Transactions
612
Total transactions associated with this filer
Disclosed purchases
282
$73.0K – $270.0K
Average modeled return
+48.2%
193 modeled purchases
Average vs. S&P 500
+9.5%
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↑↓ |
|---|---|---|---|---|---|---|
| INTC | F S : New S O : JP Morgan Brokerage Account #2 Intel Corporation - Common Stock (INTC) | Feb 3, 2025 | Sep 18, 2026 | +460.4% | +29.9% | +430.4% |
| INTC | F S : New S O : Joint Ownership LPL Account Intel Corporation - Common Stock (INTC) | Feb 3, 2025 | Sep 18, 2026 | +460.4% | +29.9% | +430.4% |
| INTC | F S : New S O : JP Morgan Brokerage Account #2 Intel Corporation - Common Stock (INTC) | Feb 3, 2025 | Sep 18, 2026 | +460.4% | +29.9% | +430.4% |
| MRNA | F S : New S O : JP Morgan Brokerage Account Moderna, Inc. - Common Stock (MRNA) | Feb 25, 2025 | Sep 21, 2026 | +407.2% | +32.6% | +374.6% |
| INTC | F S : New S O : JP Morgan Brokerage Account Intel Corporation - Common Stock (INTC) | Mar 3, 2025 | Sep 18, 2026 | +377.6% | +33.0% | +344.5% |
| INTC | F S : New S O : JP Morgan Brokerage Account #2 Intel Corporation - Common Stock (INTC) | Feb 14, 2025 | Sep 18, 2026 | +360.2% | +27.4% | +332.8% |
| INTC | F S : New S O : JP Morgan Brokerage Account #2 Intel Corporation - Common Stock (INTC) | Feb 26, 2025 | Sep 18, 2026 | +361.7% | +30.6% | +331.1% |
| INTC | F S : New S O : JP Morgan Brokerage Account #2 Intel Corporation - Common Stock (INTC) | Mar 13, 2025 | Sep 18, 2026 | +358.2% | +40.8% | +317.4% |
| INTC | F S : New S O : JP Morgan Brokerage Account #2 Intel Corporation - Common Stock (INTC) | Feb 20, 2025 | Sep 18, 2026 | +316.3% | +27.2% | +289.0% |
| LRCX | F S : New S O : Joint Ownership LPL Account Lam Research Corporation - Common Stock (LRCX) | Jan 16, 2025 | Sep 21, 2026 | +284.5% | +33.2% | +251.3% |
| VLO | F S : New S O : JP Morgan Brokerage Account #2 Valero Energy Corporation Common Stock (VLO) | May 15, 2025 | Sep 21, 2026 | +209.4% | +33.1% | +176.3% |
| MPC | F S : New S O : JP Morgan Brokerage Account Marathon Petroleum Corporation Common Stock (MPC) | May 15, 2025 | Sep 21, 2026 | +157.6% | +33.1% | +124.5% |
| NEM | F S : New S O : JP Morgan Brokerage Account Newmont Corporation (NEM) | Apr 8, 2025 | Sep 21, 2026 | +176.9% | +58.3% | +118.6% |
| MPWR | F S : New S O : JP Morgan Brokerage Account Monolithic Power Systems, Inc. - Common Stock (MPWR) | Apr 8, 2025 | Sep 18, 2026 | +170.0% | +56.0% | +114.0% |
| PWR | F S : New S O : JP Morgan Brokerage Account Quanta Services, Inc. Common Stock (PWR) | Feb 25, 2025 | Sep 21, 2026 | +142.3% | +32.6% | +109.7% |
| KEYS | F S : New S O : JP Morgan Brokerage Account Keysight Technologies Inc. Common Stock (KEYS) | Apr 8, 2025 | Sep 18, 2026 | +161.8% | +56.0% | +105.8% |
| CAT | F S : New S O : LPL Account II L : US D : CALL ISHARES RUSSELL $175 EXP 09/19/25 2000 INDEX FD C : Filer’s transaction of covered calls is for hedging purposes, not for the purpose of selling options short. Caterpillar, Inc. Common Stock (CAT) | May 15, 2025 | Sep 18, 2026 | +134.2% | +31.1% | +103.1% |
| MTSI | F S : New S O : JP Morgan Brokerage Account #2 MACOM Technology Solutions Holdings, Inc. - Common Stock (MTSI) | Feb 10, 2025 | Sep 21, 2026 | +128.0% | +30.3% | +97.7% |
| TWLO | F S : New S O : JP Morgan Brokerage Account Twilio Inc. Class A Common Stock (TWLO) | Feb 25, 2025 | Sep 21, 2026 | +125.3% | +32.6% | +92.7% |
| TWLO | F S : New S O : JP Morgan Brokerage Account #2 Twilio Inc. Class A Common Stock (TWLO) | Mar 4, 2025 | Sep 21, 2026 | +126.3% | +36.6% | +89.7% |
| HOOD | F S : New S O : JP Morgan Brokerage Account Robinhood Markets, Inc. - Class A Common Stock (HOOD) | May 9, 2025 | Sep 21, 2026 | +128.2% | +39.2% | +88.9% |
| PLTR | F S : New S O : JP Morgan Brokerage Account Palantir Technologies Inc. - Class A Common Stock (PLTR) | Apr 8, 2025 | Sep 21, 2026 | +134.5% | +58.3% | +76.2% |
| PLTR | F S : New S O : JP Morgan Brokerage Account #2 Palantir Technologies Inc. - Class A Common Stock (PLTR) | Feb 25, 2025 | Sep 21, 2026 | +106.4% | +32.6% | +73.8% |
| GOOG | Alphabet Inc. - Class C Capital Stock (GOOG) | Apr 14, 2025 | Sep 18, 2026 | +114.3% | +43.6% | +70.7% |
