| HORIZON | TRADES | WIN RATE | INSIDER RETURN | SPY RETURN | MEAN EXCESS | MEDIAN EXCESS | T-STAT |
|---|---|---|---|---|---|---|---|
| 7d | 4 | +0.00% | +2.91% | +0.51% | +2.40% | +2.52% | — |
| 14d | 4 | +0.00% | +2.46% | +0.78% | +1.68% | +1.99% | — |
| 30d | 4 | +50.00% | +3.25% | +2.39% | +0.86% | +0.71% | — |
| 60d | 4 | +50.00% | +3.01% | +3.25% | -0.24% | -2.28% | — |
| 90d | 4 | +50.00% | +6.44% | +4.28% | +2.16% | +0.08% | — |
| 180d | 4 | +25.00% | +19.02% | +12.56% | +6.46% | +6.69% | — |
| 1y | 4 | +25.00% | +24.44% | +13.24% | +11.19% | +4.50% | — |
| 2y | 4(1 pending) | +33.33% | +23.85% | +19.53% | +4.32% | -14.37% | — |
| COMPANY | TYPE | SHARES | PRICE | VALUE | HELD AFTER | TRADE DATE | FILED | DETAILS |
|---|---|---|---|---|---|---|---|---|
| SCHW SCHWAB CHARLES CORP | PURCHASEGRANT Stock grant | 3,977 | — | — | 3,977 | May 26, 2026 | May 27, 2026 ↗ | View → |
| SCHW SCHWAB CHARLES CORP | PURCHASEGRANT Stock grant | 1,602 | — | — | 12,268 | May 26, 2026 | May 27, 2026 ↗ | View → |
| ACN ACCENTURE PLC | PURCHASEGRANT Stock grant | 14 | — | — | 9,614 | May 15, 2026 | May 19, 2026 ↗ | View → |
| SCHW SCHWAB CHARLES CORP | SALE | 2,500 | $91.16 | $227.9K | 23,983 | May 13, 2026 | May 14, 2026 ↗ | View → |
| SCHW SCHWAB CHARLES CORP | SALE | 7,866 | — | — | 0 | May 13, 2026 | May 14, 2026 ↗ | View → |
| SCHW SCHWAB CHARLES CORP | PURCHASE | 7,866 | $28.96 | $227.8K | 10,666 | May 13, 2026 | May 14, 2026 ↗ | View → |
| ACN ACCENTURE PLC | SALE | 2 | $224.11 | $448 | 9,600 | Feb 13, 2026 | Feb 17, 2026 ↗ | View → |
| ACN ACCENTURE PLC | PURCHASEGRANT Stock grant | 5 | — | — | 9,602 | Feb 13, 2026 | Feb 17, 2026 ↗ | View → |
| ACN ACCENTURE PLC | SALE | 225 | $236.55 | $53.2K | 9,597 | Feb 6, 2026 | Feb 10, 2026 ↗ | View → |
| ACN ACCENTURE PLC | PURCHASEGRANT Stock grant | 1,344 | — | — | 9,822 | Jan 28, 2026 | Jan 29, 2026 ↗ | View → |
| ACN ACCENTURE PLC | PURCHASEGRANT Stock grant | 5 | — | — | 8,478 | Nov 14, 2025 | Nov 18, 2025 ↗ | View → |
| ACN ACCENTURE PLC | PURCHASEGRANT Stock grant | 4 | $247.57 | $990 | 8,473 | Aug 15, 2025 | Aug 18, 2025 ↗ | View → |
| SCHW SCHWAB CHARLES CORP | PURCHASEGRANT Stock grant | 1,462 | — | — | 10,666 | May 27, 2025 | May 29, 2025 ↗ | View → |
| SCHW SCHWAB CHARLES CORP | PURCHASEGRANT Stock grant | 3,646 | — | — | 3,646 | May 27, 2025 | May 29, 2025 ↗ | View → |
| ACN ACCENTURE PLC | PURCHASEGRANT Stock grant | 3 | — | — | 8,469 | May 15, 2025 | May 16, 2025 ↗ | View → |
| ACN ACCENTURE PLC | PURCHASEGRANT Stock grant | 3 | — | — | 8,468 | Feb 14, 2025 | Feb 18, 2025 ↗ | View → |
