Transactions
54
Total transactions associated with this filer
Disclosed purchases
37
$267.0K – $580.0K
Average modeled return
+110.8%
22 modeled purchases
Average vs. S&P 500
+23.7%
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↑↓ |
|---|---|---|---|---|---|---|
| FDM | F ILING S TATUS : New S UBHoLDING o F : J French Hill - IRA L oCATIoN : US D ESCRIPTIoN : Mutual Fund First Trust DJ Select MicroCap ETF (FDM) | May 31, 2016 | Sep 18, 2026 | +215.8% | +88.9% | +127.0% |
| VYM | F ILING S TATUS : New S UBHoLDING o F : J French Hill - IRA Vanguard High Dividend Yield ETF - DNQ (VYM) | May 31, 2016 | Sep 18, 2026 | +210.4% | +88.9% | +121.5% |
| VYM | ID Owner Asset Transaction Type Notification Date Amount F ILING S TATUS : New S UBHoLDING o F : J French Hill - Revocable Trust Vanguard High Dividend Yield ETF - DNQ (VYM) | Jun 30, 2016 | Sep 18, 2026 | +203.8% | +88.9% | +114.9% |
| WBD | F S : New S O : HILL 1998 TRUST (FORMERLY HILL FAMILY TRUST) Warner Bros. Discovery, Inc. - Series A (WBD) | Nov 22, 2023 | Sep 21, 2026 | +189.6% | +76.1% | +113.5% |
| INTC | F S : New S O : HILL 1998 TRUST (FORMERLY HILL FAMILY TRUST) Intel Corporation (INTC) | Nov 22, 2023 | Sep 21, 2026 | +184.5% | +76.1% | +108.4% |
| VYM | F ILING S TATUS : New S UBHoLDING o F : J French Hill - Revocable Trust D ESCRIPTIoN : SUBSEQUENT INVESTMENT Vanguard High Dividend Yield ETF - DNQ (VYM) | Aug 30, 2016 | Sep 18, 2026 | +197.2% | +88.9% | +108.3% |
| VYM | F ILING S TATUS : New S UBHoLDING o F : J French Hill - Revocable Trust D ESCRIPTIoN : SUBSEQUENT INVESTMENT Vanguard High Dividend Yield ETF - DNQ (VYM) | Jul 29, 2016 | Sep 18, 2026 | +196.8% | +88.9% | +107.9% |
| MMM | 3M Company (MMM) | Nov 22, 2023 | Sep 21, 2026 | +121.5% | +76.1% | +45.4% |
| FVD | F ILING S TATUS : New S UBHoLDING o F : J French Hill - Revocable Trust D ESCRIPTIoN : SUBSEQUENT INVESTMENT SP First Trust VL Dividend (FVD) | Jun 13, 2016 | Sep 18, 2026 | +132.0% | +88.9% | +43.2% |
| FVD | F ILING S TATUS : New S UBHoLDING o F : Martha M Hill - IRA SP First Trust VL Dividend (FVD) | Jun 13, 2016 | Sep 18, 2026 | +132.0% | +88.9% | +43.2% |
| IBB | F ILING S TATUS : New S UBHoLDING o F : Martha M Hill - SEP IRA iShares Nasdaq Biotechnology Index Fund (IBB) | May 31, 2016 | Sep 18, 2026 | +125.2% | +88.9% | +36.4% |
| BRK.B | g fedcbF ILINg S TATUS : New S UBHOLDINg O F : DC 2 - Sarah Elizabeth Hill Brokerage DC Berkshire Hathaway Inc. New (BRK.B) | Nov 30, 2020 | Sep 18, 2026 | +122.7% | +88.9% | +33.8% |
| L | Loews Corporation Common Stock (L) | Jun 23, 2025 | Sep 18, 2026 | +19.2% | +28.6% | -9.4% |
| WTM | F S : New S O : J French Hill - Revocable Trust D : FULL LIQUIDATION. White Mountains Insurance Group, Ltd. Common Stock (WTM) | Jun 23, 2025 | Sep 21, 2026 | +16.0% | +30.5% | -14.5% |
| V | F S : New S O : Martha M Hill - IRA Visa Inc. (V) | Nov 22, 2023 | Sep 21, 2026 | +48.1% | +76.1% | -28.0% |
| FVD | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Martha M Hill - IRA SP First Trust VL Dividend (FVD) | Nov 30, 2020 | Sep 18, 2026 | +59.7% | +88.9% | -29.2% |
| TSLA | g fedcbF ILINg S TATUS : New S UBHOLDINg O F : J French Hill - Revocable Trust D ESCRIPTION : Sold 1000 Shares DC Tesla, Inc. (TSLA) | Apr 8, 2021 | Sep 21, 2026 | +64.0% | +103.6% | -39.6% |
| MKL | F S : New S O : Martha M Hill - SEP IRA Markel Group Inc. Common Stock (MKL) | Jun 23, 2025 | Sep 21, 2026 | -10.1% | +30.5% | -40.6% |
| MKL | SP Markel Group Inc. Common Stock (MKL) | Jun 23, 2025 | Sep 21, 2026 | -10.1% | +30.5% | -40.6% |
| MKL | F S : New S O : J French Hill - Revocable Trust Markel Group Inc. (MKL) | Nov 22, 2023 | Sep 21, 2026 | +24.8% | +76.1% | -51.3% |
| IEZ | F ILING S TATUS : New S UBHoLDING o F : J French Hill - IRA iShares U.S. oil Equipment & ServicesETF (IEZ) | May 31, 2016 | Sep 18, 2026 | -10.2% | +88.9% | -99.0% |
