Transactions
41
Total transactions associated with this filer
Disclosed purchases
61
$112.0K – $455.0K
Average modeled return
+71.1%
16 modeled purchases
Average vs. S&P 500
-78.8%
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↑↓ |
|---|---|---|---|---|---|---|
| BRK.B | g fedcbF IlINg s TaTus : New JT Berkshire Hathaway Inc. New (BRK.B) [sT] | May 25, 2018 | Sep 18, 2026 | +162.6% | +88.9% | +73.7% |
| BRK.B | ranSactionS iD owner asset transaction type notification Date amount cap. gains > JT Berkshire Hathaway Inc. New (BRK.B) [sT] | Oct 24, 2018 | Sep 18, 2026 | +155.1% | +88.9% | +66.3% |
| BRK.B | ranSactionS iD owner asset transaction type notification Date amount cap. gains > JT Berkshire Hathaway Inc. New (BRK.B) [sT] | Oct 30, 2018 | Sep 18, 2026 | +150.7% | +88.9% | +61.8% |
| BRK.B | ranSactionS iD owner asset transaction type notification Date amount cap. gains > JT Berkshire Hathaway Inc. New (BRK.B) | Jan 15, 2020 | Sep 18, 2026 | +123.2% | +88.9% | +34.4% |
| AATC | JT Autoscope Technologies Corporation (AATC) | Jul 22, 2022 | Jul 17, 2026 | +103.5% | +83.8% | +19.7% |
| BRK.B | ranSactionS iD owner asset transaction type notification Date amount cap. gains > JT Berkshire Hathaway Inc. New (BRK.B) | Mar 24, 2021 | Sep 18, 2026 | +104.2% | +88.9% | +15.4% |
| T | ranSactionS iD owner asset transaction type notification Date amount cap. gains > JT AT&T Inc. (T) | Oct 12, 2021 | Sep 21, 2026 | +76.1% | +90.6% | -14.4% |
| TCX | ranSactionS iD owner asset transaction type notification Date amount sP Duke Energy Corporation ( DuK)P 02/5/2016 02/5/2016 $1,001 - $15,000 F IlINg s TaTus : New JT North Carolina C aP FaCs FIN aCY REVREF DuKE uNIV PROJ-B P 02/5/2016 02/5/2016 $1,001 - $15,000 F IlINg s TaTus : New Tucows Inc. (TCX) | Feb 16, 2016 | Sep 18, 2026 | -49.8% | +88.9% | -138.6% |
| KO | F IlINg s TaTus : New C OMMENTs : This stock was acquired by inheritance in 2016, so not reported on 2015 ann ual report.JT Coca-Cola Company (KO) | Sep 19, 2016 | Sep 21, 2026 | +184.5% | +324.1% | -139.6% |
| PFE | g fedcF IlINg S TATuS : New JT Pfizer, Inc. (PFE) | Sep 16, 2020 | Sep 21, 2026 | +7.7% | +148.3% | -140.6% |
| TCX | F IlINg s TaTus : New JT Tucows Inc. (TCX) | Aug 12, 2016 | Sep 18, 2026 | -62.9% | +88.9% | -151.8% |
| PFE | g fedcbF IlINg S TATuS : New JT Pfizer, Inc. (PFE) | Jul 1, 2020 | Sep 21, 2026 | +18.6% | +171.0% | -152.4% |
| TCX | F IlINg s TaTus : New lee Enterprises, Incorporated (lEE)s 09/7/2016 09/7/2016 $1,001 - $15,000 F IlINg s TaTus : New JT Tucows Inc. (TCX) | Sep 28, 2016 | Sep 18, 2026 | -69.4% | +88.9% | -158.2% |
| WFC | F IlINg s TaTus : New JT Wells Fargo & Company (WFC) | Aug 23, 2016 | Sep 21, 2026 | +135.6% | +315.4% | -179.8% |
| PFE | g fedcbF IlINg s TaTus : New D EsCRIPTIoN : This stock was acquired by inheritance on 11/29/19 JT Pfizer, Inc. (PFE) [sT] | Mar 17, 2020 | Sep 21, 2026 | +25.6% | +236.2% | -210.6% |
| T | ranSactionS iD owner asset transaction type notification Date amount JT aT&T Inc. (T) | Oct 10, 2016 | Sep 21, 2026 | +72.2% | +318.7% | -246.5% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 2 · 41 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| AATC | JT Autoscope Technologies Corporation (AATC) | Jul 22, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| VZ | JT Verizon Communications Inc. (VZ) | Jul 22, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| VZ | JT Verizon Communications Inc. (VZ) | Apr 11, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| T | ranSactionS iD owner asset transaction type notification Date amount cap. gains > JT AT&T Inc. (T) | Oct 12, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| T | 2000085554 JT AT&T Inc. (T) | Oct 12, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| D | g fedcF IlINg S TATuS : New JT Dominion Energy, Inc. (D) | Sep 29, 2021 | Purchase | $15.0K – $50.0K | Filing ↗ |
