Transactions
229
Total transactions associated with this filer
Disclosed purchases
175
$1.0K – $15.0K
Average modeled return
+86.0%
48 modeled purchases
Average vs. S&P 500
-37.8%
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↑↓ |
|---|---|---|---|---|---|---|
| VLO | JT Valero Energy Corporation (VLO) | Jun 21, 2023 | Sep 21, 2026 | +295.6% | +84.9% | +210.7% |
| JPM | g fedcF IlINg s TaTus : New JP Morgan Chase & Co. (JPM) [sT] | Mar 27, 2020 | Sep 21, 2026 | +359.2% | +233.5% | +125.7% |
| PANW | JT Palo Alto Networks, Inc. (PANW) | Sep 13, 2023 | Sep 21, 2026 | +199.9% | +80.1% | +119.7% |
| MS | g fedcF IlINg S TATuS : New S ubHOldINg O F : Northwestern Mutual - Joint JT Morgan Stanley (MS) | Mar 9, 2022 | Sep 21, 2026 | +172.4% | +92.7% | +79.8% |
| DTD | rANSACTIONS ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > CAlIFoRNIA ST go VAR PURP REF BDS 4.000% 03/01/37 B/E DTD | Apr 21, 2020 | Sep 18, 2026 | +168.1% | +88.9% | +79.2% |
| DTD | g fedcF IlINg S TATUS : New D ESCRIPTIoN : MEDINA, oH MIllERSBURg PA AREA SCH DIST go BDS 2020 5.000% 10/01/23 B/E DTD | Apr 16, 2020 | Sep 18, 2026 | +163.8% | +88.9% | +75.0% |
| DTD | g fedcF IlINg S TATUS : New D ESCRIPTIoN : JACKSoN, MI MEDINA oH lTD TAX REF BDS 2013A 3.000% 12/01/26 B/E DTD | Apr 23, 2020 | Sep 18, 2026 | +163.5% | +88.9% | +74.7% |
| DTD | g fedcF IlINg S TATUS : New D ESCRIPTIoN : SARATogA SPRINgS, UT WAUKESHA WIS NT ANTIC NTS 2020C 3.00% 07/01/21 B/E DTD | Apr 22, 2020 | Sep 18, 2026 | +163.1% | +88.9% | +74.2% |
| DTD | g fedcF IlINg S TATUS : New D ESCRIPTIoN : SANTA CRUZ CoUNTY, AZ SARATogA SPRINgS UTAH WTR REV REF BDS 2014 3.000% 12/01/24 B/E DTD | Apr 20, 2020 | Sep 18, 2026 | +160.5% | +88.9% | +71.6% |
| DTD | g fedcF IlINg S TATUS : New D ESCRIPTIoN : HENDERSoN CoUNTY, NC JACKSoN MICH lTD TAX go CAP IMPT BDS 2018 5.000% 06/01/31 B/E DTD | Apr 14, 2020 | Sep 18, 2026 | +156.0% | +88.9% | +67.2% |
| DTD | g fedcF IlINg S TATUS : New D ESCRIPTIoN : MIllERSBURg, PA Filing ID #20016532 SANTA CRUZ CNTY ARIZ UNI SCH DIST No 35 IMPT BDS PRoJ oF 2019 2020 A 5.000% 07/01/22 B/E DTD | Apr 17, 2020 | Sep 18, 2026 | +155.6% | +88.9% | +66.7% |
| MS | g fedcF IlINg S TATuS : New S ubHOlDINg O F : Northwestern Mutual - Joint JT Morgan Stanley (MS) | Jan 14, 2022 | Sep 21, 2026 | +142.5% | +77.2% | +65.3% |
| DTD | g fedcF IlINg S TATUS : New D ESCRIPTIoN : CAlIFoRNIA HENDERSoN CoUNTY NC lTD oBlIg BDS 2020 4.000% 06/01/34 B/E DTD | Apr 30, 2020 | Sep 18, 2026 | +152.3% | +88.9% | +63.4% |
| RTX | g fedcF IlINg S TATuS : New Raytheon Technologies Corporation (RTX) | Jun 22, 2021 | Sep 21, 2026 | +149.2% | +95.9% | +53.3% |
| LLY | JT Eli Lilly and Company (LLY) | Sep 13, 2023 | Sep 21, 2026 | +98.6% | +80.1% | +18.5% |
| SCHF | JT Schwab International Equity ETF (SCHF) | Jul 28, 2022 | Jul 23, 2026 | +87.5% | +82.6% | +5.0% |
| V | g fedcF IlINg S TATuS : New S ubHOldINg O F : Northwestern Mutual - Joint JT Visa Inc. (V) | Nov 8, 2021 | Sep 21, 2026 | +73.4% | +76.2% | -2.8% |
| JNJ | g fedcF IlINg S TATuS : New S ubHOldINg O F : Northwestern Mutual - Joint Filing Id #20020679 JT Johnson & Johnson (JNJ) | Mar 9, 2022 | Sep 21, 2026 | +81.4% | +92.7% | -11.3% |
| TXN | g fedcF IlINg s TaTus : New Texas Instruments Incorporated(TXN) [sT] | Mar 27, 2020 | Sep 21, 2026 | +220.8% | +233.5% | -12.7% |
