 18, 2026 | +57.7% | +20.0% | +37.7% |
| TGT | SP Target Corporation Common Stock (TGT) | Aug 18, 2025 | Sep 18, 2026 | +56.8% | +20.0% | +36.8% |
| ACN | SP Accenture plc Class A Ordinary Shares (ACN) | Jul 10, 2026 | Sep 18, 2026 | +34.1% | +1.1% | +32.9% |
| NFLX | F S : New Netflix, Inc. (NFLX) | Mar 8, 2022 | Sep 21, 2026 | +115.6% | +97.8% | +17.8% |
| PLD | SP Prologis, Inc. Common Stock (PLD) | Aug 18, 2025 | Sep 21, 2026 | +33.7% | +21.8% | +11.9% |
| OKE | SP ONEOK, Inc. Common Stock (OKE) | Aug 18, 2025 | Sep 21, 2026 | +33.4% | +21.8% | +11.6% |
| NI | SP NiSource Inc Common Stock (NI) | Apr 10, 2024 | Sep 18, 2026 | +59.9% | +52.5% | +7.4% |
| ANET | SP Arista Networks, Inc. Common Stock (ANET) | Jul 10, 2026 | Sep 18, 2026 | +6.6% | +1.1% | +5.5% |
| V | F S : New Visa Inc. (V) | Nov 2, 2021 | Sep 21, 2026 | +82.8% | +78.9% | +3.9% |
| MU | SP Micron Technology, Inc. - Common Stock (MU) | Jul 10, 2026 | Sep 18, 2026 | +3.7% | +1.1% | +2.6% |
| UPS | SP United Parcel Service, Inc. Common Stock (UPS) | Aug 18, 2025 | Sep 18, 2026 | +22.0% | +20.0% | +2.0% |
| V | F S : New Visa Inc. (V) | Mar 8, 2022 | Sep 21, 2026 | +98.8% | +97.8% | +0.9% |
| TSLA | F S : New Tesla, Inc. (TSLA) | Mar 17, 2023 | Sep 21, 2026 | +107.5% | +107.0% | +0.6% |
| SCHW | SP Charles Schwab Corporation (SCHW) | Dec 11, 2025 | Sep 18, 2026 | +9.5% | +11.7% | -2.2% |
| AMCR | SP Amcor plc Ordinary Shares (AMCR) | Jul 10, 2026 | Sep 18, 2026 | -1.6% | +1.1% | -2.7% |
| COST | SP Costco Wholesale Corporation - Common Stock (COST) | Jul 10, 2026 | Sep 18, 2026 | -2.1% | +1.1% | -3.3% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 8 · 200 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| LLY | SP Eli Lilly and Company Common Stock (LLY) | Jul 10, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| HONAV | SP Honeywell Aerospace Inc. - Common Stock (HONAV) | Jul 10, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| HSY | SP The Hershey Company Common Stock (HSY) | Jul 10, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| INTU | SP Intuit Inc. - Common Stock (INTU) | Jul 10, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| AMAT | SP Applied Materials, Inc. - Common Stock (AMAT) | Jul 10, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| GOOGL | SP Alphabet Inc. - Class A Common Stock (GOOGL) | Jul 10, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| UBER | SP Uber Technologies, Inc. Common Stock (UBER) | Jul 10, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| FTNT | SP Fortinet, Inc. - Common Stock (FTNT) | Jul 10, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| CSX | SP CSX Corporation (CSX) | Jul 10, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| FMC | SP FMC Corporation Common Stock (FMC) | Jul 10, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| MU | SP Micron Technology, Inc. - Common Stock (MU) | Jul 10, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| ANET | SP Arista Networks, Inc. Common Stock (ANET) | Jul 10, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| APH | SP Amphenol Corporation Common Stock (APH) | Jul 10, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| ADBE | SP Adobe Inc. - Common Stock (ADBE) | Jul 10, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| ACN | SP Accenture plc Class A Ordinary Shares (ACN) | Jul 10, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| DUK | SP Duke Energy Corporation (DUK) | Jul 10, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AMCR | SP Amcor plc Ordinary Shares (AMCR) | Jul 10, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| FIS | SP Fidelity National Information Services, Inc. Common Stock (FIS) | Jul 10, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| HON | SP Honeywell International Inc. (HON) | Jul 10, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AMD | SP Advanced Micro Devices, Inc. (AMD) | Jul 10, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| DE | SP Deere & Company Common Stock (DE) | Jul 10, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| COST | SP Costco Wholesale Corporation - Common Stock (COST) | Jul 10, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| FE | SP FirstEnergy Corp. Common Stock (FE) | Jul 10, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MS | SP Morgan Stanley Common Stock (MS) | Jul 10, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MGA | SP Magna International, Inc. Common Stock (MGA) | Jul 10, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10078107 | 146 | 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.