| HORIZON | TRADES | WIN RATE | INSIDER RETURN | SPY RETURN | MEAN EXCESS | MEDIAN EXCESS | T-STAT |
|---|---|---|---|---|---|---|---|
| 7d | 2 | +100.00% | +9.23% | -0.26% | +9.49% | +9.49% | — |
| 14d | 2 | +50.00% | +12.78% | +0.01% | +12.77% | +12.77% | — |
| 30d | 2 | +0.00% | +1.70% | -1.25% | +2.96% | +2.96% | — |
| 60d | 2 | +100.00% | +1.65% | +1.10% | +0.55% | +0.55% | — |
| 90d | 2 | +100.00% | +3.56% | +1.67% | -4.03% | -4.03% | — |
| 180d | 2(1 pending) | +0.00% | +6.41% | -1.71% | +8.12% | +8.12% | — |
| 1y | 2(1 pending) | +0.00% | +21.07% | +15.22% | +5.85% | +5.85% | — |
| 2y | 2(2 pending) | — | — | — | — | — | — |
| COMPANY | TYPE | SHARES | PRICE | VALUE | HELD AFTER | TRADE DATE | FILED | DETAILS |
|---|---|---|---|---|---|---|---|---|
| AXP AMERICAN EXPRESS CO | PURCHASEGRANT Stock grant | 119.746 | $334.04 | $40.0K | 20,991.92 | Jun 30, 2026 | Jul 2, 2026 ↗ | View → |
| AXP AMERICAN EXPRESS CO | PURCHASEGRANT Stock grant | 742.115 | — | — | 20,811.843 | May 5, 2026 | May 7, 2026 ↗ | View → |
| AXP AMERICAN EXPRESS CO | PURCHASEGRANT Stock grant | 133.721 | $299.13 | $40.0K | 20,069.728 | Mar 31, 2026 | Apr 2, 2026 ↗ | View → |
| VERX VERTEX, INC. | PURCHASE President and CEO | 60,000 | $12.18 | $730.8K | 60,000 | Feb 23, 2026 | Feb 25, 2026 ↗ | View → |
| AXP AMERICAN EXPRESS CO | PURCHASEGRANT Stock grant | 105.636 | $378.66 | $40.0K | 19,891.099 | Dec 31, 2025 | Jan 5, 2026 ↗ | View → |
| QCOM QUALCOMM INC/DE | PURCHASEGRANT Stock grant | 168 | — | — | 2,116.962 | Dec 31, 2025 | Jan 5, 2026 ↗ | View → |
| VERX VERTEX, INC. | PURCHASEGRANT Stock grant | 1,300,728 | — | — | 1,300,728 | Dec 1, 2025 | Dec 3, 2025 ↗ | View → |
| AXP AMERICAN EXPRESS CO | PURCHASEGRANT Stock grant | 119.275 | $335.36 | $40.0K | 19,741.46 | Sep 30, 2025 | Oct 2, 2025 ↗ | View → |
| QCOM QUALCOMM INC/DE | PURCHASEGRANT Stock grant | 172 | — | — | 1,939.055 | Sep 30, 2025 | Oct 1, 2025 ↗ | View → |
| AXP AMERICAN EXPRESS CO | PURCHASEGRANT Stock grant | 132.385 | $302.15 | $40.0K | 19,568.236 | Jun 30, 2025 | Jul 2, 2025 ↗ | View → |
| QCOM QUALCOMM INC/DE | PURCHASEGRANT Stock grant | 1,748 | — | — | 1,748 | May 12, 2025 | May 13, 2025 ↗ | View → |
| AXP AMERICAN EXPRESS CO | PURCHASEGRANT Stock grant | 948.467 | — | — | 19,382.722 | Apr 29, 2025 | May 1, 2025 ↗ | View → |
| AXP AMERICAN EXPRESS CO | PURCHASEGRANT Stock grant | 149.365 | $267.80 | $40.0K | 18,434.255 | Mar 31, 2025 | Apr 2, 2025 ↗ | View → |
| AXP AMERICAN EXPRESS CO | PURCHASEGRANT Stock grant | 133.55 | $299.52 | $40.0K | 18,243.73 | Dec 31, 2024 | Jan 3, 2025 ↗ | View → |
| MSFT MICROSOFT CORP | SALE EVP, Business Development | 7,200 | $423.66 | $3.05M | 103,366.464 | Nov 12, 2024 | Nov 12, 2024 ↗ | View → |
| MSFT MICROSOFT CORP | SALE EVP, Business Development | 10,531.811 | $422.54 | $4.45M | 110,529.144 | Nov 11, 2024 | Nov 12, 2024 ↗ | View → |
| AXP AMERICAN EXPRESS CO | PURCHASEGRANT Stock grant | 151.89 | $263.35 | $40.0K | 18,066.209 | Sep 30, 2024 | Oct 2, 2024 ↗ | View → |
