Transactions
112
Total transactions associated with this filer
Disclosed purchases
137
$59.0K – $360.0K
Average modeled return
+51.6%
46 modeled purchases
Average vs. S&P 500
-31.0%
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↑↓ |
|---|---|---|---|---|---|---|
| LRCX | F S : New S O : Bill's IRA Lam Research Corporation (LRCX) | Feb 13, 2023 | Sep 21, 2026 | +510.3% | +96.3% | +414.1% |
| KLAC | F S : New S O : Bill's IRA D : 37045VAZ3 KLA Corporation - Common Stock (KLAC) | Jan 24, 2025 | Sep 18, 2026 | +138.9% | +27.7% | +111.2% |
| JPM | F S : New S O : Bill's IRA JP Morgan Chase & Co. (JPM) | Feb 13, 2023 | Sep 21, 2026 | +167.6% | +96.3% | +71.3% |
| CACI | g fedcF IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA CACI International, Inc. Class A (CACI) | Mar 17, 2021 | Sep 18, 2026 | +154.1% | +88.9% | +65.2% |
| PANW | F S : New S O : Bill's IRA D : 594918BJ2 Palo Alto Networks, Inc. (PANW) | Jan 24, 2024 | Sep 21, 2026 | +117.1% | +64.4% | +52.6% |
| JPM | g fedcF IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA JP Morgan Chase & Co. (JPM) | Mar 17, 2021 | Sep 21, 2026 | +160.2% | +110.1% | +50.1% |
| MCK | F S : New S O : Bill's IRA McKesson Corporation (MCK) | Jun 8, 2023 | Sep 21, 2026 | +131.7% | +88.1% | +43.5% |
| MRK | g fedcF IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA Merck & Company, Inc. Common Stock (MRK) | Mar 17, 2021 | Sep 21, 2026 | +139.4% | +110.1% | +29.4% |
| VRTX | F S : New S O : Bill's IRA Vertex Pharmaceuticals Incorporated (VRTX) | Mar 29, 2022 | Sep 21, 2026 | +98.5% | +77.9% | +20.6% |
| MSFT | g fedcF IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA Microsoft Corporation (MSFT) | Mar 17, 2021 | Sep 21, 2026 | +119.7% | +110.1% | +9.6% |
| TJX | F S : New S O : Bill's IRA TJX Companies, Inc. (TJX) | Sep 9, 2022 | Sep 21, 2026 | +106.8% | +101.0% | +5.7% |
| MSFT | g fedcF IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA Microsoft Corporation (MSFT) | Apr 14, 2021 | Sep 21, 2026 | +103.7% | +102.1% | +1.6% |
| AMZN | F S : New S O : Bill's IRA Amazon.com, Inc. - Common Stock (AMZN) | Oct 31, 2024 | Sep 18, 2026 | +36.1% | +37.0% | -0.9% |
| MSFT | F S : New S O : Bill's IRA Microsoft Corporation - Common Stock (MSFT) | Feb 5, 2025 | Sep 18, 2026 | +21.1% | +28.5% | -7.4% |
| ROST | g fedcF IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA Ross Stores, Inc. (ROST) | Mar 17, 2021 | Sep 21, 2026 | +98.7% | +110.1% | -11.3% |
| MSFT | F S : New S O : Bill's IRA D : 548661DP9 Microsoft Corporation - Common Stock (MSFT) | Oct 31, 2024 | Sep 18, 2026 | +23.4% | +37.0% | -13.6% |
| AMZN | F S : New S O : Bill's IRA Amazon.com, Inc. - Common Stock (AMZN) | Jan 7, 2025 | Sep 18, 2026 | +14.2% | +31.9% | -17.7% |
| QCOM | F S : New S O : Bill's IRA QUALCOMM Incorporated - Common Stock (QCOM) | Oct 31, 2024 | Sep 18, 2026 | +14.0% | +37.0% | -23.1% |
| NOC | g fedcF IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA D ESCRIPTION : corporate bond Northrop grumman Corporation (NOC) | Mar 17, 2021 | Sep 21, 2026 | +85.1% | +110.1% | -24.9% |
| NOW | F S : New S O : Bill's IRA D : 61747YEY7 MORGAN STANLEY SER I MTN 6.34200% 10/18/2033 CALL MAKE WHOLE ServiceNow, Inc. (NOW) | Nov 9, 2022 | Sep 21, 2026 | +90.1% | +117.6% | -27.5% |
| PNC | F S : New S O : Bill's IRA PNC Financial Services Group, Inc. (PNC) | Feb 13, 2023 | Sep 21, 2026 | +66.3% | +96.3% | -30.0% |
| PEP | F S : New S O : Bill's IRA Pepsico, Inc. (PEP) | Feb 5, 2025 | Sep 18, 2026 | -4.5% | +28.5% | -33.1% |
| MCO | g fedcF IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA Moody's Corporation (MCO) | Mar 17, 2021 | Sep 21, 2026 | +67.8% | +110.1% | -42.3% |
| VEEV | F S : New S O : Bill's IRA Veeva Systems Inc. Class A (VEEV) | Feb 13, 2023 | Sep 21, 2026 | +52.1% | +96.3% | -44.2% |
