Transactions
391
Total transactions associated with this filer
Disclosed purchases
282
$10.0K – $150.0K
Average modeled return
+52.3%
129 modeled purchases
Average vs. S&P 500
-19.1%
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↑↓ |
|---|---|---|---|---|---|---|
| PSIX | g fedcF IlINg S TATuS : New Power Solutions Internatio nal, Inc.(PSIX) | Nov 20, 2020 | Sep 18, 2026 | +1311.4% | +88.9% | +1222.5% |
| PSIX | g fedcF IlINg S TATuS : New Power Solutions Internatio nal, Inc.(PSIX) | Aug 25, 2020 | Sep 18, 2026 | +1174.2% | +88.9% | +1085.3% |
| MSTR | g fedcF IlINg S TATuS : Amended MicroStrategy Incorporated - Class A (MSTR) | Jul 9, 2019 | Sep 21, 2026 | +1239.5% | +188.8% | +1050.8% |
| MSTR | g fedcF IlINg S TATuS : New D ESCRIPTION : Short Sale. 2000081089 MicroStrategy Incorporated - Class A (MSTR) | Aug 16, 2019 | Sep 21, 2026 | +1109.4% | +197.1% | +912.3% |
| PSIX | g fedcF IlINg S TATuS : New D ESCRIPTION : covered short ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > Power Solutions Internatio nal, Inc.(PSIX) | May 7, 2020 | Sep 18, 2026 | +633.9% | +88.9% | +545.1% |
| PSIX | g fedcF IlINg S TATuS : New D ESCRIPTION : Covered Short 2000076361 Power Solutions Internatio nal,Inc. (PSIX) | Dec 30, 2019 | Sep 18, 2026 | +611.2% | +88.9% | +522.3% |
| PSIX | g fedcF IlINg S TATuS : New Power Solutions Internatio nal, Inc.(PSIX) | Jan 2, 2020 | Sep 18, 2026 | +396.4% | +88.9% | +307.6% |
| PSIX | g fedcF IlINg S TATuS : New Power Solutions Internatio nal, Inc.(PSIX) | May 15, 2019 | Sep 18, 2026 | +390.6% | +88.9% | +301.7% |
| TPR | g fedcF IlINg S TATuS : New Tapestry, Inc. (TPR) | Feb 27, 2020 | Sep 21, 2026 | +473.4% | +185.7% | +287.7% |
| ILMN | Illumina, Inc. - Common Stock (ILMN) | Apr 1, 2025 | Sep 21, 2026 | +209.1% | +40.1% | +169.0% |
| ILMN | F S : New S O : Kean Family Partnership Illumina, Inc. - Common Stock (ILMN) | Apr 1, 2025 | Sep 21, 2026 | +209.1% | +40.1% | +169.0% |
| NVT | F S : New S O : Kean Family Partnership nVent Electric plc Ordinary Shares (NVT) | Apr 1, 2025 | Sep 21, 2026 | +203.9% | +40.1% | +163.9% |
| NVT | F S : New S O : Kean Family Partnership nVent Electric plc Ordinary Shares (NVT) | Apr 1, 2025 | Sep 21, 2026 | +203.9% | +40.1% | +163.9% |
| NVT | F S : New S O : Kean Family Partnership nVent Electric plc Ordinary Shares (NVT) | Mar 7, 2025 | Sep 21, 2026 | +193.7% | +36.8% | +156.9% |
| SKT | g fedcF IlINg S TATuS : New 2000081096 Tanger Factory Outlet C enters,Inc. (SKT) | Jun 4, 2019 | Sep 18, 2026 | +195.1% | +88.9% | +106.2% |
| JPM | F S : New S O : Kean Family Partnership JP Morgan Chase & Co. (JPM) | Apr 3, 2023 | Sep 21, 2026 | +193.1% | +96.4% | +96.7% |
| WCC | WESCO International, Inc. (WCC) | Mar 16, 2023 | Sep 18, 2026 | +141.0% | +88.9% | +52.1% |
| ILMN | Illumina, Inc. - Common Stock (ILMN) | Apr 19, 2024 | Sep 21, 2026 | +112.1% | +60.7% | +51.4% |
| TXN | F S : New S O : State Street Bank & Trust Co. Texas Instruments Incorporated - Common Stock (TXN) | Nov 26, 2025 | Sep 18, 2026 | +64.0% | +13.3% | +50.7% |
| TMO | F S : New S O : Kean Family Partnership Thermo Fisher Scientific Inc Common Stock (TMO) | May 5, 2025 | Sep 18, 2026 | +55.1% | +37.4% | +17.7% |
| WPM | F S : New S O : Kean Family Partnership Wheaton Precious Metals Corp Common Shares (WPM) | Jun 4, 2026 | Sep 18, 2026 | +17.7% | +1.1% | +16.6% |
| TXN | F S : New S O : Kean Family Partnership Texas Instruments Incorporated - Common Stock (TXN) | Apr 14, 2026 | Sep 18, 2026 | +23.1% | +10.2% | +12.8% |
| AMCR | Amcor plc Ordinary Shares (AMCR) | May 14, 2026 | Sep 18, 2026 | +12.0% | +2.3% | +9.6% |
| PLD | F S : New S O : Kean Family Partnership Prologis, Inc. Common Stock (PLD) | Jun 30, 2025 | Sep 21, 2026 | +34.1% | +26.8% | +7.3% |
