Transactions
11
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 · 11 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| APD | rANSACTIONS ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > Air Products and Chem icals, Inc.(APD) | Dec 28, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| INTC | g fedcbF IlINg S TATuS : New C OMMENTS : The total value of my holdings in FITB stock did not exceed the $1,000 reporting threshol d for my CY20Financial Disclosure. Intel Corporation (INTC) | Dec 28, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| JPM | g fedcbF IlINg S TATuS : New JP Morgan Chase & Co. (JPM) | Dec 28, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| PFE | g fedcbF IlINg S TATuS : New Filing ID #20020194 Pfizer, Inc. (PFE) | Dec 28, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| SHW | g fedcbF IlINg S TATuS : New Sherwin-Williams Company (SHW) | Dec 28, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| FITB | g fedcbF IlINg S TATuS : New Fifth Third Bancorp (FITB) | Dec 28, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| IFF | g fedcbF IlINg S TATuS : New International Flavors & Fragrances, Inc. (IFF) | Dec 28, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| CDK | ranSactionS iD owner asset transaction type notification Date amount cap. gains > CDK global, Inc. (CDK) | Dec 30, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| SYY | g fedcbF IlINg S TATuS : New Sysco Corporation (SYY) | Jun 16, 2020 | Sale | $15.0K – $50.0K | Filing ↗ |
| PAYX | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Paychex, Inc. (PAYX) | Jun 16, 2020 | Sale | $15.0K – $50.0K | Filing ↗ |
| PAYX | g fedcbF IlINg S TATuS : New D ESCRIPTION : Total sale for day of PAYX - $15,000 - $50,000 Paychex, Inc. (PAYX) | Jun 16, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10077012 | 48 | 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.