Transactions
50
Total transactions associated with this filer
Disclosed purchases
39
$8.4M – $28.9M
Average modeled return
+53.6%
30 modeled purchases
Average vs. S&P 500
+29.5%
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) | Nov 22, 2023 | Sep 21, 2026 | +366.9% | +76.1% | +290.7% |
| PANW | SP Palo Alto Networks, Inc. (PANW) | Feb 21, 2024 | Sep 21, 2026 | +181.9% | +60.5% | +121.4% |
| TEM | SP Tempus AI, Inc. - Class A Common Stock (TEM) | Jan 14, 2025 | Sep 18, 2026 | +144.5% | +33.4% | +111.1% |
| PANW | SP Palo Alto Networks, Inc. (PANW) | Dec 20, 2024 | Sep 21, 2026 | +97.7% | +33.3% | +64.4% |
| BE | SP Bloom Energy Corporation Class A Common Stock (BE) | Jul 28, 2026 | Sep 18, 2026 | +59.2% | +3.1% | +56.1% |
| BE | SP Bloom Energy Corporation Class A Common Stock (BE) | Jul 28, 2026 | Sep 18, 2026 | +59.2% | +3.1% | +56.1% |
| NVDA | SP NVIDIA Corporation - Common Stock (NVDA) | Jul 26, 2024 | Sep 21, 2026 | +101.1% | +45.7% | +55.4% |
| BE | SP Bloom Energy Corporation Class A Common Stock (BE) | Jul 24, 2026 | Sep 18, 2026 | +43.7% | +3.3% | +40.3% |
| BE | SP Bloom Energy Corporation Class A Common Stock (BE) | Jul 24, 2026 | Sep 18, 2026 | +43.7% | +3.3% | +40.3% |
| PANW | SP Palo Alto Networks, Inc. (PANW) | Feb 12, 2024 | Sep 21, 2026 | +98.5% | +59.3% | +39.2% |
| NVDA | SP NVIDIA Corporation - Common Stock (NVDA) | Jan 14, 2025 | Sep 18, 2026 | +69.1% | +33.4% | +35.7% |
| NVDA | SP NVIDIA Corporation - Common Stock (NVDA) | Jun 26, 2024 | Sep 21, 2026 | +79.9% | +45.4% | +34.5% |
| NVDA | SP NVIDIA Corporation - Common Stock (NVDA) | Dec 20, 2024 | Sep 18, 2026 | +65.4% | +31.4% | +34.1% |
| INTC | SP Intel Corporation - Common Stock (INTC) | Jul 24, 2026 | Sep 18, 2026 | +17.6% | +3.3% | +14.3% |
| INTC | SP Intel Corporation - Common Stock (INTC) | Jul 24, 2026 | Sep 18, 2026 | +17.6% | +3.3% | +14.3% |
| AVGO | SP Broadcom Inc. - Common Stock (AVGO) | Jun 20, 2025 | Sep 18, 2026 | +44.1% | +29.9% | +14.2% |
| AAPL | SP Apple Inc. - Common Stock (AAPL) | Dec 30, 2025 | Sep 18, 2026 | +23.4% | +11.7% | +11.7% |
| NVDA | SP NVIDIA Corporation - Common Stock (NVDA) | Jan 16, 2026 | Sep 18, 2026 | +19.6% | +11.0% | +8.6% |
| NVDA | SP NVIDIA Corporation - Common Stock (NVDA) | Dec 30, 2025 | Sep 18, 2026 | +18.8% | +11.7% | +7.1% |
| GOOGL | SP Alphabet Inc. - Class A Common Stock (GOOGL) | Dec 30, 2025 | Sep 18, 2026 | +11.6% | +11.7% | -0.1% |
| UBER | SP Uber Technologies, Inc. Common Stock (UBER) | May 29, 2026 | Sep 18, 2026 | +0.1% | +1.2% | -1.1% |
| AMZN | SP Amazon.com, Inc. - Common Stock (AMZN) | Dec 30, 2025 | Sep 18, 2026 | +9.1% | +11.7% | -2.6% |
| GOOGL | SP Alphabet Inc. - Class A Common Stock (GOOGL) | Jan 16, 2026 | Sep 18, 2026 | +6.1% | +11.0% | -4.9% |
| AMZN | SP Amazon.com, Inc. - Common Stock (AMZN) | Jan 16, 2026 | Sep 18, 2026 | +6.1% | +11.0% | -4.9% |
