Transactions
717
Total transactions associated with this filer
Disclosed purchases
362
$5.0K – $75.0K
Average modeled return
+128.1%
215 modeled purchases
Average vs. S&P 500
-55.1%
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↑↓ |
|---|---|---|---|---|---|---|
| TSM | Taiwan Semiconductor Manufacturing Company Limited | Sep 8, 2017 | Sep 21, 2026 | +1342.5% | +261.5% | +1081.0% |
| MSFT | Microsoft Corporation | Apr 19, 2016 | Sep 21, 2026 | +907.0% | +335.6% | +571.4% |
| MSFT | Microsoft Corporation | Sep 5, 2017 | Sep 21, 2026 | +643.4% | +262.3% | +381.1% |
| MSFT | Microsoft Corporation | Apr 5, 2018 | Sep 21, 2026 | +486.7% | +230.9% | +255.7% |
| MSFT | Microsoft Corporation | Apr 5, 2018 | Sep 21, 2026 | +486.7% | +230.9% | +255.7% |
| PSX | Phillips 66 | Dec 31, 2020 | Sep 21, 2026 | +372.6% | +123.2% | +249.4% |
| MSFT | Microsoft Corporation | Apr 24, 2018 | Sep 21, 2026 | +482.0% | +234.3% | +247.7% |
| MSFT | Microsoft Corporation | Apr 24, 2018 | Sep 21, 2026 | +482.0% | +234.3% | +247.7% |
| SFTBY | SoftBank Group Corp. | Sep 8, 2017 | Sep 18, 2026 | +319.8% | +88.9% | +231.0% |
| BRK-B | Berkshire Hathaway Inc. | Jun 24, 2016 | Sep 18, 2026 | +264.9% | +88.9% | +176.0% |
| JPM | JPMorgan Chase & Co. | Sep 8, 2017 | Sep 21, 2026 | +405.4% | +261.5% | +143.8% |
| QCOM | QUALCOMM Incorporated | Apr 24, 2018 | Sep 21, 2026 | +377.3% | +234.3% | +143.0% |
| QCOM | QUALCOMM Incorporated | Apr 24, 2018 | Sep 21, 2026 | +377.3% | +234.3% | +143.0% |
| TD | The Toronto-Dominion Bank | Sep 5, 2017 | Sep 18, 2026 | +223.5% | +88.9% | +134.7% |
| SIEGY | Siemens Aktiengesellschaft | Sep 5, 2017 | Sep 18, 2026 | +215.7% | +88.9% | +126.9% |
| HLT | Hilton Worldwide Holdings Inc. | Sep 12, 2017 | Sep 21, 2026 | +379.3% | +256.5% | +122.8% |
| MRAAY | Murata Manufacturing Co., Ltd. | Sep 8, 2017 | Sep 18, 2026 | +202.6% | +88.9% | +113.8% |
| AXAHY | AXA SA | Sep 5, 2017 | Sep 18, 2026 | +199.3% | +88.9% | +110.5% |
| GOOGL | Alphabet Cl A | May 8, 2025 | Sep 18, 2026 | +127.6% | +37.0% | +90.6% |
| WFC | Wells Fargo & Company | Jun 25, 2020 | Sep 21, 2026 | +264.0% | +173.7% | +90.2% |
| JPM | JPMorgan Chase & Co. | Oct 26, 2017 | Sep 21, 2026 | +336.6% | +247.0% | +89.6% |
| WMT | Walmart Inc. | Apr 24, 2018 | Sep 21, 2026 | +323.6% | +234.3% | +89.3% |
| WMT | Walmart Inc. | Apr 24, 2018 | Sep 21, 2026 | +323.6% | +234.3% | +89.3% |
| JPM | JPMorgan Chase & Co. | Oct 16, 2018 | Sep 21, 2026 | +299.8% | +210.7% | +89.1% |
| WMT | Walmart Inc. | Apr 5, 2018 | Sep 21, 2026 | +317.4% | +230.9% | +86.5% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 29 · 717 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| AAPL | Apple Inc. - Common Stock | Jul 21, 2026 | Sale (Partial) | $1.0K – $15.0K | Filing ↗ |
| INTC | Intel Corporation - Common Stock | Jul 21, 2026 | Sale (Partial) | $1.0K – $15.0K | Filing ↗ |
| KO | Coca-Cola Company (The) Common Stock | Jul 21, 2026 | Sale (Partial) | $1.0K – $15.0K | Filing ↗ |
| CSCO | Cisco Systems, Inc. - Common Stock | Jul 21, 2026 | Sale (Partial) | $1.0K – $15.0K | Filing ↗ |
| MSFT | Microsoft Corporation - Common Stock | Jul 21, 2026 | Sale (Partial) | $15.0K – $50.0K | Filing ↗ |
| AAPL | Apple Inc. - Common Stock | Apr 17, 2026 | Sale (Partial) | $1.0K – $15.0K | Filing ↗ |
| CEG | Constellation Energy Corporation - Common Stock When-Issued | Apr 17, 2026 | Sale (Partial) | $1.0K – $15.0K | Filing ↗ |
| AVGO | Broadcom Inc. - Common Stock | Apr 13, 2026 | Sale (Partial) | $1.0K – $15.0K | Filing ↗ |
| FDS | FactSet Research Systems Inc. Common Stock | Mar 31, 2026 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| MA | Mastercard Incorporated Common Stock | Mar 28, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| FDS | FactSet Research Systems Inc. Common Stock | Mar 26, 2026 | Sale (Partial) | $1.0K – $15.0K | Filing ↗ |
| FDS | FactSet Research Systems Inc. Common Stock | Mar 25, 2026 | Sale (Partial) | $1.0K – $15.0K | Filing ↗ |
| PNC | PNC Financial Services Group, Inc. (The) Common Stock | Mar 12, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AXP | American Express Company Common Stock | Mar 11, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| ITW | Illinois Tool Works Inc. Common Stock | Feb 24, 2026 | Sale (Partial) | $1.0K – $15.0K | Filing ↗ |
| PAYX | Paychex, Inc. - Common Stock | Feb 20, 2026 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| ADI | Analog Devices, Inc. - Common Stock | Feb 10, 2026 | Sale (Partial) | $1.0K – $15.0K | Filing ↗ |
| BLK | BlackRock, Inc. Common Stock | Feb 10, 2026 | Sale (Partial) | $1.0K – $15.0K | Filing ↗ |
| AVGO | Broadcom Inc. - Common Stock | Feb 9, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| SBUX | Starbucks Corp | Jan 28, 2026 | Sale (Partial) | $1.0K – $15.0K | Filing ↗ |
| GOOGL | Alphabet Cl A | Dec 16, 2025 | Sale (Partial) | $1.0K – $15.0K | Filing ↗ |
| MSFT | Microsoft Corp | Dec 16, 2025 | Sale (Partial) | $1.0K – $15.0K | Filing ↗ |
| AAPL | Apple Inc | Dec 16, 2025 | Sale (Partial) | $1.0K – $15.0K | Filing ↗ |
| K | Kellanova | Dec 11, 2025 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| META | Meta Platforms Inc | Nov 13, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|
No annual disclosure is currently associated with this filer.
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.