Transactions
855
Total transactions associated with this filer
Disclosed purchases
462
$84.6M – $270.5M
Average modeled return
+374.6%
70 of 462 purchases modeled
Average vs. S&P 500
+99.9%
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
70 of 462 disclosed purchases have modeled returns for this period. 392 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | Aug 31, 2015 | Nov 6, 2026 | +1310.7% | +347.3% | +963.4% |
| MSFT | MICROSOFT CORP | Oct 9, 2015 | Nov 6, 2026 | +1203.2% | +336.9% | +866.3% |
| MSFT | MICROSOFT CORP | Jun 30, 2016 | Nov 6, 2026 | +1075.1% | +313.1% | +762.0% |
| MSFT | MICROSOFT CORP | Oct 27, 2015 | Nov 6, 2026 | +1043.5% | +325.7% | +717.8% |
| MSFT | MICROSOFT CORP | Mar 31, 2016 | Nov 6, 2026 | +996.3% | +323.2% | +673.1% |
| MSFT | MICROSOFT CORP | Dec 31, 2015 | Nov 6, 2026 | +999.2% | +328.9% | +670.3% |
| MSFT | MICROSOFT CORP | Aug 31, 2016 | Nov 6, 2026 | +940.0% | +298.1% | +641.9% |
| MSFT | MICROSOFT CORP | Aug 29, 2016 | Nov 6, 2026 | +928.5% | +296.3% | +632.2% |
| MYRG | MYR GROUP INC. | May 12, 2014 | Nov 6, 2026 | +969.2% | +377.3% | +591.9% |
| MSFT | MICROSOFT CORP | Dec 30, 2016 | Nov 6, 2026 | +855.2% | +282.9% | +572.2% |
| MSFT | MICROSOFT CORP | Jun 30, 2017 | Nov 6, 2026 | +751.0% | +250.7% | +500.3% |
| MSFT | MICROSOFT CORP | Aug 29, 2017 | Nov 6, 2026 | +698.8% | +246.4% | +452.4% |
| MSFT | MICROSOFT CORP | Sep 29, 2017 | Nov 6, 2026 | +683.3% | +235.9% | +447.4% |
| MSFT | MICROSOFT CORP | Aug 31, 2017 | Nov 6, 2026 | +680.4% | +242.7% | +437.7% |
| MSFT | MICROSOFT CORP | Aug 31, 2017 | Nov 6, 2026 | +680.4% | +242.7% | +437.7% |
| WTS | WATTS WATER TECHNOLOGIES INC | Jul 27, 2015 | Nov 6, 2026 | +694.3% | +327.5% | +366.7% |
| MSFT | MICROSOFT CORP | Dec 29, 2017 | Nov 6, 2026 | +578.7% | +214.6% | +364.1% |
| MSFT | MICROSOFT CORP | Mar 29, 2018 | Nov 6, 2026 | +533.1% | +217.8% | +315.3% |
| MSFT | MICROSOFT CORP | Feb 28, 2018 | Nov 6, 2026 | +516.3% | +209.1% | +307.2% |
| MSFT | MICROSOFT CORP | Jul 2, 2018 | Nov 6, 2026 | +475.3% | +206.2% | +269.1% |
| MSFT | MICROSOFT CORP | Dec 31, 2018 | Nov 6, 2026 | +461.9% | +229.7% | +232.2% |
| BMI | BADGER METER INC | May 12, 2014 | Nov 6, 2026 | +603.6% | +377.3% | +226.3% |
| MSFT | MICROSOFT CORP | Aug 29, 2018 | Nov 6, 2026 | +411.7% | +185.6% | +226.0% |
| MSFT | MICROSOFT CORP | Aug 31, 2018 | Nov 6, 2026 | +410.3% | +186.8% | +223.5% |
| MSFT | MICROSOFT CORP | Sep 28, 2018 | Nov 6, 2026 | +401.2% | +185.1% | +216.1% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 35 · 855 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | Black Belt Energy Gas Dist Ala Gas 05.00% 12/01/2035 Proj Rev BDS Ser. 2025 F | Oct 14, 2026 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | Tennessee Energy Ac 5% Edr Idr Due 12/01/35 | Oct 14, 2026 | sale | $250.0K – $500.0K | Filing ↗ |
| — | TX Trans Commn TPK 5% Tran Due 08/15/42 | Sep 24, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | Black Belt Energy Gas Dist Ala Gas 05.00% 10/01/2032 Proj Rev BDS Ser. 2026 M-1 | Sep 18, 2026 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | Washington ST 5% Go Utx Due 08/01/30 | Sep 18, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| — | Triborough Bridge & 4% SPL Tax Due 11/15/31 | Sep 18, 2026 | sale | $250.0K – $500.0K | Filing ↗ |
| — | San Joaquin VY Calif Clean Energy Auth 5.50% Due Jan 1, 2056 | Sep 14, 2026 | sale | $250.0K – $500.0K | Filing ↗ |
| — | Central VY Energy Auth Calif Commodity 5.00% Due Aug 1, 2034 | Sep 14, 2026 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | San Joaquin VY Calif Clean Energy Auth 5.50 % Due Jan 1, 2056 | Sep 3, 2026 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | Boulder Larimer & Weld CNTYS Colo ST 05.00000% 12/15/2027 Vrain VY SCH Dist Gen Oblig | Sep 3, 2026 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | California CMNTY Choice Fing Auth 5.00% Due Oct 1, 2056 | Sep 3, 2026 | sale | $250.0K – $500.0K | Filing ↗ |
| — | New York NY City Transitional Fin 5.00% Due Nov 1, 2037 [GS] | Aug 20, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | Washington ST 5% Go Utx Due 08/01/30 | Aug 7, 2026 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | California CMNTY Choice Fing Auth 5.00 % Due Oct 1, 2056 | Aug 6, 2026 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 | Aug 6, 2026 | sale | $250.0K – $500.0K | Filing ↗ |
| — | Fort Bend Tex Indpt SCH Dist Variable 04.00000% 08/01/2054 Rate Unltd Tax BLDG Ref BDS Ser. 2024B | Jul 23, 2026 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | Pacific Co B1 Bond - Trimble 05/29/28 | May 28, 2026 | purchase | $500.0K – $1.0M | Filing ↗ |
| — | Black Belt Energy Gas Dist Ala Gas 5.00% Due Oct 1, 2033 | May 4, 2026 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | Wise CNTY VA Indl Dev Auth Solid Waste 3.80% Due Nov 1, 2040 | May 4, 2026 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 | Apr 30, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | Maryland ST Dept TR 5% Comb Tax Due Nov 1, 2027 | Apr 9, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| — | Tarrant CNTY Tex Cultural Ed Facs Fin 5.00% Due Nov 15, 2051 | Apr 1, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 | Feb 23, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | Maryland ST Dept TR 5%27 Comb Tax Due 11/01/27 Due Nov 1, 2027 | Jan 13, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| — | Washington ST MTR Veh Fuel Tax Related 5.00% Due Aug 1, 2028 | Jan 13, 2026 | sale | $50.0K – $100.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076133 | 107 | 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