Transactions
185
Total transactions associated with this filer
Disclosed purchases
239
$591.0K – $1.5M
Average modeled return
+236.9%
73 modeled purchases
Average vs. S&P 500
-24.1%
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↑↓ |
|---|---|---|---|---|---|---|
| WDC | F IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust Western Digital Corporation (WDC) P 06/2/2016 07/2/2016 $1,001 - $15,000 ID Owner Asset Transaction Type Notification Date Amount F IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust Western Digital Corporation (WDC) S 09/7/2016 10/7/2016 $15,001 - $50,000 F IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust Westlake Ohio City Sch Dist | Nov 17, 2015 | Sep 21, 2026 | +1005.7% | +350.0% | +655.7% |
| WDC | F IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust Western Digital Corporation (WDC) | Nov 12, 2015 | Sep 21, 2026 | +1006.8% | +351.3% | +655.4% |
| MSFT | F IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust Microsoft Corporation (MSFT) P 06/1/2016 07/1/2016 $1,001 - $15,000 F IlINg S TATuS : New S ubHOlDINg O F : Patrick J Rooney Sr Family Crummey Trust 2003 Microsoft Corporation (MSFT) P 09/1/2016 10/1/2016 $1,001 - $15,000 F IlINg S TATuS : New ID Owner Asset Transaction Type Notification Date Amount S ubHOlDINg O F : Patrick J Rooney Sr Family Crummey Trust 2003 Microsoft Corporation (MSFT) P 06/2/2016 07/2/2016 $1,001 - $15,000 F IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust Microsoft Corporation (MSFT) | Feb 10, 2016 | Sep 21, 2026 | +1050.6% | +396.1% | +654.5% |
| MSFT | F IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust Microsoft Corporation (MSFT) | Nov 12, 2015 | Sep 21, 2026 | +979.9% | +351.3% | +628.5% |
| MSFT | F IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust Microsoft Corporation (MSFT) P 11/2/2016 12/2/2016 $1,001 - $15,000 F IlINg S TATuS : New S ubHOlDINg O F : Patrick J Rooney Sr Family Crummey Trust 2003 Milwaukee Cnty W is Corp Purp | Nov 16, 2015 | Sep 21, 2026 | +970.8% | +349.6% | +621.2% |
| MSFT | F IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust D ESCRIPTION : MICHIgAN ST RFDg-ENVIRONMENTAl PROg-SER b Microsoft Corporation (MSFT) P 12/12/2016 01/8/2017 $1,001 - $15,000 F IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust MINNESOTA ST RFDg-ST VAR PuRP- SER D 4.000% | Dec 12, 2016 | Sep 21, 2026 | +795.4% | +300.0% | +495.4% |
| WDC | F IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust Western Digital Corporation (WDC) | Oct 15, 2015 | Sep 21, 2026 | +751.4% | +356.9% | +394.5% |
| TXN | F IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust TE Connectivity ltd. New SwitzerlandRegistered Shares (TEl) S 10/9/2015 11/9/2015 $15,001 - $50,000 F IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust Texas Instruments Incorporated (TXN) | Oct 15, 2015 | Sep 21, 2026 | +592.2% | +356.9% | +235.3% |
| TXN | F IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust Texas Instruments Incorporated (TXN)P 06/2/2016 07/2/2016 $1,001 - $15,000 F IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust Texas Instruments Incorporated (TXN)P 03/3/2016 04/3/2016 $1,001 - $15,000 F IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust Texas Instruments Incorporated (TXN) | Feb 10, 2016 | Sep 21, 2026 | +605.1% | +396.1% | +209.1% |
| TXN | F IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust Texas Instruments Incorporated (TXN) | Nov 12, 2015 | Sep 21, 2026 | +536.2% | +351.3% | +184.9% |
| MA | F IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust D ESCRIPTION : MARYSVIllE MICH Pub SCHS DIST RFDg-SER A 5.000% Mastercard Incorporated (MA) P 12/12/2016 01/8/2016 $1,001 - $15,000 F IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust Michigan St bldg Auth Rev Rfdg-FacsProg-Ser I P 12/12/2016 01/1/2017 $15,001 - $50,000 F IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust D ESCRIPTION : Michigan St bldg Auth Rev Rfdg-Facs Prog- Ser IMICHIgAN ST RFDg- ENVIRONMENTAl PROg-SER b | Dec 20, 2016 | Sep 21, 2026 | +472.5% | +297.4% | +175.1% |
| MA | F IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust lowe's Companies, Inc. (lOW) P 06/1/2016 07/1/2016 $1,001 - $15,000 F IlINg S TATuS : New S ubHOlDINg O F : Patrick J Rooney Sr Family Crummey Trust 2003 lowe's Companies, Inc. (lOW) P 09/1/2016 10/1/2016 $1,001 - $15,000 F IlINg S TATuS : New S ubHOlDINg O F : Patrick J Rooney Sr Family Crummey Trust 2003 lowe's Companies, Inc. (lOW) P 11/2/2016 12/2/2016 $1,001 - $15,000 F IlINg S TATuS : New S ubHOlDINg O F : Patrick J Rooney Sr Family Crummey Trust 2003 Madison Cnty Ala Wts P 03/8/2016 04/8/2016 $15,001 - $50,000 F IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust Mastercard Incorporated (MA) P 06/2/2016 07/2/2016 $1,001 - $15,000 F IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust Mastercard Incorporated (MA) | Oct 15, 2015 | Sep 21, 2026 | +521.0% | +356.9% | +164.1% |
