Transactions
191
Total transactions associated with this filer
Disclosed purchases
109
$137.0K – $405.0K
Average modeled return
+37.2%
87 modeled purchases
Average vs. S&P 500
-4.0%
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 | JT NVIDIA Corporation (NVDA) | Apr 14, 2023 | Sep 21, 2026 | +750.1% | +95.7% | +654.4% |
| LRCX | JT Lam Research Corporation - Common Stock (LRCX) | Jan 19, 2024 | Sep 21, 2026 | +272.4% | +65.5% | +206.9% |
| LRCX | SP Lam Research Corporation - Common Stock (LRCX) | Aug 13, 2025 | Sep 21, 2026 | +183.8% | +21.5% | +162.3% |
| PH | JT Parker-Hannifin Corporation (PH) | Jan 9, 2023 | Sep 21, 2026 | +224.2% | +108.9% | +115.2% |
| INTC | JT Intel Corporation - Common Stock (INTC) | Jan 8, 2024 | Sep 21, 2026 | +156.4% | +68.2% | +88.3% |
| PANW | JT Palo Alto Networks, Inc. (PANW) | Dec 1, 2023 | Sep 21, 2026 | +149.4% | +74.6% | +74.8% |
| AMAT | JT Applied Materials, Inc. - Common Stock (AMAT) | Mar 13, 2024 | Sep 18, 2026 | +126.1% | +52.5% | +73.6% |
| PANW | SP Palo Alto Networks, Inc. (PANW) | Mar 3, 2025 | Sep 21, 2026 | +101.0% | +35.0% | +66.0% |
| VSAT | JT ViaSat, Inc. - Common Stock (VSAT) | Jan 22, 2026 | Sep 18, 2026 | +72.7% | +11.4% | +61.3% |
| ARM | SP Arm Holdings plc - American Depositary Shares (ARM) | Jul 17, 2025 | Sep 18, 2026 | +75.3% | +22.9% | +52.4% |
| STT | SP State Street Corporation Common Stock (STT) | Nov 11, 2025 | Sep 18, 2026 | +55.9% | +12.7% | +43.2% |
| JPM | JT JP Morgan Chase & Co. Common Stock (JPM) | Apr 24, 2024 | Sep 18, 2026 | +89.8% | +55.2% | +34.6% |
| GS | SP Goldman Sachs Group, Inc. (GS) | Mar 24, 2025 | Sep 18, 2026 | +67.3% | +34.9% | +32.4% |
| GS | SP Goldman Sachs Group, Inc. (GS) | Mar 3, 2025 | Sep 18, 2026 | +60.3% | +33.0% | +27.3% |
| THC | JT Tenet Healthcare Corporation Common Stock (THC) | Dec 10, 2025 | Sep 18, 2026 | +32.7% | +12.0% | +20.7% |
| GEV | JT GE Vernova Inc. Common Stock (GEV) | Jan 30, 2026 | Sep 18, 2026 | +29.6% | +10.9% | +18.7% |
| THC | SP Tenet Healthcare Corporation Common Stock (THC) | Sep 3, 2025 | Sep 21, 2026 | +40.0% | +21.7% | +18.3% |
| MAR | JT Marriott International - Class A (MAR) | Jun 6, 2023 | Sep 21, 2026 | +94.4% | +88.6% | +5.8% |
| C | JT Citigroup, Inc. Common Stock (C) | Jan 30, 2026 | Sep 18, 2026 | +15.6% | +10.9% | +4.7% |
| MCK | SP McKesson Corporation Common Stock (MCK) | Mar 3, 2025 | Sep 18, 2026 | +36.5% | +33.0% | +3.5% |
| JPM | SP JP Morgan Chase & Co. Common Stock (JPM) | Jan 20, 2026 | Sep 18, 2026 | +16.6% | +13.3% | +3.3% |
| C | SP Citigroup, Inc. Common Stock (C) | Feb 11, 2026 | Sep 18, 2026 | +13.4% | +10.9% | +2.4% |
| HOOD | SP Robinhood Markets, Inc. - Class A Common Stock (HOOD) | Sep 5, 2025 | Sep 21, 2026 | +23.2% | +21.0% | +2.1% |
| MCK | F S : New S O : Morgan Stanley Trust Account McKesson Corporation Common Stock (MCK) | Mar 4, 2025 | Sep 18, 2026 | +36.7% | +34.6% | +2.1% |
| C | JT Citigroup, Inc. Common Stock (C) | Feb 5, 2026 | Sep 18, 2026 | +15.0% | +13.3% | +1.7% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 8 · 191 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| VSAT | JT ViaSat, Inc. - Common Stock (VSAT) | Aug 28, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| MCK | SP McKesson Corporation Common Stock (MCK) | Jun 15, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| HLT | SP Hilton Worldwide Holdings Inc. Common Stock (HLT) | Jun 15, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| SPHR | SP Sphere Entertainment Co. Class A Common Stock (SPHR) | Jun 15, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MSFT | JT Microsoft Corporation - Common Stock (MSFT) | May 12, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| ORLY | O'Reilly Automotive, Inc. - Common Stock (ORLY) | Apr 24, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| V | JT Visa Inc. (V) | Apr 24, 2026 | Sale | $50.0K – $100.0K | Filing ↗ |
| SPG | JT Simon Property Group, Inc. Common Stock (SPG) | Apr 20, 2026 | Purchase | $15.0K – $50.0K | Filing ↗ |
| THC | JT Tenet Healthcare Corporation Common Stock (THC) | Apr 20, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| THC | SP Tenet Healthcare Corporation Common Stock (THC) | Apr 15, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| BP | F S : New S O : Morgan Stanley IRA BP p.l.c. Common Stock (BP) | Mar 20, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| ORLY | JT O'Reilly Automotive, Inc. - Common Stock (ORLY) | Mar 19, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| BP | JT BP p.l.c. Common Stock (BP) | Mar 19, 2026 | Purchase | $15.0K – $50.0K | Filing ↗ |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) | Mar 9, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| BK | F S : New S O : Morgan Stanley - Rollover IRA The Bank of New York Mellon Corporation Common Stock (BK) | Feb 17, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| IBM | F S : New S O : Morgan Stanley Trust Account International Business Machines Corporation Common Stock (IBM) | Feb 17, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| IBM | JT International Business Machines Corporation Common Stock (IBM) | Feb 17, 2026 | Sale | $50.0K – $100.0K | Filing ↗ |
| BK | JT The Bank of New York Mellon Corporation Common Stock (BK) | Feb 17, 2026 | Purchase | $50.0K – $100.0K | Filing ↗ |
| WELL | SP Welltower Inc. Common Stock (WELL) | Feb 11, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AMZN | SP Amazon.com, Inc. - Common Stock (AMZN) | Feb 11, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| C | SP Citigroup, Inc. Common Stock (C) | Feb 11, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| THC | SP Tenet Healthcare Corporation Common Stock (THC) | Feb 11, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| PANW | JT Palo Alto Networks, Inc. (PANW) | Feb 5, 2026 | Sale | $50.0K – $100.0K | Filing ↗ |
| C | JT Citigroup, Inc. Common Stock (C) | Feb 5, 2026 | Purchase | $50.0K – $100.0K | Filing ↗ |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) | Feb 5, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10073351 | 69 | 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.