Transactions
11
Total transactions associated with this filer
Disclosed purchases
11
$19.0K – $110.0K
Average modeled return
+36.3%
3 modeled purchases
Average vs. S&P 500
-50.1%
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↑↓ |
|---|---|---|---|---|---|---|
| WFC | g fedcF IlINg S TATuS : New Wells Fargo & Company (WFC) | Feb 16, 2022 | Sep 21, 2026 | +66.8% | +84.4% | -17.6% |
| VZ | g fedcF IlINg S TATuS : New Verizon Communications Inc. (VZ) | Feb 16, 2022 | Sep 21, 2026 | +20.1% | +84.4% | -64.3% |
| HON | g fedcF IlINg S TATuS : New Honeywell International Inc. (HON) | Mar 4, 2022 | Sep 21, 2026 | +22.1% | +90.5% | -68.4% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 11 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| MRVL | Marvell Technology, Inc. (MRVL) | Sep 27, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| CVX | Chevron Corporation (CVX) | Jul 19, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| VZ | F S : New Verizon Communications Inc. (VZ) | Jul 12, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| WFC | F S : New Wells Fargo & Company (WFC) | Jul 5, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| SPR | F S : New Spirit Aerosystems Holdings, Inc. (SPR) | Jul 5, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| HON | JT Honeywell International Inc. (HON) | May 31, 2022 | Sale | $15.0K – $50.0K | Filing ↗ |
| SPR | g fedcF IlINg S TATuS : New Spirit Aerosystems Holdings , Inc.(SPR) | Mar 4, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| HON | g fedcF IlINg S TATuS : New Honeywell International Inc. (HON) | Mar 4, 2022 | Purchase | $15.0K – $50.0K | Filing ↗ |
| VZ | g fedcF IlINg S TATuS : New Verizon Communications Inc. (VZ) | Feb 16, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| WFC | g fedcF IlINg S TATuS : New Wells Fargo & Company (WFC) | Feb 16, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| CVX | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Chevron Corporation (CVX) | Feb 10, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076698 | 35 | 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.