Transactions
19
Total transactions associated with this filer
Disclosed purchases
10
$255.0K – $650.0K
Average modeled return
+166.9%
7 of 10 purchases modeled
Average vs. S&P 500
-235.6%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
7 most recent modeled purchases. The summary and table include all modeled purchases.
MARKET ANALYSIS
Modeled purchase performance · Since purchase
7 of 10 disclosed purchases have modeled returns for this period. 3 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| PIFI | Bitcoin Exchange/Platform: River | Jan 25, 2022 | Nov 6, 2026 | +7.1% | +80.3% | -73.3% |
| OKE | ONEOK INC /NEW/ | Mar 19, 2013 | Nov 6, 2026 | +371.3% | +497.7% | -126.4% |
| EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Feb 21, 2014 | Nov 6, 2026 | +160.9% | +394.8% | -233.8% |
| EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Mar 19, 2013 | Nov 6, 2026 | +215.8% | +497.7% | -281.9% |
| CVX | CHEVRON CORP | Mar 19, 2013 | Nov 6, 2026 | +211.4% | +497.7% | -286.3% |
| EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Feb 6, 2013 | Nov 6, 2026 | +223.2% | +514.0% | -290.9% |
| PAGP | PLAINS GP HOLDINGS LP | Feb 3, 2015 | Nov 6, 2026 | -21.3% | +335.6% | -356.9% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 19 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| GS | GOLDMAN SACHS GROUP INC | Nov 11, 2025 | sale | $100.0K – $250.0K | Filing ↗ |
| GS | GOLDMAN SACHS GROUP INC | Apr 15, 2024 | sale | $250.0K – $500.0K | Filing ↗ |
| PIFI | Bitcoin Exchange/Platform: River | Jan 25, 2022 | purchase | $15.0K – $50.0K | Filing ↗ |
| PAGP | PLAINS GP HOLDINGS LP | Nov 27, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| GS | GOLDMAN SACHS GROUP INC | May 15, 2019 | sale | $50.0K – $100.0K | Filing ↗ |
| OKE | ONEOK INC /NEW/ | Apr 17, 2016 | sale | $15.0K – $50.0K | Filing ↗ |
| OKE | ONEOK INC /NEW/ | Feb 25, 2016 | sale | $15.0K – $50.0K | Filing ↗ |
| GS | GOLDMAN SACHS GROUP INC | Feb 25, 2016 | sale | $50.0K – $100.0K | Filing ↗ |
| CVX | CHEVRON CORP | Nov 29, 2015 | sale | $15.0K – $50.0K | Filing ↗ |
| CVX | CHEVRON CORP | Oct 15, 2015 | sale | $15.0K – $50.0K | Filing ↗ |
| PAGP | PLAINS GP HOLDINGS LP | Feb 3, 2015 | purchase | $50.0K – $100.0K | Filing ↗ |
| EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Feb 21, 2014 | purchase | $50.0K – $100.0K | Filing ↗ |
| BFK | BlackRock Municipal Income Trust (NYSE) | Feb 6, 2014 | purchase | $15.0K – $50.0K | Filing ↗ |
| CVX | CHEVRON CORP | Mar 19, 2013 | purchase | $50.0K – $100.0K | Filing ↗ |
| OKE | ONEOK INC /NEW/ | Mar 19, 2013 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | Exxon Mobile Corp. (stock) NYSE | Mar 19, 2013 | purchase | $15.0K – $50.0K | Filing ↗ |
| EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Mar 19, 2013 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | Exxon Mobile Corp. (stock) NYSE | Mar 19, 2013 | purchase | $15.0K – $50.0K | Filing ↗ |
| EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Feb 6, 2013 | purchase | $15.0K – $50.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|
No annual disclosure is currently associated with this filer.
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