| SYF | F ILING S TATUS : New S UBHoLDING o F : J French Hill - Revocable Trust oppenheimer Internat ional GrowthFund P 06/1/2016 06/1/2016 $15,001 - $50,000 F ILING S TATUS : New S UBHoLDING o F : J French Hill - IRA L oCATIoN : Little Rock, AR, US D ESCRIPTIoN : Mutual Fund Synchrony Financial (SYF) | May 31, 2016 | Sep 21, 2026 | +205.0% | +335.7% | -130.8% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 3 · 54 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| SFL | F S : New S O : HILL 2012 TRUST D : Sale of full position for tax loss purposes. SFL Corporation Ltd (SFL) | Dec 31, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| SOLV | F S : New S O : HILL 2012 TRUST D : Sale of full position for tax loss purposes. Solventum Corporation Common Stock (SOLV) | Dec 31, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| PFE | F S : New S O : HILL 1998 TRUST Pfizer, Inc. Common Stock (PFE) | Dec 31, 2025 | Sale | $100.0K – $250.0K | Filing ↗ |
| KD | Kyndryl Holdings, Inc. Common Stock (KD) | Dec 31, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| L | Loews Corporation Common Stock (L) | Jun 23, 2025 | Purchase | $50.0K – $100.0K | Filing ↗ |
| INTC | F S : New S O : Martha M Hill - SEP IRA D : FULL LIQUIDATION. Intel Corporation - Common Stock (INTC) | Jun 23, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| VTS | F S : New S O : J French Hill - Revocable Trust D : FULL LIQUIDATION Vitesse Energy, Inc. Common Stock (VTS) | Jun 23, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| BX | F S : New S O : Martha M Hill - Revocable Trust D : FULL LIQUIDATION. Blackstone Inc. Common Stock (BX) | Jun 23, 2025 | Sale | $100.0K – $250.0K | Filing ↗ |
| WTM | F S : New S O : J French Hill - Revocable Trust D : FULL LIQUIDATION. White Mountains Insurance Group, Ltd. Common Stock (WTM) | Jun 23, 2025 | Purchase | $50.0K – $100.0K | Filing ↗ |
| WFC | F S : New S O : J French Hill - Revocable Trust D : FULL LIQUIDATION. Wells Fargo & Company Common Stock (WFC) | Jun 23, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| FTRE | SP Fortrea Holdings Inc. - Common Stock (FTRE) | Jun 23, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| LAZ | F S : New S O : J French Hill - Revocable Trust D : FULL LIQUIDATION. Lazard, Inc. Common Stock (LAZ) | Jun 23, 2025 | Sale | $50.0K – $100.0K | Filing ↗ |
| MKL | F S : New S O : Martha M Hill - SEP IRA Markel Group Inc. Common Stock (MKL) | Jun 23, 2025 | Purchase | $50.0K – $100.0K | Filing ↗ |
| MKL | SP Markel Group Inc. Common Stock (MKL) | Jun 23, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| SFNC | F S : New S O : J French Hill - Revocable Trust D : FULL LIQUIDATION. Simmons First National Corporation - Common Stock (SFNC) | Jun 23, 2025 | Sale | $100.0K – $250.0K | Filing ↗ |
| RF | F S : New S O : J French Hill - Revocable Trust D : EXISTING HOLDING. Regions Financial Corporation Common Stock (RF) | Jun 23, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| SPB | F S : New S O : J French Hill - IRA D : FULL LIQUIDATION. Spectrum Brands Holdings, Inc. Common Stock (SPB) | Jun 23, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| T | SP AT&T Inc. (T) | Jun 23, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| CVS | CVS Health Corporation Common Stock (CVS) | Jan 31, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| PYPL | F S : New S O : HILL 2012 TRUST (FORMERLY JAY F HILL TRUST) PayPal Holdings, Inc. (PYPL) | Dec 29, 2023 | Sale | $15.0K – $50.0K | Filing ↗ |
| SCHW | Charles Schwab Corporation (SCHW) | Dec 29, 2023 | Sale | $50.0K – $100.0K | Filing ↗ |
| MKL | F S : New S O : J French Hill - Revocable Trust Markel Group Inc. (MKL) | Nov 22, 2023 | Purchase | $50.0K – $100.0K | Filing ↗ |
| INTC | F S : New S O : HILL 1998 TRUST (FORMERLY HILL FAMILY TRUST) Intel Corporation (INTC) | Nov 22, 2023 | Purchase | $1.0K – $15.0K | Filing ↗ |
| V | F S : New S O : Martha M Hill - IRA Visa Inc. (V) | Nov 22, 2023 | Purchase | $50.0K – $100.0K | Filing ↗ |
| WBD | F S : New S O : HILL 1998 TRUST (FORMERLY HILL FAMILY TRUST) Warner Bros. Discovery, Inc. - Series A (WBD) | Nov 22, 2023 | Purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076109 | 157 | 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.