Transactions
553
Total transactions associated with this filer
Disclosed purchases
389
$13.0K – $195.0K
Average modeled return
+85.9%
154 modeled purchases
Average vs. S&P 500
-38.1%
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↑↓ |
|---|---|---|---|---|---|---|
| MCK | g fedcF ILING s TATus : New s ubHoLDING o F : Morgan stanley IRA - X142 McKesson Corporation (MCK) [sT] | Sep 25, 2019 | Sep 21, 2026 | +553.8% | +187.0% | +366.8% |
| KLAC | KLA Corporation (KLAC) | Sep 7, 2022 | Sep 21, 2026 | +463.9% | +105.5% | +358.4% |
| KLAC | F S : New S O : Morgan Stanley IRA - X141 KLA Corporation (KLAC) | Sep 14, 2022 | Sep 21, 2026 | +449.6% | +107.1% | +342.5% |
| WWD | g fedcF ILING s TATus : New s ubHoLDING o F : Morgan stanley IRA - X141 Woodward, Inc. (WWD) [sT] | Oct 19, 2018 | Sep 18, 2026 | +342.1% | +88.9% | +253.3% |
| MCK | g fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 McKesson Corporation (MCK) | Jan 20, 2022 | Sep 21, 2026 | +261.2% | +84.3% | +176.9% |
| MCK | g fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 McKesson Corporation (MCK) | Feb 7, 2022 | Sep 21, 2026 | +236.7% | +84.1% | +152.6% |
| JCI | g fedcF ILING s TATus : New s ubHoLDING o F : Morgan stanley IRA - X141 Johnson Controls Intern ational plcordinary share (JCI) [sT] | Sep 5, 2018 | Sep 21, 2026 | +351.0% | +202.8% | +148.2% |
| FDN | F ILING S TATuS : New S ubHoLDING o F : Morgan Stanley IRA - X141 First Trust DJ Interne t Index Fund(FDN) | Mar 21, 2017 | Sep 18, 2026 | +233.0% | +88.9% | +144.1% |
| MCK | g fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 McKesson Corporation (MCK) | Mar 8, 2022 | Sep 21, 2026 | +233.0% | +97.8% | +135.1% |
| TT | F S : New S O : Morgan Stanley IRA - X141 Trane Technologies plc (TT) | Jul 22, 2022 | Sep 21, 2026 | +225.7% | +106.9% | +118.8% |
| MS | g fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > Morgan Stanley (MS) | Feb 17, 2021 | Sep 21, 2026 | +223.7% | +112.7% | +111.1% |
| MS | g fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 Morgan Stanley (MS) | Apr 21, 2021 | Sep 21, 2026 | +208.2% | +99.9% | +108.3% |
| MS | g fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 Morgan Stanley (MS) | Apr 14, 2021 | Sep 21, 2026 | +202.3% | +102.1% | +100.2% |
| JCI | F S : New S O : Morgan Stanley IRA - X141 Johnson Controls International plc Ordinary Share (JCI) | May 11, 2022 | Sep 21, 2026 | +208.8% | +109.0% | +99.8% |
| MS | g fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 Morgan Stanley (MS) | Mar 26, 2021 | Sep 21, 2026 | +205.4% | +110.0% | +95.3% |
| MS | g fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 Morgan Stanley (MS) | Mar 24, 2021 | Sep 21, 2026 | +207.9% | +114.6% | +93.3% |
| ETR | g fedcF ILING s TATus : New s ubHoLDING o F : Morgan stanley IRA - X141 Entergy Corporation (ETR) [sT] | Apr 30, 2020 | Sep 18, 2026 | +168.8% | +88.9% | +80.0% |
| PGR | g fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 Progressive Corporation (PGR) | Sep 2, 2021 | Sep 21, 2026 | +147.9% | +82.9% | +65.0% |
| PGR | g fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 Progressive Corporation (PGR) | Sep 1, 2021 | Sep 21, 2026 | +147.8% | +83.5% | +64.3% |
| JCI | F S : New S O : Morgan Stanley IRA - X141 Johnson Controls International plc Ordinary Share (JCI) | Mar 24, 2022 | Sep 21, 2026 | +140.3% | +82.2% | +58.1% |
| JPM | F ILING s TATus : New s ubHoLDING o F : Morgan stanley IRA - X141 JP Morgan Chase & Co. (JPM) s 02/7/2018 02/7/2018 $1,001 - $15,000 F ILING s TATus : New s ubHoLDING o F : Morgan stanley IRA - X141 Kimberly-Clark Corporation ( KMb) | Feb 14, 2018 | Sep 21, 2026 | +284.2% | +227.4% | +56.8% |
| MRK | g fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 Merck & Company, Inc. Common Stock (MRK) | Dec 3, 2021 | Sep 21, 2026 | +136.6% | +82.3% | +54.4% |
| PGR | g fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 Progressive Corporation (PGR) | Mar 17, 2021 | Sep 21, 2026 | +162.8% | +110.1% | +52.7% |
