Transactions
9
Total transactions associated with this filer
Disclosed purchases
9
$105.0K – $325.0K
Average modeled return
+206.2%
6 modeled purchases
Average vs. S&P 500
+1.9%
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↑↓ |
|---|---|---|---|---|---|---|
| FFIN | ranSactionS iD owner asset transaction type notification Date amount First Financial B ankshares, Inc. (FFIN) | Jan 22, 2016 | Sep 18, 2026 | +204.8% | +88.9% | +115.9% |
| FFIN | ranSactionS iD owner asset transaction type notification Date amount First Financial B ankshares, Inc. (FFIN) | Jun 27, 2016 | Sep 18, 2026 | +164.6% | +88.9% | +75.8% |
| FFIN | ranSactionS iD owner asset transaction type notification Date amount First Financial B ankshares, Inc. (FFIN) | Jun 29, 2016 | Sep 18, 2026 | +149.5% | +88.9% | +60.6% |
| SLV | ranSactionS iD owner asset transaction type notification Date amount iShares Silver Trust (SLV) | Nov 14, 2016 | Sep 21, 2026 | +271.6% | +317.9% | -46.3% |
| SLV | ranSactionS iD owner asset transaction type notification Date amount iShares Silver Trust (SLV) | Aug 26, 2016 | Sep 21, 2026 | +235.5% | +318.6% | -83.1% |
| SLV | F ILING S TATUS : Amended S UBHOLDING O F : ( 6) KINGDOM ENTERPRISES, LTD, LUBBOCK, TEXAS - INVESTMENT PARTNERSHIP > (f) BROKERAGE ACCOUNT - GOLDMAN SACHS D ESCRIPTION : Alaska Municipal Revenue Bond 5% 12/01/26 2000016362 SP iShares MSCI EAFE ETF (EFA) S 03/3/2016 03/3/2016 $1,001 - $15,000 F ILING S TATUS : Amended S UBHOLDING O F : ( 8) GOLDMAN SACHS BROKERAGE RETIREMENT ACCOUNT 2000016365 iShares MSCI EAFE ETF (EFA) S 03/3/2016 03/3/2016 $1,001 - $15,000 F ILING S TATUS : Amended S UBHOLDING O F : (10) GOLDMAN SACHS BROKERAGE RETIREMENT ACCOUNT 2000016364 iShares Silver Trust (SLV) S 03/3/2016 03/3/2016 $1,001 - $15,000 F ILING S TATUS : Amended S UBHOLDING O F : (10) GOLDMAN SACHS BROKERAGE RETIREMENT ACCOUNT 2000016361 SP iShares Silver Trust (SLV) S 03/3/2016 03/3/2016 $1,001 - $15,000 F ILING S TATUS : Amended S UBHOLDING O F : ( 8) GOLDMAN SACHS BROKERAGE RETIREMENT ACCOUNT 2000019538 JT LINCOLN NEB CTFS PARTN COPS4% 04/01/26 AO | Jul 12, 2016 | Sep 21, 2026 | +211.4% | +323.2% | -111.7% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 9 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| SLV | ranSactionS iD owner asset transaction type notification Date amount iShares Silver Trust (SLV) | Nov 14, 2016 | Purchase | $1.0K – $15.0K | Filing ↗ |
| SLV | ranSactionS iD owner asset transaction type notification Date amount iShares Silver Trust (SLV) | Aug 26, 2016 | Purchase | $1.0K – $15.0K | Filing ↗ |
| SLV | F ILING S TATUS : Amended S UBHOLDING O F : ( 6) KINGDOM ENTERPRISES, LTD, LUBBOCK, TEXAS - INVESTMENT PARTNERSHIP > (f) BROKERAGE ACCOUNT - GOLDMAN SACHS D ESCRIPTION : Alaska Municipal Revenue Bond 5% 12/01/26 2000016362 SP iShares MSCI EAFE ETF (EFA) S 03/3/2016 03/3/2016 $1,001 - $15,000 F ILING S TATUS : Amended S UBHOLDING O F : ( 8) GOLDMAN SACHS BROKERAGE RETIREMENT ACCOUNT 2000016365 iShares MSCI EAFE ETF (EFA) S 03/3/2016 03/3/2016 $1,001 - $15,000 F ILING S TATUS : Amended S UBHOLDING O F : (10) GOLDMAN SACHS BROKERAGE RETIREMENT ACCOUNT 2000016364 iShares Silver Trust (SLV) S 03/3/2016 03/3/2016 $1,001 - $15,000 F ILING S TATUS : Amended S UBHOLDING O F : (10) GOLDMAN SACHS BROKERAGE RETIREMENT ACCOUNT 2000016361 SP iShares Silver Trust (SLV) S 03/3/2016 03/3/2016 $1,001 - $15,000 F ILING S TATUS : Amended S UBHOLDING O F : ( 8) GOLDMAN SACHS BROKERAGE RETIREMENT ACCOUNT 2000019538 JT LINCOLN NEB CTFS PARTN COPS4% 04/01/26 AO | Jul 12, 2016 | Purchase | $100.0K – $250.0K | Filing ↗ |
| FFIN | ranSactionS iD owner asset transaction type notification Date amount First Financial B ankshares, Inc. (FFIN) | Jun 29, 2016 | Purchase | $1.0K – $15.0K | Filing ↗ |
| FFIN | ranSactionS iD owner asset transaction type notification Date amount First Financial B ankshares, Inc. (FFIN) | Jun 27, 2016 | Purchase | $1.0K – $15.0K | Filing ↗ |
| FFIN | ranSactionS iD owner asset transaction type notification Date amount First Financial B ankshares, Inc. (FFIN) | Jun 23, 2016 | Sale | $15.0K – $50.0K | Filing ↗ |
| GLD | ranSactionS iD owner asset transaction type notification Date amount SPDR Gold Trust (GLD) | Jun 15, 2016 | Sale | $1.0K – $15.0K | Filing ↗ |
| IP | ranSactionS iD owner asset transaction type notification Date amount International Paper Company (IP) | May 25, 2016 | Sale | $1.0K – $15.0K | Filing ↗ |
| FFIN | ranSactionS iD owner asset transaction type notification Date amount First Financial B ankshares, Inc. (FFIN) | Jan 22, 2016 | Purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10078577 | 22 | 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.