Transactions
174
Total transactions associated with this filer
Disclosed purchases
196
$8.0K – $120.0K
Average modeled return
+291.1%
43 modeled purchases
Average vs. S&P 500
+135.9%
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↑↓ |
|---|---|---|---|---|---|---|
| NVDA | SP NVIDIA Corporation (NVDA) | Jul 8, 2022 | Sep 21, 2026 | +1337.3% | +110.3% | +1227.0% |
| WDC | g fedcF IlINg s TaTus : New Western Digital Corporation (WDC) [sT] | May 8, 2019 | Sep 21, 2026 | +1218.8% | +199.9% | +1018.9% |
| WDC | g fedcF IlINg s TaTus : New Western Digital Corporation (WDC) [sT] | Mar 25, 2019 | Sep 21, 2026 | +1200.4% | +209.0% | +991.4% |
| NVDA | SP NVIDIA Corporation (NVDA) | Mar 22, 2022 | Sep 21, 2026 | +758.4% | +82.6% | +675.8% |
| MPC | g fedcF IlINg s TaTus : New Marathon Petroleum Corporat ion(MPC) [sT] | May 8, 2019 | Sep 21, 2026 | +842.2% | +199.9% | +642.3% |
| MPC | g fedcF IlINg s TaTus : New Marathon Petroleum Corporat ion(MPC) [sT] | Mar 25, 2019 | Sep 21, 2026 | +750.7% | +209.0% | +541.7% |
| MCK | g fedcbF IlINg s TaTus : New McKesson Corporation (MCK) [sT] | Mar 25, 2019 | Sep 21, 2026 | +709.4% | +209.0% | +500.3% |
| NVDA | SP NVIDIA Corporation (NVDA) | Sep 12, 2023 | Sep 21, 2026 | +406.9% | +80.3% | +326.5% |
| HPE | g fedcF IlINg s TaTus : New Hewlett Packard Ent erpriseCompany (HPE) [sT] | May 8, 2019 | Sep 21, 2026 | +400.5% | +199.9% | +200.6% |
| HPE | g fedcF IlINg s TaTus : New Hewlett Packard Ent erpriseCompany (HPE) [sT] | Mar 25, 2019 | Sep 21, 2026 | +407.1% | +209.0% | +198.1% |
| WMB | g fedcF IlINg s TaTus : New Williams Companies, Inc. (WMB) [sT] | Oct 30, 2018 | Sep 21, 2026 | +356.7% | +225.3% | +131.3% |
| WMB | g fedcF IlINg s TaTus : New Williams Companies, Inc. (WMB) [sT] | Jun 8, 2018 | Sep 21, 2026 | +328.0% | +216.0% | +112.0% |
| WMB | g fedcF IlINg s TaTus : New Williams Companies, Inc. (WMB) [sT] | Sep 27, 2018 | Sep 21, 2026 | +305.4% | +199.7% | +105.7% |
| PBF | g fedcF IlINg s TaTus : New PBF Energy Inc. Class a (PBF) [sT] | May 8, 2019 | Sep 18, 2026 | +194.0% | +88.9% | +105.1% |
| WMB | g fedcF IlINg s TaTus : New Williams Companies, Inc. (WMB) [sT] | May 10, 2018 | Sep 21, 2026 | +324.4% | +223.2% | +101.2% |
| WMB | g fedcbF IlINg s TaTus : New Williams Companies, Inc. (WMB) [sT] | Oct 18, 2018 | Sep 21, 2026 | +314.7% | +215.2% | +99.5% |
| PBF | g fedcF IlINg s TaTus : New PBF Energy Inc. Class a (PBF) [sT] | Mar 25, 2019 | Sep 18, 2026 | +183.2% | +88.9% | +94.3% |
| NVDA | SP NVIDIA Corporation - Common Stock (NVDA) | Sep 10, 2024 | Sep 21, 2026 | +110.3% | +44.5% | +65.8% |
| NVDA | SP NVIDIA Corporation - Common Stock (NVDA) | Sep 16, 2024 | Sep 21, 2026 | +94.7% | +40.9% | +53.8% |
| TRP | g fedcF IlINg s TaTus : New TransCanada Corporation (TRP) [sT] | Oct 10, 2018 | Sep 18, 2026 | +123.0% | +88.9% | +34.2% |
| TRP | g fedcF IlINg s TaTus : New TransCanada Corporation (TRP) [sT] | Oct 9, 2018 | Sep 18, 2026 | +120.4% | +88.9% | +31.5% |
| NVDA | SP NVIDIA Corporation - Common Stock (NVDA) | Nov 1, 2024 | Sep 18, 2026 | +64.6% | +36.5% | +28.1% |
| TEX | g fedcF IlINg s TaTus : New Terex Corporation (TEX) [sT] | Mar 25, 2019 | Sep 18, 2026 | +102.6% | +88.9% | +13.7% |
| MSFT | SP Microsoft Corporation (MSFT) | Apr 18, 2022 | Sep 21, 2026 | +84.1% | +87.4% | -3.3% |
| KR | g fedcF IlINg s TaTus : New Kroger Company (KR) [sT] | Mar 25, 2019 | Sep 21, 2026 | +192.6% | +209.0% | -16.4% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 7 · 174 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| GOOGL | F S : New S O : ET IRA Alphabet Inc. - Class A Common Stock (GOOGL) | Sep 14, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| ABBV | AbbVie Inc. Common Stock (ABBV) | Sep 14, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| ARCC | SP Ares Capital Corporation - Closed End Fund (ARCC) | Jul 24, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| VZ | Verizon Communications Inc. Common Stock (VZ) | Mar 9, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| JNJ | SP Johnson & Johnson Common Stock (JNJ) | Jun 12, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| DHR | SP Danaher Corporation Common Stock (DHR) | Jun 12, 2025 | Sale | $50.0K – $100.0K | Filing ↗ |
| MSFT | SP Microsoft Corporation - Common Stock (MSFT) | Dec 18, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| NVDA | SP NVIDIA Corporation - Common Stock (NVDA) | Nov 1, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| NVDA | SP NVIDIA Corporation - Common Stock (NVDA) | Sep 16, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| NVDA | SP NVIDIA Corporation - Common Stock (NVDA) | Sep 10, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MO | SP Altria Group, Inc. (MO) | Sep 10, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | SP Microsoft Corporation - Common Stock (MSFT) | Sep 9, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| NVST | SP Envista Holdings Corporation Common Stock (NVST) | Jun 6, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| NVDA | SP NVIDIA Corporation - Common Stock (NVDA) | May 21, 2024 | Sale | $50.0K – $100.0K | Filing ↗ |
| V | SP Visa Inc. (V) | Feb 29, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MSFT | SP Microsoft Corporation - Common Stock (MSFT) | Feb 7, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| COST | SP Costco Wholesale Corporation (COST) | Jan 31, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| CCI | SP Crown Castle Inc. (CCI) | Dec 28, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| BABA | SP Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) | Dec 28, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| AMT | SP American Tower Corporation (AMT) | Dec 28, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| CCI | Crown Castle Inc. (CCI) | Dec 28, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| BUI | F S : New S O : Trust One D : 150 sold loss BlackRock Utility, Infrastructure & Power Opportunities Trust (BUI) | Dec 15, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| T | SP AT&T Inc. (T) | Nov 29, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| LOW | D : Sold loss 50 shares Lowe's Companies, Inc. (LOW) | Nov 2, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| BNS | F S : New D : sold 250 Bank Nova Scotia Halifax Pfd 3 Ordinary Shares (BNS) | Nov 2, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075867 | 160 | 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.