Transactions
143
Total transactions associated with this filer
Disclosed purchases
97
$232.0K – $630.0K
Average modeled return
+92.2%
47 modeled purchases
Average vs. S&P 500
-1.2%
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 | g fedcF ILING S TATUS : New S UBHOLDING O F : Iron Gate GA Brokerage Portfolio D ESCRIPTION : NVDA Sep 17 21 585.0 P NVIDIA Corporation (NVDA) | Jul 16, 2021 | Sep 21, 2026 | +1154.3% | +92.2% | +1062.1% |
| RTX | g fedcF ILING S TATUS : New S UBHOLdING O F : Iron Gate GA Brokerage Portfolio d ESCRIPTION : Mar 19 21 420.0 Put Not part of a compensation package or held as an E SOPRaytheon Technologies Corporation (RTX) | Feb 24, 2021 | Sep 21, 2026 | +183.8% | +113.0% | +70.8% |
| RTX | g fedcF ILING S TATUS : New S UBHOLdING O F : Iron Gate GA Brokerage Portfolio ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > Raytheon Technologies Corporation (RTX) | Mar 26, 2021 | Sep 21, 2026 | +180.3% | +110.0% | +70.2% |
| RTX | g fedcF ILING S TATUS : New S UBHOLdING O F : Iron Gate GA Brokerage Portfolio Raytheon Technologies Corporation (RTX) | Apr 30, 2021 | Sep 21, 2026 | +163.2% | +99.3% | +63.9% |
| RTX | g fedcF ILING S TATUS : New S UBHOLdING O F : Iron Gate GA Brokerage Portfolio Raytheon Technologies Corporation (RTX) | May 11, 2021 | Sep 21, 2026 | +159.8% | +100.8% | +59.0% |
| BRK.B | g fedcF ILING S TATUS : New S UBHOLdING O F : Iron Gate GA Brokerage Portfolio Berkshire Hathaway Inc. New (BRK.B) | Feb 25, 2021 | Sep 18, 2026 | +109.2% | +88.9% | +20.3% |
| BRK.B | g fedcF ILING S TATUS : New S UBHOLdING O F : Iron Gate GA Brokerage Portfolio Berkshire Hathaway Inc. New (BRK.B) | Mar 4, 2021 | Sep 18, 2026 | +107.7% | +88.9% | +18.8% |
| BRK.B | g fedcF ILING S TATUS : New S UBHOLdING O F : Iron Gate GA Brokerage Portfolio Berkshire Hathaway Inc. New (BRK.B) | Feb 24, 2021 | Sep 18, 2026 | +105.2% | +88.9% | +16.3% |
| MSFT | g fedcF ILING S TATUS : New S UBHOLdING O F : Iron Gate GA Brokerage Portfolio d ESCRIPTION : MA Jul 16 21 320.0 Put Not part of a compensation package or held as an E SOPMicrosoft Corporation (MSFT) | May 12, 2021 | Sep 21, 2026 | +117.9% | +105.2% | +12.7% |
| MSFT | g fedcF ILING S TATUS : New S UBHOLdING O F : Iron Gate GA Brokerage Portfolio Microsoft Corporation (MSFT) | Mar 26, 2021 | Sep 21, 2026 | +120.2% | +110.0% | +10.2% |
| — | g fedcF ILING S TATUS : New S UBHOLdING O F : Iron Gate GA Brokerage Portfolio Berkshire Hathaway Inc. New | Mar 26, 2021 | Sep 18, 2026 | +98.5% | +88.9% | +9.7% |
| MSFT | g fedcF ILING S TATUS : New S UBHOLdING O F : Iron Gate GA Brokerage Portfolio Microsoft Corporation (MSFT) | Feb 25, 2021 | Sep 21, 2026 | +127.4% | +118.3% | +9.1% |
| MSFT | g fedcF ILING S TATUS : New S UBHOLdING O F : Iron Gate GA Brokerage Portfolio Microsoft Corporation (MSFT) | Feb 25, 2021 | Sep 21, 2026 | +127.4% | +118.3% | +9.1% |
| MSFT | g fedcF ILING S TATUS : New S UBHOLdING O F : Iron Gate GA Brokerage Portfolio Microsoft Corporation (MSFT) | Mar 4, 2021 | Sep 21, 2026 | +129.7% | +121.5% | +8.1% |
