Transactions
167
Total transactions associated with this filer
Disclosed purchases
192
$3.0K – $45.0K
Average modeled return
+202.1%
85 modeled purchases
Average vs. S&P 500
+12.0%
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↑↓ |
|---|---|---|---|---|---|---|
| MPC | g fedcF ILING S TATUS : New S UbHoLDING o F : TD Ameritrade Ann IRA ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > SP Marathon Petroleum Corporat ion(MPC) | Apr 4, 2017 | Sep 21, 2026 | +992.9% | +280.4% | +712.4% |
| MPC | g fedcF ILING S TATUS : New S UbHoLDING o F : TD Ameritrade Ann IRA SP Marathon Petroleum Corporat ion(MPC) | Nov 27, 2017 | Sep 21, 2026 | +770.0% | +240.9% | +529.1% |
| MSFT | g fedcF ILING S TATUS : New S UbHoLDING o F : TD Ameritrade G JT SP Microsoft Corporation (MSFT) | Apr 4, 2017 | Sep 21, 2026 | +741.8% | +280.4% | +461.4% |
| MPC | g fedcF ILING S TATUS : New S UbHoLDING o F : TD Ameritrade Ann IRA JT Marathon Petroleum Corporat ion(MPC) | Jul 12, 2018 | Sep 21, 2026 | +653.9% | +213.3% | +440.6% |
| WDC | g fedcF ILING S TATUS : New S UbHoLDING o F : TD Ameritrade Gary IRA ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > SP Western Digital Corporation (WDC) | Aug 14, 2017 | Sep 21, 2026 | +687.2% | +261.6% | +425.6% |
| MPC | g fedcF ILING S TATUS : New S UbHoLDING o F : TD Ameritrade G JT Marathon Petroleum Corporat ion(MPC) | Aug 6, 2018 | Sep 21, 2026 | +565.8% | +207.5% | +358.3% |
| GME | g fedcF ILING S TATUS : New S UbHoLDING o F : TD Ameritrade Ann IRA SP Gamestop Corporation (GME) | Apr 4, 2017 | Sep 18, 2026 | +398.9% | +88.9% | +310.1% |
| CVI | g fedcF ILING S TATUS : New S UbHoLDING o F : TD Ameritrade Ann IRA SP CVR Energy Inc. (CVI) | Jun 26, 2017 | Sep 18, 2026 | +397.9% | +88.9% | +309.0% |
| IRM | g fedcF ILING S TATUS : New S UbHoLDING o F : TD Ameritrade G JT Iron Mountain Incorporate d (IRM) | Aug 6, 2018 | Sep 18, 2026 | +387.4% | +88.9% | +298.5% |
| IRM | g fedcF ILING S TATUS : New S UbHoLDING o F : TD Ameritrade G JT JT Iron Mountain Incorporate d (IRM) | Jul 12, 2018 | Sep 18, 2026 | +377.7% | +88.9% | +288.8% |
| MCK | g fedcF ILING S TATUS : New S UbHoLDING o F : TD Ameritrade Ann IRA SP McKesson Corporation (MCK) | Apr 4, 2017 | Sep 21, 2026 | +555.1% | +280.4% | +274.7% |
| MS | g fedcF ILING S TATUS : New S UbHoLDING o F : TD Ameritrade Ann IRA Morgan Stanley (MS) | Aug 6, 2018 | Sep 21, 2026 | +424.1% | +207.5% | +216.7% |
| MS | g fedcbF ILING S TATUS : New S UbHoLDING o F : TD Ameritrade Ann IRA SP Morgan Stanley (MS) | Jul 31, 2017 | Sep 21, 2026 | +469.9% | +261.3% | +208.7% |
| MSFT | g fedcF ILING S TATUS : New S UbHoLDING o F : TD Ameritrade Gary IRA JT Microsoft Corporation (MSFT) | Jul 12, 2018 | Sep 21, 2026 | +417.9% | +213.3% | +204.7% |
| MSFT | g fedcF ILING S TATUS : New S UbHoLDING o F : TD Ameritrade Gary IRA Microsoft Corporation (MSFT) | Aug 6, 2018 | Sep 21, 2026 | +399.0% | +207.5% | +191.6% |
| ASND | g fedcF ILING S TATUS : New S UbHoLDING o F : TD Ameritrade Gary IRA Ascendis Pharma A/S - AmericanDepositary Shares (ASND) | Aug 6, 2018 | Sep 18, 2026 | +255.3% | +88.9% | +166.5% |
