Transactions
108
Total transactions associated with this filer
Disclosed purchases
104
$105.0K – $350.0K
Average modeled return
+157.0%
26 modeled purchases
Average vs. S&P 500
-74.4%
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↑↓ |
|---|---|---|---|---|---|---|
| NVDA | NVIDIA Corporation - Common Stock | Jan 6, 2022 | Sep 21, 2026 | +708.2% | +76.0% | +632.2% |
| JPM | JPMorgan Chase & Co. | May 8, 2018 | Sep 21, 2026 | +296.2% | +229.3% | +66.8% |
| — | Phillips 66 | Dec 22, 2015 | Sep 21, 2026 | +384.8% | +351.6% | +33.2% |
| CFR | Cullen/Frost Bankers, Inc. | Jun 15, 2017 | Sep 18, 2026 | +115.0% | +88.9% | +26.1% |
| AYI | Acuity Brands, Inc. (NYSE) | Feb 20, 2015 | Sep 18, 2026 | +96.1% | +88.9% | +7.2% |
| MRK | Merck & Co., Inc. | Jun 4, 2018 | Sep 21, 2026 | +226.0% | +219.8% | +6.2% |
| TMO | Thermo Fisher Scientific Inc. | Jun 4, 2018 | Sep 21, 2026 | +214.0% | +219.8% | -5.8% |
| — | TJX Cos Inc | Dec 22, 2015 | Sep 21, 2026 | +330.1% | +351.6% | -21.5% |
| LIN | Linde plc Ordinary Share | Jan 6, 2022 | Sep 21, 2026 | +44.7% | +76.0% | -31.2% |
| TJX | The TJX Companies, Inc. | Oct 16, 2018 | Sep 21, 2026 | +158.6% | +210.7% | -52.1% |
| MTD | Mettler-Toledo International Inc. | Dec 1, 2016 | Sep 21, 2026 | +248.4% | +312.2% | -63.8% |
| MTD | Mettler-Toledo International Inc. | Dec 1, 2016 | Sep 21, 2026 | +248.4% | +312.2% | -63.8% |
| HSY | The Hershey Company Common Stock | Jan 21, 2022 | Sep 21, 2026 | -5.4% | +88.0% | -93.4% |
| WEX | WEX Inc. | May 21, 2019 | Sep 18, 2026 | -5.5% | +88.9% | -94.3% |
| NEE | NextEra Energy, Inc. | Dec 21, 2018 | Sep 21, 2026 | +123.4% | +259.8% | -136.5% |
| UNH | UnitedHealth Group Incorporated | Jun 4, 2018 | Sep 21, 2026 | +78.0% | +219.8% | -141.7% |
| UNH | UnitedHealth Group Incorporated | Jun 4, 2018 | Sep 21, 2026 | +78.0% | +219.8% | -141.7% |
| SYK | Stryker Corporation Rate/Coupon: 2.0% Matures: 03/08/2019 | Sep 8, 2016 | Sep 21, 2026 | +165.7% | +316.3% | -150.6% |
| TSCO | Tractor Supply Company | Dec 1, 2016 | Sep 21, 2026 | +150.2% | +312.2% | -161.9% |
| TSCO | Tractor Supply Company | Dec 1, 2016 | Sep 21, 2026 | +150.2% | +312.2% | -161.9% |
| PRGO | Perrigo Company plc | Dec 30, 2016 | Sep 18, 2026 | -78.5% | +88.9% | -167.3% |
| USB | U.S. Bancorp | Sep 23, 2016 | Sep 21, 2026 | +103.0% | +319.0% | -216.0% |
| HSY | The Hershey Company (NYSE) | Mar 20, 2015 | Sep 21, 2026 | +117.5% | +343.8% | -226.4% |
| — | US Bancorp | Dec 22, 2015 | Sep 21, 2026 | +108.1% | +351.6% | -243.5% |
| STZ | Constellation Brands, Inc. | Jun 18, 2018 | Sep 21, 2026 | -41.2% | +216.4% | -257.6% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 5 · 108 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| GL | Globe Life Inc | Aug 5, 2024 | Sale (Full) | $15.0K – $50.0K | Filing ↗ |
| AKAM | Akamai Technologies, Inc. - Common Stock | Dec 20, 2022 | Sale (Full) | $15.0K – $50.0K | Filing ↗ |
| UL | Unilever PLC Common Stock | Jan 21, 2022 | Sale (Full) | $15.0K – $50.0K | Filing ↗ |
| HSY | The Hershey Company Common Stock | Jan 21, 2022 | Purchase | $15.0K – $50.0K | Filing ↗ |
| OTIS | Otis Worldwide Corporation Common Stock | Jan 6, 2022 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| NVDA | NVIDIA Corporation - Common Stock | Jan 6, 2022 | Purchase | $15.0K – $50.0K | Filing ↗ |
| CARR | Carrier Global Corporation Common Stock | Jan 6, 2022 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| HSIC | Henry Schein, Inc. - Common Stock | Jan 6, 2022 | Sale (Full) | $15.0K – $50.0K | Filing ↗ |
| VFC | V.F. Corporation Common Stock | Jan 6, 2022 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| WEX | WEX Inc. common stock | Jan 6, 2022 | Sale (Full) | $15.0K – $50.0K | Filing ↗ |
| MMM | 3M Company Common Stock | Jan 6, 2022 | Sale (Full) | $15.0K – $50.0K | Filing ↗ |
| LIN | Linde plc Ordinary Share | Jan 6, 2022 | Purchase | $15.0K – $50.0K | Filing ↗ |
| AMZN | Amazon.com, Inc. - Common Stock | Jan 6, 2022 | Purchase | $15.0K – $50.0K | Filing ↗ |
| DNKN | Dunkin' Brands Group, Inc. | Dec 16, 2020 | Sale (Full) | $50.0K – $100.0K | Filing ↗ |
| AKAM | Akamai Technologies, Inc. | Aug 20, 2019 | Purchase | $15.0K – $50.0K | Filing ↗ |
| CVET | Covetrus, Inc. | Aug 15, 2019 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| WEX | WEX Inc. | May 21, 2019 | Purchase | $15.0K – $50.0K | Filing ↗ |
| RHT | Red Hat, Inc. | May 17, 2019 | Sale (Full) | $50.0K – $100.0K | Filing ↗ |
| ENB | Enbridge Inc. | Dec 21, 2018 | Sale (Full) | $15.0K – $50.0K | Filing ↗ |
| LIN | Linde plc | Dec 21, 2018 | Sale (Full) | $15.0K – $50.0K | Filing ↗ |
| FB | Facebook, Inc. | Dec 21, 2018 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| STZ | Constellation Brands, Inc. | Dec 21, 2018 | Sale (Full) | $15.0K – $50.0K | Filing ↗ |
| NEE | NextEra Energy, Inc. | Dec 21, 2018 | Purchase | $15.0K – $50.0K | Filing ↗ |
| CFR | Cullen/Frost Bankers, Inc. | Dec 21, 2018 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| XOM | Exxon Mobil Corporation | Dec 21, 2018 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|
No annual disclosure is currently associated with this filer.
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.