Transactions
129
Total transactions associated with this filer
Disclosed purchases
132
$7.0K – $105.0K
Average modeled return
+99.4%
60 modeled purchases
Average vs. S&P 500
-54.9%
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↑↓ |
|---|---|---|---|---|---|---|
| JEF | g fedcF ILINg S TATuS : New S ubHOLdINg O F : Cindy Axne IRA SP Jefferies Financi al group Inc.(JEF) | Feb 4, 2019 | Sep 18, 2026 | +222.9% | +88.9% | +134.0% |
| JPM | g fedcF ILINg S TATuS : New S ubHOLdINg O F : Creation Agents LLC 401K SP JP Morgan Chase & Co. (JPM) | Mar 13, 2019 | Sep 21, 2026 | +312.7% | +207.9% | +104.8% |
| JPM | g fedcF ILINg S TATuS : New S ubHOLdINg O F : John Axne IRA JP Morgan Chase & Co. (JPM) | Mar 13, 2019 | Sep 21, 2026 | +312.7% | +207.9% | +104.8% |
| JPM | g fedcF ILINg S TATuS : New S ubHOLdINg O F : Cindy Axne IRA SP JP Morgan Chase & Co. (JPM) | Mar 13, 2019 | Sep 21, 2026 | +312.7% | +207.9% | +104.8% |
| ORLY | g fedcF ILINg S TATuS : New S ubHOLdINg O F : Creation Agents LLC 401K SP O'Reilly Automotive, Inc. (ORLY) | Dec 10, 2020 | Sep 21, 2026 | +181.1% | +128.5% | +52.6% |
| KEYS | g fedcF ILINg S TATuS : New S ubHOLdINg O F : Creation Agents LLC 401K SP Keysight Technolog ies Inc. (KEYS) | Jun 11, 2021 | Sep 18, 2026 | +126.6% | +88.9% | +37.8% |
| V | g fedcF ILINg S TATuS : New S ubHOLdINg O F : Creation Agents LLC 401K Visa Inc. (V) | Nov 23, 2021 | Sep 21, 2026 | +92.3% | +76.5% | +15.8% |
| V | g fedcFiling Id #20019824 F ILINg S TATuS : New S ubHOLdINg O F : Creation Agents LLC 401K SP Visa Inc. (V) | Nov 23, 2021 | Sep 21, 2026 | +92.3% | +76.5% | +15.8% |
| MA | g fedcF ILINg S TATuS : New S ubHOLdINg O F : Cindy Axne IRA SP Mastercard Incorporated (MA) | Nov 23, 2021 | Sep 21, 2026 | +76.8% | +76.5% | +0.3% |
| KEYS | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Creation Agents LLC 401K SP Keysight Technolog ies Inc. (KEYS) | Jan 13, 2022 | Sep 18, 2026 | +79.5% | +88.9% | -9.3% |
| V | g fedcF ILINg S TATuS : New S ubHOLDINg O F : Cindy Axne IRA SP Visa Inc. (V) | Oct 22, 2021 | Sep 21, 2026 | +65.3% | +82.4% | -17.0% |
| MA | g fedcF ILINg S TATuS : New S ubHOLDINg O F : Creation Agents LLC 401K Mastercard Incorporated (MA) | Oct 22, 2021 | Sep 21, 2026 | +62.2% | +82.4% | -20.2% |
| MA | g fedcF ILINg S TATuS : New S ubHOLDINg O F : Creation Agents LLC 401K SP Mastercard Incorporated (MA) | Oct 22, 2021 | Sep 21, 2026 | +62.2% | +82.4% | -20.2% |
| LMT | g fedcF ILINg S TATuS : New S ubHOLdINg O F : John Axne IRA d ESCRIPTION : Preferred security SP Lockheed Martin Corporation (LMT) | Jan 20, 2021 | Sep 21, 2026 | +82.7% | +117.4% | -34.7% |
| JNJ | g fedcF ILINg S TATuS : New S ubHOLdINg O F : Creation Agents LLC 401K SP Johnson & Johnson (JNJ) | Feb 13, 2020 | Sep 21, 2026 | +116.9% | +152.2% | -35.3% |
| JNJ | g fedcF ILINg S TATuS : New S ubHOLdINg O F : Cindy Axne IRA SP Johnson & Johnson (JNJ) | Feb 13, 2020 | Sep 21, 2026 | +116.9% | +152.2% | -35.3% |
| JEF | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Creation Agents LLC 401K SP Jefferies Financi al group Inc.(JEF) | Jan 13, 2022 | Sep 18, 2026 | +52.2% | +88.9% | -36.6% |
| JNJ | g fedcF ILINg S TATuS : New S ubHOLdINg O F : Creation Agents LLC 401K Johnson & Johnson (JNJ) | Jul 18, 2019 | Sep 21, 2026 | +150.1% | +187.2% | -37.1% |
| JNJ | g fedcF ILINg S TATuS : New S ubHOLdINg O F : Creation Agents LLC 401K SP Johnson & Johnson (JNJ) | Jul 18, 2019 | Sep 21, 2026 | +150.1% | +187.2% | -37.1% |
| JNJ | g fedcF ILINg S TATuS : New ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > S ubHOLdINg O F : John Axne IRA SP Johnson & Johnson (JNJ) | Jul 18, 2019 | Sep 21, 2026 | +150.1% | +187.2% | -37.1% |
| JNJ | g fedcF ILINg S TATuS : New S ubHOLdINg O F : Creation Agents LLC 401K SP Johnson & Johnson (JNJ) | Dec 31, 2019 | Sep 21, 2026 | +123.2% | +164.1% | -40.9% |
