Transactions
142
Total transactions associated with this filer
Disclosed purchases
151
$25.0K – $375.0K
Average modeled return
+187.5%
51 modeled purchases
Average vs. S&P 500
-1.1%
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↑↓ |
|---|---|---|---|---|---|---|
| PBR | F ILINg s TaTUs : New s UBHoLDINg o F : Fidelity Investments Brokerage account Banco santander, s.a. sponsored aDR(saN) s 11/7/2016 11/10/2016 $1,001 - $15,000 F ILINg s TaTUs : New s UBHoLDINg o F : Fidelity Investments Brokerage account Bank amer Corp WT Us Treas Tarp(BaCWsa) s 11/7/2016 11/10/2016 $1,001 - $15,000 F ILINg s TaTUs : New s UBHoLDINg o F : Fidelity Investments Brokerage account L oCaTIoN : Us D EsCRIPTIoN : Bank amer Corp WT Us Treas Tarop Exp 01/19 Cisco systems, Inc. (CsCo) s 12/6/2016 12/8/2016 $50,001 - $100,000 F ILINg s TaTUs : New s UBHoLDINg o F : Fidelity Investments Brokerage account First solar, Inc. (FsLR) P 11/4/2016 11/9/2016 $1,001 - $15,000 F ILINg s TaTUs : New s UBHoLDINg o F : Fidelity Investments Brokerage account First solar, Inc. (FsLR) P 11/3/2016 11/8/2016 $1,001 - $15,000 F ILINg s TaTUs : New s UBHoLDINg o F : Fidelity Investments Brokerage account Filing ID #20006324 Petroleo Brasileiro s.a.- P etrobras(PBR) | Nov 11, 2016 | Sep 18, 2026 | +653.8% | +88.9% | +564.9% |
| PBR | F ILINg s TaTUs : New s UBHoLDINg o F : Fidelity Investments Brokerage account First solar, Inc. (FsLR) P 10/3/2016 11/15/2016 $1,001 - $15,000 F ILINg s TaTUs : New s UBHoLDINg o F : Fidelity Investments Brokerage account Petroleo Brasileiro s.a.- P etrobras(PBR) P 11/9/2016 11/16/2016 $1,001 - $15,000 F ILINg s TaTUs : New s UBHoLDINg o F : Fidelity Investments Brokerage account Petroleo Brasileiro s.a.- P etrobras(PBR) P 11/7/2016 11/15/2016 $1,001 - $15,000 Filing ID #20006201 F ILINg s TaTUs : New s UBHoLDINg o F : Fidelity Investments Brokerage account Petroleo Brasileiro s.a.- P etrobras(PBR) | Nov 11, 2016 | Sep 18, 2026 | +653.8% | +88.9% | +564.9% |
| PBR | F ILINg s TaTUs : New s UBHoLDINg o F : Fidelity Investments Brokerage account Petroleo Brasileiro s.a.- P etrobras(PBR) | Nov 10, 2016 | Sep 18, 2026 | +609.3% | +88.9% | +520.5% |
| PH | g fedcF ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account SP Parker-Hannifin Corporation (PH) | Aug 28, 2018 | Sep 21, 2026 | +516.1% | +201.9% | +314.3% |
| HLT | F ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account Filing Id #20005351 SP Hilton Worldwide Holdings Inc. (HLT) | May 25, 2016 | Sep 21, 2026 | +646.2% | +336.9% | +309.3% |
| MSFT | g fedcF ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account SP Microsoft Corporation (MSFT) | Apr 6, 2018 | Sep 21, 2026 | +500.6% | +238.5% | +262.2% |
| ROK | F ILINg S TATUS : New S UBHOLdINg O F : UBS Brokerage Account SP Rockwell Automation, Inc. (ROK) | Dec 30, 2016 | Sep 18, 2026 | +269.2% | +88.9% | +180.3% |
| FTI | g fedcF ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account SP TechnipFMC plc ordinary Share (FTI) | Aug 28, 2018 | Sep 18, 2026 | +239.3% | +88.9% | +150.4% |
| VLUE | g fedcF ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account SP iShares Edge MSCI USa Value Factor ETF (VLUE) | Apr 6, 2018 | Sep 18, 2026 | +208.1% | +88.9% | +119.2% |
| QQQ | g fedcF ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account SP Invesco QQQ Trust, Series 1 (QQQ) | Aug 28, 2018 | Sep 21, 2026 | +321.1% | +201.9% | +119.2% |
| V | F ILINg S TATUS : New S UBHOLdINg O F : UBS Brokerage Account SP Visa Inc. (V) | Dec 30, 2016 | Sep 21, 2026 | +405.3% | +302.5% | +102.8% |
