Transactions
310
Total transactions associated with this filer
Disclosed purchases
227
$9.0K – $135.0K
Average modeled return
+103.9%
94 modeled purchases
Average vs. S&P 500
-45.3%
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↑↓ |
|---|---|---|---|---|---|---|
| EAT | g fedcF IlINg S TATuS : New Brinker International, Inc. (EAT) | Dec 20, 2018 | Sep 18, 2026 | +348.5% | +88.9% | +259.6% |
| EAT | g fedcF IlINg S TATuS : New S uBHolDINg o F : IRA's > IRA- Spouse JT Brinker International, Inc. (EAT) | Dec 20, 2018 | Sep 18, 2026 | +348.5% | +88.9% | +259.6% |
| IRM | SP Iron Mountain Incorporated (IRM) | Mar 4, 2021 | Sep 18, 2026 | +313.3% | +88.9% | +224.5% |
| MSFT | g fedcF IlINg S TATuS : New Microsoft Corporation (MSFT) | Dec 20, 2018 | Sep 21, 2026 | +427.3% | +252.5% | +174.8% |
| MSFT | g fedcbF IlINg S TATuS : New JT Microsoft Corporation (MSFT) | Dec 20, 2018 | Sep 21, 2026 | +427.3% | +252.5% | +174.8% |
| CACI | g fedcF IlINg S TATuS : New S uBHolDINg o F : IRA's > IRA- Spouse CACI International, Inc. Class A (CACI) | Mar 8, 2019 | Sep 18, 2026 | +249.5% | +88.9% | +160.6% |
| CACI | g fedcF IlINg S TATuS : New S uBHolDINg o F : IRA's > IRA- Spouse Filing ID #20016342 JT CACI International, Inc. Class A (CACI) | Mar 23, 2020 | Sep 18, 2026 | +246.7% | +88.9% | +157.8% |
| SYY | g fedcF IlINg S TATuS : New JT Sysco Corporation (SYY) | Mar 23, 2020 | Sep 18, 2026 | +160.0% | +88.9% | +71.1% |
| NTAP | g fedcF IlINg S TATuS : New S uBHolDINg o F : IRA's > IRA- Spouse JT NetApp, Inc. (NTAP) | Dec 20, 2018 | Sep 21, 2026 | +320.2% | +252.5% | +67.7% |
| NTAP | g fedcbF IlINg S TATuS : New NetApp, Inc. (NTAP) | Dec 20, 2018 | Sep 21, 2026 | +320.2% | +252.5% | +67.7% |
| VUG | F S : New Vanguard Growth ETF (VUG) | Nov 2, 2022 | Sep 18, 2026 | +155.7% | +88.9% | +66.8% |
| RTX | g fedcF IlINg S TATuS : New Raytheon Technologies Corporation (RTX) | Apr 13, 2020 | Sep 21, 2026 | +265.0% | +206.6% | +58.4% |
| RTX | g fedcF IlINg S TATuS : New S uBHolDINg o F : IRA's > IRA- Spouse JT Raytheon Technologies Corporation (RTX) | Apr 30, 2020 | Sep 21, 2026 | +248.2% | +190.9% | +57.3% |
| RTX | g fedcF IlINg S TATuS : New Raytheon Technologies Corporation (RTX) | Apr 30, 2020 | Sep 21, 2026 | +248.2% | +190.9% | +57.3% |
| RTX | g fedcF IlINg S TATuS : New JT Raytheon Technologies Corporation (RTX) | Apr 24, 2020 | Sep 21, 2026 | +255.8% | +198.6% | +57.1% |
| EMXC | SP iShares MSCI Emerging Markets ex China ETF (EMXC) | Oct 6, 2023 | Sep 18, 2026 | +115.1% | +88.9% | +26.2% |
| EMXC | F S : New S O : United IRA D : Purchased 322 shares of the MSCI EM EX China Index ETF $ 15,963.51 iShares MSCI Emerging Markets ex China ETF (EMXC) | Oct 6, 2023 | Sep 18, 2026 | +115.1% | +88.9% | +26.2% |
| MAIIX | F S : New iShares MSCI EAFE International Index Fund (MAIIX) | Nov 2, 2022 | Sep 18, 2026 | +101.8% | +88.9% | +12.9% |
| SGENX | F S : New L : US D : Purchased 2,989.177 shares Fidelity Mid Cap INDX-IN$ PR (FSMDX) on 11/14/2022 at $27.00. First Eagle SOGEN Global Fund #901 (SGENX) | Nov 2, 2022 | Sep 18, 2026 | +96.3% | +88.9% | +7.4% |
| TJX | g fedcbF IlINg S TATuS : New JT TJX Companies, Inc. (TJX) | Mar 23, 2020 | Sep 21, 2026 | +285.5% | +279.0% | +6.5% |
| FDEV | F S : New Fidelity Emerging Markets Multifactor ETF (FDEV) | Nov 2, 2022 | Sep 18, 2026 | +89.3% | +88.9% | +0.4% |
| TJX | g fedcF IlINg S TATuS : New S uBHolDINg o F : IRA's > IRA- Spouse JT TJX Companies, Inc. (TJX) [ST] P 04/30/2020 04/30/2020 $99.83 g fedcF IlINg S TATuS : New Tractor Supply Company (TSCo) | Apr 30, 2020 | Sep 21, 2026 | +188.9% | +190.9% | -2.0% |
| TJX | g fedcF IlINg S TATuS : New TJX Companies, Inc. (TJX) | Apr 30, 2020 | Sep 21, 2026 | +188.9% | +190.9% | -2.0% |
| GILD | F S : New S O : Matt Miller Investment Management Account Gilead Sciences, Inc. - Common Stock (GILD) | Mar 10, 2025 | Sep 18, 2026 | +34.0% | +38.5% | -4.5% |
