Transactions
496
Total transactions associated with this filer
Disclosed purchases
343
$18.0K – $270.0K
Average modeled return
+24.6%
240 modeled purchases
Average vs. S&P 500
-20.8%
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↑↓ |
|---|---|---|---|---|---|---|
| AGI | F S : New Alamos Gold Inc. Class A Common Shares (AGI) | Jun 6, 2022 | Jun 1, 2026 | +418.6% | +87.1% | +331.4% |
| AGI | Alamos Gold Inc. Class A Common Shares (AGI) | Jun 6, 2022 | Jun 1, 2026 | +418.6% | +87.1% | +331.4% |
| CAT | F S : New S O : Morgan Stanley Active Assets (1) Caterpillar, Inc. Common Stock (CAT) | Apr 7, 2025 | Sep 18, 2026 | +193.9% | +53.5% | +140.4% |
| PANW | F S : New S O : Morgan Stanley Active Assets (1) Palo Alto Networks, Inc. (PANW) | Mar 31, 2026 | Sep 18, 2026 | +126.8% | +17.7% | +109.1% |
| PANW | F S : New S O : Morgan Stanley Active Assets (5) Palo Alto Networks, Inc. (PANW) | Mar 23, 2026 | Sep 18, 2026 | +121.6% | +16.8% | +104.8% |
| PANW | DC Palo Alto Networks, Inc. (PANW) | Mar 23, 2026 | Sep 18, 2026 | +121.6% | +16.8% | +104.8% |
| NVDA | F S : New S O : Morgan Stanley Active Assets (1) NVIDIA Corporation - Common Stock (NVDA) | Apr 7, 2025 | Sep 18, 2026 | +128.2% | +53.5% | +74.7% |
| NVDA | F S : New S O : Morgan Stanley Active Assets (6) NVIDIA Corporation - Common Stock (NVDA) | Mar 10, 2025 | Sep 18, 2026 | +108.3% | +38.5% | +69.8% |
| NVDA | DC NVIDIA Corporation - Common Stock (NVDA) | Mar 10, 2025 | Sep 18, 2026 | +108.3% | +38.5% | +69.8% |
| NVDA | DC NVIDIA Corporation - Common Stock (NVDA) | Mar 10, 2025 | Sep 18, 2026 | +108.3% | +38.5% | +69.8% |
| AVGO | DC Broadcom Inc. - Common Stock (AVGO) | Nov 8, 2024 | Sep 18, 2026 | +97.7% | +30.3% | +67.5% |
| AVGO | DC Broadcom Inc. - Common Stock (AVGO) | Nov 8, 2024 | Sep 18, 2026 | +97.7% | +30.3% | +67.5% |
| NVDA | F S : New S O : Morgan Stanley Active Assets (5) NVIDIA Corporation - Common Stock (NVDA) | Apr 16, 2025 | Sep 18, 2026 | +113.3% | +47.3% | +66.0% |
| NVDA | DC NVIDIA Corporation - Common Stock (NVDA) | Apr 16, 2025 | Sep 18, 2026 | +113.3% | +47.3% | +66.0% |
| NVDA | NVIDIA Corporation - Common Stock (NVDA) | Mar 11, 2025 | Sep 18, 2026 | +104.9% | +39.7% | +65.2% |
| GS | F S : New S O : Morgan Stanley Active Assets (1) Goldman Sachs Group, Inc. (GS) | Apr 7, 2025 | Sep 18, 2026 | +108.5% | +53.5% | +55.0% |
| JNJ | DC Johnson & Johnson Common Stock (JNJ) | Nov 8, 2024 | Sep 18, 2026 | +83.3% | +30.3% | +53.0% |
| JNJ | DC Johnson & Johnson Common Stock (JNJ) | Jul 1, 2024 | Sep 21, 2026 | +96.5% | +45.4% | +51.1% |
| CSCO | F S : New S O : Morgan Stanley Active Assets (5) Cisco Systems, Inc. - Common Stock (CSCO) | Oct 10, 2025 | Sep 18, 2026 | +63.5% | +17.9% | +45.6% |
| CSCO | DC Cisco Systems, Inc. - Common Stock (CSCO) | Oct 10, 2025 | Sep 18, 2026 | +63.5% | +17.9% | +45.6% |
| CSCO | DC Cisco Systems, Inc. - Common Stock (CSCO) | Oct 10, 2025 | Sep 18, 2026 | +63.5% | +17.9% | +45.6% |
| META | DC Meta Platforms, Inc. - Class A (META) | Dec 28, 2023 | Sep 21, 2026 | +106.8% | +67.4% | +39.3% |
| META | DC Meta Platforms, Inc. - Class A (META) | Dec 28, 2023 | Sep 21, 2026 | +106.8% | +67.4% | +39.3% |
| TSM | DC Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | Oct 10, 2025 | Sep 18, 2026 | +56.5% | +17.9% | +38.6% |
