Transactions
234
Total transactions associated with this filer
Disclosed purchases
325
$54.0K – $285.0K
Average modeled return
+65.9%
109 modeled purchases
Average vs. S&P 500
-42.1%
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↑↓ |
|---|---|---|---|---|---|---|
| MCK | g fedcF IlINg s TaTus : New sP McKesson Corporation (MCK) [sT] | Apr 5, 2019 | Sep 21, 2026 | +702.1% | +198.8% | +503.3% |
| MCK | g fedcF IlINg s TaTus : New sP McKesson Corporation (MCK) [sT] | Jun 14, 2018 | Sep 21, 2026 | +529.8% | +215.4% | +314.4% |
| NEM | g fedcF IlINg s TaTus : New sP Newmont Mining Corporation (NEM) [sT] | Nov 2, 2018 | Sep 21, 2026 | +373.1% | +220.4% | +152.7% |
| MCK | g fedcF IlINg S TATuS : New McKesson Corporation (MCK) | Feb 24, 2022 | Sep 21, 2026 | +241.2% | +92.3% | +149.0% |
| TPR | g fedcF IlINg s TaTus : New D EsCRIPTIoN : Partial sale sP Tapestry, Inc. (TPR) [sT] | May 15, 2019 | Sep 21, 2026 | +340.9% | +202.5% | +138.4% |
| WMT | g fedcF IlINg s TaTus : New sP Walmart Inc. (WMT) [sT] | May 9, 2018 | Sep 21, 2026 | +341.3% | +226.2% | +115.1% |
| NEM | SP Newmont Corporation (NEM) | Sep 28, 2022 | Sep 21, 2026 | +220.3% | +119.7% | +100.6% |
| INTC | g fedcF IlINg S TATuS : New Intel Corporation (INTC) | Feb 24, 2022 | Sep 21, 2026 | +180.8% | +92.3% | +88.5% |
| RTX | SP RTX Corporation Common Stock (RTX) | Apr 4, 2024 | Sep 21, 2026 | +105.0% | +55.1% | +49.9% |
| BRK.B | rANSACTIONS ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > sP Berkshire Hathaway Inc. New (BRK.B) [sT] | Sep 13, 2019 | Sep 18, 2026 | +138.6% | +88.9% | +49.8% |
| RTX | g fedcF IlINg S TATuS : New Raytheon Technologies Corporation (RTX) | Feb 24, 2022 | Sep 21, 2026 | +127.1% | +92.3% | +34.8% |
| KR | ranSactionS iD owner asset transaction type notification Date amount cap. gains > sP Kroger Company (KR) [sT] | Jun 26, 2019 | Sep 21, 2026 | +228.0% | +195.4% | +32.5% |
| IMAX | g fedcbF IlINg S TATuS : New D ESCRIPTION : Part of my spouse's retirement portfolio. SP Imax Corporation (IMAX) | Feb 11, 2022 | Feb 6, 2026 | +90.4% | +69.9% | +20.5% |
| BROS | g fedcF IlINg S TATuS : New D ESCRIPTION : Part of my spouse's retirement portfolio. SP Dutch Bros Inc. Class A (BROS) | Sep 15, 2021 | Sep 9, 2025 | +79.0% | +59.1% | +19.9% |
| BROS | g fedcF IlINg S TATuS : Deleted D ESCRIPTION : Part of my spouse's retirement portfolio. 2000085014 SP Dutch Bros Inc. Class A (BROS) | Sep 15, 2021 | Sep 9, 2025 | +79.0% | +59.1% | +19.9% |
| BROS | g fedcF IlINg S TATuS : New D ESCRIPTION : Part of my spouse's retirement portfolio. SP Dutch Bros Inc. Class A (BROS) | Sep 15, 2021 | Sep 9, 2025 | +79.0% | +59.1% | +19.9% |
| BROS | g fedcF IlINg S TATuS : New D ESCRIPTION : Part of my spouse's retirement portfolio. SP Dutch Bros Inc. Class A (BROS) | Sep 15, 2021 | Sep 9, 2025 | +79.0% | +59.1% | +19.9% |
| BROS | g fedcF IlINg S TATuS : New D ESCRIPTION : Part of my spouse's retirement portfolio. SP Dutch Bros Inc. Class A (BROS) | Sep 15, 2021 | Sep 9, 2025 | +79.0% | +59.1% | +19.9% |
| BROS | g fedcF IlINg S TATuS : Deleted D ESCRIPTION : Part of my spouse's retirement portfolio. 2000085015 SP Dutch Bros Inc. Class A (BROS) | Sep 15, 2021 | Sep 9, 2025 | +79.0% | +59.1% | +19.9% |
| SAP | g fedcF IlINg S TATuS : New SAP SE ADS (SAP) | Feb 24, 2022 | Sep 21, 2026 | +103.6% | +92.3% | +11.3% |
| INTC | g fedcF IlINg S TATuS : New D ESCRIPTION : Part of my spouse's retirement portfolio. SP Intel Corporation (INTC) | Jul 24, 2020 | Sep 21, 2026 | +171.9% | +162.2% | +9.6% |
