Transactions
22
Total transactions associated with this filer
Disclosed purchases
13
$13.0K – $195.0K
Average modeled return
-5.3%
13 modeled purchases
Average vs. S&P 500
-19.6%
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↑↓ |
|---|---|---|---|---|---|---|
| AAPL | SP Apple Inc. - Common Stock (AAPL) | Apr 15, 2026 | Sep 18, 2026 | +26.4% | +9.4% | +17.0% |
| MSFT | SP Microsoft Corporation - Common Stock (MSFT) | Apr 15, 2026 | Sep 18, 2026 | +20.6% | +9.4% | +11.2% |
| NVDA | SP NVIDIA Corporation - Common Stock (NVDA) | Jan 30, 2026 | Sep 18, 2026 | +16.6% | +10.9% | +5.6% |
| META | SP Meta Platforms, Inc. - Class A Common Stock (META) | Jun 4, 2026 | Sep 18, 2026 | +6.2% | +1.1% | +5.1% |
| NVDA | SP NVIDIA Corporation - Common Stock (NVDA) | Apr 15, 2026 | Sep 18, 2026 | +12.0% | +9.4% | +2.6% |
| NVDA | SP NVIDIA Corporation - Common Stock (NVDA) | Aug 18, 2026 | Sep 18, 2026 | +1.3% | -0.5% | +1.8% |
| MSFT | SP Microsoft Corporation - Common Stock (MSFT) | Jan 21, 2026 | Sep 18, 2026 | +11.9% | +12.0% | -0.1% |
| SPCX | SP Space Exploration Technologies Corp. - Class A Common Stock (SPCX) | Jun 15, 2026 | Sep 18, 2026 | -20.7% | +1.4% | -22.1% |
| AMAT | SP Applied Materials, Inc. - Common Stock (AMAT) | Jul 15, 2026 | Sep 18, 2026 | -23.2% | +1.2% | -24.4% |
| META | SP Meta Platforms, Inc. - Class A Common Stock (META) | Jun 30, 2025 | Sep 18, 2026 | -9.5% | +25.0% | -34.5% |
| NOW | SP ServiceNow, Inc. Common Stock (NOW) | May 16, 2025 | Sep 18, 2026 | -34.9% | +30.3% | -65.2% |
| NFLX | SP Netflix, Inc. - Common Stock (NFLX) | Jun 16, 2025 | Sep 18, 2026 | -41.4% | +28.5% | -69.9% |
| UNH | SP UnitedHealth Group Incorporated Common Stock (UNH) | Apr 10, 2025 | Sep 18, 2026 | -34.0% | +47.6% | -81.6% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 22 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| AAPL | SP Apple Inc. - Common Stock (AAPL) | Aug 18, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| NVDA | SP NVIDIA Corporation - Common Stock (NVDA) | Aug 18, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| PANW | SP Palo Alto Networks, Inc. (PANW) | Jul 31, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| AMAT | SP Applied Materials, Inc. - Common Stock (AMAT) | Jul 15, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| BLK | SP BlackRock, Inc. Common Stock (BLK) | Jul 14, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| BLK | SP BlackRock, Inc. Common Stock (BLK) | Jul 10, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| BLK | SP BlackRock, Inc. Common Stock (BLK) | Jul 7, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| SPCX | SP Space Exploration Technologies Corp. - Class A Common Stock (SPCX) | Jun 15, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| DELL | SP Dell Technologies Inc. Class C Common Stock (DELL) | Jun 4, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| META | SP Meta Platforms, Inc. - Class A Common Stock (META) | Jun 4, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AAPL | SP Apple Inc. - Common Stock (AAPL) | Apr 15, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MSFT | SP Microsoft Corporation - Common Stock (MSFT) | Apr 15, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| NVDA | SP NVIDIA Corporation - Common Stock (NVDA) | Apr 15, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| NVDA | SP NVIDIA Corporation - Common Stock (NVDA) | Jan 30, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MSFT | SP Microsoft Corporation - Common Stock (MSFT) | Jan 30, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | SP Microsoft Corporation - Common Stock (MSFT) | Jan 21, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| WMT | SP Walmart Inc. - Common Stock (WMT) | Jan 20, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| META | SP Meta Platforms, Inc. - Class A Common Stock (META) | Jun 30, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| NOW | SP ServiceNow, Inc. Common Stock (NOW) | Jun 27, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| NFLX | SP Netflix, Inc. - Common Stock (NFLX) | Jun 16, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| NOW | SP ServiceNow, Inc. Common Stock (NOW) | May 16, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| UNH | SP UnitedHealth Group Incorporated Common Stock (UNH) | Apr 10, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075908 | 86 | 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.