| MSFT MICROSOFT CORP | PURCHASEGRANT Stock grant | 8,990 | — | — | 121,060.955 | Sep 16, 2024 | Sep 18, 2024 ↗ | View → |
| MSFT MICROSOFT CORP | PURCHASEGRANT Stock grant | 19,573 | — | — | 126,213.059 | Sep 3, 2024 | Sep 3, 2024 ↗ | View → |
| MSFT MICROSOFT CORP | SALE EVP, Business Development | 14,162.023 | $417.14 | $5.91M | 112,070.955 | Sep 3, 2024 | Sep 3, 2024 ↗ | View → |
| AXP AMERICAN EXPRESS CO | PURCHASEGRANT Stock grant | 174.85 | $228.77 | $40.0K | 17,861.756 | Jun 30, 2024 | Jul 2, 2024 ↗ | View → |
| AXP AMERICAN EXPRESS CO | PURCHASEGRANT Stock grant | 955.276 | — | — | 17,638.706 | May 6, 2024 | May 8, 2024 ↗ | View → |
| AXP AMERICAN EXPRESS CO | PURCHASEGRANT Stock grant | 166.63 | $223.97 | $37.3K | 16,683.43 | Mar 31, 2024 | Apr 2, 2024 ↗ | View → |
| MSFT MICROSOFT CORP | SALE EVP, Business Development | 2,806.561 | $407.72 | $1.14M | 106,640.059 | Feb 29, 2024 | Mar 4, 2024 ↗ | View → |
| AXP AMERICAN EXPRESS CO | PURCHASEGRANT Stock grant | 200.69 | $180.63 | $36.3K | 16,470.29 | Dec 31, 2023 | Jan 3, 2024 ↗ | View → |
| MSFT MICROSOFT CORP | SALE EVP, Business Development | 10,302.724 | $369.67 | $3.81M | 109,446.62 | Nov 13, 2023 | Nov 14, 2023 ↗ | View → |
| AXP AMERICAN EXPRESS CO | PURCHASEGRANT Stock grant | 232.51 | $155.91 | $36.3K | 16,206.61 | Sep 29, 2023 | Oct 3, 2023 ↗ | View → |
| MSFT MICROSOFT CORP | PURCHASEGRANT Stock grant | 11,442 | — | — | 119,698.772 | Sep 18, 2023 | Sep 19, 2023 ↗ | View → |
| MSFT MICROSOFT CORP | SALE EVP, Business Development | 16,150.191 | $328.79 | $5.31M | 108,256.772 | Aug 31, 2023 | Sep 1, 2023 ↗ | View → |
| MSFT MICROSOFT CORP | PURCHASEGRANT Stock grant | 25,271 | — | — | 124,376.717 | Aug 31, 2023 | Sep 1, 2023 ↗ | View → |
| AXP AMERICAN EXPRESS CO | PURCHASEGRANT Stock grant | 211.9 | $171.07 | $36.2K | 15,915.71 | Jun 30, 2023 | Jul 5, 2023 ↗ | View → |
| AXP AMERICAN EXPRESS CO | PURCHASEGRANT Stock grant | 1,364.595 | — | — | 15,646.18 | May 2, 2023 | May 4, 2023 ↗ | View → |
| AXP AMERICAN EXPRESS CO | PURCHASEGRANT Stock grant | 224.65 | $161.36 | $36.2K | 14,281.585 | Mar 31, 2023 | Apr 4, 2023 ↗ | View → |
| MSFT MICROSOFT CORP | SALE EVP, Business Development | 1,845.705 | $250.16 | $461.7K | 99,105.717 | Feb 28, 2023 | Mar 2, 2023 ↗ | View → |
| AXP AMERICAN EXPRESS CO | PURCHASEGRANT Stock grant | 247.96 | $146.19 | $36.2K | 14,016.27 | Dec 31, 2022 | Jan 4, 2023 ↗ | View → |
| MSFT MICROSOFT CORP | SALE EVP, Business Development | 10,303.22 | $242.98 | $2.50M | 100,951.422 | Nov 11, 2022 | Nov 14, 2022 ↗ | View → |
| AXP AMERICAN EXPRESS CO | PURCHASEGRANT Stock grant | 253.67 | $142.90 | $36.2K | 13,722.2 | Sep 30, 2022 | Oct 4, 2022 ↗ | View → |
| MSFT MICROSOFT CORP | PURCHASEGRANT Stock grant | 14,342 | — | — | 111,200.001 | Sep 19, 2022 | Sep 20, 2022 ↗ | View → |
| MSFT MICROSOFT CORP | SALE EVP, Business Development | 2,612.866 | $262.97 | $687.1K | 96,858.001 | Aug 31, 2022 | Sep 1, 2022 ↗ | View → |
