Transactions
45
Total transactions associated with this filer
Disclosed purchases
42
$1.0K – $15.0K
Average modeled return
-58.2%
9 modeled purchases
Average vs. S&P 500
-124.5%
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↑↓ |
|---|---|---|---|---|---|---|
| JNJ | g fedcbF IlING S TATuS : New S ubHOlDING O F : Vivien G Scott IRA SP Johnson & Johnson (JNJ) | Jan 26, 2021 | Sep 21, 2026 | +85.9% | +117.4% | -31.5% |
| T | rANSACTIONS ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > SP AT&T Inc. (T) | Nov 16, 2020 | Sep 21, 2026 | +70.1% | +131.1% | -61.0% |
| NVVE | ranSactionS iD owner asset transaction type notification Date amount cap. gains > SP Nuvve Holding Corp. (NVVE) | Apr 13, 2021 | Jul 8, 2024 | -99.8% | +34.2% | -134.0% |
| NVVE | g fedcF IlINg S TATuS : New Nuvve Holding Corp. (NVVE) | May 25, 2021 | Jul 8, 2024 | -99.8% | +34.2% | -134.0% |
| NVVE | g fedcbF IlING S TATuS : New Nuvve Holding Corp. (NVVE) | Jul 16, 2021 | Jul 8, 2024 | -99.8% | +34.2% | -134.0% |
| NVVE | g fedcF IlING S TATuS : New SP Nuvve Holding Corp. (NVVE) | Jul 16, 2020 | Jul 8, 2024 | -99.8% | +34.2% | -134.0% |
| NVVE | g fedcF IlINg S TATuS : New Nuvve Holding Corp. (NVVE) | Apr 9, 2021 | Jul 8, 2024 | -99.9% | +34.2% | -134.0% |
| FCEL | g fedcF ILINg S TATuS : New FuelCell Energy, Inc. (FCEL) [oP] | Mar 5, 2019 | Sep 18, 2026 | -89.5% | +88.9% | -178.4% |
| FCEL | ranSactionS iD owner asset transaction type notification Date amount cap. gains > FuelCell Energy, Inc. (FCEL) [oP] | Jan 25, 2019 | Sep 18, 2026 | -90.7% | +88.9% | -179.5% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 2 · 45 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| GE | SP GE Aerospace Common Stock (GE) | Feb 17, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| GEV | SP GE Vernova Inc. Common Stock (GEV) | Feb 17, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| GEV | SP GE Vernova Inc. Common Stock (GEV) | Jun 16, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| GE | SP GE Aerospace Common Stock (GE) | Jun 16, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| GE | SP GE Aerospace Common Stock (GE) | May 23, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| GEV | SP GE Vernova Inc. Common Stock (GEV) | May 23, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| GEV | SP GE Vernova Inc. Common Stock (GEV) | May 14, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| GEHC | SP GE HealthCare Technologies Inc. - Common Stock (GEHC) | Mar 27, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| F | SP Ford Motor Company Common Stock (F) | Mar 4, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| GE | SP GE Aerospace Common Stock (GE) | Mar 4, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| GE | SP GE Aerospace Common Stock (GE) | Jan 13, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| GE | SP GE Aerospace Common Stock (GE) | Dec 13, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| GEV | SP GE Vernova Inc. Common Stock (GEV) | Oct 2, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| F | SP Ford Motor Company Common Stock (F) | Oct 2, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| PLUG | SP Plug Power, Inc. - Common Stock (PLUG) | Jul 31, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| KPLT | SP Katapult Holdings, Inc. - Common Stock (KPLT) | Jul 31, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| BLDP | SP Ballard Power Systems, Inc. - Common Shares (BLDP) | Jul 31, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| BE | SP Bloom Energy Corporation Class A Common Stock (BE) | Jul 15, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| CLNE | SP Clean Energy Fuels Corp. - Common Stock (CLNE) | Jul 15, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| GEHC | SP GE HealthCare Technologies Inc. (GEHC) | Jan 4, 2023 | Exchange | $1.0K – $15.0K | Filing ↗ |
| BE | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Bloom Energy Corporation Class A(BE) | Oct 21, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| BE | g fedcF IlINg S TATuS : New Bloom Energy Corporation Class A(BE) | Sep 14, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| JNJ | g fedcbF IlING S TATuS : New S ubHOlDING O F : Vivien G Scott IRA SP Johnson & Johnson (JNJ) | Sep 10, 2021 | Sale | $15.0K – $50.0K | Filing ↗ |
| T | ranSactionS iD owner asset transaction type notification Date amount cap. gains > SP AT&T Inc. (T) | Sep 8, 2021 | Sale | $15.0K – $50.0K | Filing ↗ |
| F | g fedcbF IlING S TATuS : New S ubHOlDING O F : Vivien G Scott IRA SP Ford Motor Company (F) | Sep 8, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10078163 | 34 | 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.