Transactions
240
Total transactions associated with this filer
Disclosed purchases
225
$631.0K – $1.7M
Average modeled return
+26.4%
208 modeled purchases
Average vs. S&P 500
+6.4%
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↑↓ |
|---|---|---|---|---|---|---|
| AMD | Advanced Micro Devices, Inc. (AMD) | Aug 1, 2025 | Sep 18, 2026 | +226.0% | +24.2% | +201.9% |
| AMD | F S : New S O : Morgan Stanley - E*TRADE #2 Advanced Micro Devices, Inc. (AMD) | Aug 15, 2025 | Sep 18, 2026 | +215.4% | +20.0% | +195.4% |
| AMD | Advanced Micro Devices, Inc. (AMD) | Jul 30, 2025 | Sep 18, 2026 | +211.9% | +21.7% | +190.2% |
| IREN | F S : New S O : Morgan Stanley - E*TRADE #2 IREN Limited - Ordinary Shares (IREN) | Jul 10, 2025 | Sep 21, 2026 | +179.0% | +25.2% | +153.9% |
| MU | F S : New S O : Morgan Stanley - E*TRADE #2 Micron Technology, Inc. - Common Stock (MU) | Feb 3, 2026 | Sep 18, 2026 | +142.3% | +11.3% | +131.0% |
| AMD | Advanced Micro Devices, Inc. (AMD) | Feb 3, 2026 | Sep 18, 2026 | +131.2% | +11.3% | +119.9% |
| GOOG | F S : New S O : Morgan Stanley - E*TRADE #2 Alphabet Inc. - Class C Capital Stock (GOOG) | Jun 25, 2025 | Sep 18, 2026 | +101.5% | +27.2% | +74.4% |
| GOOG | Alphabet Inc. - Class C Capital Stock (GOOG) | Jun 5, 2025 | Sep 18, 2026 | +103.8% | +30.6% | +73.2% |
| TSM | F S : New S O : Morgan Stanley - E*TRADE - Fields Law Firm 2, LLC Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | Jun 25, 2025 | Sep 18, 2026 | +97.8% | +27.2% | +70.7% |
| GOOG | F S : New S O : Morgan Stanley - E*TRADE #2 Alphabet Inc. - Class C Capital Stock (GOOG) | Jul 14, 2025 | Sep 18, 2026 | +89.1% | +23.6% | +65.5% |
| TSM | F S : New S O : Morgan Stanley - E*TRADE #2 Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | Aug 15, 2025 | Sep 18, 2026 | +84.5% | +20.0% | +64.5% |
| TSM | F S : New S O : Morgan Stanley - E*TRADE #2 Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | Aug 15, 2025 | Sep 18, 2026 | +84.5% | +20.0% | +64.5% |
| GOOG | F S : New S O : Morgan Stanley - E*TRADE #2 Alphabet Inc. - Class C Capital Stock (GOOG) | Jul 17, 2025 | Sep 18, 2026 | +87.1% | +22.9% | +64.2% |
| TSM | F S : New S O : Morgan Stanley - E*TRADE #2 Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | Aug 1, 2025 | Sep 18, 2026 | +87.3% | +24.2% | +63.2% |
| TSM | F S : New S O : Morgan Stanley - E*TRADE #2 Taiwan Semiconductor P 08/13/2025 08/14/2025 $50,001 - Manufacturing Company Ltd. (TSM) [ST] $100,000 F S : New S O : Morgan Stanley - E*TRADE #2 Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | Aug 1, 2025 | Sep 18, 2026 | +87.3% | +24.2% | +63.2% |
| TSM | F S : New S O : Morgan Stanley - E*TRADE #2 Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | Aug 13, 2025 | Sep 18, 2026 | +82.5% | +19.7% | +62.8% |
| TSM | F S : New S O : Morgan Stanley - E*TRADE #2 Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | Aug 13, 2025 | Sep 18, 2026 | +82.5% | +19.7% | +62.8% |
| GOOG | F S : New S O : Morgan Stanley - E*TRADE #2 Alphabet Inc. - Class C Capital Stock (GOOG) | Aug 1, 2025 | Sep 18, 2026 | +82.0% | +24.2% | +57.8% |
| TSM | F S : New S O : Morgan Stanley - E*TRADE #2 Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | Jul 17, 2025 | Sep 18, 2026 | +79.4% | +22.9% | +56.5% |
| ARM | F S : New S O : Morgan Stanley - E*TRADE #2 Arm Holdings plc - American Depositary Shares (ARM) | Jul 16, 2025 | Sep 18, 2026 | +79.1% | +23.7% | +55.4% |
| GOOG | F S : New S O : Morgan Stanley - E*TRADE #2 Alphabet Inc. - Class C Capital Stock (GOOG) | Jul 29, 2025 | Sep 18, 2026 | +75.9% | +21.5% | +54.4% |
| GOOG | F S : New S O : Morgan Stanley - E*TRADE #2 Alphabet Inc. - Class C Capital Stock (GOOG) | Jul 29, 2025 | Sep 18, 2026 | +75.9% | +21.5% | +54.4% |
| GOOG | F S : New S O : Morgan Stanley - E*TRADE #2 Alphabet Inc. - Class C Capital Stock (GOOG) | Jul 30, 2025 | Sep 18, 2026 | +75.0% | +21.7% | +53.4% |