| AXP AMERICAN EXPRESS CO | PURCHASEGRANT Stock grant | 254.71 | $142.32 | $36.3K | 13,425.543 | Jun 30, 2022 | Jul 5, 2022 ↗ | View → |
| AXP AMERICAN EXPRESS CO | PURCHASEGRANT Stock grant | 1,218.162 | — | — | 13,132.553 | May 3, 2022 | May 5, 2022 ↗ | View → |
| AXP AMERICAN EXPRESS CO | PURCHASEGRANT Stock grant | 191.424 | $187.00 | $35.8K | 11,914.391 | Mar 31, 2022 | Apr 4, 2022 ↗ | View → |
| MSFT MICROSOFT CORP | SALE EVP, Business Development | 1,072.836 | $297.31 | $319.0K | 99,437.164 | Feb 28, 2022 | Mar 2, 2022 ↗ | View → |
| AXP AMERICAN EXPRESS CO | PURCHASEGRANT Stock grant | 207.838 | $162.39 | $33.7K | 11,699.488 | Dec 31, 2021 | Jan 4, 2022 ↗ | View → |
| MSFT MICROSOFT CORP | SALE EVP, Business Development | 10,303 | $330.80 | $3.41M | 100,510 | Nov 11, 2021 | Nov 12, 2021 ↗ | View → |
| AXP AMERICAN EXPRESS CO | PURCHASEGRANT Stock grant | 199.315 | $169.33 | $33.8K | 11,462.23 | Sep 30, 2021 | Oct 4, 2021 ↗ | View → |
| MSFT MICROSOFT CORP | PURCHASEGRANT Stock grant | 12,423 | — | — | 110,753 | Sep 13, 2021 | Sep 15, 2021 ↗ | View → |
| MSFT MICROSOFT CORP | SALE EVP, Business Development | 2,147 | $303.59 | $651.8K | 2,219 | Aug 31, 2021 | Sep 1, 2021 ↗ | View → |
| AXP AMERICAN EXPRESS CO | PURCHASEGRANT Stock grant | 204.843 | $164.76 | $33.7K | 11,233.764 | Jun 30, 2021 | Jul 2, 2021 ↗ | View → |
| AXP AMERICAN EXPRESS CO | PURCHASEGRANT Stock grant | 1,339.136 | $149.35 | $200.0K | 11,003.378 | May 4, 2021 | May 6, 2021 ↗ | View → |
| AXP AMERICAN EXPRESS CO | PURCHASEGRANT Stock grant | 239.473 | $141.11 | $33.8K | 9,664.242 | Mar 31, 2021 | Apr 2, 2021 ↗ | View → |
| AXP AMERICAN EXPRESS CO | PURCHASEGRANT Stock grant | 286.357 | $117.86 | $33.8K | 9,393.27 | Dec 31, 2020 | Jan 5, 2021 ↗ | View → |
| MSFT MICROSOFT CORP | PURCHASEGRANT Stock grant | 83,122 | — | — | 100,440 | Nov 11, 2020 | Nov 13, 2020 ↗ | View → |
| MSFT MICROSOFT CORP | PURCHASEGRANT Stock grant | 17,318 | — | — | 17,318 | Nov 11, 2020 | Nov 13, 2020 ↗ | View → |
| AXP AMERICAN EXPRESS CO | PURCHASEGRANT Stock grant | 341.323 | $98.88 | $33.8K | 9,073.265 | Sep 30, 2020 | Oct 2, 2020 ↗ | View → |
| SNAP SNAP INC | PURCHASEGRANT Stock grant | 5,800 | — | — | 89,324 | Jul 19, 2020 | Jul 22, 2020 ↗ | View → |
| SNAP SNAP INC | PURCHASEGRANT Stock grant | 10,612 | — | — | 46,645 | Jul 19, 2020 | Jul 22, 2020 ↗ | View → |
| AXP AMERICAN EXPRESS CO | PURCHASEGRANT Stock grant | 343.546 | $98.24 | $33.7K | 8,695.149 | Jun 30, 2020 | Jul 2, 2020 ↗ | View → |
| AXP AMERICAN EXPRESS CO | PURCHASEGRANT Stock grant | 2,325.58 | $86.00 | $200.0K | 8,322.79 | May 5, 2020 | May 7, 2020 ↗ | View → |
| AXP AMERICAN EXPRESS CO | PURCHASEGRANT Stock grant | 374.673 | $82.60 | $30.9K | 5,997.21 | Mar 31, 2020 | Apr 2, 2020 ↗ | View → |
| AXP AMERICAN EXPRESS CO | PURCHASEGRANT Stock grant | 230.295 | $124.84 | $28.8K | 5,604.314 | Dec 31, 2019 | Jan 3, 2020 ↗ | View → |