Transactions
220
Total transactions associated with this filer
Disclosed purchases
232
$29.0K – $260.0K
Average modeled return
+127.2%
83 modeled purchases
Average vs. S&P 500
-22.2%
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↑↓ |
|---|---|---|---|---|---|---|
| LLY | F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA ID Owner Asset Transaction Type Notification Date Amount SP Eli Lilly and Company (LLY) | Jun 15, 2017 | Sep 21, 2026 | +1528.3% | +267.5% | +1260.8% |
| MSFT | F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA SP Microsoft Corporation (MSFT) | Jun 15, 2017 | Sep 21, 2026 | +687.1% | +267.5% | +419.6% |
| PHM | F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA ID Owner Asset Transaction Type Notification Date Amount SP Pultegroup, Inc. (PHM) | Jun 15, 2017 | Sep 18, 2026 | +438.8% | +88.9% | +350.0% |
| KLAC | 2000093459 SP KLA Corporation (KLAC) | Apr 4, 2022 | Sep 21, 2026 | +422.6% | +79.7% | +342.8% |
| KLAC | SP KLA Corporation (KLAC) | Apr 4, 2022 | Sep 21, 2026 | +422.6% | +79.7% | +342.8% |
| PWR | SP Quanta Services, Inc. (PWR) | Sep 9, 2022 | Sep 21, 2026 | +338.4% | +101.0% | +237.4% |
| HCA | g fedcF ILINg S TATuS : New S ubHOLDINg O F : John Marshall Collins Rollover IRA SP HCA Healthcare, Inc. (HCA) | Jun 15, 2020 | Sep 21, 2026 | +336.1% | +175.2% | +160.9% |
| JPM | F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA SP JP Morgan Chase & Co. (JPM) | Jun 15, 2017 | Sep 21, 2026 | +419.0% | +267.5% | +151.5% |
| — | g fedcF ILINg S TATuS : New S uBHOLDINg O F : John Marshall Collins Rollover IRA D ESCRIPTION : Corporate Bond SP JP Morgan Chase & Co. | Mar 25, 2019 | Sep 21, 2026 | +335.5% | +209.0% | +126.4% |
| MA | F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA SP Mastercard Incorporated (MA) | Jun 15, 2017 | Sep 21, 2026 | +391.0% | +267.5% | +123.5% |
| NTAP | g fedcF ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA d ESCRIPTION : Corporate bond SP NetApp, Inc. (NTAP) | Aug 9, 2021 | Sep 21, 2026 | +169.9% | +87.5% | +82.4% |
| JPM | g fedcF ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA d ESCRIPTION : Corporate bond SP JP Morgan Chase & Co. (JPM) | Aug 9, 2021 | Sep 21, 2026 | +153.5% | +87.5% | +66.0% |
| JPM | g fedcF ILINg S TATuS : New ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > S ubHOLdINg O F : John Marshall Collins Rollover IRA SP JP Morgan Chase & Co. (JPM) | Sep 2, 2021 | Sep 21, 2026 | +148.5% | +82.9% | +65.6% |
| MS | g fedcF ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA SP Morgan Stanley (MS) | Aug 9, 2021 | Sep 21, 2026 | +139.7% | +87.5% | +52.2% |
| INTC | F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA SP Intel Corporation (INTC) | Jun 15, 2017 | Sep 21, 2026 | +319.2% | +267.5% | +51.7% |
| TT | g fedcF ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA SP Trane Technologies plc (TT) | Aug 9, 2021 | Sep 21, 2026 | +137.5% | +87.5% | +50.0% |
| V | F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA SP Visa Inc. (V) | Jun 15, 2017 | Sep 21, 2026 | +317.1% | +267.5% | +49.6% |
| WMT | g fedcF ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA SP Walmart Inc. (WMT) | Sep 2, 2021 | Sep 21, 2026 | +131.0% | +82.9% | +48.1% |
| TT | g fedcF ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA SP Trane Technologies plc (TT) | Sep 2, 2021 | Sep 21, 2026 | +128.4% | +82.9% | +45.4% |
| MRK | g fedcF ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA SP Merck & Company, Inc. Common Stock (MRK) | Sep 30, 2021 | Sep 21, 2026 | +131.1% | +92.6% | +38.5% |
| LII | F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA SP Lennox International, Inc. (LII) | Jun 15, 2017 | Sep 18, 2026 | +113.5% | +88.9% | +24.7% |
| TJX | g fedcID Owner Asset Transaction Type Notification Date Amount Cap. Gains > F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA SP TJX Companies, Inc. (TJX) | Sep 30, 2021 | Sep 21, 2026 | +112.4% | +92.6% | +19.9% |
