Transactions
58
Total transactions associated with this filer
Disclosed purchases
98
$25.0K – $375.0K
Average modeled return
+75.4%
58 modeled purchases
Average vs. S&P 500
-59.4%
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↑↓ |
|---|---|---|---|---|---|---|
| IBM | g fedcF ILINg S TATuS : New D ESCRIPTION : Reinvest shares International Business Machines Corporation (IBM) | Dec 10, 2021 | Sep 21, 2026 | +120.4% | +75.5% | +44.9% |
| IBM | g fedcF ILINg S TATuS : New D ESCRIPTION : Reinvest Shares International Business Machines Corporation (IBM) | Sep 13, 2021 | Sep 21, 2026 | +109.9% | +85.6% | +24.2% |
| IBM | F S : New D : Reinvest Shares International Business Machines Corporation (IBM) | Mar 10, 2022 | Sep 21, 2026 | +117.3% | +93.5% | +23.8% |
| IBM | g fedcF ILINg S TATuS : New D ESCRIPTION : Reinvest Shares International Business Machines Corporation (IBM) | Mar 11, 2021 | Sep 21, 2026 | +133.2% | +112.0% | +21.2% |
| IBM | g fedcF ILINg S TATuS : New D ESCRIPTION : Reinvest shares International Business Machines Corporation (IBM) | Dec 11, 2020 | Sep 21, 2026 | +141.8% | +128.8% | +13.0% |
| IBM | F S : New D : Reinvest Shares International Business Machines Corporation (IBM) | Sep 12, 2022 | Sep 21, 2026 | +101.8% | +98.9% | +2.9% |
| IBM | g fedcF ILINg S TATuS : New D ESCRIPTION : Reinvest shares International Business Machines Corporation (IBM) | Sep 11, 2020 | Sep 21, 2026 | +151.0% | +151.9% | -0.9% |
| KO | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Coca-Cola Company (KO) | Oct 4, 2021 | Sep 21, 2026 | +91.9% | +92.8% | -0.9% |
| KO | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Coca-Cola Company (KO) | Dec 15, 2021 | Sep 21, 2026 | +73.8% | +75.6% | -1.8% |
| KO | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Coca-Cola Company (KO) | Jul 2, 2021 | Sep 21, 2026 | +89.1% | +91.1% | -2.1% |
| IBM | g fedcF ILINg S TATuS : New D ESCRIPTION : Reinvest Shares International Business Machines Corporation (IBM) | Jun 11, 2021 | Sep 21, 2026 | +93.8% | +96.0% | -2.2% |
| KO | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Coca-Cola Company (KO) | Apr 5, 2021 | Sep 21, 2026 | +95.4% | +104.7% | -9.2% |
| IBM | F S : New D : Reinvest Shares International Business Machines Corporation (IBM) | Jun 10, 2022 | Sep 21, 2026 | +96.1% | +110.6% | -14.5% |
| IBM | g fedcF ILINg S TATuS : New D ESCRIPTION : Reinvest Shares International Business Machines Corporation (IBM) | Jun 11, 2020 | Sep 21, 2026 | +161.7% | +181.1% | -19.4% |
| KO | Coca-Cola Company (KO) | Apr 1, 2022 | Sep 21, 2026 | +59.3% | +81.3% | -22.0% |
| JNJ | F S : New D : Reinvest Shares Johnson & Johnson (JNJ) | Sep 6, 2022 | Sep 21, 2026 | +85.8% | +109.2% | -23.4% |
| JNJ | F S : New D : Reinvest Shares Johnson & Johnson (JNJ) | Jun 7, 2022 | Sep 21, 2026 | +71.1% | +97.5% | -26.3% |
| IBM | F S : New D : Reinvest Shares International Business Machines Corporation (IBM) | Dec 13, 2022 | Sep 21, 2026 | +73.1% | +102.5% | -29.4% |
| KO | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Coca-Cola Company (KO) | Dec 16, 2020 | Sep 21, 2026 | +96.1% | +126.4% | -30.2% |
| KO | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Coca-Cola Company (KO) | Jul 2, 2020 | Sep 21, 2026 | +135.6% | +169.5% | -33.9% |
| IBM | g fedcF ILINg s TaTus : New D EsCRIPTIoN : Reinvest shares International Business Machines Corporation (IBM) [sT] | Dec 10, 2019 | Sep 21, 2026 | +136.2% | +172.4% | -36.3% |
| JNJ | F S : New D : Reinvest Shares Johnson & Johnson (JNJ) | Dec 7, 2022 | Sep 21, 2026 | +70.0% | +107.1% | -37.0% |
| KO | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Coca-Cola Company (KO) | Oct 2, 2020 | Sep 21, 2026 | +112.5% | +151.0% | -38.5% |
| IBM | g fedcF ILINg s TaTus : New D EsCRIPTIoN : Reinvest shares International Business Machines Corporation (IBM) [sT] | Mar 11, 2020 | Sep 21, 2026 | +165.3% | +209.8% | -44.5% |
| KO | Coca-Cola Company (KO) | Oct 3, 2022 | Sep 21, 2026 | +74.2% | +122.0% | -47.8% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 3 · 58 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| KO | Coca-Cola Company (KO) | Dec 16, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| HD | F S : New D : Reinvest Shares Home Depot, Inc. (HD) | Dec 16, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| IBM | F S : New D : Reinvest Shares International Business Machines Corporation (IBM) | Dec 13, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| PPG | F S : New D : Reinvest Shares PPG Industries, Inc. (PPG) | Dec 13, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| JNJ | F S : New D : Reinvest Shares Johnson & Johnson (JNJ) | Dec 7, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| PG | Procter & Gamble Company (PG) | Nov 16, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| KO | Coca-Cola Company (KO) | Oct 3, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| HD | F S : New D : Reinvest Shares Home Depot, Inc. (HD) | Sep 15, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| PPG | F S : New D : Reinvest Shares PPG Industries, Inc. (PPG) | Sep 12, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| IBM | F S : New D : Reinvest Shares International Business Machines Corporation (IBM) | Sep 12, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| JNJ | F S : New D : Reinvest Shares Johnson & Johnson (JNJ) | Sep 6, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| PG | Procter & Gamble Company (PG) | Aug 16, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| KO | Coca-Cola Company (KO) | Jul 1, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| HD | Home Depot, Inc. (HD) | Jun 17, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| PPG | F S : New D : Reinvest Shares PPG Industries, Inc. (PPG) | Jun 10, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| IBM | F S : New D : Reinvest Shares International Business Machines Corporation (IBM) | Jun 10, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| JNJ | F S : New D : Reinvest Shares Johnson & Johnson (JNJ) | Jun 7, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| PG | Procter & Gamble Company (PG) | May 16, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| KO | Coca-Cola Company (KO) | Apr 1, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| HD | Home Depot, Inc. (HD) | Mar 24, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| PPG | F S : New D : Reinvest Shares PPG Industries, Inc. (PPG) | Mar 11, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| IBM | F S : New D : Reinvest Shares International Business Machines Corporation (IBM) | Mar 10, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| HD | g fedcF ILINg S TATuS : New D ESCRIPTION : Reinvest shares Home Depot, Inc. (HD) | Dec 16, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| KO | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Coca-Cola Company (KO) | Dec 15, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| IBM | g fedcF ILINg S TATuS : New D ESCRIPTION : Reinvest shares International Business Machines Corporation (IBM) | Dec 10, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076038 | 4 | 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.