Transactions
17
Total transactions associated with this filer
Disclosed purchases
14
$61.0K – $265.0K
Average modeled return
+45.9%
11 modeled purchases
Average vs. S&P 500
+16.2%
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↑↓ |
|---|---|---|---|---|---|---|
| AAPL | SP Apple Inc. - Common Stock (AAPL) | May 16, 2024 | Sep 18, 2026 | +78.7% | +48.3% | +30.4% |
| AAPL | SP Apple Inc. - Common Stock (AAPL) | May 15, 2025 | Sep 18, 2026 | +59.7% | +31.1% | +28.6% |
| AAPL | SP Apple Inc. - Common Stock (AAPL) | Aug 14, 2025 | Sep 18, 2026 | +44.9% | +19.7% | +25.2% |
| AAPL | SP Apple Inc. - Common Stock (AAPL) | Nov 14, 2024 | Sep 18, 2026 | +48.4% | +31.3% | +17.0% |
| AAPL | SP Apple Inc. - Common Stock (AAPL) | Feb 12, 2026 | Sep 18, 2026 | +28.7% | +12.7% | +16.0% |
| AAPL | SP Apple Inc. - Common Stock (AAPL) | Feb 13, 2025 | Sep 18, 2026 | +40.0% | +27.4% | +12.6% |
| AAPL | SP Apple Inc. - Common Stock (AAPL) | Aug 13, 2026 | Sep 18, 2026 | +10.1% | -1.8% | +12.0% |
| AAPL | SP Apple Inc. - Common Stock (AAPL) | May 14, 2026 | Sep 18, 2026 | +12.8% | +2.3% | +10.5% |
| AAPL | SP Apple Inc. - Common Stock (AAPL) | Aug 15, 2024 | Sep 18, 2026 | +50.8% | +41.3% | +9.5% |
| AAPL | SP Apple Inc. - Common Stock (AAPL) | Nov 13, 2025 | Sep 18, 2026 | +23.5% | +14.6% | +8.9% |
| MSFT | g fedcF IlINg S TATuS : New Microsoft Corporation (MSFT) | May 3, 2021 | Sep 21, 2026 | +106.7% | +98.9% | +7.9% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 17 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| AAPL | SP Apple Inc. - Common Stock (AAPL) | Aug 13, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AAPL | SP Apple Inc. - Common Stock (AAPL) | May 14, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AAPL | SP Apple Inc. - Common Stock (AAPL) | Feb 12, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| PG | SP Procter & Gamble Company (PG) | Dec 1, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | SP Apple Inc. - Common Stock (AAPL) | Nov 13, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AAPL | SP Apple Inc. - Common Stock (AAPL) | Aug 14, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AAPL | SP Apple Inc. - Common Stock (AAPL) | May 15, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AAPL | SP Apple Inc. - Common Stock (AAPL) | Feb 13, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AAPL | SP Apple Inc. - Common Stock (AAPL) | Nov 14, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AAPL | SP Apple Inc. - Common Stock (AAPL) | Aug 15, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AAPL | SP Apple Inc. - Common Stock (AAPL) | May 16, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| FDRXX | g fedcF IlINg S TATuS : New l OCATION : uS D ESCRIPTION : Purchase FIdelity government Cash Reserves (FDRXX) | Jul 6, 2021 | Sale | $50.0K – $100.0K | Filing ↗ |
| FDRXX | g fedcF IlINg S TATuS : New l OCATION : uS D ESCRIPTION : Sale Fidelity government Cash Reserves (FDRXX) | Jul 2, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| MRIN | g fedcF IlINg S TATuS : New l OCATION : uS D ESCRIPTION : Sale Marin Software Incorporated (MRIN) | Jul 2, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MSFT | g fedcF IlINg S TATuS : New Microsoft Corporation (MSFT) | May 3, 2021 | Purchase | $50.0K – $100.0K | Filing ↗ |
| KMI | g fedcF IlINg S TATuS : New Kinder Morgan, Inc. (KMI) | May 3, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| MO | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Altria group, Inc. (MO) | May 3, 2021 | Sale | $50.0K – $100.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10074497 | 22 | 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.