Transactions
78
Total transactions associated with this filer
Disclosed purchases
78
$25.0K – $375.0K
Average modeled return
+19.4%
78 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↑↓ |
|---|---|---|---|---|---|---|
| JNJ | F S : New D : Reinvest Shares Johnson & Johnson Common Stock (JNJ) | Dec 10, 2024 | Sep 18, 2026 | +89.5% | +29.3% | +60.2% |
| JNJ | F S : New D : Reinvest Shares Johnson & Johnson Common Stock (JNJ) | Jun 10, 2025 | Sep 18, 2026 | +77.8% | +28.4% | +49.4% |
| JNJ | F S : New D : Reinvest Shares Johnson & Johnson Common Stock (JNJ) | Jun 4, 2024 | Sep 21, 2026 | +94.7% | +50.6% | +44.1% |
| JNJ | F S : New D : Reinvest shares Johnson & Johnson Common Stock (JNJ) | Mar 4, 2025 | Sep 18, 2026 | +69.6% | +34.6% | +34.9% |
| JNJ | F S : New D : Reinvest Shares Johnson & Johnson Common Stock (JNJ) | Sep 10, 2024 | Sep 21, 2026 | +70.7% | +44.5% | +26.1% |
| JNJ | F S : New D : Automatic reinvestment of dividends earned. Johnson & Johnson Common Stock (JNJ) | Dec 9, 2025 | Sep 18, 2026 | +37.2% | +12.7% | +24.5% |
| JNJ | F S : New D : Reinvest Shares Johnson & Johnson Common Stock (JNJ) | Mar 5, 2024 | Sep 21, 2026 | +81.4% | +57.4% | +24.0% |
| KO | Coca-Cola Company (KO) | Dec 16, 2024 | Sep 21, 2026 | +47.4% | +30.3% | +17.1% |
| KO | Coca-Cola Company (KO) | Dec 15, 2025 | Sep 18, 2026 | +26.8% | +13.1% | +13.7% |
| JNJ | F S : New D : Automatic reinvestment of dividends earned. Johnson & Johnson Common Stock (JNJ) | Jun 9, 2026 | Sep 18, 2026 | +14.5% | +3.9% | +10.6% |
| JNJ | F S : New D : Reinvest Shares Johnson & Johnson (JNJ) | Dec 5, 2023 | Sep 21, 2026 | +84.4% | +75.5% | +8.9% |
| KO | Coca-Cola Company (KO) | Jul 1, 2026 | Sep 18, 2026 | +9.2% | +2.4% | +6.8% |
| PG | Procter & Gamble Company (PG) | Aug 17, 2026 | Sep 18, 2026 | +2.3% | -1.2% | +3.5% |
| JNJ | F S : New D : Reinvest shares Johnson & Johnson (JNJ) | Sep 7, 2023 | Sep 21, 2026 | +84.2% | +80.8% | +3.4% |
| KO | Coca-Cola Company (KO) | Apr 1, 2024 | Sep 21, 2026 | +55.3% | +52.4% | +2.9% |
| KO | Coca-Cola Company (KO) | Jul 1, 2024 | Sep 21, 2026 | +47.8% | +45.4% | +2.3% |
| PG | Procter & Gamble Company (PG) | May 15, 2026 | Sep 18, 2026 | +4.2% | +3.6% | +0.6% |
| KO | Coca-Cola Company (KO) | Apr 1, 2026 | Sep 18, 2026 | +17.4% | +16.8% | +0.6% |
| KO | Coca-Cola Company (KO) | Jul 1, 2025 | Sep 21, 2026 | +26.8% | +26.8% | -0.1% |
| IBM | F S : New D : Reinvest Shares International Business Machines Corporation (IBM) | Jun 13, 2023 | Sep 21, 2026 | +84.6% | +84.9% | -0.3% |
| JNJ | F S : New D : Automatic reinvestment of dividends earned. Johnson & Johnson Common Stock (JNJ) | Mar 10, 2026 | Sep 18, 2026 | +12.0% | +13.4% | -1.4% |
| JNJ | F S : New D : Reinvest Shares Johnson & Johnson (JNJ) | Jun 7, 2023 | Sep 21, 2026 | +87.3% | +89.2% | -2.0% |
| IBM | F S : New D : Reinvest Shares International Business Machines Corporation (IBM) | Mar 13, 2023 | Sep 21, 2026 | +105.0% | +110.3% | -5.3% |
| IBM | F S : New D : Reinvest Shares International Business Machines Corporation Common Stock (IBM) | Jun 10, 2024 | Sep 21, 2026 | +43.0% | +48.5% | -5.6% |
| JNJ | F S : New D : Reinvest Shares Johnson & Johnson (JNJ) | Mar 8, 2023 | Sep 21, 2026 | +95.5% | +103.1% | -7.6% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 4 · 78 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| PG | Procter & Gamble Company (PG) | Aug 17, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| KO | Coca-Cola Company (KO) | Jul 1, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| HD | Home Depot, Inc. (HD) | Jun 18, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| PPG | F S : New D : Automatic reinvestment of dividends earned. PPG Industries, Inc. Common Stock (PPG) | Jun 12, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| IBM | F S : New D : Automatic reinvestment of dividends earned. International Business Machines Corporation Common Stock (IBM) | Jun 10, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| JNJ | F S : New D : Automatic reinvestment of dividends earned. Johnson & Johnson Common Stock (JNJ) | Jun 9, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| PG | Procter & Gamble Company (PG) | May 15, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| KO | Coca-Cola Company (KO) | Apr 1, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| HD | Home Depot, Inc. (HD) | Mar 26, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| PPG | F S : New D : Automatic reinvestment of dividends earned. PPG Industries, Inc. Common Stock (PPG) | Mar 12, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| IBM | F S : New D : Automatic reinvestment of dividends earned. International Business Machines Corporation Common Stock (IBM) | Mar 10, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| JNJ | F S : New D : Automatic reinvestment of dividends earned. Johnson & Johnson Common Stock (JNJ) | Mar 10, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| PG | Procter & Gamble Company (PG) | Feb 17, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| HD | F S : New D : Automatic reinvestment of dividends earned. Home Depot, Inc. (HD) | Dec 18, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| KO | Coca-Cola Company (KO) | Dec 15, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| IBM | F S : New D : Automatic reinvestment of dividends earned. International Business Machines Corporation Common Stock (IBM) | Dec 12, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| PPG | F S : New D : Automatic reinvestment of dividends earned. PPG Industries, Inc. Common Stock (PPG) | Dec 12, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| JNJ | F S : New D : Automatic reinvestment of dividends earned. Johnson & Johnson Common Stock (JNJ) | Dec 9, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| KO | Coca-Cola Company (KO) | Jul 1, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| HD | Home Depot, Inc. (HD) | Jun 18, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| PPG | F S : New D : Reinvest Shares PPG Industries, Inc. Common Stock (PPG) | Jun 12, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| JNJ | F S : New D : Reinvest Shares Johnson & Johnson Common Stock (JNJ) | Jun 10, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| IBM | F S : New D : Reinvest shares International Business Machines Corporation Common Stock (IBM) | Jun 10, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| PG | Procter & Gamble Company (PG) | May 15, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| KO | Coca-Cola Company (KO) | Apr 1, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10074933 | 67 | PARTIAL | 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.