Transactions
89
Total transactions associated with this filer
Disclosed purchases
45
$12.0K – $180.0K
Average modeled return
+8.3%
28 modeled purchases
Average vs. S&P 500
-46.3%
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↑↓ |
|---|---|---|---|---|---|---|
| TJX | F S : Amended S O : Richard R Larsen IRA > Ameriprise SPS Managed Account D : This managed account within the RRL IRA was set up late 2020. At the time I received guidance that due to the account being one where i did not control selections or trades, I did not need to file PTRs. That guidance has since changed and am reporting per new guidance 2000106177 TJX Companies, Inc. (TJX) | Jul 1, 2021 | Sep 21, 2026 | +107.2% | +92.6% | +14.6% |
| MCK | F S : New S O : Richard R Larsen IRA D : Part of advisor-driven quarterly rebalancing McKesson Corporation Common Stock (MCK) | Jul 8, 2026 | Sep 18, 2026 | +7.0% | +2.4% | +4.5% |
| DRI | Darden Restaurants, Inc. Common Stock (DRI) | Jan 7, 2026 | Sep 18, 2026 | +7.2% | +11.3% | -4.1% |
| APH | F S : New S O : Richard R Larsen IRA D : Part of advisor-driven quarterly rebalancing Amphenol Corporation Common Stock (APH) | Jul 8, 2026 | Sep 18, 2026 | -2.0% | +2.4% | -4.4% |
| WAB | F S : New S O : Ameriprise One Account D : CNL Properties directors executed a sale of assets and Sonida Living, a common stock-based company, purchased those assets in March. I directed advisor to sell the Sonida stock in March. See "Sale' Transaction on this PTR Westinghouse Air Brake Technologies Corporation Common Stock (WAB) | Apr 7, 2026 | Sep 18, 2026 | +9.7% | +16.1% | -6.4% |
| META | F S : New S O : Richard R Larsen IRA D : Part of monthly portfolio rebalancing that account manager conducts Meta Platforms, Inc. - Class A Common Stock (META) | Jan 7, 2026 | Sep 18, 2026 | +2.8% | +11.3% | -8.5% |
| WMT | F S : New S O : Richard R Larsen IRA D : part of quarterly portfolio rebalancing Walmart Inc. Common Stock (WMT) | Oct 6, 2025 | Sep 18, 2026 | +4.8% | +14.6% | -9.8% |
| WM | Waste Management, Inc. Common Stock (WM) | Jan 7, 2026 | Sep 18, 2026 | -1.0% | +11.3% | -12.3% |
| CARR | F S : New S O : Richard R Larsen IRA D : Advisor-driven quarterly rebalancing Carrier Global Corporation Common Stock (CARR) | Apr 7, 2026 | Sep 18, 2026 | -2.1% | +16.1% | -18.2% |
| MSI | F S : New S O : Richard R Larsen IRA > Ameriprise SPS Managed Account D : purchase of asset for IRA as part of periodic rebalancing. Transaction taken by advisor without my input per contract Motorola Solutions, Inc. (MSI) | Jul 5, 2023 | Sep 21, 2026 | +63.0% | +81.5% | -18.5% |
| CTAS | F S : New Cintas Corporation - Common Stock (CTAS) | Jan 7, 2025 | Sep 18, 2026 | +6.4% | +31.9% | -25.6% |
| MRK | F S : New S O : Richard R Larsen IRA > Ameriprise SPS Managed Account D : This managed account within the RRL IRA was set up late 2020. At the time I received guidance that due to the account being one where i did not control selections or trades, I did not need to file PTRs. That guidance has since changed and am reporting per new guidance Merck & Company, Inc. Common Stock (MRK) | Jul 7, 2022 | Sep 21, 2026 | +81.7% | +110.1% | -28.4% |
| NEE | F S : New S O : Ameriprise One Account L : US D : CNL Properties (a widely held REIT) directors executed a sale of assets and Sonida Living, a common stock- based company, purchased those assets in March. This entry should be read on this PTR in conjunction with the Sonida entry listed as an Exchange. NextEra Energy, Inc. Common Stock (NEE) | Apr 7, 2026 | Sep 18, 2026 | -12.8% | +16.1% | -28.9% |
| MA | F S : New S O : Richard R Larsen IRA > Ameriprise SPS Managed Account D : sale of asset for IRA as part of periodic rebalancing. Transaction taken by advisor without my input per contract Mastercard Incorporated (MA) | Jul 5, 2023 | Sep 21, 2026 | +46.0% | +81.5% | -35.5% |