| MA | F IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust Mastercard Incorporated (MA) | Nov 12, 2015 | Sep 21, 2026 | +513.9% | +351.3% | +162.6% |
| DTD | F IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust SugAR lAND TEX RFDg 5.000% 02/15/18 b/E DTD | Dec 12, 2016 | Sep 18, 2026 | +195.2% | +88.9% | +106.3% |
| SYY | F IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust Sysco Corporation (SYY) P 06/1/2016 07/1/2016 $1,001 - $15,000 F IlINg S TATuS : New ID Owner Asset Transaction Type Notification Date Amount S ubHOlDINg O F : Patrick J Rooney Sr Family Crummey Trust 2003 Sysco Corporation (SYY) P 11/2/2016 12/2/2016 $1,001 - $15,000 F IlINg S TATuS : New S ubHOlDINg O F : Patrick J Rooney Sr Family Crummey Trust 2003 Target Corporation (TgT) P 06/1/2016 07/1/2016 $1,001 - $15,000 F IlINg S TATuS : New S ubHOlDINg O F : Patrick J Rooney Sr Family Crummey Trust 2003 TE Connectivity ltd. New SwitzerlandRegistered Shares (TEl) | Apr 22, 2015 | Sep 18, 2026 | +182.0% | +88.9% | +93.1% |
| AN | F IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust AT&T Inc. (T) P 06/1/2016 07/1/2016 $1,001 - $15,000 F IlINg S TATuS : New S ubHOlDINg O F : Patrick J Rooney Sr Family Crummey Trust 2003 Automatic Data Processing, Inc. (ADP) P 06/1/2016 07/1/2016 $1,001 - $15,000 F IlINg S TATuS : New S ubHOlDINg O F : Patrick J Rooney Sr Family Crummey Trust 2003 Automatic Data Processing, Inc. (ADP) P 11/2/2016 12/2/2016 $1,001 - $15,000 F IlINg S TATuS : New S ubHOlDINg O F : Patrick J Rooney Sr Family Crummey Trust 2003 AutoNation, Inc. (AN) P 06/2/2016 07/2/2016 $1,001 - $15,000 ID Owner Asset Transaction Type Notification Date Amount F IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust AutoNation, Inc. (AN) P 03/3/2016 04/3/2016 $1,001 - $15,000 F IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust AutoNation, Inc. (AN) | Oct 15, 2015 | Sep 18, 2026 | +174.2% | +88.9% | +85.4% |
| MCK | F IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust McKesson Corporation (MCK) | Nov 12, 2015 | Sep 21, 2026 | +435.7% | +351.3% | +84.3% |
| AN | F IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust AutoNation, Inc. (AN) | Nov 12, 2015 | Sep 18, 2026 | +171.2% | +88.9% | +82.3% |
| TMO | F IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust Thermo Fisher Scientific Inc (TMO)P 12/12/2016 01/8/2017 $15,001 - $50,000 F IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust Thermo Fisher Scientific Inc (TMO) | Dec 21, 2016 | Sep 21, 2026 | +379.7% | +298.5% | +81.2% |
| TXN | F IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust D ESCRIPTION : SugAR lAND TEX RFDg 5.000% 02/15/18 b/E DTD Synchrony Financial (SYF) P 12/12/2016 01/8/2017 $1,001 - $15,000 F IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust Texas Instruments Incorporated (TXN)P 12/12/2016 01/8/2017 $15,001 - $50,000 F IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust iD owner asset transaction type notification Date amount The Madison Square gard en CompanyClass A Common Stock (MSg) | Dec 21, 2016 | Sep 21, 2026 | +373.4% | +298.5% | +74.9% |
| DORM | F IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust Dorman Products, Inc. (DORM) | Nov 12, 2015 | Sep 18, 2026 | +156.4% | +88.9% | +67.6% |
| DORM | F IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust Dorman Products, Inc. (DORM) P 03/3/2016 04/3/2016 $1,001 - $15,000 F IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust East West bancorp, Inc. (EWbC)P 06/2/2016 07/2/2016 $1,001 - $15,000 F IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust East West bancorp, Inc. (EWbC) | Oct 15, 2015 | Sep 18, 2026 | +139.5% | +88.9% | +50.6% |
| DORM | ID Owner Asset Transaction Type Notification Date Amount F IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust Dollar general Corporation (Dg) P 09/3/2015 10/3/2015 $1,001 - $15,000 F IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust Dollar general Corporation (Dg) S 10/9/2015 11/9/2015 $15,001 - $50,000 F IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust Dorman Products, Inc. (DORM) | Oct 15, 2015 | Sep 18, 2026 | +139.5% | +88.9% | +50.6% |
| TMO | F IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust Thermo Fisher Scientific Inc (TMO) | Feb 10, 2016 | Sep 21, 2026 | +440.5% | +396.1% | +44.4% |
