Transactions
71
Total transactions associated with this filer
Disclosed purchases
71
$16.0K – $240.0K
Average modeled return
+92.6%
36 modeled purchases
Average vs. S&P 500
+10.6%
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 | SP NVIDIA Corporation (NVDA) | Aug 7, 2023 | Sep 21, 2026 | +400.8% | +78.4% | +322.4% |
| XOM | g fedcbF ILING S TATUS : New S UbHOLDING O F : KINV - CP SP Exxon Mobil Corporation (XOM) | Jan 22, 2021 | Sep 21, 2026 | +318.0% | +117.9% | +200.0% |
| NVDA | SP NVIDIA Corporation - Common Stock (NVDA) | Feb 20, 2024 | Sep 21, 2026 | +227.4% | +60.7% | +166.8% |
| VLO | SP Valero Energy Corporation (VLO) | Aug 7, 2023 | Sep 21, 2026 | +238.8% | +78.4% | +160.4% |
| INSW | SP International Seaways, Inc. (INSW) | Oct 27, 2023 | Sep 18, 2026 | +222.5% | +88.9% | +133.6% |
| MS | SP MISSISSIPPI DEV BK SPL OBLIG MISSISSIPPI GULF COAST CMNTY (MS) DUE 12/01/2039 03.375% JD | Jun 28, 2023 | Sep 21, 2026 | +171.2% | +84.3% | +86.9% |
| MS | SP MISSISSIPPI DEV BK SPL OBLIG SPL OBLIG BDS 2012 DUE 09/01/2036 03.375% MS | Jun 2, 2023 | Sep 21, 2026 | +170.1% | +88.6% | +81.4% |
| JPM | SP JP Morgan Chase & Co. (JPM) | Aug 7, 2023 | Sep 21, 2026 | +139.8% | +78.4% | +61.4% |
| MS | SP MISSISSIPPI DEV BK SPL OBLIG REF HINDS CMNTY COLLEGE DIST (MS) DUE 04/01/2039 | Dec 21, 2022 | Sep 21, 2026 | +166.6% | +109.8% | +56.8% |
| MS | SP MISSISSIPPI ST DEV BK SPL OBLIG REF HINDS CMNTY COLLEGE DIST (MS) DUE 04/01/2041 | Dec 21, 2022 | Sep 21, 2026 | +166.6% | +109.8% | +56.8% |
| MEDP | SP Medpace Holdings, Inc. (MEDP) | Nov 13, 2023 | Sep 21, 2026 | +126.1% | +82.1% | +44.0% |
| WMT | SP Walmart Inc. (WMT) | Aug 7, 2023 | Sep 21, 2026 | +108.0% | +78.4% | +29.6% |
| PR | SP Permian Resources Corporation Class A (PR) | Aug 9, 2023 | Sep 18, 2026 | +110.9% | +88.9% | +22.0% |
| MPWR | DC Monolithic Power Systems, Inc. - Common Stock (MPWR) | Oct 20, 2025 | Sep 18, 2026 | +18.7% | +14.7% | +4.0% |
| JNJ | SP Johnson & Johnson (JNJ) | Aug 7, 2023 | Sep 21, 2026 | +71.5% | +78.4% | -7.0% |
| T | ranSactionS iD owner asset transaction type notification Date amount cap. gains > DC AT&T Inc. (T) | Mar 14, 2022 | Sep 21, 2026 | +90.5% | +97.5% | -7.0% |
| AMZN | DC Amazon.com, Inc. - Common Stock (AMZN) | Nov 8, 2024 | Sep 18, 2026 | +21.9% | +30.3% | -8.4% |
| LNC | SP Lincoln National Corporation (LNC) | Aug 7, 2023 | Sep 18, 2026 | +80.3% | +88.9% | -8.6% |
| XOM | SP Exxon Mobil Corporation (XOM) | Aug 7, 2023 | Sep 21, 2026 | +64.9% | +78.4% | -13.6% |
| TSLA | DC Tesla, Inc. - Common Stock (TSLA) | Nov 8, 2024 | Sep 21, 2026 | +16.4% | +32.2% | -15.8% |
| UEC | SP Uranium Energy Corp. (UEC) | Oct 25, 2023 | Sep 18, 2026 | +70.6% | +88.9% | -18.2% |
| UBER | SP Uber Technologies, Inc. (UBER) | Aug 7, 2023 | Sep 21, 2026 | +58.2% | +78.4% | -20.3% |
| MSFT | SP Microsoft Corporation (MSFT) | Aug 7, 2023 | Sep 21, 2026 | +54.6% | +78.4% | -23.8% |
| TSLA | SP Tesla, Inc. (TSLA) | Aug 7, 2023 | Sep 21, 2026 | +48.7% | +78.4% | -29.8% |
