Transactions
167
Total transactions associated with this filer
Disclosed purchases
55
$0 – $0
Average modeled return
+158.7%
25 modeled purchases
Average vs. S&P 500
+83.8%
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↑↓ |
|---|---|---|---|---|---|---|
| NVDA | SP NVIDIA Corporation - Common Stock (NVDA) | Jan 12, 2023 | Sep 21, 2026 | +1278.0% | +104.1% | +1173.8% |
| NVDA | JT NVIDIA Corporation - Common Stock (NVDA) | Feb 1, 2023 | Sep 21, 2026 | +986.4% | +97.3% | +889.1% |
| LLY | JT Eli Lilly and Company Common Stock (LLY) | Jan 18, 2023 | Sep 21, 2026 | +240.6% | +107.0% | +133.6% |
| PH | JT Parker-Hannifin Corporation Common Stock (PH) | Jan 18, 2023 | Sep 21, 2026 | +226.0% | +107.0% | +119.0% |
| LLY | JT Eli Lilly and Company Common Stock (LLY) | May 11, 2023 | Sep 21, 2026 | +174.4% | +95.9% | +78.5% |
| URI | SP United Rentals, Inc. Common Stock (URI) | Jan 12, 2023 | Sep 21, 2026 | +170.9% | +104.1% | +66.7% |
| PH | JT Parker-Hannifin Corporation Common Stock (PH) | Jun 3, 2024 | Sep 21, 2026 | +91.4% | +50.8% | +40.6% |
| PH | JT Parker-Hannifin Corporation Common Stock (PH) | May 2, 2024 | Sep 21, 2026 | +85.6% | +57.6% | +28.0% |
| URI | JT United Rentals, Inc. Common Stock (URI) | Jan 4, 2024 | Sep 21, 2026 | +90.7% | +70.8% | +19.8% |
| UBER | JT Uber Technologies, Inc. Common Stock (UBER) | Mar 9, 2023 | Sep 21, 2026 | +120.0% | +106.9% | +13.0% |
| URI | JT United Rentals, Inc. Common Stock (URI) | Jun 3, 2024 | Sep 21, 2026 | +63.3% | +50.8% | +12.6% |
| ULTA | SP Ulta Beauty, Inc. - Common Stock (ULTA) | May 29, 2024 | Sep 21, 2026 | +48.1% | +51.2% | -3.1% |
| TEL | SP TE Connectivity Ltd. New Switzerland Registered Shares (TEL) | May 29, 2024 | Sep 18, 2026 | +43.3% | +49.1% | -5.8% |
| LNG | SP Cheniere Energy, Inc. Common Stock (LNG) | Sep 19, 2023 | Sep 21, 2026 | +74.4% | +81.0% | -6.6% |
| AMZN | JT Amazon.com, Inc. - Common Stock (AMZN) | Feb 20, 2025 | Sep 18, 2026 | +13.8% | +27.2% | -13.4% |
| URI | JT United Rentals, Inc. Common Stock (URI) | Nov 8, 2024 | Sep 21, 2026 | +18.7% | +32.2% | -13.5% |
| UBER | JT Uber Technologies, Inc. Common Stock (UBER) | Jun 23, 2023 | Sep 21, 2026 | +64.0% | +85.7% | -21.6% |
| LHX | SP L3Harris Technologies, Inc. Common Stock (LHX) | Jul 17, 2024 | Sep 21, 2026 | +8.0% | +42.4% | -34.4% |
| MSFT | JT Microsoft Corporation - Common Stock (MSFT) | May 30, 2023 | Sep 21, 2026 | +54.1% | +92.1% | -38.0% |
| ISRG | SP Intuitive Surgical, Inc. - Common Stock (ISRG) | Feb 1, 2023 | Sep 21, 2026 | +58.6% | +97.3% | -38.6% |
| NEE | JT NextEra Energy, Inc. Common Stock (NEE) | Sep 10, 2024 | Sep 21, 2026 | +3.2% | +44.5% | -41.3% |
| ISRG | JT Intuitive Surgical, Inc. - Common Stock (ISRG) | Jun 20, 2024 | Sep 21, 2026 | -7.9% | +45.5% | -53.4% |
| ISRG | JT Intuitive Surgical, Inc. - Common Stock (ISRG) | May 30, 2023 | Sep 21, 2026 | +29.7% | +92.1% | -62.4% |
| ISRG | JT Intuitive Surgical, Inc. - Common Stock (ISRG) | May 4, 2023 | Sep 21, 2026 | +31.4% | +99.3% | -67.9% |
| REGN | SP Regeneron Pharmaceuticals, Inc. - Common Stock (REGN) | Aug 11, 2023 | Sep 21, 2026 | +0.1% | +80.5% | -80.4% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 7 · 167 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| KR | SP Kroger Company (KR) | May 9, 2025 | Sale | $250.0K – $500.0K | Filing ↗ |
| HON | SP Honeywell International Inc. (HON) | Mar 27, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | JT Apple Inc. - Common Stock (AAPL) | Mar 27, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| GOOGL | SP Alphabet Inc. - Class A Common Stock (GOOGL) | Mar 27, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| DHR | SP Danaher Corporation Common Stock (DHR) | Mar 27, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| CRM | SP Salesforce, Inc. Common Stock (CRM) | Mar 27, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| COST | JT Costco Wholesale Corporation - Common Stock (COST) | Mar 27, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| EQIX | SP Equinix, Inc. - Common Stock (EQIX) | Mar 27, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| DIS | SP Walt Disney Company (DIS) | Mar 27, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| DG | SP Dollar General Corporation Common Stock (DG) | Mar 27, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| CRWD | JT CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) | Mar 27, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| AMZN | JT Amazon.com, Inc. - Common Stock (AMZN) | Mar 27, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| CDNS | SP Cadence Design Systems, Inc. - Common Stock (CDNS) | Mar 27, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| COR | SP Cencora, Inc. Common Stock (COR) | Mar 27, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| FITB | JT Fifth Third Bancorp - Common Stock (FITB) | Mar 27, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| ANET | SP Arista Networks, Inc. Common Stock (ANET) | Mar 27, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| COST | JT Costco Wholesale Corporation - Common Stock (COST) | Mar 27, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | SP Apple Inc. - Common Stock (AAPL) | Mar 27, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| ACN | SP Accenture plc Class A Ordinary Shares (ACN) | Mar 27, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| AMP | JT Ameriprise Financial, Inc. Common Stock (AMP) | Mar 27, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| BLK | SP BlackRock, Inc. Common Stock (BLK) | Mar 27, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| AMP | SP Ameriprise Financial, Inc. Common Stock (AMP) | Mar 27, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| BMY | JT Bristol-Myers Squibb Company Common Stock (BMY) | Mar 27, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| COST | SP Costco Wholesale Corporation - Common Stock (COST) | Mar 27, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| HD | SP Home Depot, Inc. (HD) | Mar 27, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10074384 | 111 | 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.