| PFE | g fedcF IlINg S TATuS : New JT Pfizer, Inc. (PFE) | Aug 16, 2021 | Sale | $15.0K – $50.0K | Filing ↗ |
| TO | ranSactionS iD owner asset transaction type notification Date amount cap. gains > JT general Electric Co Fxd TO | May 14, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| BRK.B | ranSactionS iD owner asset transaction type notification Date amount cap. gains > JT Berkshire Hathaway Inc. New (BRK.B) | Mar 24, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| T | ranSactionS iD owner asset transaction type notification Date amount cap. gains > AT&T Inc. (T) | Feb 8, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| CSCO | g fedcF IlINg S TATuS : New Cisco Systems, Inc. (CSCO) | Feb 8, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| TFC | g fedcF IlINg S TATuS : New Truist Financial Corporation (TFC) | Feb 8, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| VTRS | g fedcbF IlINg S TATuS : New D ESCRIPTION : Corporate Bonds JT Viatris Inc. (VTRS) | Dec 1, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| BAC | ranSactionS iD owner asset transaction type notification Date amount cap. gains > JT Bank of America Corporat ion(BAC) | Oct 28, 2020 | Sale | $15.0K – $50.0K | Filing ↗ |
| PFE | g fedcF IlINg S TATuS : New JT Pfizer, Inc. (PFE) | Sep 16, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| PFE | g fedcbF IlINg S TATuS : New JT Pfizer, Inc. (PFE) | Jul 1, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| D | g fedcF IlINg S TATuS : New JT Dominion Energy, Inc. (D) | Jun 8, 2020 | Purchase | $15.0K – $50.0K | Filing ↗ |
| D | ranSactionS iD owner asset transaction type notification Date amount cap. gains > JT Dominion Energy, Inc. (D) | Jun 1, 2020 | Purchase | $15.0K – $50.0K | Filing ↗ |
| D | g fedcbF IlINg s TaTus : New JT Dominion Energy, Inc. (D) [sT] | Apr 29, 2020 | Purchase | $15.0K – $50.0K | Filing ↗ |
| PFE | g fedcbF IlINg s TaTus : New D EsCRIPTIoN : This stock was acquired by inheritance on 11/29/19 JT Pfizer, Inc. (PFE) [sT] | Mar 17, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| TFC | g fedcF IlINg s TaTus : New JT Truist Financial Corporation (TFC) [sT] | Feb 2, 2020 | Sale | $15.0K – $50.0K | Filing ↗ |
| BRK.B | ranSactionS iD owner asset transaction type notification Date amount cap. gains > JT Berkshire Hathaway Inc. New (BRK.B) | Jan 15, 2020 | Purchase | $15.0K – $50.0K | Filing ↗ |
| WFC | g fedcbF IlINg s TaTus : New D EsCRIPTIoN : This stock was inherited on 11/29/2019 JT Wells Fargo & Company (WFC) [sT] | Jan 2, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| BRK.B | ranSactionS iD owner asset transaction type notification Date amount cap. gains > JT Berkshire Hathaway Inc. New (BRK.B) [sT] | Oct 30, 2018 | Purchase | $15.0K – $50.0K | Filing ↗ |
| BRK.B | ranSactionS iD owner asset transaction type notification Date amount cap. gains > JT Berkshire Hathaway Inc. New (BRK.B) [sT] | Oct 24, 2018 | Purchase | $15.0K – $50.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10074989 | 19 | 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.