Transactions
9
Total transactions associated with this filer
Disclosed purchases
7
$18.0K – $95.0K
Average modeled return
+153.7%
4 modeled purchases
Average vs. S&P 500
+37.4%
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↑↓ |
|---|---|---|---|---|---|---|
| XOM | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Exxon Mobil Corporation (XOM) [sT] | Mar 9, 2020 | Sep 21, 2026 | +404.2% | +210.0% | +194.2% |
| BRK.B | ranSactionS iD owner asset transaction type notification Date amount cap. gains > sP Berkshire Hathaway Inc. New (BRK.B) [sT] | Dec 18, 2018 | Sep 18, 2026 | +159.4% | +88.9% | +70.5% |
| INMD | ranSactionS iD owner asset transaction type notification Date amount cap. gains > InMode ltd. - Ordinary shares (INMD) [sT] | Nov 15, 2019 | Nov 6, 2023 | -17.2% | +4.2% | -21.4% |
| TDY | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Teledyne Technologies Incorporated (TDY) [sT] | Jan 8, 2020 | Sep 21, 2026 | +68.4% | +162.0% | -93.6% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 9 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| XOM | g fedcF IlINg s TaTus : New Exxon Mobil Corporation (XOM) [sT] | Mar 13, 2020 | Sale | $15.0K – $50.0K | Filing ↗ |
| XOM | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Exxon Mobil Corporation (XOM) [sT] | Mar 9, 2020 | Purchase | $15.0K – $50.0K | Filing ↗ |
| TDY | g fedcbF IlINg s TaTus : New Teledyne Technologies Incorporated (TDY) [sT] | Feb 24, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| INMD | g fedcbF IlINg s TaTus : New InMode ltd. - Ordinary shares (INMD) [sT] | Feb 24, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| INMD | g fedcF IlINg s TaTus : New InMode ltd. - Ordinary shares (INMD) [sT] | Feb 24, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| TDY | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Teledyne Technologies Incorporated (TDY) [sT] | Jan 8, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| INMD | ranSactionS iD owner asset transaction type notification Date amount cap. gains > InMode ltd. - Ordinary shares (INMD) [sT] | Nov 15, 2019 | Purchase | $1.0K – $15.0K | Filing ↗ |
| FDX | g fedcF IlINg s TaTus : New sP FedEx Corporation (FDX) [sT] | Dec 18, 2018 | Sale | $1.0K – $15.0K | Filing ↗ |
| BRK.B | ranSactionS iD owner asset transaction type notification Date amount cap. gains > sP Berkshire Hathaway Inc. New (BRK.B) [sT] | Dec 18, 2018 | Purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076793 | 7 | 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.