| ACN ACCENTURE PLC | SALE | 2 | $389.22 | $778 | 8,466 | Feb 14, 2025 | Feb 18, 2025 ↗ | View → |
| CRNC CERENCE INC. | PURCHASEGRANT Stock grant | 9,955 | $0.01 | $100 | 63,485 | Feb 13, 2025 | Feb 18, 2025 ↗ | View → |
| ACN ACCENTURE PLC | PURCHASEGRANT Stock grant | 612 | — | — | 8,465 | Feb 6, 2025 | Feb 7, 2025 ↗ | View → |
| ACN ACCENTURE PLC | SALE | 238 | $383.32 | $91.2K | 7,853 | Jan 31, 2025 | Feb 4, 2025 ↗ | View → |
| SCHW SCHWAB CHARLES CORP | PURCHASE | 8,548 | $31.21 | $266.8K | 9,204 | Jan 23, 2025 | Jan 27, 2025 ↗ | View → |
| SCHW SCHWAB CHARLES CORP | SALE | 8,548 | — | — | 0 | Jan 23, 2025 | Jan 27, 2025 ↗ | View → |
| SCHW SCHWAB CHARLES CORP | SALE | 8,548 | $81.82 | $699.4K | 18,617 | Jan 23, 2025 | Jan 27, 2025 ↗ | View → |
| ACN ACCENTURE PLC | PURCHASEGRANT Stock grant | 3 | — | — | 8,091 | Nov 15, 2024 | Nov 19, 2024 ↗ | View → |
| ACN ACCENTURE PLC | PURCHASEGRANT Stock grant | 3 | — | — | 8,088 | Aug 15, 2024 | Aug 16, 2024 ↗ | View → |
| SCHW SCHWAB CHARLES CORP | PURCHASEGRANT Stock grant | 1,809 | — | — | 9,204 | May 28, 2024 | May 30, 2024 ↗ | View → |
| SCHW SCHWAB CHARLES CORP | PURCHASEGRANT Stock grant | 4,496 | — | — | 4,496 | May 28, 2024 | May 30, 2024 ↗ | View → |
| ACN ACCENTURE PLC | PURCHASEGRANT Stock grant | 3 | — | — | 8,085 | May 15, 2024 | May 17, 2024 ↗ | View → |
| SCHW SCHWAB CHARLES CORP | SALE | 5,011 | — | — | 0 | Apr 16, 2024 | Apr 18, 2024 ↗ | View → |
| SCHW SCHWAB CHARLES CORP | PURCHASE | 5,011 | $25.01 | $125.3K | 7,395 | Apr 16, 2024 | Apr 18, 2024 ↗ | View → |
| SCHW SCHWAB CHARLES CORP | SALE | 5,011 | $71.11 | $356.3K | 18,617 | Apr 16, 2024 | Apr 18, 2024 ↗ | View → |
| CRNC CERENCE INC. | PURCHASEGRANT Stock grant | 7,196 | $0.01 | $72 | 53,530 | Feb 15, 2024 | Feb 16, 2024 ↗ | View → |
| ACN ACCENTURE PLC | SALE | 2 | $372.35 | $745 | 8,082 | Feb 15, 2024 | Feb 20, 2024 ↗ | View → |
| ACN ACCENTURE PLC | PURCHASEGRANT Stock grant | 4 | — | — | 8,084 | Feb 15, 2024 | Feb 20, 2024 ↗ | View → |
| ACN ACCENTURE PLC | SALE | 313 | $367.33 | $115.0K | 8,080 | Feb 1, 2024 | Feb 5, 2024 ↗ | View → |
| ACN ACCENTURE PLC | PURCHASEGRANT Stock grant | 652 | — | — | 8,393 | Jan 31, 2024 | Feb 1, 2024 ↗ | View → |
| ACN ACCENTURE PLC | PURCHASEGRANT Stock grant | 4 | — | — | 7,741 | Nov 15, 2023 | Nov 16, 2023 ↗ | View → |
| ACN ACCENTURE PLC | PURCHASEGRANT Stock grant | 4 | — | — | 7,737 | Aug 15, 2023 | Aug 16, 2023 ↗ | View → |
| SCHW SCHWAB CHARLES CORP | PURCHASEGRANT Stock grant | 2,496 | — | — | 7,395 | May 22, 2023 | May 24, 2023 ↗ | View → |