| MSFT | g fedcID Owner Asset Transaction Type Notification Date Amount Cap. Gains > F ILING S TATUS : New S UBHOLdING O F : Iron Gate GA Brokerage Portfolio Microsoft Corporation (MSFT) | Apr 30, 2021 | Sep 21, 2026 | +106.5% | +99.3% | +7.2% |
| VUG | F S : New S O : Iron Gate GA Brokerage Portfolio > IGGA ROTH IRA (JM) Vanguard Growth ETF (VUG) | Jan 19, 2024 | Sep 18, 2026 | +68.4% | +63.1% | +5.3% |
| VUG | F S : New S O : Iron Gate GA Brokerage Portfolio > IGGA ROTH IRA (JM) Vanguard Growth ETF (VUG) | Jan 19, 2024 | Sep 18, 2026 | +68.4% | +63.1% | +5.3% |
| VUG | F S : New S O : Iron Gate GA Brokerage Portfolio > IGGA ROTH IRA (BM) Vanguard Growth ETF (VUG) | Jan 19, 2024 | Sep 18, 2026 | +68.4% | +63.1% | +5.3% |
| SPY | F S : New S O : Iron Gate GA Brokerage Portfolio > IGGA IRA (BM) SPDR S&P 500 (SPY) | Jan 19, 2024 | Sep 18, 2026 | +63.1% | +63.1% | +0.0% |
| SPY | F S : New S O : Iron Gate GA Brokerage Portfolio > IGGA IRA (BM) SPDR S&P 500 (SPY) | Jan 19, 2024 | Sep 18, 2026 | +63.1% | +63.1% | +0.0% |
| SPY | F S : New S O : Iron Gate GA Brokerage Portfolio > IGGA ROTH IRA (BM) SPDR S&P 500 (SPY) | Jan 19, 2024 | Sep 18, 2026 | +63.1% | +63.1% | +0.0% |
| BRK.B | g fedcF ILING S TATUS : New S UBHOLDING O F : Iron Gate GA Brokerage Portfolio Berkshire Hathaway Inc. New (BRK.B) | Jul 19, 2021 | Sep 18, 2026 | +87.0% | +88.9% | -1.9% |
| BRK.B | g fedcF ILING S TATUS : New S UBHOLdING O F : Iron Gate GA Brokerage Portfolio Berkshire Hathaway Inc. New (BRK.B) | Apr 30, 2021 | Sep 18, 2026 | +85.4% | +88.9% | -3.5% |
| JNJ | g fedcF ILING S TATUS : New S UBHOLdING O F : Iron Gate GA Brokerage Portfolio Johnson & Johnson (JNJ) | Apr 30, 2021 | Sep 21, 2026 | +93.6% | +99.3% | -5.8% |
| BRK.B | g fedcID Owner Asset Transaction Type Notification Date Amount Cap. Gains > (BRK.B) [ST] g fedcF ILING S TATUS : New S UBHOLdING O F : Iron Gate GA Brokerage Portfolio Berkshire Hathaway Inc. New (BRK.B) | May 11, 2021 | Sep 18, 2026 | +78.5% | +88.9% | -10.4% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 6 · 143 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| DIS | F S : New S O : Iron Gate GA Brokerage Portfolio > IGGA IRA (BM) Walt Disney Company (DIS) | Jan 19, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| BAC | F S : New S O : Iron Gate GA Brokerage Portfolio > IGGA ROTH IRA (JM) Bank of America Corporation (BAC) | Jan 19, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| BRK.B | F S : New S O : Iron Gate GA Brokerage Portfolio > IGGA ROTH IRA (JM) Berkshire Hathaway Inc. New (BRK.B) | Jan 19, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| DIS | F S : New S O : Iron Gate GA Brokerage Portfolio > IGGA IRA (BM) Walt Disney Company (DIS) | Jan 19, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| AXP | F S : New S O : Iron Gate GA Brokerage Portfolio > IGGA ROTH IRA (JM) American Express Company (AXP) | Jan 19, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| BABA | Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) | Jan 19, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| AXP | American Express