Transactions
5
Total transactions associated with this filer
Disclosed purchases
3
$0 – $0
Average modeled return
—
No disclosed purchases
Average vs. S&P 500
—
Comparable modeled intervals
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 5 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| HOLX | F S : New S O : Fidelity Brokerage Services, LLC L : US D : Exchange of Hologic, Inc. common stock (HOLX) for undetermined amount of non-tradable contingent value right (CVR) to be paid in 2026-27. Hologic, Inc. - Common Stock (HOLX) | Apr 8, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| ABT | Abbott Laboratories Common Stock (ABT) | Mar 24, 2026 | Exchange | $1.0K – $15.0K | Filing ↗ |
| PSKY | Paramount Skydance Corporation - Class B Common Stock (PSKY) | Sep 10, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| DIS | F S : New S O : Fidelity Brokerage Services, LLC D : Paramount Class B Stock (PARA) exchanged for Paramount Skydance Class B Stock (PSKY) following merger Walt Disney Company (DIS) | Aug 26, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| PSKY | Paramount Skydance Corporation - Class B Common Stock (PSKY) | Aug 7, 2025 | Exchange | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076263 | 35 | 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.