| MCK | F IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust McKesson Corporation (MCK) P 06/2/2016 07/2/2016 $1,001 - $15,000 F IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust McKesson Corporation (MCK) | Oct 15, 2015 | Sep 21, 2026 | +397.9% | +356.9% | +41.0% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 8 · 185 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| IONQ | SP IonQ, Inc. Common Stock (IONQ) | Mar 18, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| SNV | SP Synovus Financial Corp. Common Stock (SNV) | Feb 19, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| SNV | SP Synovus Financial Corp. Common Stock (SNV) | Mar 28, 2024 | Sale | $15.0K – $50.0K | Filing ↗ |
| SNV | SP Synovus Financial Corp. Common Stock (SNV) | Feb 16, 2024 | Purchase | $15.0K – $50.0K | Filing ↗ |
| SNV | SP Synovus Financial Corp. (SNV) | Jul 3, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| SNV | SP Synovus Financial Corp. (SNV) | Feb 17, 2023 | Purchase | $1.0K – $15.0K | Filing ↗ |
| SNV | SP Synovus Financial Corp. (SNV) | Feb 6, 2023 | Purchase | $1.0K – $15.0K | Filing ↗ |
| SNV | SP Synovus Financial Corp. (SNV) | Aug 25, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| SNV | g fedcF ILING S TATUS : New S UbHOLDING O F : INVESTMENT D ESCRIPTION : Company Distribution SP Synovus Financial Corp. (SNV) | Feb 23, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| SNV | ranSactionS iD owner asset transaction type notification Date amount cap. gains > SP Synovus Financial Corp. (SNV) | Feb 9, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| SNV | g fedcF ILING S TATUS : New S UbHOLDING O F : INVESTMENT D ESCRIPTION : Company Distribution SP Synovus Financial Corp. (SNV) | Feb 8, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| SNV | g fedcF ILING S TATUS : New S UbHOLDING O F : INVESTMENT D ESCRIPTION : Company Distribution SP Synovus Financial Corp. (SNV) | Mar 10, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| SNV | ranSactionS iD owner asset transaction type notification Date amount cap. gains > SP Synovus Financial Corp. (SNV) | Mar 9, 2021 | Purchase | $15.0K – $50.0K | Filing ↗ |
| SNV | g fedcF ILING S TATUS : New S UbHOLDING O F : INVESTMENT D ESCRIPTION : Company Distribution SP Synovus Financial Corp. (SNV) | Feb 8, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| SNV | g fedcF ILING S TATUS : New S UbHOLDING O F : INVESTMENT D ESCRIPTION : Company Distribution SP Synovus Financial Corp. (SNV) | Feb 7, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| SNV | ranSactionS iD owner asset transaction type notification Date amount cap. gains > SP Synovus Financial Corp. (SNV) | Feb 6, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| SNV | ranSactionS iD owner asset transaction type notification Date amount cap. gains > SP Synovus Financial Corp. (SNV) | Nov 11, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| SNV | ranSactionS iD owner asset transaction type notification Date amount cap. gains > SP Synovus Financial Corp. (SNV) | Feb 6, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| SNV | ranSactionS iD owner asset transaction type notification Date amount cap. gains > SP Synovus Financial Corp. (SNV) | Feb 8, 2019 | Purchase | $1.0K – $15.0K | Filing ↗ |
| FTAI | g fedcF IlINg S TATuS : New Filing ID #20010988 S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust Fortress Transportation and Infrastructure Investors llC Common Shares (FTAI) | Dec 27, 2018 | Purchase | $250.0K – $500.0K | Filing ↗ |
| MIC | g fedcF IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust Macquarie Infrastructure Corporation (MIC) | Dec 27, 2018 | Purchase | $100.0K – $250.0K | Filing ↗ |
| FTAI | g fedcF IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust Fortress Transportation and Infrastructure Investors llC Common Shares (FTAI) | Dec 21, 2018 | Purchase | $100.0K – $250.0K | Filing ↗ |
| AMAT | rANSACTIONS ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > Applied Materials, Inc. (AMAT) | Dec 10, 2018 | Sale | $15.0K – $50.0K | Filing ↗ |
| FTAI | g fedcF IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust Fortress Transportation and Infrastructure Investors llC Common Shares (FTAI) | Dec 10, 2018 | Purchase | $100.0K – $250.0K | Filing ↗ |
| WY | g fedcF IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust Weyerhaeuser Company (WY) | Dec 10, 2018 | Sale | $50.0K – $100.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075309 | 21 | 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.