Transactions
15
Total transactions associated with this filer
Disclosed purchases
7
$352.0K – $880.0K
Average modeled return
+138.8%
3 modeled purchases
Average vs. S&P 500
-89.6%
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↑↓ |
|---|---|---|---|---|---|---|
| TSLA | g fedcbF ILINg S TATUS : New SP Tesla, Inc. (TSLA) | Mar 4, 2021 | Sep 21, 2026 | +80.5% | +121.5% | -41.0% |
| MO | ranSactionS iD owner asset transaction type notification Date amount cap. gains > altria group, Inc. (MO) [sT] | Dec 17, 2018 | Sep 21, 2026 | +141.4% | +241.2% | -99.8% |
| XOM | ranSactionS iD owner asset transaction type notification Date amount Exxon Mobil Corporation (XOM) | Sep 26, 2016 | Sep 21, 2026 | +194.6% | +322.4% | -127.9% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 15 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| TSLA | g fedcbF ILINg S TATUS : New SP Tesla, Inc. (TSLA) | Mar 31, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| BABA | rANSACTIONS ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > SP Alibaba group Holding L imitedAmerican Depositary Sh ares eachrepresenting eight Ordinary share (BABA) | Mar 31, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| HRTX | g fedcbF ILINg S TATUS : New SP Heron Therapeutics, I nc. (HRTX) | Mar 31, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| MCS | g fedcF ILINg S TATUS : New L OCATION : Traverse City, MI, US D ESCRIPTION : Investment in insurance brokerage firm SP Marcus Corporation (MCS) | Mar 31, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| QCRH | g fedcbF ILINg S TATUS : New SP QCR Holdings, Inc. (QCRH) | Mar 31, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| SHAK | g fedcbF ILINg S TATUS : New SP Shake Shack, Inc. Cl ass A (SHAK) | Mar 31, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| STZ | g fedcbF ILINg S TATUS : New SP Constellation Bra nds, Inc. (STZ) | Mar 31, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | g fedcbF ILINg S TATUS : New SP Apple Inc. (AAPL) | Mar 31, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| AMZN | g fedcF ILINg S TATUS : New SP Amazon.com, Inc. (AMZN) | Mar 31, 2021 | Sale | $15.0K – $50.0K | Filing ↗ |
| AMZN | g fedcbF ILINg S TATUS : New SP Amazon.com, Inc. (AMZN) | Mar 8, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| TSLA | g fedcbF ILINg S TATUS : New SP Tesla, Inc. (TSLA) | Mar 4, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MO | ranSactionS iD owner asset transaction type notification Date amount cap. gains > altria group, Inc. (MO) [sT] | Dec 17, 2018 | Purchase | $100.0K – $250.0K | Filing ↗ |
| ENB | ranSactionS iD owner asset transaction type notification Date amount cap. gains > JT Enbridge Inc (ENB) [sT] | Sep 18, 2018 | Purchase | $100.0K – $250.0K | Filing ↗ |
| F | g fedcF ILINg s TaTus : New JT Ford Motor Company (F) [sT] | Sep 18, 2018 | Purchase | $50.0K – $100.0K | Filing ↗ |
| XOM | ranSactionS iD owner asset transaction type notification Date amount Exxon Mobil Corporation (XOM) | Sep 26, 2016 | Purchase | $100.0K – $250.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10077246 | 39 | 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.