Transactions
16
Total transactions associated with this filer
Disclosed purchases
8
$8.0K – $120.0K
Average modeled return
+246.3%
8 modeled purchases
Average vs. S&P 500
+136.2%
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 | ranSactionS iD owner asset transaction type notification Date amount cap. gains > NVIDIA Corporation (NVDA) | Jul 20, 2021 | Sep 21, 2026 | +1123.9% | +92.3% | +1031.6% |
| BRK.B | rANSACTIONS ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > Berkshire Hathaway Inc. New (BRK.B) | Jan 4, 2019 | Sep 18, 2026 | +161.2% | +88.9% | +72.3% |
| MAIN | g fedcF ILING S TATUS : New S UBHOLDING O F : 1ST GLOBAL RESEARCH & CONSULTING D ESCRIPTION : American Funds portfolio sold (Rollover IRA) Main Street Capital Corporation (MAIN) | Feb 28, 2019 | Sep 18, 2026 | +154.8% | +88.9% | +66.0% |
| EXG | g fedcF ILING S TATUS : New S UBHOLDING O F : 1ST GLOBAL RESEARCH & CONSULTING D ESCRIPTION : American Funds portfolio sold (Rollover IRA) Eaton Vance Tax-Managed Global Diversified Equity Income Fund Eaton Vance Tax-Managed Global Diversified Equity Income Fund Common Shares of Benefici alInterest (EXG) | Jan 14, 2019 | Sep 18, 2026 | +147.7% | +88.9% | +58.8% |
| EXG | g fedcF ILING S TATUS : New S UBHOLDING O F : 1ST GLOBAL RESEARCH & CONSULTING D ESCRIPTION : American Funds portfolio sold (Rollover IRA) Eaton Vance Tax-Managed Global Diversified Equity Income Fund Eaton Vance Tax-Managed Global Diversified Equity Income Fund Common Shares of Benefici alInterest (EXG) | Feb 28, 2019 | Sep 18, 2026 | +138.9% | +88.9% | +50.1% |
| MO | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Altria Group, Inc. (MO) | Aug 27, 2020 | Sep 21, 2026 | +153.5% | +141.5% | +12.0% |
| JETS | g fedcF ILING S TATUS : New S UbHOLDING O F : TD WATERHOUSE CLEARING U.S. Global Jets ETF (JETS) | Apr 14, 2020 | Sep 18, 2026 | +90.9% | +88.9% | +2.0% |
| PINS | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Pinterest, Inc. Class A (PINS) | Apr 22, 2020 | Sep 21, 2026 | -0.2% | +202.8% | -203.0% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 16 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| BA | Boeing Company (BA) | Dec 9, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| BA | 2000152831 Boeing Company (BA) | Dec 9, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| PINS | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Pinterest, Inc. Class A (PINS) | Jan 14, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| MAIN | g fedcbF IlINg S TATuS : New S ubHOlDINg O F : Avantax Investment Services Main Street Capital Corporation (MAIN) | Nov 15, 2021 | Sale | $15.0K – $50.0K | Filing ↗ |
| MO | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Altria Group, Inc. (MO) | Aug 19, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| NVDA | ranSactionS iD owner asset transaction type notification Date amount cap. gains > NVIDIA Corporation (NVDA) | Jul 20, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| XLF | g fedcF ILING S TATUS : New S UbHOLDING O F : TD WATERHOUSE CLEARING SPDR Select Sector Fund - Financial (XLF) | Sep 2, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| MO | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Altria Group, Inc. (MO) | Aug 27, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| PINS | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Pinterest, Inc. Class A (PINS) | Apr 22, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| JETS | g fedcF ILING S TATUS : New S UbHOLDING O F : TD WATERHOUSE CLEARING U.S. Global Jets ETF (JETS) | Apr 14, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| NVDA | g fedcbF ILING S TATUS : New S UbHOLDING O F : TD WATERHOUSE CLEARING NVIDIA Corporation (NVDA) | Feb 21, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| AMZN | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Amazon.com, Inc. (AMZN) | Jan 31, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| MAIN | g fedcF ILING S TATUS : New S UBHOLDING O F : 1ST GLOBAL RESEARCH & CONSULTING D ESCRIPTION : American Funds portfolio sold (Rollover IRA) Main Street Capital Corporation (MAIN) | Feb 28, 2019 | Purchase | $1.0K – $15.0K | Filing ↗ |
| EXG | g fedcF ILING S TATUS : New S UBHOLDING O F : 1ST GLOBAL RESEARCH & CONSULTING D ESCRIPTION : American Funds portfolio sold (Rollover IRA) Eaton Vance Tax-Managed Global Diversified Equity Income Fund Eaton Vance Tax-Managed Global Diversified Equity Income Fund Common Shares of Benefici alInterest (EXG) | Feb 28, 2019 | Purchase | $1.0K – $15.0K | Filing ↗ |
| EXG | g fedcF ILING S TATUS : New S UBHOLDING O F : 1ST GLOBAL RESEARCH & CONSULTING D ESCRIPTION : American Funds portfolio sold (Rollover IRA) Eaton Vance Tax-Managed Global Diversified Equity Income Fund Eaton Vance Tax-Managed Global Diversified Equity Income Fund Common Shares of Benefici alInterest (EXG) | Jan 14, 2019 | Purchase | $1.0K – $15.0K | Filing ↗ |
| BRK.B | rANSACTIONS ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > Berkshire Hathaway Inc. New (BRK.B) | Jan 4, 2019 | Purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10081433 | 36 | 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.