| WFC | g fedcF ILINg S TATuS : New S ubHOLdINg O F : Creation Agents LLC 401K SP Wells Fargo & Company (WFC) | Feb 13, 2020 | Sep 21, 2026 | +111.2% | +152.2% | -41.0% |
| WFC | g fedcF ILINg S TATuS : New S ubHOLdINg O F : Cindy Axne IRA SP Wells Fargo & Company (WFC) | Feb 13, 2020 | Sep 21, 2026 | +111.2% | +152.2% | -41.0% |
| V | g fedcF ILINg S TATuS : New S ubHOLdINg O F : John Axne IRA d ESCRIPTION : uS bancorp dEP SHS PFd F Non-Cumulative Series F6.5% debt Clas sification: Preferred StockSP Visa Inc. (V) | Oct 28, 2020 | Sep 21, 2026 | +112.6% | +156.5% | -43.9% |
| POST | g fedcID Owner Asset Transaction Type Notification Date Amount Cap. Gains > F ILINg S TATuS : New S ubHOLdINg O F : Creation Agents LLC 401K SP Post Holdings, Inc. (POST) | Sep 11, 2020 | Sep 18, 2026 | +40.8% | +88.9% | -48.0% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 6 · 129 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| JEF | SP Jefferies Financial Group Inc. (JEF) | Dec 23, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| JEF | SP Jefferies Financial Group Inc. (JEF) | Dec 23, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| JEF | F S : New S O : Creation Agents LLC 401K Jefferies Financial Group Inc. (JEF) | Dec 23, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| CHD | F S : New S O : Creation Agents LLC 401K Church & Dwight Company, Inc. (CHD) | Nov 23, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| DHR | SP Danaher Corporation (DHR) | Nov 23, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AMZN | SP Amazon.com, Inc. (AMZN) | Nov 23, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| DHR | F S : New S O : Cindy Axne IRA Danaher Corporation (DHR) | Nov 23, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| PYPL | SP PayPal Holdings, Inc. (PYPL) | Nov 9, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| PYPL | SP PayPal Holdings, Inc. (PYPL) | Nov 9, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| PYPL | F S : New S O : Creation Agents LLC 401K PayPal Holdings, Inc. (PYPL) | Nov 9, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| LMT | SP Lockheed Martin Corporation (LMT) | Nov 3, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| LBRDA | SP Liberty Broadband Corporation - Class A (LBRDA) | Sep 8, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| LBRDA | SP Liberty Broadband Corporation - Class A (LBRDA) | Sep 8, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| LBRDA | Liberty Broadband Corporation - Class A (LBRDA) | Sep 8, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| LBRDA | SP Liberty Broadband Corporation - Class A (LBRDA) | Aug 12, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| BRBR | SP BellRing Brands, Inc. (BRBR) | Jun 15, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| JPM | S O : Cindy Axne IRA SP JP Morgan Chase & Co. (JPM) | May 12, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| JPM | F S : New S O : Creation Agents LLC 401K JP Morgan Chase & Co. (JPM) | May 12, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| JPM | SP JP Morgan Chase & Co. (JPM) | May 12, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| DHR | SP Danaher Corporation (DHR) | May 10, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| DHR | SP Danaher Corporation (DHR) | May 10, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| DHR | Danaher Corporation (DHR) | May 10, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| JNJ | SP Johnson & Johnson (JNJ) | May 4, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| JNJ | F S : New S O : Creation Agents LLC 401K Johnson & Johnson (JNJ) | May 4, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| JNJ | SP Johnson & Johnson (JNJ) | May 4, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075011 | 34 | 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.