Transactions
996
Total transactions associated with this filer
Disclosed purchases
647
$1.0K – $15.0K
Average modeled return
+122.8%
314 modeled purchases
Average vs. S&P 500
+14.2%
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↑↓ |
|---|---|---|---|---|---|---|
| VRT | g fedcF ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 JT Vertiv Holdings, LLC Class A (VRT) | Nov 4, 2020 | Sep 21, 2026 | +1363.0% | +143.9% | +1219.1% |
| VRT | g fedcF ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 JT Vertiv Holdings, LLC Class A (VRT) | Oct 7, 2020 | Sep 21, 2026 | +1302.4% | +145.9% | +1156.5% |
| VRT | g fedcF ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 JT Vertiv Holdings, LLC Class A (VRT) | Oct 19, 2020 | Sep 21, 2026 | +1285.6% | +145.0% | +1140.5% |
| VRT | g fedcF ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 JT Vertiv Holdings, LLC Class A (VRT) | Jan 13, 2021 | Sep 21, 2026 | +1257.4% | +119.7% | +1137.7% |
| VRT | g fedcF ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 JT Vertiv Holdings, LLC Class A (VRT) | Dec 11, 2020 | Sep 21, 2026 | +1236.7% | +128.8% | +1107.9% |
| VRT | g fedcbF ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 JT Vertiv Holdings, LLC Class A (VRT) | Jan 15, 2021 | Sep 21, 2026 | +1200.4% | +122.1% | +1078.2% |
| WDC | g fedcF ILINg S TATUS : New ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 JT Western Digital Corporation (WDC) | Apr 28, 2020 | Sep 21, 2026 | +1222.3% | +195.8% | +1026.5% |
| WDC | g fedcF ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 JT Western Digital Corporation (WDC) | Apr 9, 2020 | Sep 21, 2026 | +1212.0% | +203.8% | +1008.3% |
| WDC | g fedcF ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 JT Western Digital Corporation (WDC) | Apr 8, 2020 | Sep 21, 2026 | +1203.6% | +208.4% | +995.2% |
| LITE | g fedcF ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 JT Lumentum Holdings Inc. (LITE) | Oct 7, 2020 | Sep 21, 2026 | +1089.5% | +145.9% | +943.6% |
| LITE | g fedcF ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 JT Lumentum Holdings Inc. (LITE) | Oct 19, 2020 | Sep 21, 2026 | +1049.2% | +145.0% | +904.2% |
| LITE | g fedcF ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 JT Lumentum Holdings Inc. (LITE) | Nov 4, 2020 | Sep 21, 2026 | +1027.7% | +143.9% | +883.8% |
| MRVL | g fedcbF ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 JT Marvell Technology group Ltd. (MRVL) | Oct 4, 2019 | Sep 21, 2026 | +974.6% | +190.2% | +784.4% |
| — | g fedcF ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 JT Palo alto Networks, Inc. (PaNW) | Sep 9, 2019 | Sep 21, 2026 | +949.2% | +187.8% | +761.4% |
| — | g fedcF ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 JT Palo alto Networks, Inc. (PaNW) | Sep 11, 2019 | Sep 21, 2026 | +933.4% | +185.8% | +747.5% |
| — | g fedcF ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 JT Palo alto Networks, Inc. (PaNW) | Sep 6, 2019 | Sep 21, 2026 | +926.1% | +187.9% | +738.2% |
| MRVL | g fedcbF ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 JT Marvell Technology group Ltd. (MRVL) | Nov 8, 2019 | Sep 21, 2026 | +867.7% | +176.5% | +691.2% |
| BLDR | g fedcF ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 JT Builders FirstSource, Inc. (BLDR) | Jun 3, 2020 | May 22, 2024 | +645.9% | +27.6% | +618.3% |
| BLDR | g fedcF ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 JT Builders FirstSource, Inc. (BLDR) | Jun 5, 2020 | May 22, 2024 | +605.1% | +27.6% | +577.5% |
| VLO | g fedcF ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 JT Valero Energy Corporation (VLO) | May 19, 2020 | Sep 21, 2026 | +694.5% | +189.4% | +505.0% |
| URI | g fedcF ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 JT United Rentals, Inc. (URI) | Jul 12, 2019 | Sep 21, 2026 | +678.4% | +185.4% | +492.9% |
| VLO | g fedcF ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 JT Valero Energy Corporation (VLO) | May 27, 2020 | Sep 21, 2026 | +625.1% | +178.4% | +446.7% |
| PANW | g fedcF ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 JT Palo Alto Networks, Inc. (PANW) | May 26, 2021 | Sep 21, 2026 | +502.4% | +98.5% | +404.0% |