| CCK | F S : New S O : Kean Family Partnership Crown Holdings, Inc. (CCK) | Jan 7, 2025 | Sep 18, 2026 | +38.7% | +31.9% | +6.8% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 16 · 391 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) | Aug 27, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| JNJ | F S : New S O : Kean Family Partnership Johnson & Johnson Common Stock (JNJ) | Aug 27, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | F S : New S O : Kean Family Partnership Microsoft Corporation - Common Stock (MSFT) | Aug 27, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| MTZ | F S : New S O : Kean Family Partnership MasTec, Inc. Common Stock (MTZ) | Aug 21, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AMCR | F S : New S O : State Street Bank & Trust Co. Amcor plc Ordinary Shares (AMCR) | Aug 10, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| LIN | F S : New S O : State Street Bank & Trust Co. Linde plc - Ordinary Shares (LIN) | Aug 10, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| SYK | F S : New S O : Kean Family Partnership Stryker Corporation Common Stock (SYK) | Jul 22, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) | Jul 22, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| TOST | F S : New S O : State Street Bank & Trust Co. Toast, Inc. Class A Common Stock (TOST) | Jul 8, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AMZN | F S : New S O : State Street Bank & Trust Co. Amazon.com, Inc. - Common Stock (AMZN) | Jul 8, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| EQT | F S : New S O : Kean Family Partnership EQT Corporation Common Stock (EQT) | Jul 7, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| ESAB | F S : New S O : Kean Family Partnership ESAB Corporation Common Stock (ESAB) | Jul 7, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| ADI | F S : New S O : Kean Family Partnership Analog Devices, Inc. - Common Stock (ADI) | Jun 30, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| JNJ | F S : New S O : Kean Family Partnership Johnson & Johnson Common Stock (JNJ) | Jun 29, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| MKL | F S : New S O : State Street Bank & Trust Co. Markel Group Inc. Common Stock (MKL) | Jun 29, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| SPGI | F S : New S O : State Street Bank & Trust Co. S&P Global Inc. Common Stock (SPGI) | Jun 29, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| GOOGL | F S : New S O : State Street Bank & Trust Co. Alphabet Inc. - Class A Common Stock (GOOGL) | Jun 24, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| ESAB | ESAB Corporation Common Stock (ESAB) | Jun 24, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| ESAB | F S : New S O : Kean Family Partnership ESAB Corporation Common Stock (ESAB) | Jun 22, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| GIL | F S : New S O : Kean Family Partnership Gildan Activewear, Inc. Class A Sub. Vot. Common Stock (GIL) | Jun 17, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| WPM | F S : New S O : Kean Family Partnership Wheaton Precious Metals Corp Common Shares (WPM) | Jun 4, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) | Jun 2, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| GIL | F S : New S O : Kean Family Partnership Gildan Activewear, Inc. Class A Sub. Vot. Common Stock (GIL) | Jun 2, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| JNJ | F S : New S O : State Street Bank & Trust Co. Johnson & Johnson Common Stock (JNJ) | Jun 2, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| MKL | F S : New S O : State Street Bank & Trust Co. Markel Group Inc. Common Stock (MKL) | Jun 2, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075136 | 147 | 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.