Transactions
150
Total transactions associated with this filer
Disclosed purchases
38
$200.0K – $500.0K
Average modeled return
+72.5%
19 modeled purchases
Average vs. S&P 500
-42.0%
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↑↓ |
|---|---|---|---|---|---|---|
| XOM | g fedcF IlINg S TaTuS : New Exxon Mobil Corporation (XOM) | Jan 21, 2020 | Sep 21, 2026 | +216.8% | +156.6% | +60.2% |
| FDRR | g fedcbF IlINg S TaTuS : New Fidelity Dividend ETF for Rising Rates (FDRR) | Feb 21, 2020 | Sep 18, 2026 | +129.4% | +88.9% | +40.6% |
| PM | g fedcF IlINg S TaTuS : New Philip Morris International Inc (PM) | Jan 21, 2020 | Sep 21, 2026 | +192.6% | +156.6% | +36.0% |
| SCHD | g fedcF IlINg S TaTuS : New Schwab uS Dividend Equity E TF(SCHD) | Feb 21, 2020 | Feb 9, 2024 | +51.7% | +20.3% | +31.3% |
| RHHBY | g fedcF IlINg S TaTuS : New Roche Holdings ag Basel american Depositary Shares (RHHBY) | Oct 3, 2019 | Sep 18, 2026 | +92.4% | +88.9% | +3.6% |
| RHHBY | g fedcF IlINg S TaTuS : New Roche Holdings ag Basel american Depositary Shares (RHHBY) | Oct 4, 2019 | Sep 18, 2026 | +88.1% | +88.9% | -0.8% |
| XOM | g fedcF IlINg S TaTuS : New Exxon Mobil Corporation (XOM) | Jun 17, 2019 | Sep 21, 2026 | +192.1% | +198.0% | -5.9% |
| SEIC | g fedcF IlINg S TaTuS : New SEI Investments Company (SEIC) | Jan 15, 2020 | Dec 1, 2023 | -3.8% | +9.8% | -13.6% |
| MTB | g fedcF IlINg S TaTuS : New M&T Bank Corporation (MTB) | Jan 27, 2020 | Sep 18, 2026 | +68.0% | +88.9% | -20.9% |
| RHHBY | g fedcbF IlINg S TaTuS : New Roche Holdings ag Basel american Depositary Shares (RHHBY) | Jan 2, 2020 | Sep 18, 2026 | +66.4% | +88.9% | -22.5% |
| JNJ | g fedcF IlINg S TaTuS : New Johnson & Johnson (JNJ) | Nov 18, 2019 | Sep 21, 2026 | +143.1% | +173.8% | -30.6% |
| IBM | g fedcFiling ID #20015059 F IlINg S TaTuS : New International Business Machines Corporation (IBM) | Feb 4, 2020 | Sep 21, 2026 | +112.1% | +158.3% | -46.2% |
| VNO | g fedcF IlINg S TaTuS : New Vornado Realty Trust (VNO) | Jan 21, 2020 | Dec 7, 2023 | -49.9% | +9.6% | -59.4% |
| VTR | g fedcF IlINg S TaTuS : New Ventas, Inc. (VTR) | Jan 21, 2020 | Sep 21, 2026 | +86.0% | +156.6% | -70.6% |
| — | g fedcF IlINg S TaTuS : New Prudential Financial, Inc. (PRu) | Jan 21, 2020 | Sep 21, 2026 | +75.6% | +156.6% | -81.0% |
| EIX | g fedcF IlINg S TaTuS : New Edison International (EIX) | Jul 31, 2019 | Sep 18, 2026 | +2.4% | +88.9% | -86.5% |
| PFE | g fedcF IlINg S TaTuS : New Pfizer, Inc. (PFE) | Jan 21, 2020 | Sep 21, 2026 | +1.2% | +156.6% | -155.4% |
| UNCHF | g fedcF IlINg S TaTUS : New D ESCRIPTION : OTC purchase of 29 shares in So ftBank group Corp.Unicharm Corp Ordinary Shares (UNCHF) | Apr 10, 2019 | Sep 18, 2026 | -79.7% | +88.9% | -168.6% |
| SFTBF | g fedcF IlINg S TaTUS : New D ESCRIPTION : Sale of 86 shares in NTT Docomo Inc. Softbank Corp Ordinary Shares (SFTBF) | Apr 10, 2019 | Sep 21, 2026 | -7.6% | +199.1% | -206.7% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 6 · 150 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| UBS | JT UBS Group AG Registered Ordinary Shares (UBS) | Mar 7, 2025 | Sale | $250.0K – $500.0K | Filing ↗ |
| UBS | JT UBS Group AG Registered Ordinary Shares (UBS) | May 14, 2024 | Sale | $50.0K – $100.0K | Filing ↗ |
