Transactions
51
Total transactions associated with this filer
Disclosed purchases
40
$5.0K – $75.0K
Average modeled return
+82.8%
15 modeled purchases
Average vs. S&P 500
-65.9%
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↑↓ |
|---|---|---|---|---|---|---|
| VAIAF | 2000052768 Vaisala Oy Ordinary Shares -A- (VAIAF) | Jul 16, 2019 | Sep 18, 2026 | +273.8% | +88.9% | +184.9% |
| STT | g fedcF ILINg S TaTUS : New S UbHoLDINg o F : Welch account State Street Corporation (STT) | Nov 15, 2018 | Sep 21, 2026 | +226.6% | +219.1% | +7.6% |
| — | g fedcbF ILINg S TaTUS : New S UbHoLDINg o F : Welch account Vaisala oy ordinary Shares -a- (VaIaF) | Jul 16, 2018 | Sep 18, 2026 | +190.0% | +208.7% | -18.7% |
| ED | g fedcbF ILINg S TaTUS : New S UbHoLDINg o F : Welch account Consolidated Edison, Inc. (ED) | Mar 2, 2020 | Sep 18, 2026 | +57.6% | +88.9% | -31.3% |
| MITK | g fedcF ILINg S TaTUS : New S UbHoLDINg o F : Welch account Mitek Systems, Inc. (MITK) | May 2, 2019 | Sep 18, 2026 | +52.1% | +88.9% | -36.8% |
| SPSC | g fedcF ILINg S TaTUS : New S UbHoLDINg o F : Welch account SPS Commerce, Inc. (SPSC) | May 1, 2019 | Sep 18, 2026 | +51.8% | +88.9% | -37.1% |
| CHD | g fedcF ILINg S TaTUS : New S UbHoLDINg o F : Welch account Church & Dwight Company , Inc.(CHD) | Feb 28, 2020 | Sep 18, 2026 | +47.2% | +88.9% | -41.6% |
| FTDR | g fedcF ILINg S TaTUS : New S UbHoLDINg o F : Welch account frontdoor, inc. (FTDR) | Feb 19, 2020 | Feb 7, 2024 | -29.7% | +19.6% | -49.3% |
| STT | g fedcF ILINg S TaTUS : New S UbHoLDINg o F : Welch account State Street Corporation (STT) | Jul 19, 2018 | Sep 21, 2026 | +154.5% | +212.5% | -58.0% |
| SCHW | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Charles Schwab Corporation (SCHW) | Dec 28, 2018 | Sep 21, 2026 | +190.9% | +249.6% | -58.7% |
| TNC | g fedcF ILINg S TaTUS : New S UbHoLDINg o F : Welch account Tennant Company (TNC) | May 6, 2019 | Sep 18, 2026 | +13.6% | +88.9% | -75.2% |
| — | g fedcbF ILINg S TaTUS : New S UbHoLDINg o F : Welch account Kyocera Corp ordinary Shares (KYoCF) | Jun 27, 2018 | Sep 18, 2026 | +90.0% | +220.2% | -130.2% |
| MDRX | ranSactionS iD owner asset transaction type notification Date amount cap. gains > allscripts Healthcare Solutions, Inc. - common stock (MDRX) | Jan 9, 2019 | Sep 18, 2026 | -58.4% | +88.9% | -147.2% |
| MDT | g fedcbF ILINg S TaTUS : New S UbHoLDINg o F : Welch account Medtronic plc. ordinary Shares (MDT) | Mar 9, 2020 | Sep 21, 2026 | +20.5% | +210.0% | -189.5% |
| PYPL | g fedcF ILINg S TaTUS : New S UbHoLDINg o F : Welch account PayPal Holdings, Inc. (PYPL) | Mar 20, 2020 | Sep 21, 2026 | -38.4% | +269.3% | -307.8% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 3 · 51 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| UNP | g fedcbF ILINg S TATUS : New S UbHOLdINg O F : Welch Account Union Pacific Corporatio n (UNP) | Nov 26, 2021 | Sale | $15.0K – $50.0K | Filing ↗ |
| MITK | g fedcbF ILINg S TATUS : New S UbHOLdINg O F : Welch Account Mitek Systems, Inc. (MITK) | Nov 18, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| TNC | g fedcbID Owner Asset Transaction Type Notification Date Amount Cap. Gains > F ILINg S TATUS : New S UbHOLdINg O F : Welch Account L OCATION : SE d ESCRIPTION : Location: US description: Traded on Stockholm Stock Exchange Tennant Company (TNC) | Nov 18, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| A | rANSACTIONS ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > Agilent Technologies, Inc. (A) | Nov 18, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| KYOCF | g fedcbF ILINg S TATUS : New S UbHOLdINg O F : Welch Account Kyocera Corp Ordinary Shares (KYOCF) | Nov 18, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| VAIAF | g fedcbF ILINg S TATUS : New S UbHOLdINg O F : Welch Account Vaisala Oy Ordinary Shares -A- (VAIAF) | Nov 18, 2021 | Sale | $15.0K – $50.0K | Filing ↗ |
