Transactions
61
Total transactions associated with this filer
Disclosed purchases
51
$14.0K – $210.0K
Average modeled return
+112.4%
29 modeled purchases
Average vs. S&P 500
+6.3%
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↑↓ |
|---|---|---|---|---|---|---|
| — | F IlINg s TaTus : New sP Microsoft Corporation (MsFT) | Jan 15, 2016 | Sep 21, 2026 | +1021.7% | +389.4% | +632.3% |
| NOW | F IlINg s TaTus : New sP NXP semiconductors N.V. (NXPI) P 05/5/2016 05/31/2016 $1,001 - $15,000 F IlINg s TaTus : New sP serviceNow, Inc. (NOW) P 05/6/2016 05/31/2016 $1,001 - $15,000 F IlINg s TaTus : New sP Walgreens Boots alli ance, Inc. (WBa) | May 19, 2016 | Sep 21, 2026 | +884.6% | +347.8% | +536.8% |
| PLTR | F S : New Palantir Technologies Inc. - Class A Common Stock (PLTR) | Jan 21, 2025 | Sep 21, 2026 | +148.1% | +30.7% | +117.4% |
| V | F IlINg s TaTus : New sP Visa Inc. (V) | Mar 22, 2016 | Sep 21, 2026 | +443.3% | +347.0% | +96.4% |
| MRVL | Marvell Technology, Inc. - Common Stock (MRVL) | Jan 21, 2025 | Sep 21, 2026 | +106.2% | +30.7% | +75.5% |
| PANW | F S : New Palo Alto Networks, Inc. (PANW) | Jan 2, 2025 | Sep 21, 2026 | +104.3% | +34.8% | +69.5% |
| NVDA | F S : New NVIDIA Corporation - Common Stock (NVDA) | Jan 2, 2025 | Sep 18, 2026 | +61.1% | +32.8% | +28.3% |
| AVGO | F S : New Broadcom Inc. - Common Stock (AVGO) | Jan 2, 2025 | Sep 18, 2026 | +56.1% | +32.8% | +23.3% |
| VRSN | F S : New VeriSign, Inc. - Common Stock (VRSN) | Jan 2, 2025 | Sep 21, 2026 | +52.0% | +34.8% | +17.2% |
| AAPL | F S : New Apple Inc. - Common Stock (AAPL) | Jan 2, 2025 | Sep 18, 2026 | +38.8% | +32.8% | +6.0% |
| T | F S : New AT&T Inc. (T) | Jan 2, 2025 | Sep 18, 2026 | +20.4% | +32.8% | -12.4% |
| SOFI | F S : New SoFi Technologies, Inc. - Common Stock (SOFI) | Jan 2, 2025 | Sep 18, 2026 | +20.0% | +32.8% | -12.8% |
| SOFI | F S : New SoFi Technologies, Inc. - Common Stock (SOFI) | Jan 2, 2025 | Sep 18, 2026 | +20.0% | +32.8% | -12.8% |
| MSFT | F S : New Microsoft Corporation - Common Stock (MSFT) | Jan 2, 2025 | Sep 18, 2026 | +19.6% | +32.8% | -13.3% |
| AMZN | F S : New Amazon.com, Inc. - Common Stock (AMZN) | Jan 2, 2025 | Sep 18, 2026 | +15.2% | +32.8% | -17.6% |
| AMZN | F S : New Amazon.com, Inc. - Common Stock (AMZN) | Jan 2, 2025 | Sep 18, 2026 | +15.2% | +32.8% | -17.6% |
| UBER | F S : New Uber Technologies, Inc. Common Stock (UBER) | Jan 2, 2025 | Sep 21, 2026 | +12.5% | +34.8% | -22.3% |
| VC | F IlINg s TaTus : New sP Visteon Corporation (VC) | Dec 11, 2015 | Sep 18, 2026 | +42.5% | +88.9% | -46.3% |
| NFLX | F S : New Netflix, Inc. - Common Stock (NFLX) | Jan 2, 2025 | Sep 18, 2026 | -19.0% | +32.8% | -51.9% |
| HD | F S : New Home Depot, Inc. (HD) | Jan 2, 2025 | Sep 21, 2026 | -19.4% | +34.8% | -54.2% |
| HD | F S : New Home Depot, Inc. (HD) | Jan 2, 2025 | Sep 21, 2026 | -19.4% | +34.8% | -54.2% |
| CRM | F S : New Salesforce, Inc. Common Stock (CRM) | Jan 2, 2025 | Sep 18, 2026 | -27.1% | +32.8% | -59.9% |
| CHDN | F S : New Churchill Downs, Incorporated - Common Stock (CHDN) | Jan 2, 2025 | Sep 18, 2026 | -37.5% | +32.8% | -70.4% |
| PYPL | F S : New PayPal Holdings, Inc. - Common Stock (PYPL) | Jan 2, 2025 | Sep 18, 2026 | -38.5% | +32.8% | -71.4% |