| MA | g fedcF ILING S TATUS : New S UbHoLDING o F : TD Ameritrade G JT SP Mastercard Incorporated (MA) | Apr 4, 2017 | Sep 21, 2026 | +432.9% | +280.4% | +152.4% |
| ASND | g fedcF ILING S TATUS : New S UbHoLDING o F : TD Ameritrade Gary IRA JT Ascendis Pharma A/S - AmericanDepositary Shares (ASND) | Jul 12, 2018 | Sep 18, 2026 | +240.6% | +88.9% | +151.7% |
| WMT | g fedcF ILING S TATUS : New S UbHoLDING o F : TD Ameritrade Gary IRA SP Walmart Inc. (WMT) | Apr 4, 2017 | Sep 21, 2026 | +421.5% | +280.4% | +141.0% |
| HLT | g fedcF ILING S TATUS : New S UbHoLDING o F : TD Ameritrade Gary IRA Hilton Worldwide Holdings Inc. (HLT) | Aug 6, 2018 | Sep 21, 2026 | +303.0% | +207.5% | +95.6% |
| RF | g fedcF ILING S TATUS : New S UbHoLDING o F : TD Ameritrade Ann IRA JT Regions Financial Corporation (RF) | Jul 12, 2018 | Sep 18, 2026 | +126.4% | +88.9% | +37.6% |
| ANDE | g fedcF ILING S TATUS : New S UbHoLDING o F : TD Ameritrade Ann IRA SP The Andersons, Inc. (ANDE) | Apr 4, 2017 | Sep 18, 2026 | +123.7% | +88.9% | +34.8% |
| NTRS | g fedcbF ILING S TATUS : New S UbHoLDING o F : TD Ameritrade Ann IRA Filing ID #20010408 Northern Trust Corporation (NTRS) | Sep 24, 2018 | Sep 18, 2026 | +113.5% | +88.9% | +24.7% |
| NTRS | g fedcF ILING S TATUS : New S UbHoLDING o F : TD Ameritrade Gary IRA SP Northern Trust Corporation (NTRS) | Sep 24, 2018 | Sep 18, 2026 | +113.5% | +88.9% | +24.7% |
| RF | g fedcF ILING S TATUS : New S UbHoLDING o F : TD Ameritrade Ann IRA SP Regions Financial Corporation (RF) | May 14, 2018 | Sep 18, 2026 | +107.6% | +88.9% | +18.7% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 7 · 167 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| CTL | g fedcF ILING S TaTUS : New S UbHoLDING o F : TD ameritrade Gary IRa SP CenturyLink, Inc. (CTL) | Oct 5, 2018 | Sale | $1.0K – $15.0K | Filing ↗ |
| ESRX | g fedcF ILING S TaTUS : New S UbHoLDING o F : TD ameritrade JT Express Scripts Holding Company (ESRX) | Oct 5, 2018 | Sale | $1.0K – $15.0K | Filing ↗ |
| ESRX | g fedcbF ILING S TaTUS : New S UbHoLDING o F : TD ameritrade ann IRa JT Express Scripts Holding Company (ESRX) | Oct 5, 2018 | Sale | $1.0K – $15.0K | Filing ↗ |
| MPC | g fedcF ILING S TaTUS : New S UbHoLDING o F : TD ameritrade ann IRa SP Marathon Petroleum Corporat ion(MPC) | Oct 5, 2018 | Sale | $1.0K – $15.0K | Filing ↗ |
| VMW | g fedcbF ILING S TaTUS : New S UbHoLDING o F : TD ameritrade ann IRa Vmware, Inc. Common stock, Classa (VMW) | Oct 5, 2018 | Sale | $1.0K – $15.0K | Filing ↗ |
| NTRS | g fedcF ILING S TaTUS : New S UbHoLDING o F : TD ameritrade Gary IRa SP Northern Trust Corporation (NTRS) | Oct 5, 2018 | Sale | $1.0K – $15.0K | Filing ↗ |
| ESRX | g fedcbF ILING S TaTUS : New S UbHoLDING o F : TD ameritrade Gary IRa SP Express Scripts Holding Company (ESRX) | Oct 5, 2018 | Sale | $1.0K – $15.0K | Filing ↗ |
| SYY | g fedcF ILING S TaTUS : New S UbHoLDING o F : TD ameritrade Gary IRa JT Sysco Corporation (SYY) | Oct 5, 2018 | Sale | $1.0K – $15.0K | Filing ↗ |
