Transactions
10
Total transactions associated with this filer
Disclosed purchases
64
$8.0K – $120.0K
Average modeled return
+51.8%
10 modeled purchases
Average vs. S&P 500
+28.1%
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↑↓ |
|---|---|---|---|---|---|---|
| MU | Micron Technology, Inc. - Common Stock | Mar 30, 2026 | Sep 18, 2026 | +215.7% | +21.1% | +194.6% |
| GOOG | Alphabet Inc. - Class C Capital Stock | May 15, 2025 | Sep 18, 2026 | +109.2% | +31.1% | +78.1% |
| MSFT | Microsoft Corporation - Common Stock | Mar 27, 2026 | Sep 18, 2026 | +39.0% | +20.7% | +18.2% |
| MSFT | Microsoft Corporation - Common Stock | Mar 30, 2026 | Sep 18, 2026 | +38.1% | +21.1% | +17.0% |
| AMZN | Amazon.com, Inc. - Common Stock | Mar 30, 2026 | Sep 18, 2026 | +26.3% | +21.1% | +5.1% |
| GOOG | Alphabet Inc. - Class C Capital Stock | Mar 30, 2026 | Sep 18, 2026 | +26.3% | +21.1% | +5.1% |
| — | JPMORGAN CHASE & CO | Jun 17, 2025 | Sep 18, 2026 | +32.9% | +29.6% | +3.3% |
| — | JPMORGAN CHASE & CO | Jun 17, 2025 | Sep 18, 2026 | +32.9% | +29.6% | +3.3% |
| ERIE | Erie Indemnity Company - Class A Common Stock | Mar 27, 2026 | Sep 18, 2026 | +0.4% | +20.7% | -20.3% |
| ERIE | Erie Indemnity Company - Class A Common Stock | Mar 30, 2026 | Sep 18, 2026 | -2.5% | +21.1% | -23.6% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 10 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| AMZN | Amazon.com, Inc. - Common Stock | Mar 30, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MSFT | Microsoft Corporation - Common Stock | Mar 30, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| ERIE | Erie Indemnity Company - Class A Common Stock | Mar 30, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| GOOG | Alphabet Inc. - Class C Capital Stock | Mar 30, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MU | Micron Technology, Inc. - Common Stock | Mar 30, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MSFT | Microsoft Corporation - Common Stock | Mar 27, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| ERIE | Erie Indemnity Company - Class A Common Stock | Mar 27, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| T | AT&T Inc. | Mar 27, 2026 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| GOOG | Alphabet Inc. - Class C Capital Stock | May 15, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MRO | Marathon Oil Corp | Jan 24, 2023 | Sale (Partial) | $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.