| SCHW SCHWAB CHARLES CORP | PURCHASEGRANT Stock grant | 5,464 | — | — | 5,464 | May 22, 2023 | May 24, 2023 ↗ | View → |
| ACN ACCENTURE PLC | PURCHASEGRANT Stock grant | 4 | — | — | 7,733 | May 15, 2023 | May 16, 2023 ↗ | View → |
| ACN ACCENTURE PLC | SALE | 1 | $284.90 | $285 | 7,729 | Feb 15, 2023 | Feb 17, 2023 ↗ | View → |
| ACN ACCENTURE PLC | PURCHASEGRANT Stock grant | 3 | — | — | 7,730 | Feb 15, 2023 | Feb 17, 2023 ↗ | View → |
| CRNC CERENCE INC. | PURCHASEGRANT Stock grant | 5,419 | $0.01 | $54 | 46,334 | Feb 9, 2023 | Feb 10, 2023 ↗ | View → |
| ACN ACCENTURE PLC | PURCHASEGRANT Stock grant | 855 | — | — | 7,727 | Feb 1, 2023 | Feb 2, 2023 ↗ | View → |
| ACN ACCENTURE PLC | SALE | 124 | $274.10 | $34.0K | 6,872 | Jan 26, 2023 | Jan 30, 2023 ↗ | View → |
| ACN ACCENTURE PLC | PURCHASEGRANT Stock grant | 3 | — | — | 6,996 | Nov 15, 2022 | Nov 17, 2022 ↗ | View → |
| ACN ACCENTURE PLC | PURCHASEGRANT Stock grant | 3 | — | — | 6,993 | Aug 15, 2022 | Aug 17, 2022 ↗ | View → |
| SCHW SCHWAB CHARLES CORP | PURCHASEGRANT Stock grant | 4,703 | — | — | 4,703 | May 19, 2022 | May 23, 2022 ↗ | View → |
| SCHW SCHWAB CHARLES CORP | PURCHASEGRANT Stock grant | 2,054 | — | — | 4,899 | May 19, 2022 | May 23, 2022 ↗ | View → |
| ACN ACCENTURE PLC | PURCHASEGRANT Stock grant | 3 | — | — | 6,990 | May 13, 2022 | May 17, 2022 ↗ | View → |
| ACN ACCENTURE PLC | SALE | 2 | $330.34 | $661 | 6,987 | Feb 15, 2022 | Feb 17, 2022 ↗ | View → |
| ACN ACCENTURE PLC | PURCHASEGRANT Stock grant | 3 | — | — | 6,989 | Feb 15, 2022 | Feb 17, 2022 ↗ | View → |
| ACN ACCENTURE PLC | SALE | 325 | $347.95 | $113.1K | 6,986 | Feb 3, 2022 | Feb 4, 2022 ↗ | View → |
| CRNC CERENCE INC. | PURCHASEGRANT Stock grant | 1,822 | $0.01 | $18 | 40,915 | Feb 2, 2022 | Feb 3, 2022 ↗ | View → |
| ACN ACCENTURE PLC | PURCHASEGRANT Stock grant | 684 | — | — | 7,311 | Jan 26, 2022 | Jan 27, 2022 ↗ | View → |
| ACN ACCENTURE PLC | PURCHASEGRANT Stock grant | 3 | — | — | 6,627 | Nov 15, 2021 | Nov 16, 2021 ↗ | View → |
| ACN ACCENTURE PLC | PURCHASEGRANT Stock grant | 3 | — | — | 6,624 | Aug 13, 2021 | Aug 17, 2021 ↗ | View → |
| SCHW SCHWAB CHARLES CORP | SALE | 19,845 | $73.75 | $1.46M | 16,465 | May 28, 2021 | May 28, 2021 ↗ | View → |
| SCHW SCHWAB CHARLES CORP | PURCHASE | 14,345 | $19.21 | $275.6K | 30,810 | May 28, 2021 | May 28, 2021 ↗ | View → |
| SCHW SCHWAB CHARLES CORP | SALE | 5,500 | — | — | 5,011 | May 28, 2021 | May 28, 2021 ↗ | View → |
| SCHW SCHWAB CHARLES CORP | PURCHASE | 5,500 | $25.01 | $137.6K | 36,310 | May 28, 2021 | May 28, 2021 ↗ | View → |
| SCHW SCHWAB CHARLES CORP | SALE | 14,345 | — | — | 0 | May 28, 2021 | May 28, 2021 ↗ | View → |
