Transactions
24
Total transactions associated with this filer
Disclosed purchases
18
$16.0K – $240.0K
Average modeled return
+45.3%
16 modeled purchases
Average vs. S&P 500
+6.0%
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↑↓ |
|---|---|---|---|---|---|---|
| GOOG | Alphabet Cl C | Apr 14, 2025 | Sep 18, 2026 | +114.3% | +43.6% | +70.7% |
| NVDA | Nvidia Corp | Apr 30, 2025 | Sep 18, 2026 | +104.6% | +39.6% | +64.9% |
| NVDA | Nvidia Corp | Apr 14, 2025 | Sep 18, 2026 | +101.3% | +43.6% | +57.6% |
| AAPL | Apple Inc | Apr 14, 2025 | Sep 18, 2026 | +67.0% | +43.6% | +23.4% |
| XOM | Exxon Mobil Corp | Apr 14, 2025 | Sep 18, 2026 | +65.8% | +43.6% | +22.2% |
| AAPL | Apple Inc | Apr 30, 2025 | Sep 18, 2026 | +59.2% | +39.6% | +19.5% |
| JPM | JP Morgan Chase & Company | Apr 14, 2025 | Sep 18, 2026 | +52.6% | +43.6% | +8.9% |
| AMZN | Amazon.com Inc | Apr 30, 2025 | Sep 18, 2026 | +37.6% | +39.6% | -2.1% |
| EOG | EOG Resources, Inc. Common Stock | Apr 14, 2025 | Sep 18, 2026 | +41.1% | +43.6% | -2.5% |
| V | Visa Inc | Nov 7, 2025 | Sep 18, 2026 | +10.5% | +14.7% | -4.3% |
| AMZN | Amazon.com Inc | Apr 14, 2025 | Sep 18, 2026 | +39.3% | +43.6% | -4.3% |
| UPS | United Parcel Service | Nov 7, 2025 | Sep 18, 2026 | +10.0% | +14.7% | -4.7% |
| MSFT | Microsoft Corp | Apr 14, 2025 | Sep 18, 2026 | +28.8% | +43.6% | -14.8% |
| WMT | Walmart Inc | Apr 14, 2025 | Sep 18, 2026 | +14.2% | +43.6% | -29.5% |
| V | Visa Inc | Apr 14, 2025 | Sep 18, 2026 | +11.1% | +43.6% | -32.5% |
| UNH | Unitedhealth Group Inc | Apr 14, 2025 | Sep 18, 2026 | -33.2% | +43.6% | -76.8% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 24 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| JPM | JP Morgan Chase & Company | Jan 28, 2026 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| AAPL | Apple Inc | Nov 7, 2025 | Sale (Partial) | $1.0K – $15.0K | Filing ↗ |
| AMZN | Amazon.com Inc | Nov 7, 2025 | Sale (Partial) | $1.0K – $15.0K | Filing ↗ |
| GOOG | Alphabet Cl C | Nov 7, 2025 | Sale (Partial) | $1.0K – $15.0K | Filing ↗ |
| UPS | United Parcel Service | Nov 7, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| NVDA | Nvidia Corp | Nov 7, 2025 | Sale (Partial) | $1.0K – $15.0K | Filing ↗ |
| V | Visa Inc | Nov 7, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| UNH | Unitedhealth Group Inc | Apr 30, 2025 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| NVDA | Nvidia Corp | Apr 30, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AMZN | Amazon.com Inc | Apr 30, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AAPL | Apple Inc | Apr 30, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| XOM | Exxon Mobil Corp | Apr 30, 2025 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| V | Visa Inc | Apr 14, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AMZN | Amazon.com Inc | Apr 14, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| EOG | EOG Resources, Inc. Common Stock | Apr 14, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| GOOG | Alphabet Cl C | Apr 14, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| JPM | JP Morgan Chase & Company | Apr 14, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MSFT | Microsoft Corp | Apr 14, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| NVDA | Nvidia Corp | Apr 14, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| UNH | Unitedhealth Group Inc | Apr 14, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AAPL | Apple Inc | Apr 14, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| WMT | Walmart Inc | Apr 14, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| XOM | Exxon Mobil Corp | Apr 14, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| ONEW | OneWater Marine Inc. - Class A Common Stock | Jul 24, 2024 | Sale (Full) | $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.