| TMO | F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA SP Thermo Fisher Scientific Inc (TMO) | Jun 15, 2017 | Sep 21, 2026 | +287.1% | +267.5% | +19.6% |
| VMC | F ILINg S TATuS : New ID Owner Asset Transaction Type Notification Date Amount S ubHOLdINg O F : John Marshall Collins Rollover IRA SP Vulcan Materials Comp any (VMC) | Jun 15, 2017 | Sep 18, 2026 | +102.9% | +88.9% | +14.0% |
| WFC | g fedcF ILINg S TATuS : New S uBHOLDINg O F : John Marshall Collins Rollover IRA Filing ID #20019744 SP Wells Fargo & Company (WFC) Med. Term Note | Oct 5, 2021 | Sep 21, 2026 | +103.9% | +90.8% | +13.1% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 9 · 220 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| GILD | SP Gilead Sciences, Inc. (GILD) | Sep 9, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| BUD | SP Anheuser-Busch Inbev SA Sponsored ADR (BUD) | Sep 9, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| BDX | SP Becton, Dickinson and Company (BDX) | Sep 9, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| PWR | SP Quanta Services, Inc. (PWR) | Sep 9, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| BAC | SP Bank of America Corporation (BAC) | Sep 9, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| DIS | SP Walt Disney Company (DIS) | Aug 25, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| CRL | SP Charles River Laboratories International, Inc. (CRL) | Aug 25, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| AMAT | SP Applied Materials, Inc. (AMAT) | Aug 25, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| KLAC | SP KLA Corporation (KLAC) | Jul 8, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| KLAC | SP KLA Corporation (KLAC) | Jul 8, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| ALLY | SP Ally Financial Inc. (ALLY) | Jun 15, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| SYF | SP Synchrony Financial (SYF) | Apr 28, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| KLAC | SP KLA Corporation (KLAC) | Apr 4, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| UNP | SP Union Pacific Corporation (UNP) | Apr 4, 2022 | Purchase | $15.0K – $50.0K | Filing ↗ |
| KLAC | 2000093459 SP KLA Corporation (KLAC) | Apr 4, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AMZN | SP Amazon.com, Inc. (AMZN) | Mar 4, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| C | SP Citigroup, Inc. (C) | Mar 4, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AMZN | rANSACTIONS ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > SP Amazon.com, Inc. (AMZN) | Oct 15, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| PFE | g fedcF ILINg S TATuS : New S uBHOLDINg O F : Collins/Lofgren Family Trust SP Pfizer, Inc. (PFE) | Oct 13, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| LCID | g fedcF ILINg S TATuS : New S uBHOLDINg O F : John Marshall Collins Rollover IRA JT Lucid group, Inc. (LCID) | Oct 13, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| WMT | g fedcF ILINg S TATuS : New S uBHOLDINg O F : John Marshall Collins Rollover IRA SP Walmart Inc. (WMT) | Oct 13, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| HD | g fedcF ILINg S TATuS : New S uBHOLDINg O F : John Marshall Collins Rollover IRA D ESCRIPTION : Corporate bond SP Home Depot, Inc. (HD) | Oct 13, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| CAT | g fedcF ILINg S TATuS : New S uBHOLDINg O F : John Marshall Collins Rollover IRA SP Caterpillar, Inc. (CAT) | Oct 5, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| WFC | g fedcF ILINg S TATuS : New S uBHOLDINg O F : John Marshall Collins Rollover IRA Filing ID #20019744 SP Wells Fargo & Company (WFC) Med. Term Note | Oct 5, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AMAT | g fedcF ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA SP Applied Materials, Inc. (AMAT) | Sep 30, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10074944 | 21 | PARSED | 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.