| BRK.B | JT Berkshire Hathaway Inc. New (BRK.B) | Mar 16, 2023 | Sep 18, 2026 | +68.8% | +88.9% | -20.1% |
| KO | JT Coca-Cola Company (KO) | Jun 21, 2023 | Sep 21, 2026 | +57.1% | +84.9% | -27.8% |
| BRK.B | JT Berkshire Hathaway Inc. New (BRK.B) | Apr 26, 2023 | Sep 18, 2026 | +59.0% | +88.9% | -29.8% |
| BRK.B | Berkshire Hathaway Inc. New Common Stock (BRK.B) | May 9, 2025 | Sep 18, 2026 | -0.8% | +37.2% | -38.0% |
| JNJ | JT Johnson & Johnson (JNJ) | Jun 28, 2022 | Sep 21, 2026 | +72.5% | +114.7% | -42.2% |
| SHW | JT Sherwin-Williams Company (SHW) | Jun 21, 2023 | Sep 21, 2026 | +34.3% | +84.9% | -50.6% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 10 · 229 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| BRK.B | Berkshire Hathaway Inc. New Common Stock (BRK.B) | May 9, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| EMR | JT Emerson Electric Company (EMR) | Dec 4, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| COP | JT ConocoPhillips (COP) | Dec 4, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| DHR | JT Danaher Corporation (DHR) | Dec 4, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| CSX | JT CSX Corporation (CSX) | Dec 4, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| CRM | JT Salesforce, Inc. (CRM) | Dec 4, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| DE | JT Deere & Company (DE) | Dec 4, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| CVX | JT Chevron Corporation (CVX) | Dec 4, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| CMG | JT Chipotle Mexican Grill, Inc. (CMG) | Dec 4, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| CMCSA | JT Comcast Corporation - Class A (CMCSA) | Dec 4, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| COST | JT Costco Wholesale Corporation (COST) | Dec 4, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| AMZN | JT Amazon.com, Inc. (AMZN) | Dec 4, 2023 | Sale | $15.0K – $50.0K | Filing ↗ |
| ELV | JT Elevance Health, Inc. (ELV) | Dec 4, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| ADBE | JT Adobe Inc. (ADBE) | Dec 4, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| AZO | JT AutoZone, Inc. (AZO) | Dec 4, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| CAT | JT Caterpillar, Inc. (CAT) | Dec 4, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| BSX | JT Boston Scientific Corporation (BSX) | Dec 4, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | JT Apple Inc. (AAPL) | Dec 4, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| AXP | JT American Express Company (AXP) | Dec 4, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| ABT | JT Abbott Laboratories (ABT) | Dec 4, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| AMD | JT Advanced Micro Devices, Inc. (AMD) | Dec 4, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| AMAT | JT Applied Materials, Inc. (AMAT) | Dec 4, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| BRK.B | JT Berkshire Hathaway Inc. New (BRK.B) | Dec 4, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| BLK | JT BlackRock, Inc. (BLK) | Dec 4, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| EW | JT Edwards Lifesciences Corporation (EW) | Dec 4, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10074834 | 20 | 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.