Transactions
181
Total transactions associated with this filer
Disclosed purchases
28
$0 – $0
Average modeled return
+104.2%
5 modeled purchases
Average vs. S&P 500
+5.7%
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↑↓ |
|---|---|---|---|---|---|---|
| SBGSY | g fedcF IlING S TATuS : New S uBhOldING O F : MEIJER GST EXEMPT 97 FBO PETER Schneider Electric SE unsponsored AdR (SBGSY) | Jan 28, 2021 | Jan 21, 2025 | +97.4% | +46.6% | +50.8% |
| BRK.B | g fedcF IlING S TATuS : New S uBhOldING O F : MEIJER GST EXEMPT 97 FBO PETER Berkshire hathaway Inc. New (BRK.B) | Jan 13, 2021 | Sep 18, 2026 | +117.4% | +88.9% | +28.5% |
| MRK | g fedcbF IlING S TATuS : New S uBhOldING O F : MEIJER GST EXEMPT 97 FBO PETER Merck & Company, Inc. Common Stock (MRK) | Jan 13, 2021 | Sep 21, 2026 | +126.8% | +119.7% | +7.1% |
| KO | g fedcbF IlING S TATuS : New S uBhOldING O F : MEIJER GST EXEMPT 97 FBO PETER Coca-Cola Company (KO) | Jan 13, 2021 | Sep 21, 2026 | +107.5% | +119.7% | -12.2% |
| SAP | g fedcbF IlING S TATuS : New S uBhOldING O F : MEIJER GST EXEMPT 97 FBO PETER SAP SE AdS (SAP) | Jan 26, 2021 | Sep 21, 2026 | +71.7% | +117.4% | -45.7% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 8 · 181 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| DE | Deere & Company (DE) | Jun 27, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| SYIEY | g fedcbF IlING S TATuS : New S uBhOldING O F : MEIJER GST EXEMPT 97 FBO PETER Symrise Ag unsponsored AdR (SYIEY) | Feb 17, 2021 | Sale | $15.0K – $50.0K | Filing ↗ |
| BBVA | g fedcbF IlING S TATuS : New S uBhOldING O F : MEIJER GST EXEMPT 97 FBO PETER Banco Bilbao Vizcaya Argentaria S.A. (BBVA) | Feb 17, 2021 | Sale | $15.0K – $50.0K | Filing ↗ |
| PNGAY | g fedcbID Owner Asset Transaction Type Notification Date Amount Cap. Gains > F IlING S TATuS : New S uBhOldING O F : MEIJER GST EXEMPT 97 FBO PETER Ping An Insurance (PNGAY) | Feb 17, 2021 | Sale | $15.0K – $50.0K | Filing ↗ |
| SGSOY | g fedcbF IlING S TATuS : New S uBhOldING O F : MEIJER GST EXEMPT 97 FBO PETER SGS SA AdR (SGSOY) | Feb 17, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| SSMXY | g fedcbF IlING S TATuS : New S uBhOldING O F : MEIJER GST EXEMPT 97 FBO PETER Sysmex Corporation unsponsored AdR (SSMXY) | Feb 17, 2021 | Sale | $15.0K – $50.0K | Filing ↗ |
| CMN | g fedcbID Owner Asset Transaction Type Notification Date Amount Cap. Gains > (AdS) [ST] g fedcbF IlING S TATuS : New S uBhOldING O F : MEIJER GST EXEMPT 97 FBO PETER AllIANZ SE AdR CMN | Feb 17, 2021 | Sale | $15.0K – $50.0K | Filing ↗ |
| CNI | g fedcbF IlING S TATuS : New S uBhOldING O F : MEIJER GST EXEMPT 97 FBO PETER Canadian National Railway Company (CNI) | Feb 17, 2021 | Sale | $15.0K – $50.0K | Filing ↗ |
| IFNNY | g fedcbF IlING S TATuS : New S uBhOldING O F : MEIJER GST EXEMPT 97 FBO PETER Infineon Technolog ies AG (IFNNY) | Feb 17, 2021 | Sale | $50.0K – $100.0K | Filing ↗ |
