Transactions
18
Total transactions associated with this filer
Disclosed purchases
0
$0 – $0
Average modeled return
—
No disclosed purchases
Average vs. S&P 500
—
Comparable modeled intervals
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 18 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| WMT | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Walmart Inc. (WMT) | Mar 25, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| DCI | g fedcbF IlING s TaTus : New sP Donaldson Company, Inc. (DCI) [sT] | Jan 31, 2020 | Sale | $15.0K – $50.0K | Filing ↗ |
| FMCMF | g fedcF IlING s TaTus : New sP Fresenius Medical C are aG VorzaKT OHNE stimmrecht (FMCMF) [sT] | Jan 13, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| MRK | g fedcbF IlING s TaTus : New sP Merck & Company, Inc. Common stock (MRK) [sT] | Jan 13, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| DCI | g fedcbF IlING s TaTus : New sP Donaldson Company, Inc. (DCI) [sT] | Jan 13, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| JNJ | g fedcF IlING s TaTus : New sP Johnson & Johnson (JNJ) [sT] | Jan 13, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| PFE | g fedcbF IlING s TaTus : New sP Pfizer, Inc. (PFE) [sT] | Jan 13, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| PG | g fedcbF IlING s TaTus : New sP Procter & Gamble Company (PG) [sT] | Jan 13, 2020 | Sale | $15.0K – $50.0K | Filing ↗ |
| VMW | g fedcbF IlING s TaTus : New sP Vmware, Inc. Common stock, Classa (VMW) [sT] | Jan 13, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| WEC | g fedcbID Owner Asset Transaction Type Notification Date Amount Cap. Gains > F IlING s TaTus : New sP WEC Energy Group, Inc. (WEC) [sT] | Jan 13, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| WFC | g fedcbF IlING s TaTus : New sP Wells Fargo & Company (WFC) [sT] | Jan 9, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| CVX | g fedcbF IlING s TaTus : New sP Chevron Corporation (CVX) [sT] | Jan 9, 2020 | Sale | $15.0K – $50.0K | Filing ↗ |
| RF | g fedcbF IlING s TaTus : New sP Regions Financial Corporation (RF) [sT] | Jan 9, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| GCP | g fedcbF IlING s TaTus : New sP GCP applied Technologies Inc.(GCP) [sT] | Jan 9, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| JCI | g fedcbF IlING s TaTus : New sP Johnson Controls Intern ational plcOrdinary share (JCI) [sT] | Jan 8, 2020 | Sale | $15.0K – $50.0K | Filing ↗ |
| FDX | g fedcbF IlING s TaTus : New sP FedEx Corporation (FDX) [sT] | Jan 8, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| OXY | g fedcbF IlING s TaTus : New sP Occidental Petroleum Corporat ion(OXY) [sT] | Jan 8, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| JNJ | g fedcbF IlING S TATuS : New S ubHOlDING O F : Roth IRA SP Johnson & Johnson (JNJ) | Dec 16, 2019 | Sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076758 | 99 | 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.