Transactions
235
Total transactions associated with this filer
Disclosed purchases
172
$51.0K – $240.0K
Average modeled return
+59.0%
62 modeled purchases
Average vs. S&P 500
-69.6%
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↑↓ |
|---|---|---|---|---|---|---|
| MAR | SP Marriott International - Class A (MAR) | May 14, 2020 | Sep 21, 2026 | +349.0% | +196.5% | +152.4% |
| PSX | SP Phillips 66 (PSX) | Feb 21, 2020 | Sep 21, 2026 | +286.3% | +154.9% | +131.4% |
| WMT | SP Walmart Inc. (WMT) | Jun 28, 2018 | Sep 21, 2026 | +324.3% | +223.1% | +101.2% |
| MSFT | F S : New S O : LIVTR Microsoft Corporation (MSFT) | Aug 27, 2019 | Sep 21, 2026 | +289.9% | +199.1% | +90.7% |
| WMT | g fedcF IlINg S TATuS : New SP Walmart Inc. (WMT) | Feb 20, 2020 | Sep 21, 2026 | +200.0% | +152.3% | +47.7% |
| WMT | SP Walmart Inc. (WMT) | Jan 25, 2018 | Sep 21, 2026 | +245.9% | +211.5% | +34.4% |
| WMT | F S : New S O : R.W. Allen & Associates, Inc. > RWA&A - Securities Walmart Inc. (WMT) | Aug 22, 2019 | Sep 21, 2026 | +216.9% | +193.5% | +23.4% |
| TSM | SP Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | Feb 19, 2026 | Sep 18, 2026 | +21.6% | +12.1% | +9.4% |
| TSM | SP Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | May 8, 2026 | Sep 18, 2026 | +6.1% | +3.8% | +2.3% |
| AMD | SP Advanced Micro Devices, Inc. (AMD) | Jul 14, 2026 | Sep 18, 2026 | +2.1% | +1.6% | +0.6% |
| AXP | SP American Express Company Common Stock (AXP) | May 8, 2026 | Sep 18, 2026 | -1.1% | +3.8% | -4.9% |
| SCHW | SP Charles Schwab Corporation (SCHW) | Jul 10, 2025 | Sep 21, 2026 | +16.9% | +25.2% | -8.3% |
| AVGO | SP Broadcom Inc. - Common Stock (AVGO) | Jul 14, 2026 | Sep 18, 2026 | -8.1% | +1.6% | -9.7% |
| JNJ | SP Johnson & Johnson (JNJ) | May 4, 2021 | Sep 21, 2026 | +87.7% | +100.1% | -12.4% |
| JNJ | g fedcF IlINg S TATuS : New Johnson & Johnson (JNJ) | May 4, 2021 | Sep 21, 2026 | +87.7% | +100.1% | -12.4% |
| KMI | SP Kinder Morgan, Inc. Common Stock (KMI) | Feb 19, 2026 | Sep 18, 2026 | -0.3% | +12.1% | -12.5% |
| SCHW | SP Charles Schwab Corporation (SCHW) | Dec 14, 2023 | Sep 21, 2026 | +56.6% | +69.8% | -13.2% |
| MAR | F S : New S O : LIVTR Marriott International - Class A (MAR) | Aug 22, 2019 | Sep 21, 2026 | +179.8% | +193.5% | -13.7% |
| FERG | SP Ferguson Enterprises Inc. Common Stock (FERG) | Dec 12, 2025 | Sep 18, 2026 | -3.1% | +12.9% | -16.0% |
| MRK | SP Merck & Company, Inc. Common Stock (MRK) | Jul 2, 2020 | Sep 21, 2026 | +140.6% | +169.5% | -28.8% |
| MRK | g fedcF IlINg S TATuS : New Merck & Company, Inc. Common Stock (MRK) | Jul 2, 2020 | Sep 21, 2026 | +140.6% | +169.5% | -28.8% |
| SPGI | SP S&P Global Inc. Common Stock (SPGI) | Jan 14, 2026 | Sep 18, 2026 | -20.8% | +11.2% | -32.0% |
| CTAS | SP Cintas Corporation - Common Stock (CTAS) | May 20, 2024 | Sep 18, 2026 | +15.6% | +47.9% | -32.3% |
| WM | SP Waste Management, Inc. (WM) | Jan 13, 2022 | Sep 21, 2026 | +42.6% | +77.3% | -34.7% |
| JNJ | F S : New S O : R.W. Allen & Associates, Inc. > RWA&A - Securities Johnson & Johnson (JNJ) | Oct 2, 2019 | Sep 21, 2026 | +148.3% | +196.5% | -48.2% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 10 · 235 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| AVGO | SP Broadcom Inc. - Common Stock (AVGO) | Jul 14, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AMD | SP Advanced Micro Devices, Inc. (AMD) | Jul 14, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| ABT | SP Abbott Laboratories Common Stock (ABT) | Jul 14, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| INTU | SP Intuit Inc. - Common Stock (INTU) | Jun 10, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| TSM | SP Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | May 8, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AXP | SP American Express Company Common Stock (AXP) | May 8, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| ACN | SP Accenture plc Class A Ordinary Shares (ACN) | May 8, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| INTU | SP Intuit Inc. - Common Stock (INTU) | Apr 16, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| SPGI | SP S&P Global Inc. Common Stock (SPGI) | Apr 16, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| PG | SP Procter & Gamble Company (PG) | Apr 16, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| ABT | SP Abbott Laboratories Common Stock (ABT) | Apr 16, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| AMP | SP Ameriprise Financial, Inc. Common Stock (AMP) | Apr 15, 2026 | Sale | $50.0K – $100.0K | Filing ↗ |
| TSM | SP Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | Feb 19, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| INTU | SP Intuit Inc. - Common Stock (INTU) | Feb 19, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| KMI | SP Kinder Morgan, Inc. Common Stock (KMI) | Feb 19, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| INTU | SP Intuit Inc. - Common Stock (INTU) | Feb 18, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| AWK | SP American Water Works Company, Inc. Common Stock (AWK) | Jan 14, 2026 | Sale | $50.0K – $100.0K | Filing ↗ |
| PAYX | SP Paychex, Inc. - Common Stock (PAYX) | Jan 14, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| SPGI | SP S&P Global Inc. Common Stock (SPGI) | Jan 14, 2026 | Purchase | $15.0K – $50.0K | Filing ↗ |
| NFLX | SP Netflix, Inc. - Common Stock (NFLX) | Dec 12, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| FERG | SP Ferguson Enterprises Inc. Common Stock (FERG) | Dec 12, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| CHD | SP Church & Dwight Company, Inc. Common Stock (CHD) | Oct 10, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| ACN | SP Accenture plc Class A Ordinary Shares (ACN) | Sep 12, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| ACN | SP Accenture plc Class A Ordinary Shares (ACN) | Aug 19, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| ATO | SP Atmos Energy Corporation Common Stock (ATO) | Aug 19, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10074380 | 155 | PARTIAL | 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.