Transactions
323
Total transactions associated with this filer
Disclosed purchases
178
$1.7M – $5.9M
Average modeled return
+190.7%
117 of 178 purchases modeled
Average vs. S&P 500
-62.0%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
12 most recent modeled purchases. The summary and table include all modeled purchases.
MARKET ANALYSIS
Modeled purchase performance · Since purchase
117 of 178 disclosed purchases have modeled returns for this period. 61 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| PWR | QUANTA SERVICES, INC. | Feb 12, 2015 | Nov 6, 2026 | +1811.7% | +327.1% | +1484.6% |
| AAPL | Apple Inc. | Aug 13, 2015 | Nov 6, 2026 | +1227.9% | +323.7% | +904.2% |
| GOOG | Alphabet Inc. | Nov 10, 2014 | Nov 6, 2026 | +949.9% | +339.9% | +610.0% |
| COST | COSTCO WHOLESALE CORP /NEW | Aug 13, 2015 | Nov 6, 2026 | +767.9% | +323.7% | +444.2% |
| V | VISA INC. | Oct 23, 2014 | Nov 6, 2026 | +758.9% | +360.3% | +398.6% |
| JPM | JPMORGAN CHASE & CO | Oct 7, 2015 | Nov 6, 2026 | +619.2% | +341.1% | +278.1% |
| VGT | Vanguard Information Tech ETF (VGT) | Jan 10, 2019 | Nov 6, 2026 | +436.5% | +218.3% | +218.2% |
| AMZN | AMAZON COM INC | Jul 3, 2017 | Nov 6, 2026 | +443.8% | +250.2% | +193.6% |
| AMZN | AMAZON COM INC | Jun 28, 2017 | Nov 6, 2026 | +423.7% | +248.3% | +175.3% |
| QQQ | Invesco QQQ | Mar 29, 2018 | Nov 6, 2026 | +332.5% | +217.8% | +114.7% |
| QQQ | Invesco QQQ | Mar 29, 2018 | Nov 6, 2026 | +332.5% | +217.8% | +114.7% |
| QQQ | Invesco QQQ | Mar 29, 2018 | Nov 6, 2026 | +332.5% | +217.8% | +114.7% |
| IWF | iShares Russell 1000 Growth ETF | Jan 26, 2017 | Nov 6, 2026 | +342.8% | +273.2% | +69.5% |
| IWF | iShares Russell 1000 Growth ETF | Jan 30, 2017 | Nov 6, 2026 | +344.9% | +276.2% | +68.8% |
| AME | AMETEK INC/ | Feb 20, 2015 | Nov 6, 2026 | +379.1% | +322.4% | +56.7% |
| PAVE | Global X Funds Global X U.S. Infrastructure Development ETF | Dec 11, 2020 | Nov 6, 2026 | +154.2% | +117.6% | +36.6% |
| PAVE | Global X Funds Global X U.S. Infrastructure Development ETF | Dec 9, 2020 | Nov 6, 2026 | +152.3% | +117.3% | +35.0% |
| PPA | DPJ & KAJ joint account Invesco Aerospace & Defense ETF | May 19, 2022 | Nov 6, 2026 | +128.0% | +100.5% | +27.5% |
| ICE | Intercontinental Exchange, Inc. | Jan 23, 2015 | Nov 6, 2026 | +361.7% | +335.4% | +26.3% |
| IVV | iShares Core S&P 500 ETF | Mar 4, 2019 | Nov 6, 2026 | +196.3% | +194.9% | +1.4% |
| IVV | iShares Core S&P 500 ETF | Jul 24, 2019 | Nov 6, 2026 | +172.0% | +170.8% | +1.2% |
| SPY | SPDR S&P 500 ETF TRUST | Jun 21, 2019 | Nov 6, 2026 | +177.7% | +177.7% | +0.0% |
| SPY | SPDR S&P 500 ETF TRUST | Jul 7, 2017 | Nov 6, 2026 | +250.3% | +250.3% | +0.0% |
| SPY | SPDR S&P 500 ETF TRUST | Jun 8, 2020 | Nov 6, 2026 | +148.7% | +148.7% | +0.0% |
| SPY | SPDR S&P 500 ETF TRUST | Jan 13, 2016 | Nov 6, 2026 | +363.0% | +363.0% | +0.0% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 13 · 323 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | MAI Managed | Jan 10, 2025 | sale | $50.0K – $100.0K | Filing ↗ |
| — | MAI Managed Income Fund | Nov 19, 2024 | sale | $50.0K – $100.0K | Filing ↗ |
| XBI | SPDR S&P Biotech ETF | Jun 30, 2023 | sale | $15.0K – $50.0K | Filing ↗ |
| BLK | BlackRock, Inc. | Jun 30, 2023 | sale | $15.0K – $50.0K | Filing ↗ |
| GBDC | GOLUB CAPITAL BDC, Inc. | Jun 30, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| TRP | TC ENERGY CORP | Jun 23, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| C | CITIGROUP INC | Jun 22, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| IWF | iShares Russell 1000 Growth ETF | Jun 19, 2023 | sale | $15.0K – $50.0K | Filing ↗ |
| BA | BOEING CO | Jun 19, 2023 | sale | $15.0K – $50.0K | Filing ↗ |
| GBDC | GOLUB CAPITAL BDC, Inc. | Jun 19, 2023 | sale | $15.0K – $50.0K | Filing ↗ |
| IWF | iShares Russell 1000 Growth ETF | Jun 19, 2023 | sale | $15.0K – $50.0K | Filing ↗ |
| GBDC | GOLUB CAPITAL BDC, Inc. | Jul 14, 2022 | sale | $15.0K – $50.0K | Filing ↗ |
| VCSH | Vanguard Short-Term Corporate Bond ETF | Jul 14, 2022 | purchase | $15.0K – $50.0K | Filing ↗ |
| GBDC | GOLUB CAPITAL BDC, Inc. | Jul 12, 2022 | sale | $15.0K – $50.0K | Filing ↗ |
| PPA | DPJ & KAJ joint account Invesco Aerospace & Defense ETF | May 19, 2022 | purchase | $1.0K – $15.0K | Filing ↗ |
| PAVE | Global X Funds Global X U.S. Infrastructure Development ETF | May 19, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| VCSH | Vanguard Short-Term Corporate Bond ETF | May 17, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| AMJ | JPMorgan Chase Capital XVI JP Morgan Alerian MLP ETN | Sep 14, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| MDY | SPDR S&P MIDCAP 400 ETF TRUST | Sep 14, 2021 | purchase | $1.0K – $15.0K | Filing ↗ |
| PAVE | Global X Funds Global X U.S. Infrastructure Development ETF | Dec 11, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| IWM | iShares Russell 2000 ETF | Dec 9, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| PAVE | Global X Funds Global X U.S. Infrastructure Development ETF | Dec 9, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| IWM | iShares Russell 2000 ETF | Dec 2, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| — | FIDELITY LIMITED TERM MUNI INCOME FUND | Jul 2, 2020 | sale | $15.0K – $50.0K | Filing ↗ |
| IEFA | iShares Core MSCI EAFE ETF | Jun 26, 2020 | sale | $15.0K – $50.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10078592 | 179 | 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. Read the modeling methodology · Review data sources and coverage · Explore other politicians