Transactions
240
Total transactions associated with this filer
Disclosed purchases
214
$182.0K – $480.0K
Average modeled return
+136.0%
60 modeled purchases
Average vs. S&P 500
+31.2%
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↑↓ |
|---|---|---|---|---|---|---|
| NVDA | g fedcF ILINg S TATuS : New S ubHOLDINg O F : Roth IRA NVIDIA Corporation (NVDA) | Jul 3, 2019 | Sep 21, 2026 | +5520.9% | +187.2% | +5333.7% |
| META | F S : New S O : Brokerage Account D : Call options; Strike price $200; Expires 07/15/22 Meta Platforms, Inc. - Class A (META) | Jun 13, 2022 | Sep 21, 2026 | +351.1% | +118.9% | +232.1% |
| META | F S : New S O : Brokerage Account D : Call options; Strike price $200; Expires 07/01/22 Meta Platforms, Inc. - Class A (META) | Jun 10, 2022 | Sep 21, 2026 | +322.0% | +110.6% | +211.4% |
| QQQ | g fedcbF ILINg s TaTus : New D EsCRIPTION : Call Option, $150, Exp. 1/18/19 Invesco QQQ Trust, series 1 (QQQ) | Dec 27, 2018 | Sep 21, 2026 | +405.5% | +249.1% | +156.4% |
| QQQ | g fedcF ILINg s TaTus : New D EsCRIPTION : Call Option, $180, Exp. 6/21/19 Invesco QQQ Trust, series 1 (QQQ) | May 20, 2019 | Sep 21, 2026 | +329.2% | +203.7% | +125.5% |
| QQQ | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Invesco QQQ Trust, series 1 (QQQ) | May 10, 2019 | Sep 21, 2026 | +317.5% | +199.3% | +118.1% |
| QQQ | g fedcF ILINg s TaTus : New D EsCRIPTION : Call Option, $181, Exp. 6/7/19 Invesco QQQ Trust, series 1 (QQQ) | May 8, 2019 | Sep 21, 2026 | +315.7% | +199.9% | +115.8% |
| QQQ | g fedcF ILINg s TATus : New Invesco QQQ Trust, series 1 (QQQ) [sT] | Sep 11, 2019 | Sep 21, 2026 | +300.5% | +185.8% | +114.6% |
| QQQ | g fedcbF ILINg S TATuS : New D ESCRIPTION : Call option, $204; Exp. 4/17/20 Invesco QQQ Trust, Series 1 (QQQ) | Feb 28, 2020 | Sep 21, 2026 | +272.9% | +186.9% | +86.0% |
| NFLX | F S : New S O : Brokerage Account D : Call options; Strike price $230; Expires 04/01/22 Netflix, Inc. (NFLX) | Mar 11, 2022 | Sep 21, 2026 | +116.5% | +96.0% | +20.5% |
| GNRC | Generac Holdlings Inc. (GNRC) | Dec 5, 2022 | Sep 24, 2025 | +73.3% | +62.2% | +11.1% |
| GNRC | F S : New S O : Brokerage Account Generac Holdlings Inc. (GNRC) | Nov 29, 2022 | Sep 24, 2025 | +66.3% | +62.2% | +4.1% |
| NFLX | g fedcbF ILINg S TATUS : New S UBHOLDINg O F : Brokerage Account D ESCRIPTION : Call options; Strike price $340; Expires 02/25/22 Netflix, Inc. (NFLX) | Feb 3, 2022 | Sep 21, 2026 | +81.7% | +84.4% | -2.7% |
| ORCL | g fedcF ILINg S TATuS : New S ubHOLDINg O F : Roth IRA Oracle Corporation (ORCL) | Jul 3, 2019 | Sep 21, 2026 | +180.8% | +187.2% | -6.4% |
| — | g fedcbF ILINg s TaTus : New Zebra Technologies Corporat ion -Class a (ZBRa) [sT] | Oct 9, 2019 | Sep 18, 2026 | +80.9% | +88.9% | -8.0% |
| ZBRA | g fedcF ILINg s TATus : New s uBHOLdINg O F : Roth IRA Zebra Technologies Corporat ion -Class A (ZBRA) [sT] | Sep 10, 2019 | Sep 18, 2026 | +79.9% | +88.9% | -8.9% |
| ZBRA | g fedcbF ILINg s TATus : New Zebra Technologies Corporat ion -Class A (ZBRA) [sT] | Sep 9, 2019 | Sep 18, 2026 | +76.1% | +88.9% | -12.7% |
| ZBRA | g fedcF ILINg S TATuS : New D ESCRIPTION : Call option, $253; Exp. 6/28/19 Zebra Technologies Corporat ion -Class A (ZBRA) | Aug 2, 2019 | Sep 18, 2026 | +74.2% | +88.9% | -14.6% |
| — | g fedcF ILINg s TaTus : New Zebra Technologies Corporat ion -Class a (ZBRa) [sT] | Aug 14, 2019 | Sep 18, 2026 | +73.2% | +88.9% | -15.6% |
| — | g fedcbF ILINg s TaTus : New Zebra Technologies Corporat ion -Class a (ZBRa) [sT] | Oct 4, 2019 | Sep 18, 2026 | +69.5% | +88.9% | -19.3% |
| NFLX | g fedcF ILINg s TaTus : New Netflix, Inc. (NFLX) | Sep 19, 2019 | Sep 21, 2026 | +157.1% | +185.0% | -27.9% |
| NFLX | g fedcF ILINg s TATus : New s uBHOLdINg O F : Roth IRA Netflix, Inc. (NFLX) [sT] | Sep 11, 2019 | Sep 21, 2026 | +155.6% | +185.8% | -30.2% |
| Z | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Brokerage Account D ESCRIPTION : Call Options; Strike Price $57; Expires 12/3/21 Zillow group, Inc. - Class C C apitalStock (Z) | Nov 29, 2021 | Jun 17, 2024 | -13.7% | +31.8% | -45.5% |