| NVZMY | g fedcbF IlING S TATuS : New S uBhOldING O F : MEIJER GST EXEMPT 97 FBO PETER Novozymes A/S unsponsored American depositary Rece ipt(NVZMY) | Feb 17, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| SBGSY | g fedcbF IlING S TATuS : New S uBhOldING O F : MEIJER GST EXEMPT 97 FBO PETER Schneider Electric SE unsponsored AdR (SBGSY) | Feb 17, 2021 | Sale | $15.0K – $50.0K | Filing ↗ |
| SGIOY | g fedcbF IlING S TATuS : New S uBhOldING O F : MEIJER GST EXEMPT 97 FBO PETER ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > Shionogi & Co ltd unsponsoredAdR (SGIOY) | Feb 17, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| BABA | g fedcbF IlING S TATuS : New S uBhOldING O F : MEIJER GST EXEMPT 97 FBO PETER Alibaba Group holding l imitedAmerican depositary Sh ares eachrepresenting eight Ordinary share (BABA) | Feb 17, 2021 | Sale | $15.0K – $50.0K | Filing ↗ |
| SONVY | g fedcbF IlING S TATuS : New S uBhOldING O F : MEIJER GST EXEMPT 97 FBO PETER Sonova holding AG unsponsored AdR (SONVY) | Feb 17, 2021 | Sale | $15.0K – $50.0K | Filing ↗ |
| RIO | g fedcbF IlING S TATuS : New S uBhOldING O F : MEIJER GST EXEMPT 97 FBO PETER Rio Tinto Plc (RIO) | Feb 17, 2021 | Sale | $15.0K – $50.0K | Filing ↗ |
| CMN | g fedcbF IlING S TATuS : New S uBhOldING O F : MEIJER GST EXEMPT 97 FBO PETER AdYEN N.V. AdR CMN | Feb 17, 2021 | Sale | $50.0K – $100.0K | Filing ↗ |
| CMN | g fedcbF IlING S TATuS : New S uBhOldING O F : MEIJER GST EXEMPT 97 FBO PETER ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > EPIROC AB AdR CMN | Feb 17, 2021 | Sale | $15.0K – $50.0K | Filing ↗ |
| CMN | g fedcbF IlING S TATuS : New S uBhOldING O F : MEIJER GST EXEMPT 97 FBO PETER NITORI hOldINGS CO., lTd. AdR CMN | Feb 17, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| FMX | g fedcbF IlING S TATuS : New S uBhOldING O F : MEIJER GST EXEMPT 97 FBO PETER Fomento Economico Mexicano S.A.B. de C.V. (FMX) | Feb 17, 2021 | Sale | $15.0K – $50.0K | Filing ↗ |
| IBN | g fedcbF IlING S TATuS : New S uBhOldING O F : MEIJER GST EXEMPT 97 FBO PETER ICICI Bank limited (IBN) | Feb 17, 2021 | Sale | $15.0K – $50.0K | Filing ↗ |
| NSRGY | g fedcbF IlING S TATuS : New S uBhOldING O F : MEIJER GST EXEMPT 97 FBO PETER Nestle SA Sponsored AdR representing Registere d SharesSeries B (NSRGY) | Feb 17, 2021 | Sale | $15.0K – $50.0K | Filing ↗ |
| AAGIY | g fedcbF IlING S TATuS : New S uBhOldING O F : MEIJER GST EXEMPT 97 FBO PETER AIA Group, ltd. Sponsored American depository Receipt (AAGIY) | Feb 17, 2021 | Sale | $50.0K – $100.0K | Filing ↗ |
| SAP | g fedcbF IlING S TATuS : New S uBhOldING O F : MEIJER GST EXEMPT 97 FBO PETER SAP SE AdS (SAP) | Feb 17, 2021 | Sale | $15.0K – $50.0K | Filing ↗ |
| ABEV | g fedcbF IlING S TATuS : New S uBhOldING O F : MEIJER GST EXEMPT 97 FBO PETER Ambev S.A. American d epositaryShares (ABEV) | Feb 17, 2021 | Sale | $15.0K – $50.0K | Filing ↗ |
| TSM | g fedcbID Owner Asset Transaction Type Notification Date Amount Cap. Gains > F IlING S TATuS : New S uBhOldING O F : MEIJER GST EXEMPT 97 FBO PETER Taiwan Semiconductor Manufacturing Company ltd. (TSM) | Feb 17, 2021 | Sale | $50.0K – $100.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075605 | 20 | 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.