Transactions
21
Total transactions associated with this filer
Disclosed purchases
19
$173.0K – $545.0K
Average modeled return
+41.4%
2 modeled purchases
Average vs. S&P 500
-58.2%
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↑↓ |
|---|---|---|---|---|---|---|
| SPY | g fedcF IlINg S TATuS : New S ubhOlDINg O F : Fidelity Roth IRA SP SPDR S&P 500 (SPY) | Jan 4, 2021 | Sep 21, 2026 | +126.3% | +126.3% | +0.0% |
| NEO | g fedcbF ILINg S TATUS : New S UBHOLDINg O F : Fidelity Brokerage Account SP Neogenomics, Inc. (NEO) | Dec 30, 2021 | Sep 21, 2026 | -43.5% | +72.9% | -116.4% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 21 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| MSFT | JT Microsoft Corporation - Common Stock (MSFT) | Apr 17, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | JT Microsoft Corporation (MSFT) | Apr 10, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | JT Microsoft Corporation (MSFT) | Feb 1, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | JT Microsoft Corporation (MSFT) | Jan 30, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| U | SP Unity Software Inc. (U) | Nov 7, 2022 | Exchange | $1.0K – $15.0K | Filing ↗ |
| MSFT | g fedcbF ILINg S TATUS : New S UBHOLDINg O F : Fidelity Brokerage Account JT Microsoft Corporation (MSFT) | Jan 27, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | ranSactionS iD owner asset transaction type notification Date amount cap. gains > JT Microsoft Corporation (MSFT) | Jan 21, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | g fedcbF ILINg S TATUS : New S UBHOLDINg O F : Fidelity Brokerage Account JT Microsoft Corporation (MSFT) | Jan 4, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| IS | g fedcF ILINg S TATUS : New S UBHOLDINg O F : IAB Brokerage Account (IRA) D ESCRIPTION : gM 20JAN23 50 Calls Not part of Compensation or ESOP SP ironSource Ltd. Class A Ord inaryShares (IS) | Dec 31, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| IRA | g fedcF ILINg S TATUS : New S UBHOLDINg O F : IAB Brokerage Account (IRA) D ESCRIPTION : AAPL 20JAN23 180 Call Not part of Compensation or ESOP SP general Motors Company (gM) | Dec 30, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AAPL | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Fidelity IRA 1 SP Apple Inc. (AAPL) | Dec 30, 2021 | Purchase | $15.0K – $50.0K | Filing ↗ |
| NEO | g fedcbF ILINg S TATUS : New S UBHOLDINg O F : Fidelity Brokerage Account SP Neogenomics, Inc. (NEO) | Dec 30, 2021 | Purchase | $15.0K – $50.0K | Filing ↗ |
| FB | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Fidelity Roth IRA SP Meta Platforms, Inc. - Class A (FB) | Dec 30, 2021 | Purchase | $15.0K – $50.0K | Filing ↗ |
| DIS | g fedcF ILINg S TATUS : New S UBHOLDINg O F : IAB Brokerage Account (IRA) SP Walt Disney Company (DIS) | Dec 28, 2021 | Purchase | $15.0K – $50.0K | Filing ↗ |
| ALB | rANSACTIONS ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > SP Albemarle Corporation (ALB) | Dec 28, 2021 | Purchase | $15.0K – $50.0K | Filing ↗ |
| MSFT | g fedcF ILINg S TATUS : New S UBHOLDINg O F : IAB Brokerage Account (IRA) D ESCRIPTION : FB 20JAN23 340 Calls Not part of compensation or ESOP Filing ID #20020182 JT Microsoft Corporation (MSFT) | Dec 9, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| CRWD | g fedcF IlINg S TATuS : New S ubHOlDINg O F : Fidelity IRA 1 SP CrowdStrike Holdings, I nc. - ClassA (CRWD) | Apr 27, 2021 | Purchase | $15.0K – $50.0K | Filing ↗ |
| AMD | rANSACTIONS ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > SP Advanced Micro Devices, Inc. (AMD) | Apr 27, 2021 | Purchase | $15.0K – $50.0K | Filing ↗ |
| AMAT | g fedcF IlINg S TATuS : New S ubHOlDINg O F : Fidelity IRA 1 SP Applied Materials, Inc. (AMAT) | Apr 27, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| FCX | g fedcF IlINg S TATuS : New Filing ID #20018659 S ubHOlDINg O F : Fidelity IRA 1 SP Freeport-McMoRan, Inc. (FCX) | Apr 27, 2021 | Purchase | $15.0K – $50.0K | Filing ↗ |
| SPY | g fedcF IlINg S TATuS : New S ubhOlDINg O F : Fidelity Roth IRA SP SPDR S&P 500 (SPY) | Jan 4, 2021 | Purchase | $50.0K – $100.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10074987 | 65 | 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.