| MAR | g fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 Marriott International - Class A (MAR) | Sep 23, 2021 | Sep 21, 2026 | +137.3% | +86.5% | +50.9% |
| MAR | g fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 Marriott International - Class A (MAR) | Nov 17, 2021 | Sep 21, 2026 | +127.0% | +76.5% | +50.5% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 23 · 553 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| PLD | F S : New S O : Morgan Stanley IRA - X141 ProLogis, Inc. (PLD) | Dec 8, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| HPP | F S : New S O : Morgan Stanley IRA - X141 Hudson Pacific Properties, Inc. (HPP) | Dec 8, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| BLK | F S : New S O : Morgan Stanley IRA - X141 BlackRock, Inc. (BLK) | Dec 7, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| PLD | F S : New S O : Morgan Stanley IRA - X141 ProLogis, Inc. (PLD) | Dec 7, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| D | F S : New S O : Morgan Stanley IRA - X141 Dominion Energy, Inc. (D) | Dec 1, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| DD | F S : New S O : Morgan Stanley IRA - X141 DuPont de Nemours, Inc. (DD) | Nov 30, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| PLD | F S : New S O : Morgan Stanley IRA - X142 ProLogis, Inc. (PLD) | Nov 30, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| UNP | F S : New S O : Morgan Stanley IRA - X141 Union Pacific Corporation (UNP) | Nov 30, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| D | F S : New S O : Morgan Stanley IRA - X142 Dominion Energy, Inc. (D) | Nov 30, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| BLK | BlackRock, Inc. (BLK) | Nov 30, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| CARG | F S : New S O : Morgan Stanley IRA - X141 CarGurus, Inc. - Class A (CARG) | Nov 22, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| PLD | F S : New S O : Morgan Stanley IRA - X141 ProLogis, Inc. (PLD) | Nov 9, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| PLD | F S : New S O : Morgan Stanley IRA - X141 ProLogis, Inc. (PLD) | Nov 2, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| CI | F S : New S O : Morgan Stanley IRA - X142 Cigna Corporation (CI) | Nov 2, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| COLD | Americold Realty Trust, Inc. (COLD) | Oct 27, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| HAL | F S : New S O : Morgan Stanley IRA - X141 Halliburton Company (HAL) | Oct 26, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| JNJ | F S : New S O : Morgan Stanley IRA - X142 Johnson & Johnson (JNJ) | Oct 26, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| PFE | F S : New S O : Morgan Stanley IRA - X141 Pfizer, Inc. (PFE) | Oct 26, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| NSP | F S : New S O : Morgan Stanley IRA - X142 Insperity, Inc. (NSP) | Oct 24, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| NSP | F S : New S O : Morgan Stanley IRA - X142 Insperity, Inc. (NSP) | Oct 21, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| GD | F S : New S O : Morgan Stanley IRA - X141 General Dynamics Corporation (GD) | Oct 19, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| NOC | F S : New S O : Morgan Stanley IRA - X141 Northrop Grumman Corporation (NOC) | Oct 19, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| BR | F S : New S O : Morgan Stanley IRA - X141 Broadridge Financial Solutions, Inc. (BR) | Oct 13, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| DHR | F S : New S O : Morgan Stanley IRA - X141 Danaher Corporation (DHR) | Oct 12, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| CMCSA | F S : New S O : Morgan Stanley IRA - X142 Comcast Corporation - Class A (CMCSA) | Oct 12, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076430 | 3 | 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.