Transactions
589
Total transactions associated with this filer
Disclosed purchases
699
$14.0K – $210.0K
Average modeled return
+82.1%
270 modeled purchases
Average vs. S&P 500
-17.1%
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↑↓ |
|---|---|---|---|---|---|---|
| WDC | F IlINg s TaTus : New JT Western Digital Corporation (WDC) | Mar 21, 2017 | Sep 21, 2026 | +801.0% | +283.3% | +517.7% |
| WDC | F IlINg s TaTus : New JT universal Corporation (uVV) P 03/2/2017 03/2/2017 $15,001 - $50,000 F IlINg s TaTus : New JT Vector group ltd. (VgR) s 03/2/2017 03/2/2017 $1,001 - $15,000 F IlINg s TaTus : New JT Western Digital Corporation (WDC) | Mar 20, 2017 | Sep 21, 2026 | +763.2% | +278.4% | +484.9% |
| CVI | F IlINg s TaTus : New JT CVR Energy Inc. (CVI) | Jun 14, 2017 | Sep 18, 2026 | +428.4% | +88.9% | +339.6% |
| CD | JT THE TORONTO-DO 3.766% CD | Jul 13, 2022 | Jul 8, 2026 | +407.0% | +84.4% | +322.7% |
| MFC | g fedcF IlINg s TaTus : New JT Manulife Financial Corporation (MFC) [sT] | May 5, 2020 | Sep 18, 2026 | +409.8% | +88.9% | +320.9% |
| IDT | F IlINg s TaTus : New JT IDT Corporation Class B (IDT) | Dec 15, 2016 | Sep 18, 2026 | +383.0% | +88.9% | +294.1% |
| IDT | F IlINg s TaTus : New JT IDT Corporation Class B (IDT) | Dec 13, 2016 | Sep 18, 2026 | +372.5% | +88.9% | +283.6% |
| CVI | g fedcF IlINg s TaTus : New JT CVR Energy Inc. (CVI) [sT] | Apr 13, 2020 | Sep 18, 2026 | +368.6% | +88.9% | +279.8% |
| PAA | g fedcF IlINg S TATuS : New JT Plains All American Pipeline, l.P. - Common units representing limited Partner Interests (PAA) | Feb 10, 2021 | Sep 18, 2026 | +361.0% | +88.9% | +272.2% |
| PAA | g fedcF IlINg S TATuS : New JT Plains All American Pipeline, l.P. - Common units representing limited Partner Interests (PAA) | Feb 23, 2021 | Sep 18, 2026 | +354.0% | +88.9% | +265.1% |
| CVI | g fedcF IlINg s TaTus : New JT CVR Energy Inc. (CVI) [sT] | Mar 10, 2020 | Sep 18, 2026 | +317.4% | +88.9% | +228.5% |
| AM | g fedcF IlINg S TATuS : New JT Antero Midstream Corporat ion(AM) | Feb 18, 2021 | Sep 18, 2026 | +289.0% | +88.9% | +200.2% |
| PAA | g fedcF IlINg S TATuS : New JT Plains All American Pipeline, l.P. - Common units representing limited Partner Interests (PAA) | Aug 16, 2021 | Sep 18, 2026 | +283.1% | +88.9% | +194.2% |
| PAA | g fedcF IlINg S TATuS : New JT Plains All American Pipeline, l.P. - Common units representing limited Partner Interests (PAA) | Nov 26, 2021 | Sep 18, 2026 | +270.0% | +88.9% | +181.2% |
| AM | ranSactionS iD owner asset transaction type notification Date amount cap. gains > JT Antero Midstream Corporat ion(AM) | Apr 9, 2021 | Sep 18, 2026 | +265.8% | +88.9% | +176.9% |
| PAA | g fedcF IlINg S TATuS : New JT Plains All American Pipeline, l.P. - Common units representing limited Partner Interests (PAA) | May 17, 2021 | Sep 18, 2026 | +263.1% | +88.9% | +174.2% |
| PAA | g fedcF IlINg S TATuS : New JT Plains All American Pipeline, l.P. - Common units representing limited Partner Interests (PAA) | Jan 21, 2022 | Sep 18, 2026 | +260.2% | +88.9% | +171.3% |
| MFC | g fedcF IlINg s TaTus : New JT Manulife Financial Corporation (MFC) [sT] | May 23, 2019 | Sep 18, 2026 | +258.7% | +88.9% | +169.8% |
| MFC | g fedcF IlINg s TaTus : New JT Manulife Financial Corporation (MFC) [sT] | Aug 6, 2018 | Sep 18, 2026 | +258.6% | +88.9% | +169.8% |
| MFC | g fedcF IlINg s TaTus : New JT Manulife Financial Corporation (MFC) [sT] | May 7, 2019 | Sep 18, 2026 | +246.1% | +88.9% | +157.3% |
| PAA | g fedcF IlINg S TATuS : New JT Plains All American Pipeline, l.P. - Common units representing limited Partner Interests (PAA) | Nov 15, 2021 | Sep 18, 2026 | +245.9% | +88.9% | +157.0% |