| TSM | Manufacturing Company Ltd. (TSM) [ST] F S : New S O : Morgan Stanley Active Assets (5) Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | Oct 10, 2025 | Sep 18, 2026 | +56.5% | +17.9% | +38.6% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 20 · 496 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| AMAT | Applied Materials, Inc. - Common Stock (AMAT) | Jul 13, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| GWW | F S : New S O : Morgan Stanley Active Assets (1) W.W. Grainger, Inc. Common Stock (GWW) | Jul 13, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| STE | F S : New S O : Morgan Stanley Active Assets (1) STERIS plc (STE) | Jul 13, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| AMAT | F S : New S O : Morgan Stanley Active Assets (6) Applied Materials, Inc. - Common Stock (AMAT) | Jun 18, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AMAT | DC Applied Materials, Inc. - Common Stock (AMAT) | Jun 18, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AMAT | DC Applied Materials, Inc. - Common Stock (AMAT) | Jun 18, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| HCA | F S : New S O : Morgan Stanley Active Assets (5) HCA Healthcare, Inc. Common Stock (HCA) | Jun 17, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MSFT | DC Microsoft Corporation - Common Stock (MSFT) | Jun 17, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MNST | F S : New S O : Morgan Stanley Active Assets (5) Monster Beverage Corporation - Common Stock (MNST) | Jun 17, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MNST | DC Monster Beverage Corporation - Common Stock (MNST) | Jun 17, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| SPGI | F S : New S O : Morgan Stanley Active Assets (6) S&P Global Inc. Common Stock (SPGI) | Jun 17, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| SPGI | DC S&P Global Inc. Common Stock (SPGI) | Jun 17, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| HD | F S : New S O : Morgan Stanley Active Assets (1) Home Depot, Inc. (HD) | Jun 17, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| HCA | DC HCA Healthcare, Inc. Common Stock (HCA) | Jun 17, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MSFT | F S : New S O : Morgan Stanley Active Assets (5) Microsoft Corporation - Common Stock (MSFT) | Jun 17, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| META | DC Meta Platforms, Inc. - Class A Common Stock (META) | Jun 17, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| SPGI | DC S&P Global Inc. Common Stock (SPGI) | Jun 17, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| META | F S : New S O : Morgan Stanley Active Assets (5) Meta Platforms, Inc. - Class A Common Stock (META) | Jun 17, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| SPCX | F S : New S O : Morgan Stanley Active Assets (1) Space Exploration Technologies Corp. - Class A Common Stock (SPCX) | Jun 12, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| GILD | DC Gilead Sciences, Inc. - Common Stock (GILD) | May 6, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| COR | DC Cencora, Inc. Common Stock (COR) | May 6, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| GILD | F S : New S O : Morgan Stanley Active Assets (5) Gilead Sciences, Inc. - Common Stock (GILD) | May 6, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| COR | F S : New S O : Morgan Stanley Active Assets (5) Cencora, Inc. Common Stock (COR) | May 6, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| AVGO | F S : New S O : Morgan Stanley Active Assets (1) Broadcom Inc. - Common Stock (AVGO) | Mar 31, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AXP | F S : New S O : Morgan Stanley Active Assets (1) American Express Company Common Stock (AXP) | Mar 31, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10074897 | 346 | 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.