| KR | g fedcF ILING S TaTUS : New S UbHoLDING o F : TD ameritrade ann IRa SP Kroger Company (KR) | Oct 5, 2018 | Sale | $1.0K – $15.0K | Filing ↗ |
| GM | g fedcbF ILING S TaTUS : New S UbHoLDING o F : TD ameritrade ann IRa SP General Motors Company (GM) | Oct 5, 2018 | Sale | $1.0K – $15.0K | Filing ↗ |
| MPC | g fedcF ILING S TaTUS : New S UbHoLDING o F : TD ameritrade Gary IRa JT Marathon Petroleum Corporat ion(MPC) | Oct 5, 2018 | Sale | $1.0K – $15.0K | Filing ↗ |
| MPC | g fedcbF ILING S TaTUS : New S UbHoLDING o F : TD ameritrade ann IRa Marathon Petroleum Corporat ion(MPC) | Oct 5, 2018 | Sale | $1.0K – $15.0K | Filing ↗ |
| MTD | g fedcbF ILING S TaTUS : New S UbHoLDING o F : TD ameritrade ann IRa Mettler-Toledo International, Inc. (MTD) | Oct 5, 2018 | Sale | $1.0K – $15.0K | Filing ↗ |
| NTRS | g fedcF ILING S TaTUS : New S UbHoLDING o F : TD ameritrade Gary IRa Northern Trust Corporation (NTRS) | Oct 5, 2018 | Sale | $1.0K – $15.0K | Filing ↗ |
| T | g fedcFiling ID #20010611 F ILING S TaTUS : New S UbHoLDING o F : TD ameritrade Gary IRa aT&T Inc. (T) | Oct 5, 2018 | Sale | $1.0K – $15.0K | Filing ↗ |
| VMW | g fedcF ILING S TaTUS : New S UbHoLDING o F : TD ameritrade JT SP Vmware, Inc. Common stock, Classa (VMW) | Oct 5, 2018 | Sale | $1.0K – $15.0K | Filing ↗ |
| SYY | g fedcF ILING S TaTUS : New iD owner asset transaction type notification Date amount cap. gains > S UbHoLDING o F : TD ameritrade ann IRa SP Sysco Corporation (SYY) | Oct 5, 2018 | Sale | $1.0K – $15.0K | Filing ↗ |
| SYY | g fedcF ILING S TaTUS : New S UbHoLDING o F : TD ameritrade ann IRa Sysco Corporation (SYY) | Oct 5, 2018 | Sale | $1.0K – $15.0K | Filing ↗ |
| NTRS | g fedcF ILING S TATUS : New S UbHoLDING o F : TD Ameritrade Gary IRA SP Northern Trust Corporation (NTRS) | Sep 24, 2018 | Purchase | $1.0K – $15.0K | Filing ↗ |
| NTRS | g fedcbF ILING S TATUS : New S UbHoLDING o F : TD Ameritrade Ann IRA Filing ID #20010408 Northern Trust Corporation (NTRS) | Sep 24, 2018 | Purchase | $1.0K – $15.0K | Filing ↗ |
| REGN | g fedcF ILING S TATUS : New S UbHoLDING o F : TD Ameritrade Ann IRA SP Regeneron Pharmaceutic als, Inc.(REGN) | Sep 18, 2018 | Sale | $1.0K – $15.0K | Filing ↗ |
| IDTI | g fedcF ILING S TATUS : New S UbHoLDING o F : TD Ameritrade Ann IRA Integrated Device Technology, Inc. (IDTI) | Sep 18, 2018 | Sale | $1.0K – $15.0K | Filing ↗ |
| IDTI | g fedcbF ILING S TATUS : New S UbHoLDING o F : TD Ameritrade Gary IRA SP Integrated Device Technology, Inc. (IDTI) | Sep 18, 2018 | Sale | $1.0K – $15.0K | Filing ↗ |
| AMZN | g fedcbF ILING S TATUS : New S UbHoLDING o F : TD Ameritrade Ann IRA SP Amazon.com, Inc. (AMZN) | Sep 18, 2018 | Sale | $1.0K – $15.0K | Filing ↗ |
| CTL | g fedcF ILING S TATUS : New S UbHoLDING o F : TD Ameritrade Ann IRA SP CenturyLink, Inc. (CTL) | Sep 17, 2018 | Purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075305 | 32 | 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.