Transactions
32
Total transactions associated with this filer
Disclosed purchases
31
$29.0K – $260.0K
Average modeled return
-14.9%
16 modeled purchases
Average vs. S&P 500
-95.7%
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↑↓ |
|---|---|---|---|---|---|---|
| KR | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Kroger Company (KR) | Dec 18, 2020 | Sep 21, 2026 | +120.1% | +126.0% | -6.0% |
| KR | ranSactionS iD owner asset transaction type notification Date amount cap. gains > JT Kroger Company (KR) | May 20, 2021 | Sep 21, 2026 | +84.9% | +100.3% | -15.4% |
| KR | ranSactionS iD owner asset transaction type notification Date amount cap. gains > JT Kroger Company (KR) | Apr 5, 2021 | Sep 21, 2026 | +84.0% | +104.7% | -20.7% |
| YUM | JT Yum! Brands, Inc. (YUM) | Aug 8, 2024 | Sep 21, 2026 | +6.3% | +49.5% | -43.1% |
| KR | g fedcbF IlINg S TATuS : New S uBHOldINg O F : Schwab IRA Kroger Company (KR) | Sep 1, 2020 | Sep 21, 2026 | +93.0% | +138.6% | -45.6% |
| KR | g fedcF IlINg S TATuS : New S uBHOlDINg O F : Schwab IRA Kroger Company (KR) | Aug 28, 2020 | Sep 21, 2026 | +93.5% | +140.0% | -46.5% |
| KR | g fedcF IlINg S TATuS : New S uBHOldINg O F : Schwab IRA Kroger Company (KR) | Sep 3, 2020 | Sep 21, 2026 | +89.2% | +143.6% | -54.4% |
| PTON | Peloton Interactive, Inc. (PTON) | Jun 9, 2023 | Sep 21, 2026 | -41.2% | +87.8% | -129.0% |
| PASO | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Patient Access Solutions Inc.(PASO) | Nov 24, 2020 | Aug 22, 2024 | -99.5% | +34.4% | -133.9% |
| PASO | g fedcF IlINg S TATuS : New S uBHOldINg O F : Schwab IRA Patient Access Solutions Inc.(PASO) | Sep 11, 2020 | Aug 22, 2024 | -99.9% | +34.4% | -134.3% |
| PASO | g fedcbF IlINg S TATuS : New S uBHOldINg O F : Schwab IRA Patient Access Solutions Inc.(PASO) | Sep 3, 2020 | Aug 22, 2024 | -99.9% | +34.4% | -134.3% |
| PASO | g fedcF IlINg S TATuS : New S uBHOldINg O F : Schwab IRA Patient Access Solutions Inc.(PASO) | Sep 2, 2020 | Aug 22, 2024 | -99.9% | +34.4% | -134.3% |
| PASO | g fedcF IlINg S TATuS : New S uBHOldINg O F : Schwab IRA Patient Access Solutions Inc.(PASO) | Sep 1, 2020 | Aug 22, 2024 | -99.9% | +34.4% | -134.3% |
| PTON | g fedcF IlINg S TATuS : New S uBHOldINg O F : Schwab IRA Peloton Interactive, Inc. (PTON) | Nov 15, 2021 | Sep 21, 2026 | -89.7% | +76.8% | -166.5% |
| PTON | g fedcF IlINg S TATuS : New Peloton Interactive, Inc. (PTON) | Nov 12, 2021 | Sep 21, 2026 | -90.1% | +76.8% | -166.9% |
| PTON | rANSACTIONS ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > JT Peloton Interactive, Inc. (PTON) | Nov 12, 2021 | Sep 21, 2026 | -90.1% | +76.8% | -166.9% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 2 · 32 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| YUM | JT Yum! Brands, Inc. (YUM) | Aug 8, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| PTON | Peloton Interactive, Inc. (PTON) | Jun 9, 2023 | Purchase | $1.0K – $15.0K | Filing ↗ |
| PTON | g fedcF IlINg S TATuS : New S uBHOldINg O F : Schwab IRA Peloton Interactive, Inc. (PTON) | Nov 15, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| PTON | g fedcF IlINg S TATuS : New Peloton Interactive, Inc. (PTON) | Nov 12, 2021 | Purchase | $15.0K – $50.0K | Filing ↗ |
| PTON | rANSACTIONS ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > JT Peloton Interactive, Inc. (PTON) | Nov 12, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| F | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Ford Motor Company (F) | Sep 28, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| KR | g fedcbF IlINg S TATuS : New S uBHOlDINg O F : Schwab IRA JT Kroger Company (KR) | Sep 2, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| F | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Ford Motor Company (F) | Aug 30, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| KR | ranSactionS iD owner asset transaction type notification Date amount cap. gains > JT Kroger Company (KR) | Jun 22, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| KR | g fedcF IlINg S TATuS : New Kroger Company (KR) | Jun 22, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| KR | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Kroger Company (KR) | Jun 22, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| KR | ranSactionS iD owner asset transaction type notification Date amount cap. gains > JT Kroger Company (KR) | May 20, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| KR | ranSactionS iD owner asset transaction type notification Date amount cap. gains > JT Kroger Company (KR) | Apr 5, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| KR | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Kroger Company (KR) | Dec 18, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| PASO | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Patient Access Solutions Inc.(PASO) | Nov 24, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| PASO | g fedcF IlINg S TATuS : New S uBHOldINg O F : Schwab IRA Patient Access Solutions Inc.(PASO) | Sep 11, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| PASO | g fedcF IlINg S TATuS : New S uBHOldINg O F : Schwab IRA Patient Access Solutions Inc.(PASO) | Sep 9, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| KR | g fedcF IlINg S TATuS : New S uBHOldINg O F : Schwab IRA Kroger Company (KR) | Sep 3, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| F | g fedcF IlINg S TATuS : New S uBHOldINg O F : Schwab IRA Ford Motor Company (F) | Sep 3, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| PASO | g fedcbF IlINg S TATuS : New S uBHOldINg O F : Schwab IRA Patient Access Solutions Inc.(PASO) | Sep 3, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| KR | g fedcF IlINg S TATuS : New S uBHOldINg O F : Schwab IRA Kroger Company (KR) | Sep 2, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| PASO | g fedcF IlINg S TATuS : New S uBHOldINg O F : Schwab IRA Patient Access Solutions Inc.(PASO) | Sep 2, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| PASO | g fedcFiling Id #20017471 F IlINg S TATuS : New S uBHOldINg O F : Schwab IRA Patient Access Solutions Inc.(PASO) | Sep 2, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| KR | g fedcF IlINg S TATuS : New S uBHOldINg O F : Schwab IRA Kroger Company (KR) | Sep 1, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| PASO | g fedcF IlINg S TATuS : New S uBHOldINg O F : Schwab IRA Patient Access Solutions Inc.(PASO) | Sep 1, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10081587 | 5 | 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.