| UBS | JT UBS Group AG Registered Ordinary Shares (UBS) | May 13, 2024 | Sale | $250.0K – $500.0K | Filing ↗ |
| UBS | SP UBS Group AG Registered Ordinary Shares (UBS) | Mar 3, 2023 | Sale | $250.0K – $500.0K | Filing ↗ |
| UBS | JT UBS Group AG Registered Ordinary Shares (UBS) | May 23, 2022 | Sale | $100.0K – $250.0K | Filing ↗ |
| UBS | g fedcF IlINg S TATUS : New S UBHOlDINg O F : UBS 401K SP UBS group Ag Registered Ordinary Shares (UBS) | Jun 1, 2020 | Sale | $50.0K – $100.0K | Filing ↗ |
| UBS | ranSactionS iD owner asset transaction type notification Date amount cap. gains > SP UBS group Ag Registered Ordinary Shares (UBS) | Apr 29, 2020 | Sale | $100.0K – $250.0K | Filing ↗ |
| FDRR | g fedcbF IlINg S TaTuS : New Fidelity Dividend ETF for Rising Rates (FDRR) | Feb 21, 2020 | Purchase | $100.0K – $250.0K | Filing ↗ |
| SCHD | g fedcF IlINg S TaTuS : New Schwab uS Dividend Equity E TF(SCHD) | Feb 21, 2020 | Purchase | $100.0K – $250.0K | Filing ↗ |
| CVX | g fedcbF IlINg S TaTuS : New Chevron Corporation (CVX) | Feb 20, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| CME | g fedcbF IlINg S TaTuS : New CME group Inc. - Class a (CME) | Feb 20, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| CSCO | g fedcbF IlINg S TaTuS : New Cisco Systems, Inc. (CSCO) | Feb 20, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| DD | g fedcbF IlINg S TaTuS : New DuPont de Nemours, Inc. (DD) | Feb 20, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| CMS | g fedcbF IlINg S TaTuS : New CMS Energy Corporation (CMS) | Feb 20, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| FDS | g fedcbF IlINg S TaTuS : New FactSet Research Systems Inc. (FDS) | Feb 20, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| ETR | g fedcbF IlINg S TaTuS : New Entergy Corporation (ETR) | Feb 20, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| DFS | g fedcbF IlINg S TaTuS : New Discover Financial Services (DFS) | Feb 20, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| EXPD | g fedcF IlINg S TaTuS : New ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > Expeditors International of Washington, Inc. (EXPD) | Feb 20, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| FB | g fedcF IlINg S TaTuS : New Facebook, Inc. - Class a (FB) | Feb 20, 2020 | Sale | $15.0K – $50.0K | Filing ↗ |
| BXP | g fedcbID Owner Asset Transaction Type Notification Date Amount Cap. Gains > F IlINg S TaTuS : New Boston Properties, Inc. (BXP) | Feb 20, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| DOV | g fedcF IlINg S TaTuS : New Dover Corporation (DOV) | Feb 20, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| EIX | g fedcF IlINg S TaTuS : New Edison International (EIX) | Feb 20, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| BDX | g fedcbF IlINg S TaTuS : New Becton, Dickinson and Company (BDX) | Feb 20, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| COF | g fedcbF IlINg S TaTuS : New Capital One Financial Corporation (COF) | Feb 20, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| BMY | g fedcF IlINg S TaTuS : New Bristol-Myers Squibb Company (BMY) | Feb 20, 2020 | Sale | $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.