Transactions
68
Total transactions associated with this filer
Disclosed purchases
30
$15.0K – $50.0K
Average modeled return
+168.9%
15 modeled purchases
Average vs. S&P 500
-39.8%
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↑↓ |
|---|---|---|---|---|---|---|
| MSFT | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Schwab JM Brokerage Account DC Microsoft Corporation (MSFT) | Mar 26, 2020 | Sep 21, 2026 | +236.9% | +223.5% | +13.4% |
| MSFT | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Schwab DM Brokerage Account DC Microsoft Corporation (MSFT) | Mar 26, 2020 | Sep 21, 2026 | +236.9% | +223.5% | +13.4% |
| MSFT | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Schwab JM Trust I SP Microsoft Corporation (MSFT) | Mar 26, 2020 | Sep 21, 2026 | +236.9% | +223.5% | +13.4% |
| MSFT | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Schwab DM Trust II DC Microsoft Corporation (MSFT) | Mar 26, 2020 | Sep 21, 2026 | +236.9% | +223.5% | +13.4% |
| MSFT | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Schwab Brokerage Account ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > DC Microsoft Corporation (MSFT) | Mar 26, 2020 | Sep 21, 2026 | +236.9% | +223.5% | +13.4% |
| MSFT | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Schwab JM Brokerage Account DC Microsoft Corporation (MSFT) | Mar 26, 2020 | Sep 21, 2026 | +236.9% | +223.5% | +13.4% |
| MSFT | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Schwab JM Trust II DC Microsoft Corporation (MSFT) | Mar 30, 2020 | Sep 21, 2026 | +228.3% | +223.0% | +5.3% |
| SPCX | DC Space Exploration Technologies Corp. - Class A Common Stock (SPCX) | Jun 15, 2026 | Sep 18, 2026 | -20.7% | +1.4% | -22.1% |
| V | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Schwab DM Brokerage Account DC Visa Inc. (V) | Mar 30, 2020 | Sep 21, 2026 | +133.0% | +223.0% | -90.0% |
| V | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Schwab DM Trust I DC Visa Inc. (V) | Mar 26, 2020 | Sep 21, 2026 | +128.5% | +223.5% | -95.1% |
| V | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Schwab DM Trust II DC Visa Inc. (V) | Mar 26, 2020 | Sep 21, 2026 | +128.5% | +223.5% | -95.1% |
| V | g fedcID Owner Asset Transaction Type Notification Date Amount Cap. Gains > g fedcF ILINg S TATUS : New S UBHOLDINg O F : Schwab DM Brokerage Account DC Visa Inc. (V) | Mar 26, 2020 | Sep 21, 2026 | +128.5% | +223.5% | -95.1% |
| V | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Schwab JM Trust II DC Visa Inc. (V) | Mar 26, 2020 | Sep 21, 2026 | +128.5% | +223.5% | -95.1% |
| V | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Schwab JM Brokerage Account SP Visa Inc. (V) | Mar 26, 2020 | Sep 21, 2026 | +128.5% | +223.5% | -95.1% |
| V | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Schwab Brokerage Account DC Visa Inc. (V) | Mar 26, 2020 | Sep 21, 2026 | +128.5% | +223.5% | -95.1% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 3 · 68 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| SPCX | DC Space Exploration Technologies Corp. - Class A Common Stock (SPCX) | Jun 15, 2026 | Purchase | $15.0K – $50.0K | Filing ↗ |
| NVDA | SP NVIDIA Corporation - Common Stock (NVDA) | May 27, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| NVDA | SP NVIDIA Corporation - Common Stock (NVDA) | Apr 24, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| NVDA | SP NVIDIA Corporation - Common Stock (NVDA) | Mar 25, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| NVDA | SP NVIDIA Corporation - Common Stock (NVDA) | Feb 25, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| NVDA | SP NVIDIA Corporation - Common Stock (NVDA) | Jan 30, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| NVDA | SP NVIDIA Corporation - Common Stock (NVDA) | Jan 14, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| V | SP Visa Inc. (V) | Feb 11, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| APTV | SP Aptiv PLC Ordinary Shares (APTV) | Feb 11, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| AMGN | SP Amgen Inc. - Common Stock (AMGN) | Feb 11, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | SP Microsoft Corporation - Common Stock (MSFT) | Feb 11, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| MDLZ | SP Mondelez International, Inc. - Class A Common Stock (MDLZ) | Feb 11, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | SP Apple Inc. - Common Stock (AAPL) | Feb 11, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| GOOGL | SP Alphabet Inc. - Class A Common Stock (GOOGL) | Feb 11, 2025 | Sale | $50.0K – $100.0K | Filing ↗ |
| QCOM | SP QUALCOMM Incorporated - Common Stock (QCOM) | Feb 11, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| NVDA | SP NVIDIA Corporation - Common Stock (NVDA) | Feb 11, 2025 | Sale | $250.0K – $500.0K | Filing ↗ |
| NVDA | SP NVIDIA Corporation - Common Stock (NVDA) | Oct 1, 2024 | Sale | $500.0K – $1.0M | Filing ↗ |
| NVDA | SP NVIDIA Corporation - Common Stock (NVDA) | Aug 7, 2024 | Sale | $250.0K – $500.0K | Filing ↗ |
| NVDA | DC NVIDIA Corporation - Common Stock (NVDA) | Feb 20, 2024 | Sale | $15.0K – $50.0K | Filing ↗ |
| NVDA | SP NVIDIA Corporation - Common Stock (NVDA) | Feb 20, 2024 | Sale | $250.0K – $500.0K | Filing ↗ |
| NVDA | DC NVIDIA Corporation - Common Stock (NVDA) | Feb 20, 2024 | Sale | $15.0K – $50.0K | Filing ↗ |
| NVDA | DC NVIDIA Corporation (NVDA) | Aug 14, 2023 | Sale | $15.0K – $50.0K | Filing ↗ |
| NVDA | SP NVIDIA Corporation (NVDA) | Aug 14, 2023 | Sale | $100.0K – $250.0K | Filing ↗ |
| NVDA | DC NVIDIA Corporation (NVDA) | Aug 14, 2023 | Sale | $15.0K – $50.0K | Filing ↗ |
| NVDA | SP NVIDIA Corporation (NVDA) | May 31, 2023 | Sale | $250.0K – $500.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076074 | 119 | 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.