Transactions
22
Total transactions associated with this filer
Disclosed purchases
22
$143.0K – $445.0K
Average modeled return
+197.2%
10 modeled purchases
Average vs. S&P 500
-69.2%
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↑↓ |
|---|---|---|---|---|---|---|
| QQQ | F IlINg S TaTuS : New S uBHolDINg o F : Teri McCotter Rigell Irrevocable Trust D ESCRIPTIoN : Bought 200 shares of PEP PowerShares QQQ Trust, Series 1 (QQQ) P 12/5/2016 12/31/2016 $15,001 - $50,000 F IlINg S TaTuS : New S uBHolDINg o F : Teri McCotter Rigell Irrevocable Trust D ESCRIPTIoN : Bought 300 shares of QQQ Procter & gamble Company (Pg) | Dec 13, 2016 | Sep 21, 2026 | +555.6% | +297.4% | +258.2% |
| JPM | F IlING S TaTuS : New S ubHolDING o F : Teri McCotter Rigell Irrevocable Trust D ESCRIPTIoN : Purchased 500 shares of JNJ stock. JP Morgan Chase & Co. (JPM) | Nov 22, 2016 | Sep 21, 2026 | +478.6% | +310.3% | +168.3% |
| MRK | F IlINg S TaTuS : New D ESCRIPTIoN : Sold 1,125 shares of JBlu SP lowe's Companies, Inc. (loW) P 03/8/2016 03/31/2016 $15,001 - $50,000 F IlINg S TaTuS : New D ESCRIPTIoN : Bought 357 shares of loW SP Merck & Company, Inc. Common Stock(MRK) | Mar 16, 2016 | Sep 21, 2026 | +314.2% | +352.0% | -37.8% |
| TSLA | g fedcF ILINg S TATuS : New SP Tesla, Inc. (TSLA) | Mar 22, 2021 | Sep 21, 2026 | +67.4% | +111.9% | -44.5% |
| JNJ | F IlINg S TaTuS : New S uBHolDINg o F : Teri McCotter Rigell Irrevocable Trust D ESCRIPTIoN : Sold 1,000 shares of BP Johnson & Johnson (JNJ) | Dec 15, 2016 | Sep 21, 2026 | +204.4% | +299.0% | -94.7% |
| JNJ | F IlING S TaTuS : New S ubHolDING o F : Teri McCotter Rigell Irrevocable Trust D ESCRIPTIoN : bought 300 shares of ba stock. Johnson & Johnson (JNJ) | Nov 21, 2016 | Sep 21, 2026 | +206.7% | +311.1% | -104.4% |
| QS | g fedcbF ILINg S TATuS : New SP QuantumScape Corporation Class A (QS) | Mar 22, 2021 | Feb 11, 2025 | -92.6% | +47.2% | -139.8% |
| — | ranSactionS iD owner asset transaction type notification Date amount altria group, Inc. (Mo) | Dec 15, 2016 | Sep 21, 2026 | +106.7% | +299.0% | -192.3% |
| PEP | F IlINg S TaTuS : New S uBHolDINg o F : Teri McCotter Rigell Irrevocable Trust Filing ID #20006613 D ESCRIPTIoN : Bought 300 shares of loW Pepsico, Inc. (PEP) | Dec 15, 2016 | Sep 21, 2026 | +67.1% | +299.0% | -231.9% |
| VZ | F IlINg S TaTuS : New S ubHolDINg o F : Teri McCotter Rigell Irrevocable Trust D ESCRIPTIoN : Purchased shares of RaI Verizon Communications Inc. (VZ) | Apr 26, 2016 | Sep 21, 2026 | +64.2% | +337.7% | -273.5% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 22 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| BABA | ranSactionS iD owner asset transaction type notification Date amount cap. gains > JT Alibaba group Holding L imitedAmerican Depositary Sh ares eachrepresenting eight Ordinary share (BABA) | Mar 31, 2021 | Sale | $250.0K – $500.0K | Filing ↗ |
| QS | g fedcbF ILINg S TATuS : New SP QuantumScape Corporation Class A (QS) | Mar 22, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| TSLA | g fedcF ILINg S TATuS : New SP Tesla, Inc. (TSLA) | Mar 22, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| JNJ | F IlINg S TaTuS : New S uBHolDINg o F : Teri McCotter Rigell Irrevocable Trust D ESCRIPTIoN : Sold 1,000 shares of BP Johnson & Johnson (JNJ) | Dec 15, 2016 | Purchase | $15.0K – $50.0K | Filing ↗ |