| ATR | F IlINg S TATuS : New S uBHolDINg o F : IRA's > Rollover IRA JT Aptargroup, Inc. (ATR) | Jul 20, 2016 | Sep 18, 2026 | +77.6% | +88.9% | -11.2% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 13 · 310 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| DGX | F S : New Quest Diagnostics Incorporated Common Stock (DGX) | Mar 10, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| GILD | F S : New S O : Matt Miller Investment Management Account Gilead Sciences, Inc. - Common Stock (GILD) | Mar 10, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| USB | F S : New S O : Matt Miller Investment Management Account U.S. Bancorp Common Stock (USB) | Mar 10, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| USB | SP U.S. Bancorp Common Stock (USB) | Mar 10, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| AFL | AFLAC Incorporated Common Stock (AFL) | Mar 10, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| HON | F S : New S O : Matt Miller Investment Management Account Honeywell International Inc. - Common Stock (HON) | Mar 10, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| TGT | F S : New S O : Matt Miller Investment Management Account Target Corporation Common Stock (TGT) | Mar 10, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| UPS | F S : New S O : Matt Miller Investment Management Account United Parcel Service, Inc. Common Stock (UPS) | Mar 10, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| TGT | SP Target Corporation Common Stock (TGT) | Mar 10, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| LMT | Lockheed Martin Corporation Common Stock (LMT) | Mar 10, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AWK | F S : New S O : Matt Miller Investment Management Account American Water Works Company, Inc. Common Stock (AWK) | Mar 10, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| PEP | F S : New S O : Matt Miller Investment Management Account PepsiCo, Inc. - Common Stock (PEP) | Mar 10, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| CME | F S : New S O : Matt Miller Investment Management Account CME Group Inc. - Class A Common Stock (CME) | Mar 10, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| HSY | F S : New S O : Matt Miller Investment Management Account The Hershey Company Common Stock (HSY) | Mar 10, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| PFE | F S : New S O : Matt Miller Investment Management Account Pfizer, Inc. Common Stock (PFE) | Mar 10, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| DGX | SP Quest Diagnostics Incorporated Common Stock (DGX) | Mar 10, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| PFE | 2000134514 SP Pfizer, Inc. Common Stock (PFE) | Mar 10, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| ITW | F S : New S O : Matt Miller Investment Management Account Illinois Tool Works Inc. Common Stock (ITW) | Mar 10, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| WBD | Warner Bros. Discovery, Inc. - Series A Common Stock (WBD) | Aug 12, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| CMCSA | F S : New Comcast Corporation - Class A Common Stock (CMCSA) | May 8, 2024 | Sale | $15.0K – $50.0K | Filing ↗ |
| COKE | F S : New Coca-Cola Consolidated, Inc. - Common Stock (COKE) | May 8, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| CMCSA | F S : New Comcast Corporation - Class A Common Stock (CMCSA) | May 8, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| MCK | F S : New McKesson Corporation Common Stock (MCK) | May 8, 2024 | Sale | $15.0K – $50.0K | Filing ↗ |
| T | F S : New AT&T Inc. (T) | May 8, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| COKE | F S : New Coca-Cola Consolidated, Inc. - Common Stock (COKE) | May 8, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076025 | 88 | 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.