Transactions
282
Total transactions associated with this filer
Disclosed purchases
131
$0 – $0
Average modeled return
+95.3%
50 modeled purchases
Average vs. S&P 500
-36.5%
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↑↓ |
|---|---|---|---|---|---|---|
| WWD | F ILING s TATus : New s ubHoLDING o F : Morgan stanley IRA - X141 Woodward, Inc. (WWD) | May 13, 2016 | Sep 18, 2026 | +531.1% | +88.9% | +442.2% |
| AVY | rANSAcTIONS ID Owner Asset Transaction Type Notification Date Amount Applied Materials, Inc. (AMAT) s 12/1/2015 12/1/2015 $1,001 - $15,000 F ILING s TATus : New s ubHoLDING o F : Morgan stanley IRA - X142 Avery Dennison Corporat ion (AVY)s 12/3/2015 12/3/2015 $1,001 - $15,000 F ILING s TATus : New s ubHoLDING o F : Morgan stanley IRA - X142 baxter International Inc. (bAX) | Nov 23, 2015 | Sep 18, 2026 | +213.6% | +88.9% | +124.7% |
| MCK | F ILING s TATus : New s ubHoLDING o F : Morgan stanley IRA - X142 McKesson Corporation (MCK) | Aug 31, 2016 | Sep 21, 2026 | +419.2% | +318.4% | +100.8% |
| JPM | F S : New S O : Morgan Stanley IRA - X141 JP Morgan Chase & Co. (JPM) | Mar 22, 2023 | Sep 21, 2026 | +200.0% | +105.9% | +94.1% |
| MCK | F ILING s TATus : New s ubHoLDING o F : Morgan stanley IRA - X141 McKesson Corporation (MCK) | Aug 17, 2016 | Sep 21, 2026 | +390.4% | +316.5% | +73.8% |
| JPM | F S : New S O : Morgan Stanley IRA - X141 JP Morgan Chase & Co. (JPM) | Mar 2, 2023 | Sep 21, 2026 | +170.4% | +103.7% | +66.7% |
| CXW | F ILING s TATus : New s ubHoLDING o F : Morgan stanley IRA - X141 CoreCivic, Inc. (CXW) | Nov 17, 2016 | Sep 18, 2026 | +138.2% | +88.9% | +49.4% |
| JCI | F S : New S O : Morgan Stanley IRA - X142 Johnson Controls International plc Ordinary Share (JCI) | Jan 11, 2023 | Sep 21, 2026 | +128.6% | +104.9% | +23.8% |
| JCI | F ILING S TATuS : New S ubHoLDING o F : Morgan Stanley IRA - X141 Globus Medical, Inc. Class A (GMED)P 10/6/2016 10/6/2016 $1,001 - $15,000 F ILING S TATuS : New S ubHoLDING o F : Morgan Stanley IRA - X142 Johnson Controls Intern ational plcordinary Share (JCI) | Sep 28, 2016 | Sep 21, 2026 | +338.0% | +317.8% | +20.2% |
| WRB | F S : New S O : Morgan Stanley IRA - X141 W.R. Berkley Corporation (WRB) | Jul 14, 2023 | Sep 21, 2026 | +91.4% | +79.0% | +12.4% |
| PNC | F S : New S O : Morgan Stanley IRA - X141 PNC Financial Services Group, Inc. (PNC) | Apr 19, 2023 | Sep 21, 2026 | +106.0% | +94.9% | +11.1% |
| WRB | F S : New S O : Morgan Stanley IRA - X141 W.R. Berkley Corporation (WRB) | May 26, 2023 | Sep 21, 2026 | +101.2% | +92.2% | +9.0% |
| PNC | F S : New S O : Morgan Stanley IRA - X142 PNC Financial Services Group, Inc. (PNC) | Apr 26, 2023 | Sep 21, 2026 | +106.8% | +99.6% | +7.2% |
| JCI | F ILING S TATuS : New S ubHoLDING o F : Morgan Stanley IRA - X141 Johnson Controls, Inc. (JCI) | Jul 27, 2016 | Sep 21, 2026 | +324.8% | +320.1% | +4.7% |
| WRB | F S : New S O : Morgan Stanley IRA - X142 W.R. Berkley Corporation (WRB) | May 1, 2023 | Sep 21, 2026 | +89.2% | +94.3% | -5.1% |
| JNJ | F S : New S O : Morgan Stanley IRA - X142 Johnson & Johnson (JNJ) | Feb 8, 2023 | Sep 21, 2026 | +84.1% | +97.3% | -13.2% |
| PCAR | F S : New S O : Morgan Stanley IRA - X141 PACCAR Inc. (PCAR) | Sep 6, 2023 | Sep 21, 2026 | +54.4% | +80.2% | -25.8% |
| PNC | F ILING S TATuS : New S ubHoLDING o F : Morgan Stanley IRA - X142 Filing ID #20005751 PNC Financial Serv ices Group, Inc.(PNC) | Jul 20, 2016 | Sep 21, 2026 | +292.7% | +319.0% | -26.4% |
| PCAR | F S : New S O : Morgan Stanley IRA - X141 PACCAR Inc. (PCAR) | Sep 7, 2023 | Sep 21, 2026 | +53.9% | +80.8% | -26.9% |
| TEL | F S : New S O : Morgan Stanley IRA - X141 TE Connectivity Ltd. New Switzerland Registered Shares (TEL) | Feb 23, 2023 | Sep 21, 2026 | +74.2% | +102.2% | -28.1% |
| NSC | F S : New S O : Morgan Stanley IRA - X141 Norfolk Southern Corporation (NSC) | Jun 28, 2023 | Sep 21, 2026 | +48.8% | +84.3% | -35.5% |
| LAMR | F S : New S O : Morgan Stanley IRA - X141 Lamar Advertising Company - Class A (LAMR) | Feb 17, 2023 | Sep 21, 2026 | +61.0% | +99.0% | -38.0% |
| CRL | F S : New S O : Morgan Stanley IRA - X142 Charles River Laboratories International, Inc. (CRL) | Apr 25, 2023 | Sep 18, 2026 | +48.2% | +88.9% | -40.6% |