| VRSN | g fedcF IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA VeriSign, Inc. (VRSN) | Mar 17, 2021 | Sep 21, 2026 | +63.4% | +110.1% | -46.6% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 5 · 112 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| WHOLE | F S : New S O : Bill's IRA D : 46647PEX0 NORTHROP GRUMMAN CORP NOTE 4.40000% 05/01/2030 CALL MAKE WHOLE | May 8, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| WHOLE | F S : New S O : Bill's IRA D : 87264ACY9 THE CAMPBELLS COMPANY NOTE 5.40000% 03/21/2034 CALL MAKE WHOLE | May 6, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| WHOLE | BANK AMERICA CORP SER N MTN 6.20400% 11/10/2028 CALL MAKE WHOLE | Mar 6, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| BJ | F S : New S O : Bill's IRA D : 06051GLC1 BJ's Wholesale Club Holdings, Inc. Common Stock (BJ) | Mar 3, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| WHOLE | F S : New S O : Bill's IRA GOLDMAN SACHS GROUP INC NOTE 5.79800% 08/10/2026 CALL MAKE WHOLE | Feb 28, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| WHOLE | F S : New S O : Bill's IRA THE CAMPBELLS COMPANY NOTE 5.40000% 03/21/2034 CALL MAKE WHOLE | Feb 6, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| WHOLE | F S : New S O : Bill's IRA D : 134429BP3 WELLS FARGO &CO SER W MTN 5.24400% 01/24/2031 CALL MAKE WHOLE | Feb 6, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| ARMK | F S : New S O : Bill's IRA Aramark Common Stock (ARMK) | Feb 5, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| ACN | Accenture plc Class A Ordinary Shares (ACN) | Feb 5, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| PEP | F S : New S O : Bill's IRA Pepsico, Inc. (PEP) | Feb 5, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MSFT | F S : New S O : Bill's IRA Microsoft Corporation - Common Stock (MSFT) | Feb 5, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| LRCX | F S : New S O : Bill's IRA Lam Research Corporation - Common Stock (LRCX) | Jan 24, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| KLAC | F S : New S O : Bill's IRA D : 37045VAZ3 KLA Corporation - Common Stock (KLAC) | Jan 24, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| CSGP | F S : New S O : Bill's IRA D : 191216DR8 CoStar Group, Inc. - Common Stock (CSGP) | Jan 21, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| FI | F S : New S O : Bill's IRA Fiserv, Inc. Common Stock (FI) | Jan 7, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| ABNB | Airbnb, Inc. - Class A Common Stock (ABNB) | Jan 7, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| AMZN | F S : New S O : Bill's IRA Amazon.com, Inc. - Common Stock (AMZN) | Jan 7, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MSFT | F S : New S O : Bill's IRA D : 548661DP9 Microsoft Corporation - Common Stock (MSFT) | Oct 31, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AMZN | F S : New S O : Bill's IRA Amazon.com, Inc. - Common Stock (AMZN) | Oct 31, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) | Oct 31, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| QCOM | F S : New S O : Bill's IRA QUALCOMM Incorporated - Common Stock (QCOM) | Oct 31, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AMTM | F S : New S O : Bill's IRA Amentum Holdings, Inc. Common Stock (AMTM) | Oct 31, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| NXPI | F S : New S O : Bill's IRA D : 594918BJ2 NXP Semiconductors N.V. - Common Stock (NXPI) | Sep 11, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| CAT | F S : New S O : Bill's IRA D : 075887BF5 Caterpillar, Inc. Common Stock (CAT) | Sep 11, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| NOTE | F S : New S O : Bill's IRA D : 907818EY0 UNITED STATES TREAS SER C-2032 2.87500% 05/15/2032 NTS NOTE | Sep 11, 2024 | Sale | $15.0K – $50.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10078334 | 111 | 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.