| CERN | g fedcbF ILINg S TATUS : New S UbHOLdINg O F : Welch Account d ESCRIPTION : 3.6% due 9/15/2022 Cerner Corporation (CERN) | Nov 18, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| UN | g fedcbF ILINg S TATUS : New S UbHOLdINg O F : Welch Account Unilever NV (UN) | Nov 18, 2021 | Sale | $15.0K – $50.0K | Filing ↗ |
| CSCO | g fedcbF ILINg S TATUS : New S UbHOLdINg O F : Welch Account Cisco Systems, Inc. (CSCO) | Nov 18, 2021 | Sale | $15.0K – $50.0K | Filing ↗ |
| WFC | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Wells Fargo & Company (WFC) | Nov 3, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| CTRCF | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Centrotec Sustainable Ag, brilonOrdinary Shares (CTRCF) | Nov 26, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| UPS | g fedcF ILINg S TATUS : New S UbHOLDINg O F : Welch Account United Parcel Service, I nc. (UPS) | Nov 16, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| SPSC | g fedcbF ILINg S TaTUS : New S UbHoLDINg o F : Welch account SPS Commerce, Inc. (SPSC) | May 19, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| SPSC | g fedcbF ILINg S TaTUS : New S UbHoLDINg o F : Welch account SPS Commerce, Inc. (SPSC) | May 8, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| FSLR | g fedcF ILINg S TaTUS : New S UbHoLDINg o F : Welch account First Solar, Inc. (FSLR) | Apr 30, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| SCHW | g fedcbF ILINg S TaTUS : New S UbHoLDINg o F : Welch account Charles Schwab Corporation (SCHW) | Apr 9, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| MDT | g fedcF ILINg S TaTUS : New S UbHoLDINg o F : Welch account Medtronic plc. ordinary Shares (MDT) | Apr 3, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| PYPL | g fedcF ILINg S TaTUS : New S UbHoLDINg o F : Welch account PayPal Holdings, Inc. (PYPL) | Mar 20, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| ED | g fedcbF ILINg S TaTUS : New S UbHoLDINg o F : Welch account Consolidated Edison, Inc. (ED) | Mar 17, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| FTDR | rANSACTIONS ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > frontdoor, inc. (FTDR) | Mar 16, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| ED | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Consolidated Edison, Inc. (ED) | Mar 13, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| MDT | g fedcbF ILINg S TaTUS : New S UbHoLDINg o F : Welch account Medtronic plc. ordinary Shares (MDT) | Mar 9, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| ED | g fedcbF ILINg S TaTUS : New S UbHoLDINg o F : Welch account Consolidated Edison, Inc. (ED) | Mar 2, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| CHD | g fedcF ILINg S TaTUS : New S UbHoLDINg o F : Welch account Church & Dwight Company , Inc.(CHD) | Feb 28, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| FTDR | g fedcF ILINg S TaTUS : New S UbHoLDINg o F : Welch account frontdoor, inc. (FTDR) | Feb 19, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075825 | 94 | 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.