| AAPL | F S : New S O : Morgan Stanley - E*TRADE #2 Apple Inc. - Common Stock (AAPL) | Aug 1, 2025 | Sep 18, 2026 | +66.9% | +24.2% | +42.7% |
| AAPL | F S : New S O : Morgan Stanley - E*TRADE #1 Apple Inc. - Common Stock (AAPL) | Jun 25, 2025 | Sep 18, 2026 | +67.6% | +27.2% | +40.4% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 10 · 240 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| AAPL | Apple Inc. - Common Stock (AAPL) | Aug 13, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| TSM | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | Jul 10, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| NVDA | NVIDIA Corporation - Common Stock (NVDA) | Jun 26, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| NVDA | F S : New S O : Morgan Stanley - E*TRADE #2 NVIDIA Corporation - Common Stock (NVDA) | Jun 26, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| NVDA | F S : New S O : Morgan Stanley - E*TRADE IRA NVIDIA Corporation - Common Stock (NVDA) | Jun 26, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| GOOG | Alphabet Inc. - Class C Capital Stock (GOOG) | Jun 15, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MSFT | F S : New S O : Morgan Stanley - E*TRADE #2 Microsoft Corporation - Common Stock (MSFT) | Jun 11, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MSFT | F S : New S O : Morgan Stanley - E*TRADE #2 Microsoft Corporation - Common Stock (MSFT) | Jun 11, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| QNT | F S : New S O : Morgan Stanley - E*TRADE - Fields Law Firm 2, LLC Quantinuum Inc. - Class A Common Stock (QNT) | Jun 4, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AAPL | Apple Inc. - Common Stock (AAPL) | May 14, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| TSM | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | Apr 9, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| GOOG | Alphabet Inc. - Class C Capital Stock (GOOG) | Mar 16, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MSFT | F S : New S O : Morgan Stanley - E*TRADE - Fields Law Firm 2, LLC Microsoft Corporation - Common Stock (MSFT) | Mar 12, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MSFT | Microsoft Corporation - Common Stock (MSFT) | Mar 12, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AAPL | F S : New S O : Morgan Stanley - E*TRADE #2 Apple Inc. - Common Stock (AAPL) | Feb 12, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AMD | Advanced Micro Devices, Inc. (AMD) | Feb 3, 2026 | Purchase | $50.0K – $100.0K | Filing ↗ |
| MU | F S : New S O : Morgan Stanley - E*TRADE #2 Micron Technology, Inc. - Common Stock (MU) | Feb 3, 2026 | Purchase | $100.0K – $250.0K | Filing ↗ |
| META | F S : New S O : Morgan Stanley - E*TRADE #2 Meta Platforms, Inc. - Class A Common Stock (META) | Feb 3, 2026 | Purchase | $100.0K – $250.0K | Filing ↗ |
| GOOGL | F S : New S O : Morgan Stanley - E*TRADE #2 Alphabet Inc. - Class A Common Stock (GOOGL) | Feb 3, 2026 | Purchase | $100.0K – $250.0K | Filing ↗ |
| LRCX | F S : New S O : Morgan Stanley - E*TRADE #2 Lam Research Corporation - Common Stock (LRCX) | Feb 3, 2026 | Purchase | $15.0K – $50.0K | Filing ↗ |
| META | F S : New S O : Morgan Stanley - E*TRADE #2 Meta Platforms, Inc. - Class A Common Stock (META) | Jan 20, 2026 | Purchase | $50.0K – $100.0K | Filing ↗ |
| IREN | F S : New S O : Morgan Stanley - E*TRADE #2 IREN Limited - Ordinary Shares (IREN) | Jan 20, 2026 | Purchase | $50.0K – $100.0K | Filing ↗ |
| GOOG | F S : New S O : Morgan Stanley - E*TRADE IRA Alphabet Inc. - Class C Capital Stock (GOOG) | Jan 20, 2026 | Purchase | $100.0K – $250.0K | Filing ↗ |
| NFLX | F S : New S O : Morgan Stanley - E*TRADE #2 Netflix, Inc. - Common Stock (NFLX) | Jan 20, 2026 | Purchase | $50.0K – $100.0K | Filing ↗ |
| GOOG | Alphabet Inc. - Class C Capital Stock (GOOG) | Jan 12, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10074378 | 67 | 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.