Transactions
139
Total transactions associated with this filer
Disclosed purchases
61
$883.0K – $2.0M
Average modeled return
+38.8%
30 modeled purchases
Average vs. S&P 500
-34.3%
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↑↓ |
|---|---|---|---|---|---|---|
| VLO | F S : New Valero Energy Corporation (VLO) | Dec 8, 2023 | Sep 21, 2026 | +254.0% | +74.1% | +179.9% |
| PSX | F S : New Phillips 66 (PSX) | Apr 5, 2023 | Sep 21, 2026 | +187.3% | +98.0% | +89.2% |
| PANW | F S : New Palo Alto Networks, Inc. (PANW) | Dec 8, 2023 | Sep 21, 2026 | +147.5% | +74.1% | +73.3% |
| MS | Morgan Stanley (MS) | Oct 7, 2022 | Sep 21, 2026 | +196.3% | +124.4% | +71.9% |
| RY | F S : New Royal Bank Of Canada Common Stock (RY) | Jul 16, 2024 | Sep 18, 2026 | +94.6% | +38.4% | +56.2% |
| RY | SP Royal Bank Of Canada (RY) | Jan 10, 2024 | Sep 18, 2026 | +118.2% | +65.1% | +53.1% |
| ILMN | F S : New D : The terms of the call are a strike price of $138, and an expiration of 03/08/2024. Illumina, Inc. - Common Stock (ILMN) | Feb 12, 2024 | Sep 21, 2026 | +78.0% | +59.3% | +18.6% |
| ILMN | F S : New Illumina, Inc. (ILMN) | Jan 2, 2024 | Sep 21, 2026 | +81.0% | +68.9% | +12.1% |
| ILMN | SP Illumina, Inc. (ILMN) | Jan 2, 2024 | Sep 21, 2026 | +81.0% | +68.9% | +12.1% |
| XOM | SP Exxon Mobil Corporation (XOM) | Jan 2, 2024 | Sep 21, 2026 | +69.7% | +68.9% | +0.8% |
| MSFT | SP Microsoft Corporation (MSFT) | Feb 24, 2023 | Sep 21, 2026 | +105.2% | +104.4% | +0.8% |
| RSP | F S : New Invesco S&P 500 Equal Weight ETF (RSP) | Mar 28, 2025 | Sep 18, 2026 | +26.1% | +39.4% | -13.2% |
| MSFT | g fedcF IlINg S TATuS : New D ESCRIPTION : Partial Sale of 100 shares Microsoft Corporation (MSFT) | Dec 2, 2021 | Sep 21, 2026 | +57.1% | +80.7% | -23.6% |
| PRU | SP Prudential Financial, Inc. (PRU) | Aug 22, 2023 | Sep 21, 2026 | +52.9% | +83.6% | -30.7% |
| BRK.B | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Berkshire Hathaway Inc. New (BRK.B) | Feb 9, 2022 | Sep 18, 2026 | +58.1% | +88.9% | -30.7% |
| TOIXX | F S : New TOIXX | May 12, 2025 | Sep 19, 2026 | +0.0% | +32.8% | -32.8% |
| IBIT | F S : New iShares Bitcoin Trust ETF (IBIT) | Oct 29, 2025 | Sep 21, 2026 | -22.3% | +13.7% | -35.9% |
| BRK.B | SP Berkshire Hathaway Inc. New (BRK.B) | Jul 6, 2023 | Sep 18, 2026 | +49.3% | +88.9% | -39.6% |
| TOIXX | F S : New L : US D : S&P 500 ETF TOIXX | Apr 21, 2025 | Sep 19, 2026 | +0.0% | +50.7% | -50.7% |
| IBIT | iShares Bitcoin Trust ETF - iShares Bitcoin Trust ETF (IBIT) | Jul 17, 2025 | Sep 21, 2026 | -27.9% | +24.7% | -52.7% |
| SYK | F S : New Stryker Corporation (SYK) | Feb 24, 2023 | Sep 21, 2026 | +7.8% | +104.4% | -96.6% |
| UPS | F S : New United Parcel Service, Inc. (UPS) | Dec 14, 2023 | Sep 21, 2026 | -31.9% | +69.8% | -101.7% |
| UPS | SP United Parcel Service, Inc. (UPS) | Dec 15, 2023 | Sep 21, 2026 | -32.1% | +70.1% | -102.2% |
| UPS | SP United Parcel Service, Inc. (UPS) | Aug 9, 2023 | Sep 21, 2026 | -37.0% | +80.4% | -117.5% |
| UPS | F S : New D : purchase of 100 shares United Parcel Service, Inc. (UPS) | Aug 9, 2023 | Sep 21, 2026 | -37.0% | +80.4% | -117.5% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 6 · 139 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| IBIT | F S : New iShares Bitcoin Trust ETF (IBIT) | Oct 29, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| BTC | BTC | Oct 20, 2025 | Purchase | $100.0K – $250.0K | Filing ↗ |
| IBIT | iShares Bitcoin Trust ETF - iShares Bitcoin Trust ETF (IBIT) | Jul 17, 2025 | Purchase | $50.0K – $100.0K | Filing ↗ |
| BTC | F S : New BTC | Jul 8, 2025 | Purchase | $100.0K – $250.0K | Filing ↗ |
| BTC | F S : New BTC | Jun 23, 2025 | Purchase | $100.0K – $250.0K | Filing ↗ |
| TTTXX | F S : New TTTXX | Jun 23, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| TOIXX | F S : New L : US D : RSP ETF TOIXX | Jun 23, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| BTC | BTC | Jun 20, 2025 | Purchase | $500.0K – $1.0M | Filing ↗ |
| TOIXX | F S : New TOIXX | May 12, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| TOIXX | F S : New L : US D : S&P 500 ETF TOIXX | Apr 16, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| RSP | F S : New Invesco S&P 500 Equal Weight ETF (RSP) | Mar 28, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| ILMN | SP Illumina, Inc. - Common Stock (ILMN) | Sep 3, 2024 | Sale | $15.0K – $50.0K | Filing ↗ |
| ILMN | Illumina, Inc. - Common Stock (ILMN) | Aug 30, 2024 | Sale | $15.0K – $50.0K | Filing ↗ |
| RY | SP Royal Bank Of Canada Common Stock (RY) | Jul 25, 2024 | Sale | $15.0K – $50.0K | Filing ↗ |
| UPS | SP United Parcel Service, Inc. Common Stock (UPS) | Jul 22, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| RY | F S : New Royal Bank Of Canada Common Stock (RY) | Jul 16, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| RY | SP Royal Bank Of Canada Common Stock (RY) | Jul 16, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| ITIP | F S : New iShares International Inflation-Linked Bond ETF (ITIP) | Apr 10, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| IBM | F S : New International Business Machines Corporation Common Stock (IBM) | Apr 10, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| MRK | F S : New Merck & Company, Inc. Common Stock (MRK) | Apr 10, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| ABBV | AbbVie Inc. Common Stock (ABBV) | Apr 10, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| ILMN | SP Illumina, Inc. - Common Stock (ILMN) | Mar 11, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| ILMN | Illumina, Inc. - Common Stock (ILMN) | Mar 11, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
| XOM | SP Exxon Mobil Corporation Common Stock (XOM) | Mar 11, 2024 | Sale | $15.0K – $50.0K | Filing ↗ |
| WBA | F S : New Walgreens Boots Alliance, Inc. - Common Stock (WBA) | Mar 1, 2024 | Sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10077427 | 7 | 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.