Transactions
5
Total transactions associated with this filer
Disclosed purchases
4
$2.0K – $30.0K
Average modeled return
+139.5%
1 modeled purchases
Average vs. S&P 500
+89.3%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
MARKET ANALYSIS
Modeled purchase performance · Since purchase
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 5 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| NVDA | NVIDIA Corporation - Common Stock (NVDA) | May 22, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| VMW | Vmware, Inc. Common stock, Class A (VMW) | Nov 27, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| B | F S : New S O : South Boston Community Health Center 403(b) L : US D : American Funds Mutual Fund was purchased on 12/30/22. The 403(B) Retirement Fund is managed by an Account Manager who is authorized to enact sell and purchase transactions. The 2022 4th Quarter Statement that reported this purchase transaction was misplaced and just recently located. Fidelity Emerging Markets Mutual Fund | Dec 30, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| B | F S : New S O : South Boston Community Health Center 403(b) L : US D : Fidelity Emerging Markets Mutual Fund was purchased on 12/30/22. The 403(B) Retirement Fund is managed by an Account Manager who is authorized to enact sell and purchase transactions. The 2022 4th Quarter Statement that reported this purchase transaction was misplaced and just recently located. Invesco Development Markets Mutual Fund | Dec 30, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| B | F S : New S O : South Boston Community Health Center 403(b) L : US D : Invesco Development Mutual Fund was sold on 12/30/22. The 403(B) Retirement Fund is managed by an Account Manager who is authorized to enact sell and purchase transactions. The 2022 4th Quarter Statement that reported this sale transaction was misplaced and just recently located. Nationwide Investor Destination Moderate Aggressive Mutual Fund | Dec 30, 2022 | Sale | $15.0K – $50.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076086 | 8 | 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.