| SCHW SCHWAB CHARLES CORP | PURCHASEGRANT Stock grant | 1,529 | — | — | 4,997 | May 17, 2021 | May 19, 2021 ↗ | View → |
| SCHW SCHWAB CHARLES CORP | PURCHASEGRANT Stock grant | 4,390 | — | — | 4,390 | May 17, 2021 | May 19, 2021 ↗ | View → |
| ACN ACCENTURE PLC | PURCHASEGRANT Stock grant | 3 | — | — | 6,621 | May 14, 2021 | May 17, 2021 ↗ | View → |
| ACN ACCENTURE PLC | SALE | 2 | $257.00 | $514 | 6,618 | Feb 12, 2021 | Feb 16, 2021 ↗ | View → |
| ACN ACCENTURE PLC | PURCHASEGRANT Stock grant | 4 | — | — | 6,620 | Feb 12, 2021 | Feb 16, 2021 ↗ | View → |
| CRNC CERENCE INC. | PURCHASEGRANT Stock grant | 1,045 | $0.01 | $10 | 39,093 | Feb 11, 2021 | Feb 16, 2021 ↗ | View → |
| ACN ACCENTURE PLC | PURCHASEGRANT Stock grant | 885 | — | — | 6,616 | Feb 3, 2021 | Feb 4, 2021 ↗ | View → |
| ACN ACCENTURE PLC | SALE | 517 | $245.48 | $126.9K | 5,731 | Jan 30, 2021 | Feb 2, 2021 ↗ | View → |
| SCHW SCHWAB CHARLES CORP | SALE | 11,344 | — | — | 0 | Nov 18, 2020 | Nov 19, 2020 ↗ | View → |
| SCHW SCHWAB CHARLES CORP | PURCHASE | 11,344 | $17.62 | $199.9K | 42,315 | Nov 18, 2020 | Nov 19, 2020 ↗ | View → |
| SCHW SCHWAB CHARLES CORP | SALE | 27,835 | $48.61 | $1.35M | 14,480 | Nov 18, 2020 | Nov 19, 2020 ↗ | View → |
| SCHW SCHWAB CHARLES CORP | SALE | 16,491 | — | — | 0 | Nov 18, 2020 | Nov 19, 2020 ↗ | View → |
| SCHW SCHWAB CHARLES CORP | PURCHASE | 16,491 | $12.66 | $208.8K | 30,971 | Nov 18, 2020 | Nov 19, 2020 ↗ | View → |
| ACN ACCENTURE PLC | PURCHASEGRANT Stock grant | 4 | — | — | 6,248 | Nov 13, 2020 | Nov 17, 2020 ↗ | View → |
| ACN ACCENTURE PLC | PURCHASEGRANT Stock grant | 4 | — | — | 6,244 | Aug 14, 2020 | Aug 18, 2020 ↗ | View → |
| ACN ACCENTURE PLC | PURCHASEGRANT Stock grant | 5 | $180.90 | $904 | 6,240 | May 15, 2020 | May 19, 2020 ↗ | View → |
| SCHW SCHWAB CHARLES CORP | PURCHASEGRANT Stock grant | 6,655 | — | — | 6,655 | May 14, 2020 | May 18, 2020 ↗ | View → |
| SCHW SCHWAB CHARLES CORP | PURCHASEGRANT Stock grant | 3,396 | — | — | 7,167 | May 14, 2020 | May 18, 2020 ↗ | View → |
| CRNC CERENCE INC. | PURCHASEGRANT Stock grant | 5,475 | — | — | 38,048 | Feb 20, 2020 | Feb 21, 2020 ↗ | View → |
| ACN ACCENTURE PLC | SALE | 2 | $212.44 | $425 | 6,235 | Feb 14, 2020 | Feb 19, 2020 ↗ | View → |
| ACN ACCENTURE PLC | PURCHASEGRANT Stock grant | 6 | — | — | 6,237 | Feb 14, 2020 | Feb 19, 2020 ↗ | View → |
| ACN ACCENTURE PLC | SALE | 330 | $206.81 | $68.2K | 6,231 | Feb 1, 2020 | Feb 4, 2020 ↗ | View → |
| ACN ACCENTURE PLC | PURCHASEGRANT Stock grant | 1,062 | — | — | 6,561 | Jan 30, 2020 | Feb 3, 2020 ↗ | View → |