Transactions
166
Total transactions associated with this filer
Disclosed purchases
102
$8.0K – $120.0K
Average modeled return
+108.1%
35 modeled purchases
Average vs. S&P 500
-45.5%
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↑↓ |
|---|---|---|---|---|---|---|
| NVDA | SP NVIDIA Corporation (NVDA) | Mar 7, 2023 | Sep 21, 2026 | +876.8% | +103.5% | +773.3% |
| XOM | g fedcF IlINg s TATus : New Exxon Mobil Corporation (XOM) [sT] | Mar 31, 2020 | Sep 21, 2026 | +455.8% | +227.9% | +228.0% |
| IBKR | SP Interactive Brokers Group, Inc. - Class A Common Stock (IBKR) | Jun 6, 2024 | Sep 18, 2026 | +199.3% | +46.7% | +152.6% |
| NVDA | JT NVIDIA Corporation - Common Stock (NVDA) | May 31, 2024 | Sep 21, 2026 | +107.4% | +50.9% | +56.5% |
| BRK.B | g fedcF IlINg s TATus : New Berkshire Hathaway Inc. New (BRK.B) [sT] | Nov 26, 2018 | Sep 18, 2026 | +142.0% | +88.9% | +53.2% |
| SCHW | SP Charles Schwab Corporation (SCHW) | Oct 5, 2023 | Sep 21, 2026 | +118.5% | +88.8% | +29.7% |
| DAL | SP Delta Air Lines, Inc. Common Stock (DAL) | Jun 28, 2024 | Sep 18, 2026 | +72.3% | +43.6% | +28.7% |
| TXN | g fedcF IlINg s TATus : New Texas Instruments Incorporated(TXN) [sT] | Nov 26, 2018 | Sep 21, 2026 | +246.3% | +225.7% | +20.7% |
| ROST | g fedcF IlINg S TATuS : New Ross Stores, Inc. (ROST) | Sep 8, 2020 | Sep 21, 2026 | +163.3% | +152.5% | +10.8% |
| AAPL | SP Apple Inc. - Common Stock (AAPL) | Aug 13, 2024 | Sep 18, 2026 | +53.2% | +44.2% | +9.0% |
| MO | rANSACTIONS ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > 2000065037 Altria group, Inc. (MO) | Mar 24, 2020 | Sep 21, 2026 | +250.0% | +247.5% | +2.5% |
| TSLA | SP Tesla, Inc. - Common Stock (TSLA) | Oct 25, 2024 | Sep 21, 2026 | +38.9% | +36.6% | +2.3% |
| TJX | g fedcbF IlINg s TATus : Amended C oMMENTs : Mistakenly reported as McDonalds Tokyo instead o f McDonalds Corp.TJX Companies, Inc. (TJX) [sT] | Mar 23, 2017 | Sep 21, 2026 | +279.7% | +282.8% | -3.1% |
| MNST | g fedcF IlINg S TATuS : New Monster Beverage Corporat ion(MNST) | Oct 15, 2020 | Sep 21, 2026 | +117.4% | +141.2% | -23.7% |
| NOC | g fedcbF IlINg S TATuS : New Northrop grumman Corporation (NOC) | Sep 23, 2021 | Sep 21, 2026 | +62.4% | +86.5% | -24.0% |
| TMO | g fedcF IlINg s TATus : New Thermo Fisher scientific Inc(TMO) [sT] | Nov 14, 2018 | Sep 21, 2026 | +185.6% | +222.4% | -36.8% |
| MMM | rANSACTIONS ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > 3M Company (MMM) | Sep 23, 2021 | Sep 21, 2026 | +29.7% | +86.5% | -56.8% |
| SYY | g fedcbF IlINg S TATuS : New Sysco Corporation (SYY) | Sep 23, 2021 | Sep 18, 2026 | +13.1% | +88.9% | -75.8% |
| ICE | g fedcF IlINg S TATuS : New Intercontinental Exchange Inc. (ICE) | Sep 17, 2020 | Sep 21, 2026 | +67.7% | +150.5% | -82.8% |
| NEE | g fedcbF IlINg S TATuS : New NextEra Energy, Inc. (NEE) | Mar 5, 2021 | Sep 21, 2026 | +30.9% | +117.5% | -86.6% |
| JNJ | g fedcbF IlINg s TATus : New Johnson & Johnson (JNJ) [sT] | Dec 6, 2018 | Sep 21, 2026 | +129.4% | +222.9% | -93.4% |
| WM | g fedcF IlINg s TATus : New Waste Management, Inc. (WM) [sT] | Aug 30, 2019 | Sep 21, 2026 | +96.5% | +193.4% | -96.9% |
| CRON | g fedcbF IlINg S TATuS : New Cronos group Inc. - Common Share (CRON) | Nov 5, 2020 | Oct 28, 2024 | -65.5% | +40.8% | -106.3% |
