Transactions
190
Total transactions associated with this filer
Disclosed purchases
94
$0 – $0
Average modeled return
+72.2%
59 modeled purchases
Average vs. S&P 500
-16.0%
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) | Sep 26, 2023 | Sep 21, 2026 | +442.7% | +88.2% | +354.5% |
| LRCX | SP Lam Research Corporation (LRCX) | Sep 26, 2023 | Sep 21, 2026 | +409.1% | +88.2% | +321.0% |
| HWM | SP Howmet Aerospace Inc. (HWM) | Sep 26, 2023 | Sep 21, 2026 | +403.9% | +88.2% | +315.7% |
| INTC | SP Intel Corporation (INTC) | Sep 26, 2023 | Sep 21, 2026 | +268.5% | +88.2% | +180.3% |
| MS | SP Morgan Stanley (MS) | Sep 26, 2023 | Sep 21, 2026 | +174.7% | +88.2% | +86.5% |
| JPM | SP JP Morgan Chase & Co. (JPM) | Sep 26, 2023 | Sep 21, 2026 | +159.4% | +88.2% | +71.2% |
| PH | SP Parker-Hannifin Corporation (PH) | Sep 26, 2023 | Sep 21, 2026 | +158.2% | +88.2% | +70.0% |
| META | SP Meta Platforms, Inc. - Class A (META) | Sep 26, 2023 | Sep 21, 2026 | +147.8% | +88.2% | +59.6% |
| PM | SP Philip Morris International Inc (PM) | Sep 26, 2023 | Sep 21, 2026 | +131.9% | +88.2% | +43.7% |
| WFC | SP Wells Fargo & Company (WFC) | Sep 26, 2023 | Sep 21, 2026 | +129.1% | +88.2% | +40.9% |
| MMM | SP 3M Company (MMM) | Sep 26, 2023 | Sep 21, 2026 | +128.6% | +88.2% | +40.4% |
| LLY | SP Eli Lilly and Company (LLY) | Sep 26, 2023 | Sep 21, 2026 | +116.2% | +88.2% | +28.1% |
| WMT | SP Walmart Inc. (WMT) | Sep 26, 2023 | Sep 21, 2026 | +104.7% | +88.2% | +16.6% |
| T | SP AT&T Inc. (T) | Sep 26, 2023 | Sep 21, 2026 | +100.2% | +88.2% | +12.0% |
| NFLX | SP Netflix, Inc. (NFLX) | Sep 26, 2023 | Sep 21, 2026 | +94.3% | +88.2% | +6.1% |
| QCOM | SP QUALCOMM Incorporated (QCOM) | Sep 26, 2023 | Sep 21, 2026 | +86.7% | +88.2% | -1.5% |
| TXN | SP Texas Instruments Incorporated (TXN) | Sep 26, 2023 | Sep 21, 2026 | +85.6% | +88.2% | -2.5% |
| JNJ | SP Johnson & Johnson (JNJ) | Sep 26, 2023 | Sep 21, 2026 | +85.3% | +88.2% | -2.9% |
| VZ | SP Verizon Communications Inc. (VZ) | Sep 26, 2023 | Sep 21, 2026 | +77.4% | +88.2% | -10.7% |
| IBM | SP International Business Machines Corporation (IBM) | Sep 26, 2023 | Sep 21, 2026 | +75.3% | +88.2% | -12.9% |
| KO | SP Coca-Cola Company (KO) | Sep 26, 2023 | Sep 21, 2026 | +69.4% | +88.2% | -18.8% |
| PGR | SP Progressive Corporation (PGR) | Sep 26, 2023 | Sep 21, 2026 | +66.1% | +88.2% | -22.1% |
| V | SP Visa Inc. (V) | Sep 26, 2023 | Sep 21, 2026 | +64.0% | +88.2% | -24.2% |
| MSFT | SP Microsoft Corporation (MSFT) | Sep 26, 2023 | Sep 21, 2026 | +63.2% | +88.2% | -25.0% |
| MRK | SP Merck & Company, Inc. Common Stock (MRK) | Sep 26, 2023 | Sep 21, 2026 | +54.9% | +88.2% | -33.3% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 8 · 190 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| TCNNF | SP TRULIEVE CANNABIS CORP (TCNNF) | May 28, 2026 | Sale | $100.0K – $250.0K | Filing ↗ |
| TCNNF | SP TRULIEVE CANNABIS CORP (TCNNF) | May 6, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| COP | SP ConocoPhillips (COP) | Oct 24, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| BAC | SP Bank of America Corporation (BAC) | Oct 24, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| C | SP Citigroup, Inc. (C) | Oct 24, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| CMCSA | SP Comcast Corporation - Class A (CMCSA) | Oct 24, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| ADI | SP Analog Devices, Inc. (ADI) | Oct 24, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| ABBV | SP AbbVie Inc. (ABBV) | Oct 24, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| AMZN | SP Amazon.com, Inc. (AMZN) | Oct 24, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| AXP | SP American Express Company (AXP) | Oct 24, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| BMY | SP Bristol-Myers Squibb Company (BMY) | Oct 24, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| BRK.B | SP Berkshire Hathaway Inc. New (BRK.B) | Oct 24, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| CAT | SP Caterpillar, Inc. (CAT) | Oct 24, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| CB | SP Chubb Limited (CB) | Oct 24, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | SP Apple Inc. (AAPL) | Oct 24, 2023 | Sale | $15.0K – $50.0K | Filing ↗ |
| ABT | SP Abbott Laboratories (ABT) | Oct 24, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| ACN | SP Accenture plc Class A Ordinary Shares (ACN) | Oct 24, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| ADBE | SP Adobe Inc. (ADBE) | Oct 24, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| AMD | SP Advanced Micro Devices, Inc. (AMD) | Oct 24, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| AMGN | SP Amgen Inc. (AMGN) | Oct 24, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| AVGO | SP Broadcom Inc. (AVGO) | Oct 24, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| AXON | SP Axon Enterprise, Inc. (AXON) | Oct 24, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| BDX | SP Becton, Dickinson and Company (BDX) | Oct 24, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| BLK | SP BlackRock, Inc. (BLK) | Oct 24, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| AMAT | SP Applied Materials, Inc. (AMAT) | Oct 24, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10077484 | 35 | 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.