Transactions
14
Total transactions associated with this filer
Disclosed purchases
6
$104.0K – $260.0K
Average modeled return
+65.0%
4 modeled purchases
Average vs. S&P 500
-25.1%
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↑↓ |
|---|---|---|---|---|---|---|
| WMT | g fedcbF IlINg S TATuS : New S ubHOldINg O F : FI-IRA ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > SP Walmart Inc. (WMT) | May 28, 2020 | Sep 21, 2026 | +182.9% | +178.9% | +4.0% |
| SPCX | SpaceX (SPCX) | Jun 15, 2026 | Sep 18, 2026 | -20.7% | +1.4% | -22.1% |
| SPCX | 2000164887 SpaceX (SPCX) | Jun 15, 2026 | Sep 18, 2026 | -20.7% | +1.4% | -22.1% |
| JNJ | g fedcF IlINg S TATuS : New S ubHOldINg O F : FI-IRA SP Johnson & Johnson (JNJ) | May 28, 2020 | Sep 21, 2026 | +118.6% | +178.9% | -60.3% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 14 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| SPCX | SpaceX (SPCX) | Jun 15, 2026 | Purchase | $50.0K – $100.0K | Filing ↗ |
| SPCX | 2000164887 SpaceX (SPCX) | Jun 15, 2026 | Purchase | $50.0K – $100.0K | Filing ↗ |
| WMT | g fedcF IlINg S TATuS : New S ubHOldINg O F : FI-IRA SP Walmart Inc. (WMT) | Jun 29, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| JNJ | g fedcbF IlINg S TATuS : New S ubHOldINg O F : FI-IRA SP Johnson & Johnson (JNJ) | Jun 29, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | g fedcF IlINg S TATuS : New S ubHOldINg O F : FI-IRA SP Microsoft Corporation (MSFT) | Jun 29, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| NKE | g fedcbF IlINg S TATuS : New S ubHOldINg O F : FI-IRA SP Nike, Inc. (NKE) | Jun 29, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| SFST | g fedcF IlINg S TATuS : New S ubHOldINg O F : FI-IRA SP Southern First bancshares, I nc.(SFST) | Jun 29, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| AMZN | g fedcbF IlINg S TATuS : New S ubHOldINg O F : FI-IRA SP Amazon.com, Inc. (AMZN) | Jun 29, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| CRM | g fedcbF IlINg S TATuS : New S ubHOldINg O F : FI-IRA SP Salesforce.com Inc (CRM) | Jun 29, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| CVX | g fedcF IlINg S TATuS : New S ubHOldINg O F : FI-IRA SP Chevron Corporation (CVX) | Jun 29, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| JNJ | g fedcF IlINg S TATuS : New S ubHOldINg O F : FI-IRA SP Johnson & Johnson (JNJ) | May 28, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| CRM | g fedcF IlINg S TATuS : New S ubHOldINg O F : FI-IRA SP Salesforce.com Inc (CRM) | May 28, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| WMT | g fedcbF IlINg S TATuS : New S ubHOldINg O F : FI-IRA ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > SP Walmart Inc. (WMT) | May 28, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AMZN | g fedcbF IlINg S TATuS : New S ubHOldINg O F : FI-IRA SP Amazon.com, Inc. (AMZN) | May 28, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076954 | 15 | 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.