Transactions
21
Total transactions associated with this filer
Disclosed purchases
15
$12.0K – $180.0K
Average modeled return
+214.8%
9 modeled purchases
Average vs. S&P 500
+134.6%
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↑↓ |
|---|---|---|---|---|---|---|
| NVDA | SP NVIDIA Corporation - Common Stock (NVDA) | Jun 30, 2022 | Sep 21, 2026 | +1401.7% | +116.7% | +1285.0% |
| META | SP Meta Platforms, Inc. - Class A Common Stock (META) | Jun 30, 2022 | Sep 21, 2026 | +359.5% | +116.7% | +242.8% |
| LLY | SP Eli Lilly and Company Common Stock (LLY) | Jun 30, 2022 | Sep 21, 2026 | +272.0% | +116.7% | +155.3% |
| JPM | F S : New S O : Charles Schwab 4067 JP Morgan Chase & Co. Common Stock (JPM) | Dec 22, 2025 | Sep 18, 2026 | +9.8% | +12.1% | -2.3% |
| RTX | F S : New S O : Charles Schwab 4067 RTX Corporation Common Stock (RTX) | Dec 22, 2025 | Sep 18, 2026 | +5.6% | +12.1% | -6.5% |
| PFE | SP Pfizer, Inc. Common Stock (PFE) | Mar 1, 2024 | Sep 21, 2026 | +22.9% | +55.6% | -32.7% |
| TFC | SP Truist Financial Corporation Common Stock (TFC) | Jun 30, 2022 | Sep 21, 2026 | +28.3% | +116.7% | -88.4% |
| STLA | SP Stellantis N.V. Common Shares (STLA) | Jun 30, 2021 | Sep 21, 2026 | -66.2% | +93.7% | -159.8% |
| SBFM | SP Sunshine Biopharma Inc. - Common stock (SBFM) | Jun 30, 2022 | Jun 25, 2026 | -100.0% | +81.6% | -181.6% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 21 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| FANG | F S : New S O : Charles Schwab 4067 Diamondback Energy, Inc. - Common Stock (FANG) | Dec 22, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| CVX | Chevron Corporation Common Stock (CVX) | Dec 22, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| JPM | F S : New S O : Charles Schwab 4067 JP Morgan Chase & Co. Common Stock (JPM) | Dec 22, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| RTX | F S : New S O : Charles Schwab 4067 RTX Corporation Common Stock (RTX) | Dec 22, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| PFE | SP Pfizer, Inc. Common Stock (PFE) | Mar 4, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| PFE | SP Pfizer, Inc. Common Stock (PFE) | Mar 1, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| PFE | SP Pfizer, Inc. Common Stock (PFE) | Mar 1, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| NVDA | SP NVIDIA Corporation - Common Stock (NVDA) | Jun 30, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| LLY | SP Eli Lilly and Company Common Stock (LLY) | Jun 30, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| SBFM | SP Sunshine Biopharma Inc. - Common stock (SBFM) | Jun 30, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| META | SP Meta Platforms, Inc. - Class A Common Stock (META) | Jun 30, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| TFC | SP Truist Financial Corporation Common Stock (TFC) | Jun 30, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| GOOG | SP Alphabet Inc. - Class C Capital Stock (GOOG) | Jun 30, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| DIS | SP Walt Disney Company (DIS) | Jun 22, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| STLA | SP Stellantis N.V. Common Shares (STLA) | Jun 30, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| DIS | SP Walt Disney Company (DIS) | Jun 30, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| DVN | SP Devon Energy Corporation Common Stock (DVN) | May 13, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| DIS | SP Walt Disney Company (DIS) | Jul 10, 2019 | Sale | $1.0K – $15.0K | Filing ↗ |
| NVDA | SP NVIDIA Corporation - Common Stock (NVDA) | Mar 1, 2019 | Sale | $1.0K – $15.0K | Filing ↗ |
| GE | SP GE Aerospace Common Stock (GE) | Feb 27, 2019 | Sale | $1.0K – $15.0K | Filing ↗ |
| CVX | F ILINg S TaTUS : New S UBHoLDINg o F : Edward Jones Brokerage account SP Chevron Corporation (CVX) | Oct 31, 2015 | Purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076385 | 56 | 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.