Transactions
30
Total transactions associated with this filer
Disclosed purchases
36
$92.0K – $330.0K
Average modeled return
+304.6%
7 modeled purchases
Average vs. S&P 500
+164.0%
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↑↓ |
|---|---|---|---|---|---|---|
| PANW | g fedcF IlINg s TATus : New s uBHolDINg o F : Fidelity RolloverIRA sP Palo Alto Networks, Inc. (PANW)[sT] | Aug 3, 2018 | Sep 21, 2026 | +970.6% | +208.6% | +762.0% |
| CIBR | g fedcF IlINg s TATus : New s uBHolDINg o F : Fidelity RolloverIRA sP First Trust NAsDAQ Cybersecurity ETF (CIBR) [sT] | Aug 3, 2018 | Sep 18, 2026 | +295.2% | +88.9% | +206.3% |
| XT | ranSactionS iD owner asset transaction type notification Date amount sP ishares Exponential Technologies ETF(XT) | May 24, 2017 | Sep 18, 2026 | +205.0% | +88.9% | +116.1% |
| XT | ranSactionS iD owner asset transaction type notification Date amount ishares Exponential Technologies ETF(XT) | Aug 10, 2017 | Sep 18, 2026 | +197.5% | +88.9% | +108.7% |
| XT | F IlINg s TaTus : New ishares Exponential Technologies ETF(XT) | Oct 12, 2017 | Sep 18, 2026 | +173.1% | +88.9% | +84.3% |
| INTC | g fedcF IlINg s TATus : New s uBHolDINg o F : Fidelity RolloverIRA sP Intel Corporation (INTC) [sT] | Aug 3, 2018 | Sep 21, 2026 | +190.6% | +208.6% | -18.0% |
| NOC | g fedcF IlINg s TaTus : New Northrop grumman Corporation (NOC) [sT] | Aug 1, 2018 | Sep 21, 2026 | +100.0% | +211.6% | -111.5% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 2 · 30 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| FB | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Facebook, Inc. - Class a (FB) [sT] | Dec 26, 2018 | Purchase | $15.0K – $50.0K | Filing ↗ |
| PANW | g fedcF IlINg s TATus : New s uBHolDINg o F : Fidelity RolloverIRA sP Palo Alto Networks, Inc. (PANW)[sT] | Aug 3, 2018 | Purchase | $15.0K – $50.0K | Filing ↗ |
| CIBR | g fedcF IlINg s TATus : New s uBHolDINg o F : Fidelity RolloverIRA sP First Trust NAsDAQ Cybersecurity ETF (CIBR) [sT] | Aug 3, 2018 | Purchase | $1.0K – $15.0K | Filing ↗ |
| INTC | g fedcF IlINg s TATus : New s uBHolDINg o F : Fidelity RolloverIRA sP Intel Corporation (INTC) [sT] | Aug 3, 2018 | Purchase | $1.0K – $15.0K | Filing ↗ |
| TIP | g fedcF IlINg s TATus : New s uBHolDINg o F : Fidelity RolloverIRA sP ishares TIPs Bond ETF (TIP) [sT] | Aug 1, 2018 | Sale | $1.0K – $15.0K | Filing ↗ |
| NOC | g fedcF IlINg s TaTus : New Northrop grumman Corporation (NOC) [sT] | Aug 1, 2018 | Purchase | $15.0K – $50.0K | Filing ↗ |
| VNQ | g fedcF IlINg s TATus : New s uBHolDINg o F : Fidelity RolloverIRA sP Vanguard Real Estate ETF (VNQ) [sT] | Aug 1, 2018 | Sale | $1.0K – $15.0K | Filing ↗ |
| EMB | g fedcF IlINg s TATus : New s uBHolDINg o F : Fidelity RolloverIRA sP ishares J.P. Morgan usD Emerging Markets Bond ETF (EMB) [sT] | Aug 1, 2018 | Sale | $1.0K – $15.0K | Filing ↗ |
| XT | ranSactionS iD owner asset transaction type notification Date amount cap. gains > ishares Exponential Technologies ETF (XT) [sT] | Jul 27, 2018 | Sale | $50.0K – $100.0K | Filing ↗ |
| XT | ranSactionS iD owner asset transaction type notification Date amount cap. gains > ishares Exponential Technologies ETF (XT) [sT] | Jul 27, 2018 | Sale | $50.0K – $100.0K | Filing ↗ |
| VHT | g fedcF IlINg s TaTus : New Vanguard Health Care ETF (VHT) [sT] | Jun 5, 2018 | Sale | $15.0K – $50.0K | Filing ↗ |
| VWO | g fedcF IlINg s TaTus : New Vanguard FTsE Emerging M arketsETF (VWO) [sT] | Jun 5, 2018 | Sale | $50.0K – $100.0K | Filing ↗ |
| XT | ranSactionS iD owner asset transaction type notification Date amount cap. gains > ishares Exponential Technologies ETF (XT) [sT] | Jun 5, 2018 | Sale | $50.0K – $100.0K | Filing ↗ |
| XT | ranSactionS iD owner asset transaction type notification Date amount cap. gains > ishares Exponential Technologies ETF (XT) [sT] | Jun 4, 2018 | Sale | $15.0K – $50.0K | Filing ↗ |
| VFH | F IlINg s TaTus : New Vanguard Financials ETF (VFH) | Jan 23, 2018 | Sale | $15.0K – $50.0K | Filing ↗ |
| VO | F IlINg s TaTus : New Vanguard Mid-Cap ETF (VO) | Dec 26, 2017 | Sale | $50.0K – $100.0K | Filing ↗ |
| EMB | F IlINg s TaTus : New ishares J.P. Morgan usD Emerg ingMarkets Bond ETF (EMB) | Oct 12, 2017 | Sale | $15.0K – $50.0K | Filing ↗ |
| JNK | F IlINg s TaTus : New sPDR Bloomberg Barclays High Yield Bond ETF (JNK) | Oct 12, 2017 | Sale | $15.0K – $50.0K | Filing ↗ |
| TIP | F IlINg s TaTus : New ishares TIPs Bond ETF (TIP) | Oct 12, 2017 | Sale | $15.0K – $50.0K | Filing ↗ |
| XT | F IlINg s TaTus : New ishares Exponential Technologies ETF(XT) | Oct 12, 2017 | Purchase | $15.0K – $50.0K | Filing ↗ |
| VDE | F IlINg s TaTus : New Vanguard Energy ETF (VDE) | Oct 12, 2017 | Sale | $1.0K – $15.0K | Filing ↗ |
| VNQ | F IlINg s TaTus : New Vanguard REIT ETF (VNQ) | Oct 12, 2017 | Sale | $1.0K – $15.0K | Filing ↗ |
| XT | ranSactionS iD owner asset transaction type notification Date amount ishares Exponential Technologies ETF(XT) | Aug 10, 2017 | Purchase | $15.0K – $50.0K | Filing ↗ |
| XT | ranSactionS iD owner asset transaction type notification Date amount sP ishares Exponential Technologies ETF(XT) | May 24, 2017 | Purchase | $15.0K – $50.0K | Filing ↗ |
| JNK | ranSactionS iD owner asset transaction type notification Date amount sP sPDR Bloomberg Barclays High Yield Bond ETF (JNK) | May 23, 2017 | Sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10078081 | 21 | 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.