| TMO | F ILINg S TATUS : New S UBHOLdINg O F : UBS Brokerage Account SP Thermo Fisher Scientific Inc (TMO) | Dec 30, 2016 | Sep 21, 2026 | +378.6% | +302.5% | +76.1% |
| IWF | F ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account SP iShares Russell 1000 growth ETF (IWF) | Oct 10, 2017 | Sep 21, 2026 | +324.1% | +248.4% | +75.7% |
| XLE | F ILINg S TaTUS : New Filing Id #20008890 S UBHoLdINg o F : UBS Brokerage account SP SPdR Select Sector Fund - Energy Select Sector (XLE) | Jan 22, 2018 | Sep 18, 2026 | +136.8% | +88.9% | +48.0% |
| ORLY | F ILINg S TATUS : New S UBHOLdINg O F : UBS Brokerage Account ID Owner Asset Transaction Type Notification Date Amount SP O'Reilly Automotive, Inc. (ORLY) | Dec 30, 2016 | Sep 21, 2026 | +350.3% | +302.5% | +47.7% |
| IJH | F ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account SP iShares Core S&P Mid-Cap E TF (IJH) | Oct 10, 2017 | Sep 18, 2026 | +129.7% | +88.9% | +40.9% |
| IBB | F ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account SP iShares Nasdaq Biotechnology Index Fund (IBB) | May 25, 2016 | Sep 18, 2026 | +129.1% | +88.9% | +40.2% |
| XLF | F ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account SP SPdR Select Sector Fund - Financial (XLF) | Jan 22, 2018 | Sep 18, 2026 | +120.0% | +88.9% | +31.2% |
| NTRS | g fedcF ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account SP Northern Trust Corporation (NTRS) | Aug 28, 2018 | Sep 18, 2026 | +107.2% | +88.9% | +18.4% |
| V | F ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account SP Visa Inc. (V) | Oct 10, 2017 | Sep 21, 2026 | +265.4% | +248.4% | +17.0% |
| TJX | F ILINg S TATUS : New S UBHOLdINg O F : UBS Brokerage Account SP TJX Companies, Inc. (TJX) | Dec 30, 2016 | Sep 21, 2026 | +297.8% | +302.5% | -4.7% |
| V | g fedcF ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account SP Visa Inc. (V) | Apr 6, 2018 | Sep 21, 2026 | +232.0% | +238.5% | -6.5% |
| LII | g fedcF ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account SP Lennox International, Inc. (LII) | Aug 28, 2018 | Sep 18, 2026 | +76.5% | +88.9% | -12.4% |
| IYR | F ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account SP iShares U.S. Real Estate ETF (IYR) | Jul 10, 2017 | Sep 18, 2026 | +62.5% | +88.9% | -26.4% |
| IYR | F ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account SP iShares U.S. Real Estate ETF (IYR) | Jul 10, 2017 | Sep 18, 2026 | +62.5% | +88.9% | -26.4% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 6 · 142 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| IFF | g fedcF ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account SP Internationa Flavors & Fragrances,Inc. (IFF) | Aug 29, 2018 | Purchase | $1.0K – $15.0K | Filing ↗ |
| TJX | g fedcF ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account SP TJX Companies, Inc. (TJX) | Aug 28, 2018 | Purchase | $1.0K – $15.0K | Filing ↗ |
| ECL | g fedcF ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account SP Ecolab Inc. (ECL) | Aug 28, 2018 | Purchase | $1.0K – $15.0K | Filing ↗ |
| QQQ | g fedcF ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account SP Invesco QQQ Trust, Series 1 (QQQ) | Aug 28, 2018 | Purchase | $1.0K – $15.0K | Filing ↗ |
| SEE | g fedcF ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account SP Sealed air Corporation (SEE) | Aug 28, 2018 | Purchase | $1.0K – $15.0K | Filing ↗ |