| XOM | g fedcF IlINg S TATuS : New JT Exxon Mobil Corporation (XOM) | Sep 13, 2021 | Sep 21, 2026 | +241.8% | +85.6% | +156.2% |
| R | g fedcF IlINg S TATuS : New JT Ryder System, Inc. (R) | Mar 29, 2021 | Sep 21, 2026 | +262.4% | +110.1% | +152.3% |
| PAA | g fedcF IlINg S TATuS : New JT Plains All American Pipeline, l.P. - Common units representing limited Partner Interests (PAA) | Feb 15, 2022 | Sep 18, 2026 | +238.8% | +88.9% | +150.0% |
| XOM | g fedcF IlINg S TATuS : New JT Exxon Mobil Corporation (XOM) | Aug 9, 2021 | Sep 21, 2026 | +235.9% | +87.5% | +148.4% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 24 · 589 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| ARLP | Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) | Jun 18, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| ARLP | Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) | May 15, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| ARLP | Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) | Feb 13, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| PSA | F S : New Public Storage Common Stock (PSA) | Jan 12, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| HTGC | Hercules Capital, Inc. Common Stock (HTGC) | Jan 12, 2026 | Sale | $50.0K – $100.0K | Filing ↗ |
| EFC | Ellington Financial Inc. Common Stock (EFC) | Dec 30, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| HTGC | F S : New Hercules Capital, Inc. Common Stock (HTGC) | Nov 19, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| ARLP | F S : New Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) | Nov 17, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| ARLP | Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) | Nov 14, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| HTGC | F S : New Hercules Capital, Inc. Common Stock (HTGC) | Sep 25, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| ARLP | Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) | Sep 25, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| HTGC | F S : New Hercules Capital, Inc. Common Stock (HTGC) | Aug 19, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| ARLP | Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) | Aug 14, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| EFC | F S : New Ellington Financial Inc. Common Stock (EFC) | Jun 30, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| ET | F S : New Energy Transfer LP Common Units (ET) | Jun 24, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| BMY | Bristol-Myers Squibb Company Common Stock (BMY) | Jun 24, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| HTGC | F S : New Hercules Capital, Inc. Common Stock (HTGC) | May 20, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| ARLP | Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) | May 15, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| EFC | F S : New Ellington Financial Inc. Common Stock (EFC) | Mar 31, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| FLNG | F S : New FLEX LNG Ltd. Ordinary Shares (FLNG) | Mar 7, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| PBA | F S : New Pembina Pipeline Corp. Ordinary Shares (PBA) | Mar 7, 2025 | Sale | $50.0K – $100.0K | Filing ↗ |
| ARLP | Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) | Mar 7, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| ET | F S : New Energy Transfer LP Common Units (ET) | Mar 7, 2025 | Sale | $50.0K – $100.0K | Filing ↗ |
| HTGC | F S : New Hercules Capital, Inc. Common Stock (HTGC) | Mar 5, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| ET | F S : New Energy Transfer LP Common Units (ET) | Feb 19, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076776 | 52 | 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.