| TGT | F S : New S O : Morgan Stanley IRA - X142 Target Corporation (TGT) | Jul 26, 2023 | Sep 21, 2026 | +32.5% | +76.6% | -44.0% |
| TRV | F ILING s TATus : New s ubHoLDING o F : Morgan stanley IRA - X142 The Travelers Compan ies, Inc. (TRV)s 04/6/2016 04/6/2016 $1,001 - $15,000 F ILING s TATus : New s ubHoLDING o F : Morgan stanley IRA - X141 u.s. bancorp (usb) | Mar 30, 2016 | Sep 21, 2026 | +296.9% | +343.8% | -46.9% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 12 · 282 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| COP | F S : New S O : Morgan Stanley IRA - X141 ConocoPhillips (COP) | Sep 8, 2023 | Sale | $15.0K – $50.0K | Filing ↗ |
| CRL | F S : New S O : Morgan Stanley IRA - X142 Charles River Laboratories International, Inc. (CRL) | Sep 8, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| CI | F S : New S O : Morgan Stanley IRA - X141 The Cigna Group (CI) | Sep 8, 2023 | Sale | $15.0K – $50.0K | Filing ↗ |
| COLD | F S : New S O : Morgan Stanley IRA - X141 Americold Realty Trust, Inc. (COLD) | Sep 8, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| CMCSA | F S : New S O : Morgan Stanley IRA - X141 Comcast Corporation - Class A (CMCSA) | Sep 8, 2023 | Sale | $15.0K – $50.0K | Filing ↗ |
| AXP | F S : New S O : Morgan Stanley IRA - X142 American Express Company (AXP) | Sep 8, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| CBOE | F S : New S O : Morgan Stanley IRA - X142 Cboe Global Markets, Inc. (CBOE) | Sep 8, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| BWXT | F S : New S O : Morgan Stanley IRA - X142 BWX Technologies, Inc. (BWXT) | Sep 8, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| CB | F S : New S O : Morgan Stanley IRA - X142 Chubb Limited (CB) | Sep 8, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| C | F S : New S O : Morgan Stanley IRA - X141 Citigroup, Inc. (C) | Sep 8, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| BSX | F S : New S O : Morgan Stanley IRA - X142 Boston Scientific Corporation (BSX) | Sep 8, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| ACN | F S : New S O : Morgan Stanley IRA - X141 Accenture plc Class A Ordinary Shares (ACN) | Sep 8, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| AOS | A.O. Smith Corporation (AOS) | Sep 8, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| ARE | F S : New S O : Morgan Stanley IRA - X141 Alexandria Real Estate Equities, Inc. (ARE) | Sep 8, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| BR | F S : New S O : Morgan Stanley IRA - X141 Broadridge Financial Solutions, Inc. (BR) | Sep 8, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| AON | F S : New S O : Morgan Stanley IRA - X142 Aon plc Class A Ordinary Shares (AON) | Sep 8, 2023 | Sale | $15.0K – $50.0K | Filing ↗ |
| ABBV | F S : New S O : Morgan Stanley IRA - X141 AbbVie Inc. (ABBV) | Sep 8, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| ADI | F S : New S O : Morgan Stanley IRA - X142 Analog Devices, Inc. (ADI) | Sep 8, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| BSX | F S : New S O : Morgan Stanley IRA - X142 Boston Scientific Corporation (BSX) | Sep 8, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| CASY | F S : New S O : Morgan Stanley IRA - X142 Caseys General Stores, Inc. (CASY) | Sep 8, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| ADSK | F S : New S O : Morgan Stanley IRA - X141 Autodesk, Inc. (ADSK) | Sep 8, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| BIO | F S : New S O : Morgan Stanley IRA - X142 Bio-Rad Laboratories, Inc. Class A (BIO) | Sep 8, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| AVY | F S : New S O : Morgan Stanley IRA - X142 Avery Dennison Corporation (AVY) | Sep 8, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| BAH | F S : New S O : Morgan Stanley IRA - X142 Booz Allen Hamilton Holding Corporation (BAH) | Sep 8, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| D | F S : New S O : Morgan Stanley IRA - X142 Dominion Energy, Inc. (D) | Sep 8, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075817 | 34 | 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.