Transactions
15
Total transactions associated with this filer
Disclosed purchases
13
$139.0K – $510.0K
Average modeled return
+29.1%
12 modeled purchases
Average vs. S&P 500
-0.2%
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↑↓ |
|---|---|---|---|---|---|---|
| CAT | JT Caterpillar, Inc. Common Stock (CAT) | Feb 7, 2025 | Sep 18, 2026 | +126.2% | +29.3% | +97.0% |
| AAPL | JT Apple Inc. - Common Stock (AAPL) | Feb 7, 2025 | Sep 18, 2026 | +48.7% | +29.3% | +19.5% |
| CVX | JT Chevron Corporation Common Stock (CVX) | Feb 7, 2025 | Sep 18, 2026 | +47.7% | +29.3% | +18.4% |
| ETN | JT Eaton Corporation, PLC Ordinary Shares (ETN) | Feb 7, 2025 | Sep 18, 2026 | +38.6% | +29.3% | +9.3% |
| BAC | JT Bank of America Corporation Common Stock (BAC) | Feb 7, 2025 | Sep 18, 2026 | +26.6% | +29.3% | -2.7% |
| LMT | JT Lockheed Martin Corporation Common Stock (LMT) | Feb 7, 2025 | Sep 18, 2026 | +25.8% | +29.3% | -3.5% |
| LHX | JT L3Harris Technologies, Inc. Common Stock (LHX) | Feb 7, 2025 | Sep 18, 2026 | +23.8% | +29.3% | -5.5% |
| AMZN | JT Amazon.com, Inc. - Common Stock (AMZN) | Feb 7, 2025 | Sep 18, 2026 | +10.7% | +29.3% | -18.6% |
| WFC | JT Wells Fargo & Company Common Stock (WFC) | Feb 7, 2025 | Sep 18, 2026 | +10.3% | +29.3% | -18.9% |
| J | JT Jacobs Solutions Inc. Common Stock (J) | Feb 7, 2025 | Sep 18, 2026 | +10.1% | +29.3% | -19.2% |
| BA | JT Boeing Company (BA) | Feb 7, 2025 | Sep 18, 2026 | +9.2% | +29.3% | -20.1% |
| UA | JT Under Armour, Inc. Class C Common Stock (UA) | Feb 7, 2025 | Sep 18, 2026 | -28.4% | +29.3% | -57.6% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 15 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| FSSL | JT FS Specialty Lending Fund Common Shares of Beneficial Interest (FSSL) | Jun 1, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| UA | JT Under Armour, Inc. Class C Common Stock (UA) | Feb 10, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| BA | JT Boeing Company (BA) | Feb 7, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| BAC | JT Bank of America Corporation Common Stock (BAC) | Feb 7, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| CAT | JT Caterpillar, Inc. Common Stock (CAT) | Feb 7, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| CVX | JT Chevron Corporation Common Stock (CVX) | Feb 7, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| ETN | JT Eaton Corporation, PLC Ordinary Shares (ETN) | Feb 7, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| AAPL | JT Apple Inc. - Common Stock (AAPL) | Feb 7, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| J | JT Jacobs Solutions Inc. Common Stock (J) | Feb 7, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| LHX | JT L3Harris Technologies, Inc. Common Stock (LHX) | Feb 7, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| LMT | JT Lockheed Martin Corporation Common Stock (LMT) | Feb 7, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| UA | JT Under Armour, Inc. Class C Common Stock (UA) | Feb 7, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| WFC | JT Wells Fargo & Company Common Stock (WFC) | Feb 7, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| FSSL | JT FS Specialty Lending Fund Common Shares of Beneficial Interest (FSSL) | Feb 7, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AMZN | JT Amazon.com, Inc. - Common Stock (AMZN) | Feb 7, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076315 | 24 | 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.