Transactions
491
Total transactions associated with this filer
Disclosed purchases
537
$67.0K – $480.0K
Average modeled return
+50.8%
384 modeled purchases
Average vs. S&P 500
+8.5%
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↑↓ |
|---|---|---|---|---|---|---|
| NVDA | g fedcF IlING S TATuS : New JT NVIDIA Corporation (NVDA) | Jul 19, 2021 | Sep 21, 2026 | +1113.0% | +95.1% | +1017.9% |
| STX | g fedcF IlING S TATuS : New JT Seagate Technology Holdings PlC - Ordinary Shares (STX) | May 19, 2021 | Sep 21, 2026 | +917.5% | +102.4% | +815.1% |
| INTC | F S : New Intel Corporation - Common Stock (INTC) | Jan 8, 2025 | Sep 18, 2026 | +446.3% | +31.8% | +414.5% |
| INTC | F S : New S O : TGR Trust Intel Corporation - Common Stock (INTC) | Jan 8, 2025 | Sep 18, 2026 | +446.3% | +31.8% | +414.5% |
| INTC | F S : New Intel Corporation - Common Stock (INTC) | May 5, 2025 | Sep 18, 2026 | +435.8% | +37.4% | +398.4% |
| INTC | F S : New Intel Corporation - Common Stock (INTC) | Aug 21, 2024 | Sep 18, 2026 | +407.2% | +39.4% | +367.8% |
| INTC | F S : New Intel Corporation - Common Stock (INTC) | Sep 20, 2024 | Sep 18, 2026 | +397.3% | +37.1% | +360.1% |
| LRCX | F S : New Lam Research Corporation - Common Stock (LRCX) | Apr 4, 2025 | Sep 21, 2026 | +413.9% | +55.5% | +358.4% |
| INTC | F S : New Intel Corporation - Common Stock (INTC) | Feb 12, 2025 | Sep 18, 2026 | +383.1% | +28.7% | +354.4% |
| INTC | F S : New Intel Corporation - Common Stock (INTC) | Oct 21, 2024 | Sep 18, 2026 | +375.5% | +33.5% | +342.0% |
| INTC | F S : New Intel Corporation - Common Stock (INTC) | Nov 1, 2024 | Sep 18, 2026 | +368.1% | +36.5% | +331.6% |
| LRCX | F S : New Lam Research Corporation - Common Stock (LRCX) | Nov 25, 2024 | Sep 21, 2026 | +314.5% | +32.3% | +282.2% |
| LRCX | F S : New Lam Research Corporation - Common Stock (LRCX) | Sep 20, 2024 | Sep 21, 2026 | +295.2% | +39.2% | +256.0% |
| LRCX | F S : New Lam Research Corporation - Common Stock (LRCX) | Oct 4, 2024 | Sep 21, 2026 | +274.7% | +38.0% | +236.7% |
| TSM | g fedcF IlING S TATuS : New S uBHOlDING O F : Derek IRA D ESCRIPTION : Dividends reinvested JT Taiwan Semiconductor Manufacturing Company ltd. (TSM) | Jun 16, 2021 | Sep 21, 2026 | +309.8% | +97.0% | +212.7% |
| FRO | F S : New S O : Marjorie IRA Frontline Plc Ordinary Shares (FRO) | May 5, 2025 | Sep 18, 2026 | +235.5% | +37.4% | +198.1% |
| AMAT | F S : New Applied Materials, Inc. - Common Stock (AMAT) | Apr 9, 2025 | Sep 18, 2026 | +200.3% | +41.1% | +159.1% |
| TSM | g fedcF IlING S TATuS : New ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > SP Taiwan Semiconductor Manufacturing Company ltd. (TSM) | Jan 22, 2021 | Sep 21, 2026 | +275.9% | +117.9% | +157.9% |
| AMAT | F S : New S O : Marjorie IRA Applied Materials, Inc. - Common Stock (AMAT) | May 5, 2025 | Sep 18, 2026 | +190.8% | +37.4% | +153.4% |
| AMAT | F S : New Applied Materials, Inc. - Common Stock (AMAT) | Mar 17, 2025 | Sep 18, 2026 | +189.2% | +36.9% | +152.3% |
| AMAT | F S : New Applied Materials, Inc. - Common Stock (AMAT) | Jun 6, 2025 | Sep 18, 2026 | +168.9% | +29.2% | +139.6% |
| AMAT | F S : New Applied Materials, Inc. - Common Stock (AMAT) | Dec 24, 2024 | Sep 18, 2026 | +167.6% | +29.2% | +138.5% |
| AMAT | F S : New Applied Materials, Inc. - Common Stock (AMAT) | Nov 20, 2024 | Sep 18, 2026 | +164.9% | +32.0% | +133.0% |
| CAT | F S : New Caterpillar, Inc. Common Stock (CAT) | Apr 4, 2025 | Sep 18, 2026 | +185.8% | +53.2% | +132.5% |
| SCCO | F S : New Southern Copper Corporation Common Stock (SCCO) | Apr 8, 2025 | Sep 18, 2026 | +184.5% | +56.0% | +128.5% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 20 · 491 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| IBIT | iShares Bitcoin Trust ETF (IBIT) | Nov 21, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| PAYX | F S : New Paychex, Inc. - Common Stock (PAYX) | Nov 12, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| ADP | Automatic Data Processing, Inc. - Common Stock (ADP) | Nov 12, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| PG | Procter & Gamble Company (PG) | Nov 6, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| IBIT | F S : New iShares Bitcoin Trust ETF - iShares Bitcoin Trust ETF (IBIT) | Oct 24, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| OXY | F S : New Occidental Petroleum Corporation Common Stock (OXY) | Oct 24, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MELI | F S : New MercadoLibre, Inc. - Common Stock (MELI) | Oct 24, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| NFLX | F S : New Netflix, Inc. - Common Stock (NFLX) | Oct 24, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MSFT | F S : New Microsoft Corporation - Common Stock (MSFT) | Oct 24, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| CAH | F S : New Cardinal Health, Inc. Common Stock (CAH) | Oct 24, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| CVX | F S : New Chevron Corporation Common Stock (CVX) | Oct 24, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) | Oct 24, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AMGN | F S : New Amgen Inc. - Common Stock (AMGN) | Oct 24, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| PANW | F S : New Palo Alto Networks, Inc. (PANW) | Oct 24, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| HD | F S : New Home Depot, Inc. (HD) | Oct 24, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| BRK.B | F S : New Berkshire Hathaway Inc. New Common Stock (BRK.B) | Oct 24, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| KMI | F S : New Kinder Morgan, Inc. Common Stock (KMI) | Oct 24, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| BX | F S : New Blackstone Inc. Common Stock (BX) | Oct 24, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AMZN | F S : New Amazon.com, Inc. - Common Stock (AMZN) | Oct 15, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| ADBE | Adobe Inc. - Common Stock (ADBE) | Oct 15, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| IBIT | F S : New iShares Bitcoin Trust ETF - iShares Bitcoin Trust ETF (IBIT) | Oct 15, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| EXC | F S : New Exelon Corporation (EXC) | Oct 15, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| NVO | F S : New Novo Nordisk A/S Common Stock (NVO) | Oct 15, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| TSLA | F S : New Tesla, Inc. - Common Stock (TSLA) | Oct 15, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| XMEX | F S : New Xemex Group Inc. Common stock (XMEX) | Oct 15, 2025 | Purchase | $1.0K – $15.0K | 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.