Transactions
20
Total transactions associated with this filer
Disclosed purchases
16
$925.0K – $2.3M
Average modeled return
+156.3%
12 modeled purchases
Average vs. S&P 500
+119.3%
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↑↓ |
|---|---|---|---|---|---|---|
| MU | Micron Technology | Jan 22, 2025 | Sep 18, 2026 | +833.5% | +28.1% | +805.5% |
| AMAT | AMAT | Jan 27, 2025 | Sep 21, 2026 | +165.7% | +31.5% | +134.2% |
| AMAT | AMAT | Jan 21, 2025 | Sep 21, 2026 | +140.5% | +30.7% | +109.8% |
| AMAT | Applied Materials | Jan 22, 2025 | Sep 18, 2026 | +130.5% | +28.1% | +102.4% |
| ASML | ASML | Feb 24, 2025 | Sep 21, 2026 | +132.8% | +32.0% | +100.8% |
| NVDA | NVDA | Mar 21, 2025 | Sep 21, 2026 | +93.1% | +39.3% | +53.8% |
| NVDA | NVDA | Mar 20, 2025 | Sep 21, 2026 | +91.8% | +39.4% | +52.4% |
| HWM | Howmet Aerospace Inc | Jan 22, 2025 | Sep 21, 2026 | +81.4% | +30.0% | +51.5% |
| HWM | HWM | Apr 4, 2025 | Sep 21, 2026 | +104.5% | +55.5% | +49.0% |
| JPM | JPM | Apr 4, 2025 | Sep 21, 2026 | +71.4% | +55.5% | +15.9% |
| LLY | LLY | Mar 6, 2025 | Sep 21, 2026 | +29.0% | +37.6% | -8.6% |
| SMCI | SMCI | Mar 25, 2025 | Sep 21, 2026 | +1.3% | +36.5% | -35.3% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 20 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| HWM | HWM | Apr 4, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| ARCC | ARCC | Apr 4, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| ET | ET | Apr 4, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| JPM | JPM | Apr 4, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| SMCI | SMCI | Mar 25, 2025 | Purchase | $100.0K – $250.0K | Filing ↗ |
| SMCI | SMCI | Mar 24, 2025 | Sale (Partial) | $15.0K – $50.0K | Filing ↗ |
| NVDA | NVDA | Mar 21, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| NVDA | NVDA | Mar 20, 2025 | Purchase | $100.0K – $250.0K | Filing ↗ |
| LLY | LLY | Mar 6, 2025 | Purchase | $100.0K – $250.0K | Filing ↗ |
| HWM | HWM | Feb 24, 2025 | Sale (Full) | $50.0K – $100.0K | Filing ↗ |
| SMCI | SMCI | Feb 24, 2025 | Sale (Partial) | $15.0K – $50.0K | Filing ↗ |
| SMCI | SMCI | Feb 24, 2025 | Sale (Partial) | $50.0K – $100.0K | Filing ↗ |
| ASML | ASML | Feb 24, 2025 | Purchase | $50.0K – $100.0K | Filing ↗ |
| AMD | AMD | Feb 24, 2025 | Purchase | $100.0K – $250.0K | Filing ↗ |
| AMAT | AMAT | Jan 27, 2025 | Purchase | $100.0K – $250.0K | Filing ↗ |
| HWM | Howmet Aerospace Inc | Jan 22, 2025 | Purchase | $50.0K – $100.0K | Filing ↗ |
| MU | Micron Technology | Jan 22, 2025 | Purchase | $50.0K – $100.0K | Filing ↗ |
| AMAT | Applied Materials | Jan 22, 2025 | Purchase | $100.0K – $250.0K | Filing ↗ |
| OKTA | Okta Inc Cl A | Jan 21, 2025 | Sale (Full) | $50.0K – $100.0K | Filing ↗ |
| AMAT | AMAT | Jan 21, 2025 | Purchase | $100.0K – $250.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|
No annual disclosure is currently associated with this filer.
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.