Company (AXP) | Jan 19, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| BRK.B | [ST] F S : New S O : Iron Gate GA Brokerage Portfolio > IGGA IRA (BM) Berkshire Hathaway Inc. New (BRK.B) | Jan 19, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| BAC | F S : New S O : Iron Gate GA Brokerage Portfolio > IGGA ROTH IRA (JM) Bank of America Corporation (BAC) | Jan 19, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| BRK.B | F S : New S O : Iron Gate GA Brokerage Portfolio > IGGA ROTH IRA (BM) Berkshire Hathaway Inc. New (BRK.B) | Jan 19, 2024 | Sale | $15.0K – $50.0K | Filing ↗ |
| AMZN | F S : New S O : Iron Gate GA Brokerage Portfolio > IGGA ROTH IRA (JM) Amazon.com, Inc. (AMZN) | Jan 19, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| SPY | F S : New S O : Iron Gate GA Brokerage Portfolio > IGGA IRA (BM) SPDR S&P 500 (SPY) | Jan 19, 2024 | Purchase | $100.0K – $250.0K | Filing ↗ |
| SPY | F S : New S O : Iron Gate GA Brokerage Portfolio > IGGA ROTH IRA (BM) SPDR S&P 500 (SPY) | Jan 19, 2024 | Purchase | $15.0K – $50.0K | Filing ↗ |
| AAPL | F S : New S O : Iron Gate GA Brokerage Portfolio > IGGA IRA (BM) Apple Inc. (AAPL) | Jan 19, 2024 | Sale | $15.0K – $50.0K | Filing ↗ |
| VUG | F S : New S O : Iron Gate GA Brokerage Portfolio > IGGA ROTH IRA (JM) Vanguard Growth ETF (VUG) | Jan 19, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| VUG | F S : New S O : Iron Gate GA Brokerage Portfolio > IGGA ROTH IRA (BM) Vanguard Growth ETF (VUG) | Jan 19, 2024 | Purchase | $100.0K – $250.0K | Filing ↗ |
| AMZN | F S : New S O : Iron Gate GA Brokerage Portfolio > IGGA IRA (BM) Amazon.com, Inc. (AMZN) | Jan 19, 2024 | Sale | $15.0K – $50.0K | Filing ↗ |
| VUG | F S : New S O : Iron Gate GA Brokerage Portfolio > IGGA ROTH IRA (JM) Vanguard Growth ETF (VUG) | Jan 19, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| BAC | F S : New S O : Iron Gate GA Brokerage Portfolio > IGGA ROTH IRA (BM) Bank of America Corporation (BAC) | Jan 19, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| AXP | F S : New S O : Iron Gate GA Brokerage Portfolio > IGGA ROTH IRA (BM) American Express Company (AXP) | Jan 19, 2024 | Sale | $15.0K – $50.0K | Filing ↗ |
| AAPL | F S : New S O : Iron Gate GA Brokerage Portfolio > IGGA ROTH IRA (BM) Apple Inc. (AAPL) | Jan 19, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | F S : New S O : Iron Gate GA Brokerage Portfolio > IGGA IRA (BM) Apple Inc. (AAPL) | Jan 19, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| AMZN | F S : New S O : Iron Gate GA Brokerage Portfolio > IGGA IRA (BM) Amazon.com, Inc. (AMZN) | Jan 19, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| SPY | F S : New S O : Iron Gate GA Brokerage Portfolio > IGGA IRA (BM) SPDR S&P 500 (SPY) | Jan 19, 2024 | Purchase | $15.0K – $50.0K | Filing ↗ |
| GOOG | F S : New S O : Iron Gate GA Brokerage Portfolio > IGGA IRA (BM) Alphabet Inc. - Class C Capital Stock (GOOG) | Jan 19, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10074823 | 18 | PARTIAL | 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.