| ULTA | SP Ulta Beauty, Inc. (ULTA) | Nov 13, 2023 | Sep 21, 2026 | +43.5% | +82.1% | -38.6% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 3 · 71 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| XOM | SP ExxonMobil Holdings Corporation Common Stock (XOM) | Jul 2, 2026 | Exchange | $1.0K – $15.0K | Filing ↗ |
| XOM | SP ExxonMobil Holdings Corporation Common Stock (XOM) | Jul 2, 2026 | Exchange | $1.0K – $15.0K | Filing ↗ |
| CHRD | SP Chord Energy Corporation - Common Stock (CHRD) | Jan 9, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| DT | SP Dynatrace, Inc. Common Stock (DT) | Jan 9, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| EVVTY | SP EVOLUTION AB UNSP/ADR (EVVTY) | Jan 9, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| OTCM | SP OTC Markets Group Inc. Common Stock Class A (OTCM) | Jan 9, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| CVX | SP Chevron Corporation Common Stock (CVX) | Dec 16, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| ELF | SP e.l.f. Beauty, Inc. Common Stock (ELF) | Dec 16, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| ABNB | SP Airbnb, Inc. - Class A Common Stock (ABNB) | Dec 16, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| MPWR | DC Monolithic Power Systems, Inc. - Common Stock (MPWR) | Oct 20, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AMZN | DC Amazon.com, Inc. - Common Stock (AMZN) | Nov 8, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| TSLA | DC Tesla, Inc. - Common Stock (TSLA) | Nov 8, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MNDY | DC monday.com Ltd. - Ordinary Shares (MNDY) | Nov 8, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| NVDA | SP NVIDIA Corporation - Common Stock (NVDA) | Feb 20, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| DT | SP Dynatrace, Inc. (DT) | Nov 13, 2023 | Purchase | $1.0K – $15.0K | Filing ↗ |
| ULTA | SP Ulta Beauty, Inc. (ULTA) | Nov 13, 2023 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MEDP | SP Medpace Holdings, Inc. (MEDP) | Nov 13, 2023 | Purchase | $1.0K – $15.0K | Filing ↗ |
| UBER | SP Uber Technologies, Inc. (UBER) | Nov 13, 2023 | Purchase | $1.0K – $15.0K | Filing ↗ |
| EVVTY | SP EVOLUTION AB UNSP/ADR (EVVTY) | Nov 13, 2023 | Purchase | $1.0K – $15.0K | Filing ↗ |
| ANET | SP Arista Networks, Inc. (ANET) | Nov 1, 2023 | Purchase | $1.0K – $15.0K | Filing ↗ |
| INSW | SP International Seaways, Inc. (INSW) | Oct 27, 2023 | Purchase | $1.0K – $15.0K | Filing ↗ |
| UEC | SP Uranium Energy Corp. (UEC) | Oct 25, 2023 | Purchase | $1.0K – $15.0K | Filing ↗ |
| PR | SP Permian Resources Corporation Class A (PR) | Aug 9, 2023 | Purchase | $1.0K – $15.0K | Filing ↗ |
| ABNB | SP Airbnb, Inc. - Class A (ABNB) | Aug 7, 2023 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MDT | SP Medtronic plc. Ordinary Shares (MDT) | Aug 7, 2023 | Purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 9116295 | 0 | UNPARSED | 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.