| PEP | F IlINg S TaTuS : New S uBHolDINg o F : Teri McCotter Rigell Irrevocable Trust Filing ID #20006613 D ESCRIPTIoN : Bought 300 shares of loW Pepsico, Inc. (PEP) | Dec 15, 2016 | Purchase | $15.0K – $50.0K | Filing ↗ |
| BP | F IlINg S TaTuS : New S uBHolDINg o F : Teri McCotter Rigell Irrevocable Trust D ESCRIPTIoN : Bought 400 shares of Mo Boeing Company (Ba) S 12/9/2016 12/31/2016 $15,001 - $50,000 F IlINg S TaTuS : New S uBHolDINg o F : Teri McCotter Rigell Irrevocable Trust D ESCRIPTIoN : Sold 300 shares of Boeing BP p.l.c. (BP) P 12/7/2016 12/31/2016 $15,001 - $50,000 F IlINg S TaTuS : New S uBHolDINg o F : Teri McCotter Rigell Irrevocable Trust D ESCRIPTIoN : Bought 1,000 shares of BP BP p.l.c. (BP) | Dec 14, 2016 | Sale | $15.0K – $50.0K | Filing ↗ |
| QQQ | F IlINg S TaTuS : New S uBHolDINg o F : Teri McCotter Rigell Irrevocable Trust D ESCRIPTIoN : Bought 200 shares of PEP PowerShares QQQ Trust, Series 1 (QQQ) P 12/5/2016 12/31/2016 $15,001 - $50,000 F IlINg S TaTuS : New S uBHolDINg o F : Teri McCotter Rigell Irrevocable Trust D ESCRIPTIoN : Bought 300 shares of QQQ Procter & gamble Company (Pg) | Dec 13, 2016 | Purchase | $15.0K – $50.0K | Filing ↗ |
| GDX | F IlING S TaTuS : New S ubHolDING o F : Teri McCotter Rigell Irrevocable Trust D ESCRIPTIoN : bought 1000 shares of XlF VanEck Vectors Gold Miners ETF (GDX) | Nov 23, 2016 | Sale | $15.0K – $50.0K | Filing ↗ |
| QCP | F IlING S TaTuS : New S ubHolDING o F : Teri McCotter Rigell Irrevocable Trust D ESCRIPTIoN : Sold 3,945.16 shares of MMHIX Quality Care Properties , Inc. (QCP)S 11/8/2016 11/30/2016 $1,001 - $15,000 F IlING S TaTuS : New S ubHolDING o F : Teri McCotter Rigell Irrevocable Trust D ESCRIPTIoN : Sold 161 shares of QCP SPDR Gold Trust (GlD) | Nov 23, 2016 | Sale | $100.0K – $250.0K | Filing ↗ |
| GDXJ | F IlING S TaTuS : New S ubHolDING o F : Teri McCotter Rigell Irrevocable Trust D ESCRIPTIoN : Sold 2241 shares of GDX stock. VanEck Vectors Junior Gold Min ers ETF(GDXJ) | Nov 23, 2016 | Sale | $50.0K – $100.0K | Filing ↗ |
| JPM | F IlING S TaTuS : New S ubHolDING o F : Teri McCotter Rigell Irrevocable Trust D ESCRIPTIoN : Purchased 500 shares of JNJ stock. JP Morgan Chase & Co. (JPM) | Nov 22, 2016 | Purchase | $15.0K – $50.0K | Filing ↗ |
| JNJ | F IlING S TaTuS : New S ubHolDING o F : Teri McCotter Rigell Irrevocable Trust D ESCRIPTIoN : bought 300 shares of ba stock. Johnson & Johnson (JNJ) | Nov 21, 2016 | Purchase | $50.0K – $100.0K | Filing ↗ |
| VZ | F IlINg S TaTuS : New S ubHolDINg o F : Teri McCotter Rigell Irrevocable Trust D ESCRIPTIoN : Sold 526 shares of the Southern CompanyVerizon Communications Inc. (VZ) | Sep 19, 2016 | Sale | $15.0K – $50.0K | Filing ↗ |
| VZ | F IlINg S TaTuS : New S ubHolDINg o F : Teri McCotter Rigell Irrevocable Trust D ESCRIPTIoN : Purchased shares of RaI Verizon Communications Inc. (VZ) | Apr 26, 2016 | Purchase | $1.0K – $15.0K | Filing ↗ |
| F | F IlINg S TaTuS : New D ESCRIPTIoN : Bought 200 shares of XoM SP Federated Money Mark et TR govtobligs FD Instl P 03/3/2016 03/31/2016 $100,001 - $250,000 F IlINg S TaTuS : New l oCaTIoN : uS D ESCRIPTIoN : Purchased 150,000 s hares of goIXXSP Federated Money Mkt TR govt obligsFD Instl S 03/7/2016 03/31/2016 $100,001 - $250,000 F IlINg S TaTuS : New l oCaTIoN : uS D ESCRIPTIoN : Sold 150,000 shares of goIXX SP Fidelity Instit Cash Money Mkt Cl I S 03/4/2016 03/31/2016 $100,001 - $250,000 F IlINg S TaTuS : New D ESCRIPTIoN : Sold 125,112.66 shares of FMPXX SP Ford Motor Company (F) | Mar 23, 2016 | Purchase | $15.0K – $50.0K | Filing ↗ |
