Transactions
716
Total transactions associated with this filer
Disclosed purchases
515
$0 – $0
Average modeled return
+167.8%
189 modeled purchases
Average vs. S&P 500
+57.6%
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↑↓ |
|---|---|---|---|---|---|---|
| NVDA | g fedcF ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 60 Units of Novartis Ag JT NVIDIA Corporation (NVDA) | Nov 19, 2019 | Sep 21, 2026 | +4293.9% | +173.8% | +4120.1% |
| NVDA | g fedcF ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 25 units of Nvidia Corp JT NVIDIA Corporation (NVDA) | Dec 9, 2019 | Sep 21, 2026 | +4204.2% | +172.1% | +4032.1% |
| NVDA | g fedcF ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 30 units of NVIDIA Corp. JT NVIDIA Corporation (NVDA) | Nov 26, 2019 | Sep 21, 2026 | +4111.5% | +172.0% | +3939.5% |
| NVDA | g fedcF ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 20 units if Novartis Ag JT NVIDIA Corporation (NVDA) | Dec 24, 2019 | Sep 21, 2026 | +3727.1% | +164.6% | +3562.5% |
| NVDA | g fedcF ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 25 units Novartis Ag Spon ADR JT NVIDIA Corporation (NVDA) | Jan 10, 2020 | Sep 21, 2026 | +3637.8% | +161.0% | +3476.8% |
| NVDA | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 15 units Novartis Ag Spon ADR JT NVIDIA Corporation (NVDA) | Nov 17, 2020 | Sep 21, 2026 | +1598.7% | +132.4% | +1466.3% |
| NVDA | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 5 units Nvidia Corp JT NVIDIA Corporation (NVDA) | Nov 4, 2020 | Sep 21, 2026 | +1552.8% | +143.9% | +1408.9% |
| KAI | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 5 units goldman Sachs group Inc. JT Kadant Inc (KAI) | Dec 15, 2020 | Dec 5, 2024 | +192.8% | +47.0% | +145.8% |
| KAI | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 5 units goldman Sachs group Inc JT Kadant Inc (KAI) | Feb 4, 2021 | Dec 5, 2024 | +179.3% | +47.0% | +132.3% |
| JPM | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 85 shares IShares gold TrustJT JP Morgan Chase & Co. (JPM) | Nov 13, 2020 | Sep 21, 2026 | +256.2% | +134.0% | +122.2% |
| NTLA | g fedcF ILINg S TATUS : New ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 115 units Impinj Inc. JT Intellia Therapeutics, Inc. (NTLA) | Jan 14, 2020 | Nov 28, 2023 | +111.8% | +8.8% | +103.0% |
| PI | g fedcF ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 10 units of Illumina Inc. JT Impinj, Inc. (PI) | Nov 19, 2019 | Nov 8, 2023 | +103.1% | +4.6% | +98.6% |
| PI | g fedcF ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 15 units Illumina Inc. JT Impinj, Inc. (PI) | Jan 28, 2020 | Nov 8, 2023 | +98.4% | +4.6% | +93.9% |
| KAI | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : eight units Kadant Inc common JT Kadant Inc (KAI) | Mar 11, 2021 | Dec 5, 2024 | +134.3% | +47.0% | +87.2% |
| KAI | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 10 units J P Morgan Chase & Co JT Kadant Inc (KAI) | Mar 18, 2021 | Dec 5, 2024 | +131.8% | +47.0% | +84.8% |
| MS | g fedcF ILING S TATUS : New S UBHOLDING O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sale of 80 units London Stock Exchange Ordin aryJT Morgan Stanley (MS) | May 13, 2021 | Sep 21, 2026 | +186.6% | +102.7% | +83.9% |
| MSFT | g fedcF ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 70 units of Microsoft Corp JT Microsoft Corporation (MSFT) | Nov 22, 2019 | Sep 21, 2026 | +252.6% | +174.7% | +77.9% |
| MSFT | g fedcF ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 65 units of Microsoft Corp JT Microsoft Corporation (MSFT) | Nov 22, 2019 | Sep 21, 2026 | +252.6% | +174.7% | +77.9% |
| MSFT | g fedcF ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 50,000 units of Maryland State Comm unity 3.85%JT Microsoft Corporation (MSFT) | Dec 9, 2019 | Sep 21, 2026 | +248.5% | +172.1% | +76.3% |
| NTLA | g fedcF ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 35 units of Impinj Inc JT Intellia Therapeutics, Inc. (NTLA) | Dec 9, 2019 | Nov 28, 2023 | +83.9% | +8.8% | +75.1% |
| MSFT | g fedcF ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 65 units of LVMH Moet Hennessy JT Microsoft Corporation (MSFT) | Dec 24, 2019 | Sep 21, 2026 | +235.1% | +164.6% | +70.5% |
| LVMHF | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 50 units J P Morgan Chase & Co JT LVMH Moet Hennessy Louis Vuitton Ordinary Shares (LVMHF) | Nov 3, 2020 | Apr 17, 2024 | +87.2% | +20.6% | +66.7% |
| MSFT | g fedcF ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 50 units LVMH Moet Hennessy ADR JT Microsoft Corporation (MSFT) | Jan 9, 2020 | Sep 21, 2026 | +225.4% | +160.2% | +65.2% |
| MSFT | g fedcF ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 75 units Microsoft Corp ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > JT Microsoft Corporation (MSFT) | Jan 24, 2020 | Sep 21, 2026 | +219.6% | +158.5% | +61.0% |