| VTR | g fedcF IlINg S TATuS : New D ESCRIPTION : Part of my spouse's retirement portfolio. SP Ventas, Inc. (VTR) | Feb 23, 2022 | Sep 21, 2026 | +96.4% | +95.2% | +1.2% |
| VTR | g fedcF IlINg S TATuS : New Ventas, Inc. (VTR) | Feb 18, 2022 | Sep 21, 2026 | +90.3% | +89.6% | +0.7% |
| NWN | SP Northwest Natural Holding Company Common Stock (NWN) | Aug 15, 2024 | Sep 18, 2026 | +36.7% | +41.3% | -4.7% |
| NWN | SP Northwest Natural Holding Company Common Stock (NWN) | Nov 15, 2024 | Sep 18, 2026 | +26.8% | +33.0% | -6.3% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 10 · 234 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| NWN | SP Northwest Natural Holding Company Common Stock (NWN) | Nov 15, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| VTR | SP Ventas, Inc. Common Stock (VTR) | Sep 19, 2024 | Sale | $15.0K – $50.0K | Filing ↗ |
| NWN | SP Northwest Natural Holding Company Common Stock (NWN) | Aug 15, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MDT | SP Medtronic plc. Ordinary Shares (MDT) | Jul 9, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| BAX | SP Baxter International Inc. Common Stock (BAX) | Jul 9, 2024 | Purchase | $15.0K – $50.0K | Filing ↗ |
| WBD | SP Warner Bros. Discovery, Inc. - Series A Common Stock (WBD) | Jul 9, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| CVS | SP CVS Health Corporation Common Stock (CVS) | Jun 27, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| NWN | SP Northwest Natural Holding Company Common Stock (NWN) | May 15, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MGA | SP Magna International, Inc. Common Stock (MGA) | Apr 4, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| KR | SP Kroger Company (KR) | Apr 4, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| BX | SP Blackstone Inc. Common Stock (BX) | Apr 4, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| ERJ | SP Embraer S.A. Common Stock (ERJ) | Apr 4, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| CAT | SP Caterpillar, Inc. Common Stock (CAT) | Apr 4, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| MCK | SP McKesson Corporation Common Stock (MCK) | Apr 4, 2024 | Sale | $15.0K – $50.0K | Filing ↗ |
| SO | SP Southern Company (SO) | Apr 4, 2024 | Purchase | $15.0K – $50.0K | Filing ↗ |
| NKE | SP Nike, Inc. Common Stock (NKE) | Apr 4, 2024 | Purchase | $15.0K – $50.0K | Filing ↗ |
| RTX | SP RTX Corporation Common Stock (RTX) | Apr 4, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| V | SP Visa Inc. (V) | Apr 4, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| TEL | SP TE Connectivity Ltd. New Switzerland Registered Shares (TEL) | Apr 4, 2024 | Sale | $15.0K – $50.0K | Filing ↗ |
| DGX | SP Quest Diagnostics Incorporated Common Stock (DGX) | Apr 4, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| NWN | SP Northwest Natural Holding Company Common Stock (NWN) | Feb 15, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| QCOM | SP QUALCOMM Incorporated - Common Stock (QCOM) | Feb 12, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| UL | SP Unilever PLC Common Stock (UL) | Feb 12, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| PHG | SP Koninklijke Philips N.V. NY Registry Shares (PHG) | Feb 12, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| PFE | SP Pfizer, Inc. Common Stock (PFE) | Feb 12, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10077553 | 33 | 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.