| INTC | SP Intel Corporation - Common Stock (INTC) | May 29, 2026 | Sep 18, 2026 | -5.3% | +1.2% | -6.5% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 2 · 50 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| BE | SP Bloom Energy Corporation Class A Common Stock (BE) | Jul 28, 2026 | Purchase | $500.0K – $1.0M | Filing ↗ |
| BE | SP Bloom Energy Corporation Class A Common Stock (BE) | Jul 28, 2026 | Purchase | $500.0K – $1.0M | Filing ↗ |
| INTC | SP Intel Corporation - Common Stock (INTC) | Jul 24, 2026 | Purchase | $500.0K – $1.0M | Filing ↗ |
| INTC | SP Intel Corporation - Common Stock (INTC) | Jul 24, 2026 | Purchase | $250.0K – $500.0K | Filing ↗ |
| BE | SP Bloom Energy Corporation Class A Common Stock (BE) | Jul 24, 2026 | Purchase | $1.0M – $5.0M | Filing ↗ |
| BE | SP Bloom Energy Corporation Class A Common Stock (BE) | Jul 24, 2026 | Purchase | $1.0M – $5.0M | Filing ↗ |
| INTC | SP Intel Corporation - Common Stock (INTC) | May 29, 2026 | Purchase | $1.0M – $5.0M | Filing ↗ |
| UBER | SP Uber Technologies, Inc. Common Stock (UBER) | May 29, 2026 | Purchase | $500.0K – $1.0M | Filing ↗ |
| AMZN | SP Amazon.com, Inc. - Common Stock (AMZN) | Jan 16, 2026 | Purchase | $500.0K – $1.0M | Filing ↗ |
| AB | SP AllianceBernstein Holding L.P. Units (AB) | Jan 16, 2026 | Purchase | $1.0M – $5.0M | Filing ↗ |
| GOOGL | SP Alphabet Inc. - Class A Common Stock (GOOGL) | Jan 16, 2026 | Purchase | $500.0K – $1.0M | Filing ↗ |
| NVDA | SP NVIDIA Corporation - Common Stock (NVDA) | Jan 16, 2026 | Purchase | $250.0K – $500.0K | Filing ↗ |
| TEM | SP Tempus AI, Inc. - Class A Common Stock (TEM) | Jan 16, 2026 | Purchase | $50.0K – $100.0K | Filing ↗ |
| VST | SP Vistra Corp. Common Stock (VST) | Jan 16, 2026 | Purchase | $100.0K – $250.0K | Filing ↗ |
| VSNT | SP Versant Media Group, Inc. - Class A Common Stock (VSNT) | Jan 2, 2026 | Exchange | $15 – $15 | Filing ↗ |
| GOOGL | SP Alphabet Inc. - Class A Common Stock (GOOGL) | Dec 30, 2025 | Purchase | $250.0K – $500.0K | Filing ↗ |
| AMZN | SP Amazon.com, Inc. - Common Stock (AMZN) | Dec 30, 2025 | Purchase | $100.0K – $250.0K | Filing ↗ |
| AAPL | SP Apple Inc. - Common Stock (AAPL) | Dec 30, 2025 | Purchase | $250.0K – $500.0K | Filing ↗ |
| GOOGL | SP Alphabet Inc. - Class A Common Stock (GOOGL) | Dec 30, 2025 | Sale | $1.0M – $5.0M | Filing ↗ |
| NVDA | SP NVIDIA Corporation - Common Stock (NVDA) | Dec 30, 2025 | Purchase | $100.0K – $250.0K | Filing ↗ |
| PYPL | SP PayPal Holdings, Inc. - Common Stock (PYPL) | Dec 30, 2025 | Sale | $250.0K – $500.0K | Filing ↗ |
| DIS | SP Walt Disney Company (DIS) | Dec 30, 2025 | Sale | $1.0M – $5.0M | Filing ↗ |
| AAPL | SP Apple Inc. - Common Stock (AAPL) | Dec 30, 2025 | Sale | $5.0M – $25.0M | Filing ↗ |
| AMZN | SP Amazon.com, Inc. - Common Stock (AMZN) | Dec 24, 2025 | Sale | $1.0M – $5.0M | Filing ↗ |
| NVDA | SP NVIDIA Corporation - Common Stock (NVDA) | Dec 24, 2025 | Sale | $1.0M – $5.0M | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075701 | 65 | 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.