Transactions
182
Total transactions associated with this filer
Disclosed purchases
89
$215.1K – $1.6M
Average modeled return
+151.1%
78 of 89 purchases modeled
Average vs. S&P 500
-3.9%
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
78 of 89 disclosed purchases have modeled returns for this period. 11 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | Dec 20, 2023 | Nov 6, 2026 | +785.3% | +62.2% | +723.2% |
| PWR | QUANTA SERVICES, INC. | May 26, 2021 | Nov 6, 2026 | +478.6% | +88.8% | +389.8% |
| AAPL | Apple Inc. | Aug 17, 2018 | Nov 6, 2026 | +566.1% | +192.1% | +374.0% |
| GOOG | Alphabet Inc. | Dec 30, 2016 | Nov 6, 2026 | +642.7% | +282.9% | +359.8% |
| AMZN | AMAZON COM INC | Dec 30, 2016 | Nov 6, 2026 | +591.6% | +282.9% | +308.7% |
| TDG | TransDigm Group INC | Oct 20, 2017 | Nov 6, 2026 | +500.4% | +228.2% | +272.2% |
| TDG | TransDigm Group INC | Oct 20, 2017 | Nov 6, 2026 | +500.4% | +228.2% | +272.2% |
| MSFT | MICROSOFT CORP | Aug 17, 2018 | Nov 6, 2026 | +432.8% | +192.1% | +240.7% |
| APO | Apollo Global Management, Inc. | Apr 15, 2019 | Nov 6, 2026 | +400.9% | +182.9% | +218.0% |
| WMB | WILLIAMS COMPANIES, INC. | Jul 27, 2020 | Nov 6, 2026 | +361.8% | +147.6% | +214.2% |
| WMB | WILLIAMS COMPANIES, INC. | Jul 28, 2020 | Nov 6, 2026 | +360.8% | +149.2% | +211.6% |
| GOOGL | Alphabet Inc. | Aug 17, 2018 | Nov 6, 2026 | +372.9% | +192.1% | +180.8% |
| GOOGL | Alphabet Inc. | Aug 20, 2018 | Nov 6, 2026 | +370.5% | +191.4% | +179.1% |
| XOM | ExxonMobil Holdings Corp | Mar 2, 2020 | Nov 6, 2026 | +309.0% | +161.6% | +147.4% |
| TMO | THERMO FISHER SCIENTIFIC INC. | Dec 30, 2016 | Nov 6, 2026 | +406.0% | +282.9% | +123.1% |
| TWST | Twist Bioscience Corp | Mar 2, 2020 | Nov 6, 2026 | +275.6% | +161.6% | +114.0% |
| INTC | INTEL CORP | Apr 3, 2025 | Nov 6, 2026 | +150.9% | +39.3% | +111.6% |
| JPM | JPMORGAN CHASE & CO | Aug 17, 2018 | Nov 6, 2026 | +264.0% | +192.1% | +71.9% |
| AZN | ASTRAZENECA PLC | Dec 30, 2016 | Nov 6, 2026 | +348.2% | +282.9% | +65.3% |
| SU | SUNCOR ENERGY INC | Mar 2, 2020 | Nov 6, 2026 | +220.6% | +161.6% | +59.0% |
| IBM | INTERNATIONAL BUSINESS MACHINES CORP | Oct 29, 2020 | Nov 6, 2026 | +199.6% | +141.6% | +58.0% |
| ABBV | AbbVie Inc. | Aug 5, 2022 | Nov 6, 2026 | +145.1% | +88.1% | +57.0% |
| HPE | Hewlett Packard Enterprise Co | Dec 30, 2016 | Nov 6, 2026 | +338.8% | +282.9% | +55.9% |
| APO | Apollo Global Management, Inc. | Mar 2, 2020 | Nov 6, 2026 | +215.0% | +161.6% | +53.4% |
| GOOGL | Alphabet Inc. | Apr 3, 2025 | Nov 6, 2026 | +89.8% | +39.3% | +50.6% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 8 · 182 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| INTC | INTEL CORP | Jun 10, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| GD | GENERAL DYNAMICS CORP | Jun 10, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| AMT | AMERICAN TOWER CORP /MA/ | May 11, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| TMO | THERMO FISHER SCIENTIFIC INC. | May 7, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| PWR | QUANTA SERVICES, INC. | May 7, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| INTC | INTEL CORP | May 7, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| MU | MICRON TECHNOLOGY INC | Mar 24, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| BABAF | Alibaba Group Holding Ltd | Nov 21, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| AWK | American Water Works Company, Inc. | Nov 21, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| APO | Apollo Global Management, Inc. | Nov 21, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| CVS | CVS HEALTH Corp | Nov 21, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| NVDA | NVIDIA CORP | Nov 21, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| MSFT | MICROSOFT CORP | Nov 21, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| KD | Kyndryl Holdings, Inc. | Oct 10, 2025 | sale | $224 – $224 | Filing ↗ |
| GOOGL | Alphabet Inc. | Oct 10, 2025 | sale | $15.0K – $50.0K | Filing ↗ |
| KMI | KINDER MORGAN, INC. | Apr 3, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| WMB | WILLIAMS COMPANIES, INC. | Apr 3, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| IBM | INTERNATIONAL BUSINESS MACHINES CORP | Apr 3, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| NEE | NEXTERA ENERGY INC | Apr 3, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| INTC | INTEL CORP | Apr 3, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| GOOGL | Alphabet Inc. | Apr 3, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| ABBV | AbbVie Inc. | Apr 3, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| NVDA | NVIDIA CORP | Apr 3, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| AMZN | AMAZON COM INC | Apr 3, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| AMT | AMERICAN TOWER CORP /MA/ | Apr 3, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10077377 | 35 | 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