| NET | F S : New S O : JP Morgan Brokerage Account #2 Cloudflare, Inc. Class A Common Stock (NET) | Feb 10, 2025 | Sep 21, 2026 | +100.9% | +30.3% | +70.6% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 25 · 612 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| K | F S : New S O : LPL Account II L : US D : CALL BERKSHIRE CL B NEW $390 EXP 01/16/26 C : All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. Kellanova Common Stock (K) | Dec 11, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| BRK.B | Berkshire Hathaway Inc. New Common Stock (BRK.B) | Nov 19, 2025 | Sale | $50.0K – $100.0K | Filing ↗ |
| ZM | F S : New S O : JP Morgan Brokerage Account #2 Zoom Communications, Inc. - Class A Common Stock (ZM) | Jun 25, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| COIN | F S : New S O : JP Morgan Brokerage Account #2 Coinbase Global, Inc. - Class A Common Stock (COIN) | Jun 24, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| CRCL | F S : New S O : RPB Ventures LLC > LPL Account L : US D : CALL SPDR S&P 500 ETF TR $500 EXP 06/18/26 UNIT SER 1 C : Sell to Open – New Covered Call Contract Circle Internet Group, Inc. Class A Common Stock (CRCL) | Jun 24, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) | Jun 23, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| B | F S : New S O : LPL Account I L : US D : CALL BERKSHIRE CL B NEW $340 EXP 06/20/25 CLASS B C : Buy to Close on Covered Call CALL BERKSHIRE CL B | Jun 16, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| B | F S : New S O : JP Morgan Brokerage Account #2 CALL BERKSHIRE CL B | Jun 16, 2025 | Sale | $50.0K – $100.0K | Filing ↗ |
| B | L : US D : CALL BERKSHIRE CL B NEW $410 EXP 06/18/26 CLASS B C : Sell to Open – New Covered Call Contract CALL BERKSHIRE CL B | Jun 16, 2025 | Purchase | $50.0K – $100.0K | Filing ↗ |
| B | F S : New S O : KCI Holdings LLC > LPL Brokerage Account L : US D : CALL BERKSHIRE CL B NEW $410 EXP 06/18/26 CLASS B C : Sell to Open – New Covered Call Contract CALL BERKSHIRE CL B | Jun 16, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| CB | F S : New S O : JP Morgan Brokerage Account #2 Chubb Limited Common Stock (CB) | Jun 13, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| DDOG | F S : New S O : JP Morgan Brokerage Account #2 Datadog, Inc. - Class A Common Stock (DDOG) | Jun 11, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| TTAN | F S : New S O : JP Morgan Brokerage Account #4 ServiceTitan, Inc. - Class A Common Stock (TTAN) | Jun 11, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| TEAM | F S : New S O : JP Morgan Brokerage Account #2 Atlassian Corporation - Class A Common Stock (TEAM) | Jun 11, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| INTC | F S : New S O : JP Morgan Brokerage Account #2 Intel Corporation - Common Stock (INTC) | Jun 11, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| AVGO | F S : New S O : JP Morgan Brokerage Account #2 Broadcom Inc. - Common Stock (AVGO) | Jun 11, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| GTLB | F S : New S O : JP Morgan Brokerage Account #2 GitLab Inc. - Class A Common Stock (GTLB) | Jun 11, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| INTC | F S : New S O : JP Morgan Brokerage Account #2 Intel Corporation - Common Stock (INTC) | Jun 6, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| APP | F S : New S O : JP Morgan Brokerage Account #2 Applovin Corporation - Class A Common Stock (APP) | Jun 6, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| ZM | F S : New S O : JP Morgan Brokerage Account #2 Zoom Communications, Inc. - Class A Common Stock (ZM) | Jun 6, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| SPOT | F S : New S O : JP Morgan Brokerage Account #2 Spotify Technology S.A. Ordinary Shares (SPOT) | Jun 5, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| TSLA | F S : New S O : JP Morgan Brokerage Account #2 Tesla, Inc. - Common Stock (TSLA) | Jun 5, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| TEAM | F S : New S O : JP Morgan Brokerage Account #2 Atlassian Corporation - Class A Common Stock (TEAM) | Jun 3, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| CRDO | F S : New S O : JP Morgan Brokerage Account #2 Credo Technology Group Holding Ltd - Ordinary Shares (CRDO) | Jun 3, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| GTLB | F S : New S O : JP Morgan Brokerage Account #2 GitLab Inc. - Class A Common Stock (GTLB) | Jun 3, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075331 | 624 | 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.