
Transactions
30
Total transactions associated with this filer
Disclosed purchases
16
$30.0K – $275.0K
Average modeled return
+1373.4%
6 of 16 purchases modeled
Average vs. S&P 500
+1209.3%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
6 most recent modeled purchases. The summary and table include all modeled purchases.
MARKET ANALYSIS
Modeled purchase performance · Since purchase
6 of 16 disclosed purchases have modeled returns for this period. 10 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| FTAI | FTAI Aviation Ltd. | Jun 28, 2016 | Nov 6, 2026 | +4085.5% | +325.9% | +3759.6% |
| FTAI | FTAI Aviation Ltd. | Jul 1, 2016 | Nov 6, 2026 | +3963.6% | +312.2% | +3651.4% |
| BHP | BHP Group Ltd | Mar 29, 2022 | Nov 6, 2026 | +50.0% | +69.2% | -19.2% |
| BHP | BHP Group Ltd | Jun 27, 2022 | Nov 6, 2026 | +75.4% | +100.1% | -24.7% |
| FIP | FTAI Infrastructure Inc. | Aug 2, 2022 | Nov 6, 2026 | +43.4% | +90.6% | -47.2% |
| WDS | WOODSIDE ENERGY GROUP LTD | Jun 2, 2022 | Nov 6, 2026 | +22.7% | +87.1% | -64.4% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 2 · 30 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| ENB | ENBRIDGE INC | May 5, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| WTSHF | UBS SEP IRA WESTSHORE TERM INVST CP | May 5, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| WPM | Wheaton Precious Metals Corp. | May 5, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| WDS | WOODSIDE ENERGY GROUP LTD | May 5, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| CODI | Compass Diversified Holdings | May 5, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| ET | Energy Transfer LP | May 5, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| FIP | FTAI Infrastructure Inc. | May 5, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| SOUHY | South32 Limited | May 5, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| FTAI | FTAI Aviation Ltd. | May 5, 2026 | sale | $50.0K – $100.0K | Filing ↗ |
| HII | HUNTINGTON INGALLS INDUSTRIES, INC. | May 5, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| IAG | IAMGOLD CORP | May 5, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| RRC | RANGE RESOURCES CORP | May 5, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| FIP | FTAI Infrastructure Inc. | Aug 2, 2022 | purchase | $1.0K – $15.0K | Filing ↗ |
| BHP | BHP Group Ltd | Jun 27, 2022 | purchase | $15.0K – $50.0K | Filing ↗ |
| WDS | WOODSIDE ENERGY GROUP LTD | Jun 2, 2022 | purchase | $1.0K – $15.0K | Filing ↗ |
| BHP | BHP Group Ltd | Mar 29, 2022 | purchase | $1.0K – $15.0K | Filing ↗ |
| FTAI | FTAI Aviation Ltd. | Jul 1, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | JMVAX - Perkins Mid Cap Valve Fund (1) | Jun 29, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | LMHIX - Western Asset Municiple High Dc Fund (1) | Jun 29, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | HFOIX - Henderson Intract'l Opp Fund Class | Jun 29, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | MANLX - Blackrock Nat'l Municipple Fund | Jun 29, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | ACITX - American Century P.A. Adjusted Trans. | Jun 29, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
| FTAI | FTAI Aviation Ltd. | Jun 28, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | LEXCX - Voya Corporate Leaders Trust Series B | Jun 28, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | ATOIX - Alpine Income TR ULT Muni Dist | Jun 28, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076043 | 90 | 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