Transactions
55
Total transactions associated with this filer
Disclosed purchases
79
$13.0K – $195.0K
Average modeled return
+49.6%
10 modeled purchases
Average vs. S&P 500
-75.9%
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↑↓ |
|---|---|---|---|---|---|---|
| INTC | rANSACTIONS ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > DC Intel Corporation (INTC) | Sep 2, 2020 | Sep 21, 2026 | +161.4% | +135.2% | +26.2% |
| MSFT | g fedcF ILINg S TATUS : New S UbHOLDINg O F : Mutual Funds > Scottrade DC Microsoft Corporation (MSFT) | Sep 3, 2020 | Sep 21, 2026 | +140.8% | +143.6% | -2.8% |
| VNCE | g fedcbF IlINg s TaTus : New ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > DC Vince Holding Corp. (VNCE) [sT] | May 25, 2017 | Sep 18, 2026 | +81.4% | +88.9% | -7.5% |
| YETI | g fedcF ILINg S TaTUS : New S UbHOLDINg O F : Mutual Funds > Scottrade DC YETI Holdings, Inc. (YETI) | May 4, 2020 | Sep 18, 2026 | +59.3% | +88.9% | -29.6% |
| YETI | g fedcF IlINg s TaTus : New DC YETI Holdings, Inc. (YETI) [sT] | Nov 6, 2019 | Sep 18, 2026 | +37.4% | +88.9% | -51.5% |
| ROKU | g fedcF ILINg S TaTUS : New S UbHOLDINg O F : Mutual Funds > Scottrade DC Roku, Inc. - Class a (ROKU) | May 19, 2020 | May 8, 2024 | -48.7% | +24.6% | -73.2% |
| ROKU | g fedcF ILINg S TATUS : New S UbHOLDINg O F : Mutual Funds > Scottrade DC Roku, Inc. - Class A (ROKU) | Sep 4, 2020 | May 8, 2024 | -62.8% | +24.6% | -87.3% |
| PM | g fedcF IlINg s TaTus : New DC Philip Morris International Inc (PM) [sT] | Mar 21, 2017 | Sep 21, 2026 | +163.5% | +283.3% | -119.8% |
| RCON | g fedcF IlINg s TaTus : New DC Recon Technology, ltd. - Ordinaryshares (RCON) [sT] | Oct 16, 2017 | Sep 18, 2026 | -100.0% | +88.9% | -188.9% |
| VZ | g fedcF IlINg s TaTus : New DC Verizon Communications Inc. (VZ)[sT] | Feb 10, 2017 | Sep 21, 2026 | +63.7% | +288.6% | -224.9% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 3 · 55 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| ROKU | g fedcF ILINg S TATUS : New S UbHOLDINg O F : Mutual Funds > Scottrade DC Roku, Inc. - Class A (ROKU) | Sep 15, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| SNE | g fedcF ILINg S TATUS : New S UbHOLDINg O F : Mutual Funds > Scottrade Filing ID #20017513 DC Sony Corporation (SNE) | Sep 15, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | g fedcF ILINg S TATUS : New S UbHOLDINg O F : Mutual Funds > Scottrade DC Microsoft Corporation (MSFT) | Sep 15, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| INTC | g fedcF ILINg S TATUS : New S UbHOLDINg O F : Mutual Funds > Scottrade DC Intel Corporation (INTC) | Sep 15, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| ROKU | g fedcF ILINg S TATUS : New S UbHOLDINg O F : Mutual Funds > Scottrade DC Roku, Inc. - Class A (ROKU) | Sep 4, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MSFT | g fedcF ILINg S TATUS : New S UbHOLDINg O F : Mutual Funds > Scottrade DC Microsoft Corporation (MSFT) | Sep 3, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| INTC | rANSACTIONS ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > DC Intel Corporation (INTC) | Sep 2, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| SNE | g fedcF ILINg S TATUS : New S UbHOLDINg O F : Mutual Funds > Scottrade DC Sony Corporation (SNE) | Aug 31, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| SNE | g fedcF ILINg S TATUS : New S UbHOLDINg O F : Mutual Funds > Scottrade DC Sony Corporation (SNE) | Aug 31, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| ROKU | g fedcF ILINg S TaTUS : New S UbHOLDINg O F : Mutual Funds > Scottrade DC Roku, Inc. - Class a (ROKU) | May 19, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| YETI | g fedcF ILINg S TaTUS : New S UbHOLDINg O F : Mutual Funds > Scottrade DC YETI Holdings, Inc. (YETI) | May 7, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| DIS | g fedcF ILINg S TaTUS : New S UbHOLDINg O F : Mutual Funds > Scottrade DC Walt Disney Company (DIS) | May 5, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| YETI | g fedcF ILINg S TaTUS : New S UbHOLDINg O F : Mutual Funds > Scottrade DC YETI Holdings, Inc. (YETI) | May 4, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| YETI | g fedcF IlINg s TaTus : New Filing ID #20013879 DC YETI Holdings, Inc. (YETI) [sT] | Dec 12, 2019 | Sale | $1.0K – $15.0K | Filing ↗ |
| YETI | g fedcF IlINg s TaTus : New DC YETI Holdings, Inc. (YETI) [sT] | Nov 6, 2019 | Purchase | $1.0K – $15.0K | Filing ↗ |
| YTEN | g fedcF IlINg s TaTus : New DC Yield10 Bioscience, Inc. (YTEN)[sT] | Mar 14, 2018 | Sale | $1.0K – $15.0K | Filing ↗ |
| BONT | g fedcF IlINg s TaTus : New DC The Bon-Ton stores, Inc. (BONT)[sT] | Oct 25, 2017 | Sale | $1.0K – $15.0K | Filing ↗ |
| TRXC | g fedcF IlINg s TaTus : New DC TransEnterix, Inc. (TRXC) [sT] | Oct 17, 2017 | Sale | $1.0K – $15.0K | Filing ↗ |
| NEOT | g fedcF IlINg s TaTus : New DC Neothetics, Inc. (NEOT) [sT] | Oct 17, 2017 | Purchase | $1.0K – $15.0K | Filing ↗ |
| NEOT | g fedcF IlINg s TaTus : New DC Neothetics, Inc. (NEOT) [sT] | Oct 17, 2017 | Sale | $1.0K – $15.0K | Filing ↗ |
| TRXC | g fedcF IlINg s TaTus : New C OMMENTs : asset purchased 10/01/2017, purch ase did not meet reporting .DC TransEnterix, Inc. (TRXC) [sT] | Oct 17, 2017 | Purchase | $1.0K – $15.0K | Filing ↗ |
| RCON | g fedcF IlINg s TaTus : New DC Recon Technology, ltd. - Ordinaryshares (RCON) [sT] | Oct 16, 2017 | Purchase | $1.0K – $15.0K | Filing ↗ |
| RCON | g fedcF IlINg s TaTus : New DC Recon Technology, ltd. - Ordinaryshares (RCON) [sT] | Oct 16, 2017 | Sale | $1.0K – $15.0K | Filing ↗ |
| NETE | g fedcF IlINg s TaTus : New DC Net Element, Inc. (NETE) [sT] | Oct 13, 2017 | Sale | $1.0K – $15.0K | Filing ↗ |
| INFI | g fedcF IlINg s TaTus : New DC Infinity Pharmaceuticals, Inc. (INFI) [sT] | Oct 12, 2017 | Purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076922 | 66 | 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.