| Z | g fedcF ILINg S TATuS : New Zillow group, Inc. - Class C C apitalStock (Z) | Jun 26, 2020 | Jun 17, 2024 | -15.8% | +31.8% | -47.6% |
| NFLX | g fedcbF ILINg S TATuS : New Netflix, Inc. (NFLX) | Jul 16, 2021 | Sep 21, 2026 | +38.9% | +92.2% | -53.2% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 10 · 240 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| GNRC | F S : New S O : Brokerage Account D : Call options; Strike price $102; Expires 12/16/2022 Generac Holdlings Inc. (GNRC) | Dec 20, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| GNRC | F S : New S O : Brokerage Account Generac Holdlings Inc. (GNRC) | Dec 12, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| GNRC | Generac Holdlings Inc. (GNRC) | Dec 5, 2022 | Purchase | $15.0K – $50.0K | Filing ↗ |
| GNRC | F S : New S O : Brokerage Account Generac Holdlings Inc. (GNRC) | Nov 29, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| META | F S : New S O : Brokerage Account D : Call options; Strike price $102; Expires 11/11/2022 Meta Platforms, Inc. - Class A (META) | Nov 14, 2022 | Sale | $100.0K – $250.0K | Filing ↗ |
| ABNB | F S : New S O : Brokerage Account Airbnb, Inc. - Class A (ABNB) | Nov 7, 2022 | Purchase | $15.0K – $50.0K | Filing ↗ |
| ABNB | Airbnb, Inc. - Class A (ABNB) | Nov 4, 2022 | Sale | $15.0K – $50.0K | Filing ↗ |
| DASH | F S : New S O : Brokerage Account D : Call options; Strike Price $50; Expires 11/4/2022 DoorDash, Inc. Class A (DASH) | Nov 4, 2022 | Sale | $15.0K – $50.0K | Filing ↗ |
| DASH | F S : New S O : Brokerage Account DoorDash, Inc. Class A (DASH) | Nov 3, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| META | F S : New S O : Brokerage Account Meta Platforms, Inc. - Class A (META) | Nov 1, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| SQ | F S : New S O : Brokerage Account Block, Inc. Class A Common Stock, (SQ) | Nov 1, 2022 | Purchase | $50.0K – $100.0K | Filing ↗ |
| META | Meta Platforms, Inc. - Class A (META) | Nov 1, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| ABNB | F S : New S O : Brokerage Account Airbnb, Inc. - Class A (ABNB) | Oct 28, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| SQ | F S : New S O : Brokerage Account Block, Inc. Class A Common Stock, (SQ) | Oct 28, 2022 | Sale | $50.0K – $100.0K | Filing ↗ |
| ABNB | F S : New S O : Brokerage Account Airbnb, Inc. - Class A (ABNB) | Oct 27, 2022 | Purchase | $100.0K – $250.0K | Filing ↗ |
| ABNB | F S : New S O : Brokerage Account D : Call options; Strike price $118; Expires 10/21/22 Airbnb, Inc. - Class A (ABNB) | Oct 21, 2022 | Sale | $100.0K – $250.0K | Filing ↗ |
| GNRC | F S : New S O : Brokerage Account D : Call options; Strike price $50; Expires 10/28/22 Generac Holdlings Inc. (GNRC) | Oct 20, 2022 | Sale | $15.0K – $50.0K | Filing ↗ |
| DASH | F S : New S O : Brokerage Account D : Call options; Strike price $61; Expires 10/28/22 DoorDash, Inc. Class A (DASH) | Oct 20, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| SQ | Block, Inc. Class A Common Stock, (SQ) | Oct 20, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| PYPL | F S : New S O : Brokerage Account D : Call options; Strike price $210; Expires 10/21/22 PayPal Holdings, Inc. (PYPL) | Oct 17, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| ABNB | F S : New S O : Brokerage Account D : Call options; Strike price $110; Expires 10/07/22 Airbnb, Inc. - Class A (ABNB) | Oct 13, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| ABNB | Airbnb, Inc. - Class A (ABNB) | Oct 3, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| GNRC | F S : New S O : Brokerage Account Generac Holdlings Inc. (GNRC) | Oct 3, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| DASH | F S : New S O : Brokerage Account D : Call options; Strike price $75; Expires 09/16/22 DoorDash, Inc. Class A (DASH) | Sep 28, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| SQ | F S : New S O : Brokerage Account D : Call options; Strike price $126; Expires 09/30/22 Block, Inc. Class A Common Stock, (SQ) | Sep 28, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075328 | 19 | 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.