| HCP | F IlINg S TaTuS : New D ESCRIPTIoN : Bought 2,000 shares of F SP general Mills, Inc. (gIS) P 03/8/2016 03/31/2016 $15,001 - $50,000 F IlINg S TaTuS : New D ESCRIPTIoN : Purchase 421 shares of gIS SP glaxoSmithKline PlC (gSK) P 03/8/2016 03/31/2016 $15,001 - $50,000 F IlINg S TaTuS : New D ESCRIPTIoN : Purchased 645 shares of gSKID Owner Asset Transaction Type Notification Date Amount SP goldman Sachs TR FINal Square Money Market Fund Instl Class S 03/4/2016 03/31/2016 $100,001 - $250,000 F IlINg S TaTuS : New D ESCRIPTIoN : Sold 150275.63 shares of FSMXX SP HCP, Inc. (HCP) P 03/8/2016 03/31/2016 $15,001 - $50,000 F IlINg S TaTuS : New D ESCRIPTIoN : Bought 806 shares of HCP SP JetBlue airways Corporatio n (JBlu)P 03/8/2016 03/31/2016 $15,001 - $50,000 F IlINg S TaTuS : New D ESCRIPTIoN : Bought 1,125 shares of JBlu SP JetBlue airways Corporatio n (JBlu) | Mar 22, 2016 | Sale | $15.0K – $50.0K | Filing ↗ |
| MRK | F IlINg S TaTuS : New D ESCRIPTIoN : Sold 1,125 shares of JBlu SP lowe's Companies, Inc. (loW) P 03/8/2016 03/31/2016 $15,001 - $50,000 F IlINg S TaTuS : New D ESCRIPTIoN : Bought 357 shares of loW SP Merck & Company, Inc. Common Stock(MRK) | Mar 16, 2016 | Purchase | $15.0K – $50.0K | Filing ↗ |
| CVX | rANSAcTIONS ID Owner Asset Transaction Type Notification Date Amount SP abbVie Inc. (aBBV) P 03/3/2016 03/31/2016 $15,001 - $50,000 F IlINg S TaTuS : New D ESCRIPTIoN : Bought 450 shares of aBBV SP altria group, Inc. (Mo) P 03/8/2016 03/31/2016 $15,001 - $50,000 F IlINg S TaTuS : New D ESCRIPTIoN : Bought 407 shares of Mo SP Carnival Corporation (CCl) P 03/8/2016 03/31/2016 $15,001 - $50,000 F IlINg S TaTuS : New D ESCRIPTIoN : Bought 530 shares of CCl SP Celgene Corporation ( CElg)P 03/8/2016 03/31/2016 $15,001 - $50,000 F IlINg S TaTuS : New D ESCRIPTIoN : Bought 242 shares of CElg SP Chevron Corporation (CVX) P 03/8/2016 03/31/2016 $15,001 - $50,000 F IlINg S TaTuS : New D ESCRIPTIoN : Bought 287 shares of CVX SP Citizens Fina ncial group, Inc. (CFg)P 03/8/2016 03/31/2016 $15,001 - $50,000 F IlINg S TaTuS : New D ESCRIPTIoN : Bought 1,169 shares of CFg SP Citizens Fina ncial group, Inc. (CFg) | Mar 10, 2016 | Sale | $15.0K – $50.0K | Filing ↗ |
| MSFT | F IlINg S TaTuS : New D ESCRIPTIoN : Bought 300 shares of MRK SP Microsoft Corporation (MSFT) P 03/8/2016 03/31/2016 $15,001 - $50,000 F IlINg S TaTuS : New D ESCRIPTIoN : Bought 500 shares of MSFT SP Mylan N.V. (MYl) P 03/8/2016 03/31/2016 $15,001 - $50,000 F IlINg S TaTuS : New D ESCRIPTIoN : Bought 632 shares of MYl SP omega Healthcare Investors, Inc. (oHI)P 03/8/2016 03/31/2016 $15,001 - $50,000 F IlINg S TaTuS : New D ESCRIPTIoN : Bought 762 shares of oHI SP omega Healthcare Investors, Inc. (oHI) | Mar 10, 2016 | Sale | $15.0K – $50.0K | Filing ↗ |
| F.R | ranSactionS iD owner asset transaction type notification Date amount SP First Trust Sabrient Forward looki ngValue Port Series 3 F/R | Feb 29, 2016 | Sale | $15.0K – $50.0K | Filing ↗ |
| I | F IlING S TaTuS : New D ESCRIPTIoN : Sold shares in the First Trust Sabri ent Forward looking Value Port Series 3F/R Equity Trust Fund.SP First Trust Ser FD Short Duration H ighIncome FD Cl I | Feb 25, 2016 | Sale | $100.0K – $250.0K | Filing ↗ |
| CMI | F IlINg S TaTuS : New D ESCRIPTIoN : Sold shares of apple stock SP Cummins Inc. (CMI) | Jan 12, 2016 | Sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10079859 | 56 | 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.