| CASY | F S : New S O : Richard R Larsen IRA D : Advisor-driven quarterly rebalancing Caseys General Stores, Inc. - Common Stock (CASY) | Apr 7, 2026 | Sep 18, 2026 | -19.3% | +16.1% | -35.5% |
| ABT | Abbott Laboratories Common Stock (ABT) | Oct 6, 2025 | Sep 18, 2026 | -21.5% | +14.6% | -36.1% |
| ODFL | F S : New S O : Richard R Larsen IRA D : Part of quarterly portfolio rebalance Old Dominion Freight Line, Inc. - Common Stock (ODFL) | Jul 2, 2024 | Sep 18, 2026 | -3.7% | +42.4% | -46.1% |
| VRSK | F S : New D : rebalancing of portfolio Verisk Analytics, Inc. - Common Stock (VRSK) | Jan 7, 2025 | Sep 18, 2026 | -34.9% | +31.9% | -66.9% |
| PAYX | D : purchase of asset for IRA as part of periodic rebalancing. Transaction taken by advisor without my input per contract Paychex, Inc. (PAYX) | Jul 5, 2023 | Sep 21, 2026 | +13.8% | +81.5% | -67.7% |
| SYK | F S : New S O : Richard R Larsen IRA > Ameriprise SPS Managed Account D : This managed account within the RRL IRA was set up late 2020. At the time I received guidance that due to the account being one where i did not control selections or trades, I did not need to file PTRs. That guidance has since changed and am reporting per new guidance Stryker Corporation (SYK) | Jan 6, 2022 | Sep 21, 2026 | +5.5% | +76.0% | -70.5% |
| SPGI | F S : New S O : Richard R Larsen IRA > Ameriprise SPS Managed Account D : sale of asset for IRA as part of periodic rebalancing. Transaction taken by advisor without my input per contract S&P Global Inc. (SPGI) | Jul 5, 2023 | Sep 21, 2026 | +10.2% | +81.5% | -71.3% |
| UNP | F S : New S O : Richard R Larsen IRA > Ameriprise SPS Managed Account D : This managed account within the RRL IRA was set up late 2020. At the time I received guidance that due to the account being one where i did not control selections or trades, I did not need to file PTRs. That guidance has since changed and am reporting per new guidance Union Pacific Corporation (UNP) | Nov 25, 2020 | Sep 21, 2026 | +48.9% | +131.1% | -82.2% |
| UNH | F S : New S O : Richard R Larsen IRA > Ameriprise SPS Managed Account D : This managed account within the RRL IRA was set up late 2020. At the time I received guidance that due to the account being one where i did not control selections or trades, I did not need to file PTRs. That guidance has since changed and am reporting per new guidance UnitedHealth Group Incorporated Common Stock (UNH) | Jan 6, 2022 | Sep 21, 2026 | -12.4% | +76.0% | -88.4% |
| MDLZ | Mondelez International, Inc. - Class A (MDLZ) | Oct 4, 2023 | Sep 21, 2026 | -4.6% | +88.7% | -93.4% |
| MDLZ | 2000111768 Mondelez International, Inc. - Class A (MDLZ) | Oct 4, 2023 | Sep 21, 2026 | -4.6% | +88.7% | -93.4% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 4 · 89 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| ABT | Abbott Laboratories Common Stock (ABT) | Jul 8, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| SPGI | F S : New S O : Richard R Larsen IRA D : Part of advisor-driven quarterly rebalancing S&P Global Inc. Common Stock (SPGI) | Jul 8, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| MCK | F S : New S O : Richard R Larsen IRA D : Part of advisor-driven quarterly rebalancing McKesson Corporation Common Stock (MCK) | Jul 8, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| APH | F S : New S O : Richard R Larsen IRA D : Part of advisor-driven quarterly rebalancing Amphenol Corporation Common Stock (APH) | Jul 8, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| CASY | F S : New S O : Richard R Larsen IRA D : Advisor-driven quarterly rebalancing Caseys General Stores, Inc. - Common Stock (CASY) | Apr 7, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| WAB | F S : New S O : Ameriprise One Account D : CNL Properties directors executed a sale of assets and Sonida Living, a common stock-based company, purchased those