| JPM | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 20 units JP Morgan Chase & Co JT JP Morgan Chase & Co. (JPM) | Mar 1, 2021 | Sep 21, 2026 | +168.1% | +114.2% | +53.9% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 29 · 716 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| NEE | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sale of 40 units Fanuc Ltd JT NextEra Energy, Inc. (NEE) | Mar 7, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| FANUF | g fedcbF ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sale of 65 units Da ifuku Co LtdJT Fanuc Limited Ordinary Shares (FANUF) | Mar 1, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| DAIUF | rANSACTIONS ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > JT Daifuku Co Ltd Ordinary Shares (DAIUF) | Mar 1, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| MSCI | g fedcbF ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sale of four units o f MSCI Inc; $1,098 capital gainJT MSCI Inc (MSCI) | Feb 28, 2022 | Sale | $15.0K – $50.0K | Filing ↗ |
| KAI | g fedcbF ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sale 105 units JP Morgan Chase & Co JT Kadant Inc (KAI) | Feb 28, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| JPM | g fedcbF ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sale of 150 units iShares gold TrustJT JP Morgan Chase & Co. (JPM) | Feb 28, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| AMZN | g fedcbF ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sale of 16 units Alp habet Inc Class CJT Amazon.com, Inc. (AMZN) | Feb 28, 2022 | Sale | $15.0K – $50.0K | Filing ↗ |
| MSFT | g fedcbF ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sale of 175 units LVMH Moet Henness y ADRJT Microsoft Corporation (MSFT) | Feb 28, 2022 | Sale | $15.0K – $50.0K | Filing ↗ |
| AAPL | g fedcbF ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sale of 9 units Amazon.com Inc JT Apple Inc. (AAPL) | Feb 28, 2022 | Sale | $50.0K – $100.0K | Filing ↗ |
| LVMHF | g fedcbF ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sale 80 units Kadant Inc common ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > JT LVMH Moet Hennessy Louis Vuitton Ordinary Shares (LVMHF) | Feb 28, 2022 | Sale | $15.0K – $50.0K | Filing ↗ |
| EL | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sale 60 units Ecolab Inc common JT Estee Lauder Companies, Inc. (EL) | Feb 28, 2022 | Sale | $15.0K – $50.0K | Filing ↗ |
| ECL | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sale of 90 units CVS Health Corp common JT Ecolab Inc. (ECL) | Feb 28, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| ASML | g fedcbF ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sale of 400 units Apple Inc common Filing ID #20020354 JT ASML Holding N.V. - New YorkRegistry Shares (ASML) | Feb 28, 2022 | Sale | $15.0K – $50.0K | Filing ↗ |
| CDNS | g fedcbF ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sale 30 units Block Inc Class A; $1,578 capital gain JT Cadence Design Systems, Inc. (CDNS) | Feb 28, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| CYRX | g fedcbF ILINg S TATUS : New ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sale of 40 units Costco Wholesale Corp JT CryoPort, Inc. (CYRX) | Feb 28, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| NDAQ | g fedcbF ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sale of 51 units MSCI Inc common JT Nasdaq, Inc. (NDAQ) | Feb 28, 2022 | Sale | $15.0K – $50.0K | Filing ↗ |
| BRK.B | g fedcbF ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sale of 28 units ASML Holding NV JT Berkshire Hathaway Inc. New (BRK.B) | Feb 28, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| ILMN | g fedcID Owner Asset Transaction Type Notification Date Amount Cap. Gains > F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sale of 50 units guard ant Health Inc commonJT Illumina, Inc. (ILMN) | Feb 28, 2022 | Sale | $15.0K – $50.0K | Filing ↗ |
| NKE | g fedcbF ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sale of 100 units Nes tle Nam Spon ADRJT Nike, Inc. (NKE) | Feb 28, 2022 | Sale | $15.0K – $50.0K | Filing ↗ |
| ACN | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 5 units Accenture JT Accenture plc Class A Ordin aryShares (ACN) | Feb 28, 2022 | Sale | $15.0K – $50.0K | Filing ↗ |
| IAU | g fedcbF ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sale of 75 units In tuitive Surgical Inc.JT iShares gold Trust Shares of the iShares gold Trust (IAU) | Feb 28, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| FNV | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 15,000 units Fontana Calif Univ Sch 3.00% 08/01/38 JT Franco-Nevada Corporat ion (FNV) | Feb 28, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| COST | g fedcbF ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sale of 115 units Cognex Corp common JT Costco Wholesale Corporation (COST) | Feb 28, 2022 | Sale | $15.0K – $50.0K | Filing ↗ |
| DIS | g fedcbF ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sale of 70 units Visa Inc Class A JT Walt Disney Company (DIS) | Feb 28, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| NTLA | g fedcbF ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sale of 255 units Impinj Inc common JT Intellia Therapeutics, Inc. (NTLA) | Feb 28, 2022 | Sale | $15.0K – $50.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075444 | 23 | PARTIAL | 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.