| DEA | ranSactionS iD owner asset transaction type notification Date amount sP Charter Communications, Inc. - Class A (CHTR) s 07/7/2016 07/31/2016 $1,001 - $15,000 F ILINg s TATus : New Easterly government Properties, Inc.(DEA) | Jul 12, 2016 | Sep 18, 2026 | -11.0% | +88.9% | -99.9% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 3 · 61 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| PYPL | F S : New PayPal Holdings, Inc. - Common Stock (PYPL) | Jul 3, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| ANET | Arista Networks, Inc. Common Stock (ANET) | Jul 3, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| T | F S : New AT&T Inc. (T) | Jul 3, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| MRVL | F S : New Marvell Technology, Inc. - Common Stock (MRVL) | Jul 3, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| CRM | F S : New Salesforce, Inc. Common Stock (CRM) | Jul 3, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| AVGO | F S : New Broadcom Inc. - Common Stock (AVGO) | Jul 3, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| HD | F S : New Home Depot, Inc. (HD) | Jul 3, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| DOV | F S : New Dover Corporation Common Stock (DOV) | Jul 3, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| VRSN | F S : New VeriSign, Inc. - Common Stock (VRSN) | Jul 3, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| CHDN | F S : New Churchill Downs, Incorporated - Common Stock (CHDN) | Jul 3, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| TTD | F S : New The Trade Desk, Inc. - Class A Common Stock (TTD) | Feb 4, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| MRVL | Marvell Technology, Inc. - Common Stock (MRVL) | Jan 21, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| PLTR | F S : New Palantir Technologies Inc. - Class A Common Stock (PLTR) | Jan 21, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AMZN | F S : New Amazon.com, Inc. - Common Stock (AMZN) | Jan 2, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| CRM | F S : New Salesforce, Inc. Common Stock (CRM) | Jan 2, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AAPL | F S : New Apple Inc. - Common Stock (AAPL) | Jan 2, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| COST | F S : New Costco Wholesale Corporation - Common Stock (COST) | Jan 2, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AVGO | F S : New Broadcom Inc. - Common Stock (AVGO) | Jan 2, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| PYPL | F S : New PayPal Holdings, Inc. - Common Stock (PYPL) | Jan 2, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| SOFI | F S : New SoFi Technologies, Inc. - Common Stock (SOFI) | Jan 2, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| NFLX | F S : New Netflix, Inc. - Common Stock (NFLX) | Jan 2, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MSFT | F S : New Microsoft Corporation - Common Stock (MSFT) | Jan 2, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| COST | F S : New Costco Wholesale Corporation - Common Stock (COST) | Jan 2, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| NVDA | F S : New NVIDIA Corporation - Common Stock (NVDA) | Jan 2, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| CHDN | F S : New Churchill Downs, Incorporated - Common Stock (CHDN) | Jan 2, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10077651 | 41 | 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.