assets in March. I directed advisor to sell the Sonida stock in March. See "Sale' Transaction on this PTR Westinghouse Air Brake Technologies Corporation Common Stock (WAB) | Apr 7, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AXP | American Express Company Common Stock (AXP) | Apr 7, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| BR | F S : New S O : Richard R Larsen IRA D : Advisor-driven quarterly rebalancing Broadridge Financial Solutions, Inc. Common Stock (BR) | Apr 7, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| AWK | F S : New S O : Richard R Larsen IRA D : Advisor-driven quarterly rebalancing American Water Works Company, Inc. Common Stock (AWK) | Apr 7, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| SNDA | JT Sonida Senior Living, Inc. Common Stock (SNDA) | Apr 7, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| NEE | F S : New S O : Ameriprise One Account L : US D : CNL Properties (a widely held REIT) directors executed a sale of assets and Sonida Living, a common stock- based company, purchased those assets in March. This entry should be read on this PTR in conjunction with the Sonida entry listed as an Exchange. NextEra Energy, Inc. Common Stock (NEE) | Apr 7, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| CARR | F S : New S O : Richard R Larsen IRA D : Advisor-driven quarterly rebalancing Carrier Global Corporation Common Stock (CARR) | Apr 7, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| PAYX | F S : New S O : Richard R Larsen IRA D : Advisor-driven quarterly rebalancing Paychex, Inc. - Common Stock (PAYX) | Apr 7, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| SNDA | JT Sonida Senior Living, Inc. Common Stock (SNDA) | Mar 31, 2026 | Exchange | $1.0K – $15.0K | Filing ↗ |
| META | F S : New S O : Richard R Larsen IRA D : Part of monthly portfolio rebalancing that account manager conducts Meta Platforms, Inc. - Class A Common Stock (META) | Jan 7, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| DRI | Darden Restaurants, Inc. Common Stock (DRI) | Jan 7, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| WM | Waste Management, Inc. Common Stock (WM) | Jan 7, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| ESS | F S : New S O : Richard R Larsen IRA D : Part of monthly portfolio rebalancing that account manager conducts Essex Property Trust, Inc. Common Stock (ESS) | Jan 7, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| MDLZ | F S : New S O : Richard R Larsen IRA D : Part of monthly portfolio rebalancing that account manager conducts Mondelez International, Inc. - Class A Common Stock (MDLZ) | Jan 7, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| VRSK | F S : New S O : Richard R Larsen IRA D : Part of monthly portfolio rebalancing that account manager conducts Verisk Analytics, Inc. - Common Stock (VRSK) | Jan 7, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| WMT | F S : New S O : Richard R Larsen IRA D : part of quarterly portfolio rebalancing Walmart Inc. Common Stock (WMT) | Oct 6, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AEP | F S : New S O : Richard R Larsen IRA D : part of quarterly portfolio rebalancing American Electric Power Company, Inc. (AEP) | Oct 6, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| CL | F S : New S O : Richard R Larsen IRA D : part of quarterly portfolio rebalancing Colgate-Palmolive Company Common Stock (CL) | Oct 6, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| ODFL | F S : New S O : Richard R Larsen IRA D : part of quarterly portfolio rebalancing Old Dominion Freight Line, Inc. - Common Stock (ODFL) | Oct 6, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| ABT | Abbott Laboratories Common Stock (ABT) | Oct 6, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075151 | 114 | 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.