Transactions
66
Total transactions associated with this filer
Disclosed purchases
121
$52.0K – $255.0K
Average modeled return
+77.5%
23 modeled purchases
Average vs. S&P 500
-59.0%
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↑↓ |
|---|---|---|---|---|---|---|
| NUE | Nucor Corporation | Jan 26, 2016 | Sep 21, 2026 | +747.5% | +383.2% | +364.3% |
| IBM | International Business Machines Corporation Common | Jan 3, 2022 | Sep 21, 2026 | +101.1% | +72.4% | +28.7% |
| SPG | Simon Property Group, Inc. | May 25, 2021 | Sep 21, 2026 | +119.6% | +98.9% | +20.8% |
| T | AT&T Inc. | Jun 29, 2026 | Sep 18, 2026 | +18.0% | +3.0% | +14.9% |
| VZ | Verizon Communications Inc | Dec 12, 2025 | Sep 18, 2026 | +23.5% | +12.9% | +10.6% |
| KHC | The Kraft Heinz Company - Common Stock | May 21, 2026 | Sep 18, 2026 | +7.4% | +3.1% | +4.3% |
| SWK | Stanley Black & Decker Inc | Jan 12, 2026 | Sep 18, 2026 | +12.0% | +10.4% | +1.6% |
| WPC | W. P. Carey Inc. REIT | Jan 12, 2026 | Sep 18, 2026 | +1.9% | +10.4% | -8.5% |
| STAG | STAG Industrial, Inc. | Jan 15, 2021 | Dec 13, 2024 | +37.8% | +46.4% | -8.6% |
| O | Realty Income Corporation Common Stock | Jul 23, 2026 | Sep 18, 2026 | -11.7% | +3.4% | -15.1% |
| TFC | Truist Financial Corporation Common Stock | Mar 14, 2023 | Sep 21, 2026 | +84.7% | +106.9% | -22.1% |
| VZ | VZ | Nov 9, 2021 | Sep 21, 2026 | +24.2% | +76.8% | -52.6% |
| VPU | Vanguard Utilities Index Fund ETF Shares | Apr 15, 2021 | Sep 21, 2026 | +43.0% | +100.0% | -57.0% |
| IFF | Internationa Flavors & Fragrances, Inc. Common Sto | Jun 6, 2023 | Sep 21, 2026 | +13.1% | +88.6% | -75.5% |
| O | Realty Income Corporation Common Stock | Jul 21, 2021 | Sep 21, 2026 | +9.3% | +90.8% | -81.5% |
| FSK | FS KKR Capital Corp. Common Stock | Aug 27, 2021 | Sep 18, 2026 | +5.2% | +88.9% | -83.6% |
| O | Realty Income Corporation Common Stock | Mar 14, 2023 | Sep 21, 2026 | +9.3% | +106.9% | -97.5% |
| T | AT&T Inc. | Oct 30, 2018 | Sep 21, 2026 | +91.5% | +225.3% | -133.9% |
| SPG | Simon Property Group, Inc. | Jun 5, 2017 | Sep 21, 2026 | +119.4% | +267.2% | -147.7% |
| SPG | Simon Property Group, Inc. | Dec 30, 2016 | Sep 21, 2026 | +92.0% | +302.5% | -210.5% |
| VZ | Verizon Communications Inc. Rate/Coupon: 2.625% Matures: 08/15/26 | Sep 30, 2016 | Sep 21, 2026 | +57.7% | +318.4% | -260.7% |
| WPC | W. P. Carey Inc. | Jan 26, 2016 | Sep 21, 2026 | +116.2% | +383.2% | -267.0% |
| IVZ | Invesco Ltd. | May 24, 2016 | Sep 21, 2026 | +60.3% | +339.9% | -279.5% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 3 · 66 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| O | Realty Income Corporation Common Stock | Jul 23, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| T | AT&T Inc. | Jun 29, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| KHC | The Kraft Heinz Company - Common Stock | May 21, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| CTVA | Corteva, Inc. Common Stock | Apr 23, 2026 | Sale (Full) | $15.0K – $50.0K | Filing ↗ |
| WPC | W. P. Carey Inc. REIT | Jan 12, 2026 | Purchase | $15.0K – $50.0K | Filing ↗ |
| SWK | Stanley Black & Decker Inc | Jan 12, 2026 | Purchase | $15.0K – $50.0K | Filing ↗ |
| INTC | Intel Corp | Dec 12, 2025 | Sale (Full) | $15.0K – $50.0K | Filing ↗ |
| VZ | Verizon Communications Inc | Dec 12, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| CAG | Conagra Brands Inc | Nov 14, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| OGN | Organon & Co. | Jul 10, 2025 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| LEG | Leggett & Platt Inc | Oct 31, 2024 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| LW | Lamb Weston Holdings Inc | Oct 31, 2024 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| IVZ | Invesco Ltd Common Stock | Oct 17, 2024 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| OTIS | Otis Worldwide Corp | Jul 17, 2024 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| IFF | International Flavors & Fragrances | May 14, 2024 | Sale (Full) | $15.0K – $50.0K | Filing ↗ |
| SOLV | Solventum Corporation | May 14, 2024 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| CCL | Carnival Corp | May 14, 2024 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| SLB | Schlumberger N.V. | May 14, 2024 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| D | Dominion Energy Inc | Dec 28, 2023 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| IFF | Internationa Flavors & Fragrances, Inc. Common Sto | Jun 6, 2023 | Purchase | $1.0K – $15.0K | Filing ↗ |
| TFC | Truist Financial Corporation Common Stock | Mar 14, 2023 | Purchase | $1.0K – $15.0K | Filing ↗ |
| O | Realty Income Corporation Common Stock | Mar 14, 2023 | Purchase | $15.0K – $50.0K | Filing ↗ |
| NUE | Nucor Corporation Common Stock | Mar 13, 2023 | Sale (Full) | $50.0K – $100.0K | Filing ↗ |
| WBD | Warner Bros. Discovery, Inc. - Series A Common Sto | Dec 12, 2022 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| -- HR | HEALTHCARE REALTY TR INC (Exchanged) Healthcare Realty Trust Incorporated Common Stock (Received) | Jul 20, 2022 | Exchange | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|
No annual disclosure is currently associated with this filer.
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.