| TMO | g fedcbF IlINg s TATus : New Thermo Fisher scientific Inc(TMO) [sT] | Mar 19, 2020 | Sep 21, 2026 | +138.1% | +253.4% | -115.3% |
| — | g fedcbF IlINg S TATuS : New Netflix, Inc. (NFlX) | Jul 1, 2020 | Sep 21, 2026 | +51.7% | +171.0% | -119.2% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 7 · 166 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| SHEL | SP Shell PLC American Depositary Shares (SHEL) | Nov 13, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| NVDA | F S : New S O : Chris IRA NVIDIA Corporation - Common Stock (NVDA) | Nov 13, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| SCHW | SP Charles Schwab Corporation (SCHW) | Nov 13, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | SP Microsoft Corporation - Common Stock (MSFT) | Nov 13, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| IBKR | SP Interactive Brokers Group, Inc. - Class A Common Stock (IBKR) | Nov 13, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| AMZN | SP Amazon.com, Inc. - Common Stock (AMZN) | Nov 13, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| NVDA | SP NVIDIA Corporation - Common Stock (NVDA) | Nov 13, 2024 | Sale | $15.0K – $50.0K | Filing ↗ |
| TSLA | SP Tesla, Inc. - Common Stock (TSLA) | Nov 13, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| NVDA | SP NVIDIA Corporation - Common Stock (NVDA) | Nov 13, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| NVDA | SP NVIDIA Corporation - Common Stock (NVDA) | Nov 13, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| NVDA | JT NVIDIA Corporation - Common Stock (NVDA) | Nov 13, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| DJT | SP Trump Media & Technology Group Corp. - Common Stock (DJT) | Nov 8, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| DJT | SP Trump Media & Technology Group Corp. - Common Stock (DJT) | Nov 6, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| TSLA | SP Tesla, Inc. - Common Stock (TSLA) | Oct 25, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AAPL | SP Apple Inc. - Common Stock (AAPL) | Aug 19, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | SP Apple Inc. - Common Stock (AAPL) | Aug 13, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| DAL | SP Delta Air Lines, Inc. Common Stock (DAL) | Jul 23, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| DAL | SP Delta Air Lines, Inc. Common Stock (DAL) | Jun 28, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| IBKR | SP Interactive Brokers Group, Inc. - Class A Common Stock (IBKR) | Jun 6, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| NVDA | JT NVIDIA Corporation - Common Stock (NVDA) | May 31, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| SCHW | SP Charles Schwab Corporation (SCHW) | Oct 5, 2023 | Purchase | $1.0K – $15.0K | Filing ↗ |
| TWLO | SP Twilio Inc. Class A (TWLO) | Aug 25, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| NVDA | SP NVIDIA Corporation (NVDA) | Mar 7, 2023 | Purchase | $1.0K – $15.0K | Filing ↗ |
| NVDA | SP NVIDIA Corporation (NVDA) | Feb 28, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| NVDA | SP NVIDIA Corporation (NVDA) | Feb 28, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075970 | 129 | PARTIAL | 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.