Transactions
168
Total transactions associated with this filer
Disclosed purchases
46
$0 – $0
Average modeled return
+276.8%
29 modeled purchases
Average vs. S&P 500
+183.5%
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 | NVIDIA Corporation - Common Stock | Nov 22, 2022 | Sep 21, 2026 | +1319.0% | +103.6% | +1215.4% |
| NVDA | NVIDIA Corporation - Common Stock | Nov 22, 2022 | Sep 21, 2026 | +1319.0% | +103.6% | +1215.4% |
| NVDA | NVIDIA Corporation - Common Stock | Nov 22, 2022 | Sep 21, 2026 | +1319.0% | +103.6% | +1215.4% |
| LRCX | Lam Research Corporation - Common Stock | Nov 30, 2022 | Sep 21, 2026 | +561.8% | +99.7% | +462.1% |
| LRCX | Lam Research Corporation - Common Stock | Nov 30, 2022 | Sep 21, 2026 | +561.8% | +99.7% | +462.1% |
| META | Meta Platforms, Inc. - Class A Common Stock | Nov 22, 2022 | Sep 21, 2026 | +564.9% | +103.6% | +461.3% |
| META | Meta Platforms, Inc. - Class A Common Stock | Nov 22, 2022 | Sep 21, 2026 | +564.9% | +103.6% | +461.3% |
| META | Meta Platforms, Inc. - Class A Common Stock | Nov 22, 2022 | Sep 21, 2026 | +564.9% | +103.6% | +461.3% |
| GFAFX | American Funds Growth Fund of Amer F1 | Dec 21, 2018 | Sep 18, 2026 | +247.4% | +88.9% | +158.6% |
| WCMIX | WCM Focused International Growth Fund Institutiona | Feb 27, 2020 | Feb 15, 2024 | +45.6% | +20.5% | +25.1% |
| MALOX | BlackRock Global Allocation Instl | Dec 19, 2018 | Sep 18, 2026 | +102.9% | +88.9% | +14.0% |
| GTCSX | Glenmede Small Cap Equity Portfolio Class Advisor | Jul 17, 2019 | Sep 18, 2026 | +102.5% | +88.9% | +13.6% |
| MSFT | Microsoft Corporation - Common Stock | Nov 22, 2022 | Sep 21, 2026 | +109.3% | +103.6% | +5.7% |
| MSFT | Microsoft Corporation - Common Stock | Nov 22, 2022 | Sep 21, 2026 | +109.3% | +103.6% | +5.7% |
| MSFT | Microsoft Corporation - Common Stock | Nov 22, 2022 | Sep 21, 2026 | +109.3% | +103.6% | +5.7% |
| MSFT | Microsoft Corporation - Common Stock | Nov 30, 2022 | Sep 21, 2026 | +101.0% | +99.7% | +1.3% |
| MSFT | Microsoft Corporation - Common Stock | Nov 30, 2022 | Sep 21, 2026 | +101.0% | +99.7% | +1.3% |
| MALOX | BlackRock Global Allocation Fund, Inc. Institution | Jul 18, 2019 | Sep 18, 2026 | +82.2% | +88.9% | -6.7% |
| ALGN | Align Technology, Inc. - Common Stock | Jan 10, 2023 | May 30, 2024 | +10.4% | +25.9% | -15.4% |
| TSCIX | AMG TimesSquare Small Cap Growth Fund Class Z | Jul 17, 2019 | Sep 18, 2026 | +66.8% | +88.9% | -22.1% |
| TJX | TJX Companies, Inc. (The) Common Stock | Nov 30, 2022 | Sep 21, 2026 | +71.4% | +99.7% | -28.3% |
| TJX | TJX Companies, Inc. (The) Common Stock | Nov 30, 2022 | Sep 21, 2026 | +71.4% | +99.7% | -28.3% |
| CHD | Church & Dwight Company, Inc. Common Stock | Feb 10, 2023 | Sep 18, 2026 | +19.6% | +88.9% | -69.3% |
| CHD | Church & Dwight Company, Inc. Common Stock | Feb 21, 2023 | Sep 18, 2026 | +17.6% | +88.9% | -71.2% |
| TMO | Thermo Fisher Scientific Inc Common Stock | Nov 30, 2022 | Sep 21, 2026 | +18.7% | +99.7% | -80.9% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 7 · 168 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| RPM | RPM International Inc. Common Stock | Jan 24, 2024 | Sale (Partial) | $15.0K – $50.0K | Filing ↗ |
| COST | Costco Wholesale Corporation - Common Stock | Aug 22, 2023 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| ACN | Accenture Plc | Aug 22, 2023 | Sale (Full) | $15.0K – $50.0K | Filing ↗ |
| BMY | Bristol-Myers Squibb Company | Aug 22, 2023 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| COST | Costco Wholesale Corporation - Common Stock | Aug 22, 2023 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| BLK | Blackrock Inc | Aug 22, 2023 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| AME | AMETEK, Inc. | Aug 22, 2023 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| APH | Amphenol Corp | Aug 22, 2023 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| BMY | Bristol-Myers Squibb Company | Aug 22, 2023 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| BKNG | Booking Holdings Inc | Aug 22, 2023 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| CHD | Church & Dwight Company, Inc. Common Stock | Aug 22, 2023 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| BKNG | Booking Holdings Inc | Aug 22, 2023 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| BLK | Blackrock Inc | Aug 22, 2023 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| ALGN | Align Technology, Inc. - Common Stock | Aug 22, 2023 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| APH | Amphenol Corp | Aug 22, 2023 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| AME | AMETEK, Inc. | Aug 22, 2023 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| AMZN | Amazon.com, Inc. - Common Stock | Aug 22, 2023 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| AMZN | Amazon.com, Inc. - Common Stock | Aug 22, 2023 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| AAPL | Apple Inc | Aug 22, 2023 | Sale (Full) | $15.0K – $50.0K | Filing ↗ |
| AXP | American Express Company | Aug 22, 2023 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| AXP | American Express Company | Aug 22, 2023 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| AAPL | Apple Inc | Aug 22, 2023 | Sale (Full) | $15.0K – $50.0K | Filing ↗ |
| ALGN | Align Technology, Inc. - Common Stock | Aug 22, 2023 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| ACN | Accenture Plc | Aug 22, 2023 | Sale (Full) | $15.0K – $50.0K | Filing ↗ |
| CHD | Church & Dwight Company, Inc. Common Stock | Aug 22, 2023 | Sale (Full) | $1.0K – $15.0K | 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.