Transactions
64
Total transactions associated with this filer
Disclosed purchases
22
$0 – $0
Average modeled return
+144.6%
4 modeled purchases
Average vs. S&P 500
-35.2%
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↑↓ |
|---|---|---|---|---|---|---|
| MSFT | g fedcbF ILINg S TaTUS : New S UBHoLDINg o F : Spouse Brokerage account SP Microsoft Corporation (MSFT) | Feb 26, 2019 | Sep 21, 2026 | +374.3% | +210.1% | +164.3% |
| SYY | g fedcbF ILINg S TaTUS : New S UBHoLDINg o F : Spouse Brokerage account SP Sysco Corporation (SYY) | Apr 15, 2019 | Sep 18, 2026 | +37.6% | +88.9% | -51.3% |
| WM | g fedcbF ILINg S TaTUS : New S UBHoLDINg o F : Spouse Brokerage account SP Waste Management, Inc. (WM) | Feb 26, 2019 | Sep 21, 2026 | +138.2% | +210.1% | -71.9% |
| INTU | g fedcbF ILINg S TaTUS : New S UBHoLDINg o F : Spouse Brokerage account SP Intuit Inc. (INTU) | Feb 26, 2019 | Sep 21, 2026 | +28.2% | +210.1% | -181.9% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 3 · 64 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| NVDA | F S : New S O : Filer Brokerage Account (CB) D : Asset inherited Jan. 2026 NVIDIA Corporation - Common Stock (NVDA) | Apr 8, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| KLAC | F S : New S O : Filer Brokerage Account (CB) D : Asset inherited Jan. 2026 KLA Corporation - Common Stock (KLAC) | Apr 8, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | F S : New S O : Filer Brokerage Account (CB) D : Asset inherited Jan. 2026 Microsoft Corporation - Common Stock (MSFT) | Apr 8, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| ETN | F S : New S O : Filer Brokerage Account (CB) D : Asset inherited Jan. 2026 Eaton Corporation, PLC Ordinary Shares (ETN) | Apr 8, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| MCK | F S : New S O : Filer Brokerage Account (CB) D : Asset inherited Jan. 2026 McKesson Corporation Common Stock (MCK) | Apr 8, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| LLY | F S : New S O : Filer Brokerage Account (CB) D : Asset inherited Jan. 2026 Eli Lilly and Company Common Stock (LLY) | Apr 8, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| AMP | F S : New S O : Filer Brokerage Account (CB) D : Asset inherited Jan. 2026 Ameriprise Financial, Inc. Common Stock (AMP) | Apr 8, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | F S : New S O : Filer Brokerage Account (CB) D : Asset inherited Jan. 2026 Apple Inc. - Common Stock (AAPL) | Apr 8, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) | Apr 8, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| PWR | F S : New S O : Filer Brokerage Account (CB) D : Asset inherited Jan. 2026 Quanta Services, Inc. Common Stock (PWR) | Apr 8, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) | Apr 8, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| CCL | g fedcbF ILINg S TaTUS : New S UBHoLdINg o F : Spouse Brokerage account Filing Id #20012053 SP Carnival Corporation (CCL) | Jul 9, 2019 | Sale | $1.0K – $15.0K | Filing ↗ |
| MMM | rANSACTIONS ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > SP 3M Company (MMM) | Jul 9, 2019 | Sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | g fedcbF ILINg S TaTUS : New S UBHoLdINg o F : Spouse Brokerage account SP Microsoft Corporation (MSFT) | Jul 9, 2019 | Sale | $1.0K – $15.0K | Filing ↗ |
| UTX | g fedcbF ILINg S TaTUS : New S UBHoLdINg o F : Spouse Brokerage account SP United Technologi es Corporation(UTX) | Jul 9, 2019 | Sale | $1.0K – $15.0K | Filing ↗ |
| SYY | g fedcbF ILINg S TaTUS : New S UBHoLdINg o F : Spouse Brokerage account SP Sysco Corporation (SYY) | Jul 9, 2019 | Sale | $1.0K – $15.0K | Filing ↗ |
| INTU | g fedcbF ILINg S TaTUS : New S UBHoLdINg o F : Spouse Brokerage account ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > SP Intuit Inc. (INTU) | Jul 9, 2019 | Sale | $1.0K – $15.0K | Filing ↗ |
| TJX | g fedcbF ILINg S TaTUS : New S UBHoLdINg o F : Spouse Brokerage account SP TJX Companies, Inc. (TJX) | Jul 9, 2019 | Sale | $1.0K – $15.0K | Filing ↗ |
| FISV | g fedcF ILINg S TaTUS : New S UBHoLdINg o F : Spouse Brokerage account SP Fiserv, Inc. (FISV) | Jul 9, 2019 | Sale | $1.0K – $15.0K | Filing ↗ |
| CERN | g fedcF ILINg S TaTUS : New S UBHoLdINg o F : Spouse Brokerage account SP Cerner Corporation (CERN) | Jul 9, 2019 | Sale | $1.0K – $15.0K | Filing ↗ |
| SBUX | g fedcbF ILINg S TaTUS : New S UBHoLdINg o F : Spouse Brokerage account SP Starbucks Corporation (SBUX) | Jul 9, 2019 | Sale | $1.0K – $15.0K | Filing ↗ |
| CTSH | g fedcbF ILINg S TaTUS : New S UBHoLdINg o F : Spouse Brokerage account SP Cognizant Technolo gy SolutionsCorporation - Class a (CTSH) | Jul 9, 2019 | Sale | $1.0K – $15.0K | Filing ↗ |
| UNH | g fedcF ILINg S TaTUS : New S UBHoLdINg o F : Spouse Brokerage account SP UnitedHealth group Incorporated Common Stock (UNH) | Jul 9, 2019 | Sale | $1.0K – $15.0K | Filing ↗ |
| ECL | g fedcbF ILINg S TaTUS : New S UBHoLdINg o F : Spouse Brokerage account SP Ecolab Inc. (ECL) | Jul 9, 2019 | Sale | $1.0K – $15.0K | Filing ↗ |
| WM | g fedcbF ILINg S TaTUS : New S UBHoLdINg o F : Spouse Brokerage account SP Waste Management, Inc. (WM) | Jul 9, 2019 | Sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076222 | 171 | 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.