| PH | g fedcF ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account SP Parker-Hannifin Corporation (PH) | Aug 28, 2018 | Purchase | $1.0K – $15.0K | Filing ↗ |
| RHT | g fedcID Owner Asset Transaction Type Notification Date Amount Cap. Gains > F ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account SP Red Hat, Inc. (RHT) | Aug 28, 2018 | Purchase | $1.0K – $15.0K | Filing ↗ |
| KSU | g fedcF ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account SP Kansas City South ern (KSU) | Aug 28, 2018 | Purchase | $1.0K – $15.0K | Filing ↗ |
| LII | g fedcF ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account SP Lennox International, Inc. (LII) | Aug 28, 2018 | Purchase | $1.0K – $15.0K | Filing ↗ |
| NTRS | g fedcF ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account SP Northern Trust Corporation (NTRS) | Aug 28, 2018 | Purchase | $1.0K – $15.0K | Filing ↗ |
| FTNT | g fedcF ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account SP Fortinet, Inc. (FTNT) | Aug 28, 2018 | Purchase | $1.0K – $15.0K | Filing ↗ |
| SCI | g fedcF ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account SP Service Corporation Intern ational(SCI) | Aug 28, 2018 | Purchase | $1.0K – $15.0K | Filing ↗ |
| BLK | g fedcF ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account SP BlackRock, Inc. (BLK) | Aug 28, 2018 | Purchase | $1.0K – $15.0K | Filing ↗ |
| IJR | g fedcF ILINg S TaTUS : New ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > S UBHoLdINg o F : UBS Brokerage account SP iShares Core S&P Small-Cap ETF (IJR) | Aug 28, 2018 | Purchase | $1.0K – $15.0K | Filing ↗ |
| SLB | g fedcF ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account SP Schlumberger N.V. (SLB) | Aug 28, 2018 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MKC | g fedcF ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account SP McCormick & Company, Incorporated (MKC) | Aug 28, 2018 | Purchase | $1.0K – $15.0K | Filing ↗ |
| ICE | g fedcF ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account SP Intercontinental Exchange Inc. (ICE) | Aug 28, 2018 | Purchase | $1.0K – $15.0K | Filing ↗ |
| HSIC | g fedcF ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account SP Henry Schein, Inc. (HSIC) | Aug 28, 2018 | Purchase | $1.0K – $15.0K | Filing ↗ |
| CL | g fedcF ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account SP Colgate-Palmolive Company (CL) | Aug 28, 2018 | Purchase | $1.0K – $15.0K | Filing ↗ |
| FLEX | g fedcF ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account SP Flex Ltd. - ordin ary Shares (FLEX) | Aug 28, 2018 | Purchase | $1.0K – $15.0K | Filing ↗ |
| SSNC | g fedcF ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account SP SS&C Technologies Holdings , Inc.(SSNC) | Aug 28, 2018 | Purchase | $1.0K – $15.0K | Filing ↗ |
| HII | g fedcF ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account SP Huntington Ingalls Industries, Inc. (HII) | Aug 28, 2018 | Purchase | $1.0K – $15.0K | Filing ↗ |
| CNC | g fedcF ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account SP Centene Corporation (CNC) | Aug 28, 2018 | Purchase | $1.0K – $15.0K | Filing ↗ |
| FTI | g fedcF ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account SP TechnipFMC plc ordinary Share (FTI) | Aug 28, 2018 | Purchase | $1.0K – $15.0K | Filing ↗ |
| TRIP | g fedcF ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > SP Tripadvisor, Inc. (TRIP) | Aug 28, 2018 | Purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076701 | 8 | 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.