| — | g fedcF ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 JT Valero Energy Corporation (VLo) | Sep 11, 2019 | Sep 21, 2026 | +538.2% | +185.8% | +352.4% |
| VST | g fedcF ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 JT Vistra Energy Corp. (VST) | Apr 10, 2019 | Sep 21, 2026 | +537.4% | +199.1% | +338.3% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 40 · 996 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| FLL | F S : New S O : Fidelity Investments IRA Full House Resorts, Inc. - Common Stock (FLL) | Jul 1, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| FLL | Full House Resorts, Inc. - Common Stock (FLL) | Jun 1, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| FLL | Full House Resorts, Inc. - Common Stock (FLL) | Apr 21, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| FLL | Full House Resorts, Inc. - Common Stock (FLL) | Jul 23, 2025 | Sale | $500.0K – $1.0M | Filing ↗ |
| FLL | F S : New S O : Fidelity Investments Brokerage 249 Full House Resorts, Inc. - Common Stock (FLL) | Jun 13, 2025 | Sale | $500.0K – $1.0M | Filing ↗ |
| FLL | Full House Resorts, Inc. - Common Stock (FLL) | Jun 13, 2025 | Sale | $250.0K – $500.0K | Filing ↗ |
| FLL | F S : New S O : Fidelity Investments Brokerage 249 Full House Resorts, Inc. - Common Stock (FLL) | Mar 28, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| FLL | F S : New S O : Suzanne K Lee Trust > Fidelity Brokerage 402 Full House Resorts, Inc. - Common Stock (FLL) | Mar 20, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| WYNN | F S : New S O : Suzanne K Lee Trust > Fidelity Brokerage 402 Wynn Resorts, Limited - Common Stock (WYNN) | Mar 14, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| MAR | F S : New S O : Suzanne K Lee Trust > Fidelity Brokerage 402 Marriott International - Class A Common Stock (MAR) | Mar 14, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| GDEN | F S : New S O : Fidelity Investments Brokerage 249 Golden Entertainment, Inc. - Common Stock (GDEN) | Mar 14, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| SBUX | F S : New S O : Suzanne K Lee Trust > Fidelity Brokerage 402 Starbucks Corporation - Common Stock (SBUX) | Mar 14, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| SONY | F S : New S O : Suzanne K Lee Trust > Fidelity Brokerage 402 Sony Group Corporation American Depositary Shares (SONY) | Mar 14, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| TNC | F S : New S O : Suzanne K Lee Trust > Fidelity Brokerage 402 Tennant Company Common Stock (TNC) | Mar 14, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| MGM | MGM Resorts International Common Stock (MGM) | Mar 14, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| CNTY | F S : New S O : Suzanne K Lee Trust > Fidelity Brokerage 402 Century Casinos, Inc. - Common Stock (CNTY) | Mar 14, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| CCL | Carnival Corporation Common Stock (CCL) | Mar 14, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| FLL | F S : New S O : Fidelity Investments Brokerage #1 Full House Resorts, Inc. - Common Stock (FLL) | Mar 12, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| FLL | F S : New S O : Fidelity Investments Brokerage #1 Full House Resorts, Inc. - Common Stock (FLL) | Feb 24, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| FLL | F S : New S O : Fidelity Investments Brokerage #1 Full House Resorts, Inc. - Common Stock (FLL) | Feb 21, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| FLL | Full House Resorts, Inc. - Common Stock (FLL) | Feb 13, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| RNMBY | DC RHEINMETALL AG UNSP/ADR (RNMBY) | May 10, 2024 | Purchase | $1.0K – $15.0K | Filing ↗ |
| RCL | JT Royal Caribbean Cruises Ltd. (RCL) | Sep 13, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| KEYS | JT Keysight Technologies Inc. (KEYS) | May 9, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| IT | JT Gartner, Inc. (IT) | May 9, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075708 | 45 | 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.