Transactions
288
Total transactions associated with this filer
Disclosed purchases
157
$227.2K – $2.5M
Average modeled return
+139.6%
139 of 157 purchases modeled
Average vs. S&P 500
-34.0%
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
139 of 157 disclosed purchases have modeled returns for this period. 18 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 | Sep 15, 2015 | Nov 6, 2026 | +1296.0% | +345.5% | +950.5% |
| AAPL | Apple Inc. | Sep 15, 2015 | Nov 6, 2026 | +1215.0% | +345.5% | +869.6% |
| AAPL | Apple Inc. | Dec 31, 2018 | Nov 6, 2026 | +815.6% | +229.7% | +585.9% |
| AVGO | Broadcom Inc. | Apr 22, 2021 | Nov 6, 2026 | +615.7% | +91.9% | +523.8% |
| GE | GENERAL ELECTRIC CO | Mar 29, 2022 | Nov 6, 2026 | +460.8% | +69.2% | +391.6% |
| ABBV | AbbVie Inc. | Sep 15, 2015 | Nov 6, 2026 | +675.2% | +345.5% | +329.7% |
| GE | GENERAL ELECTRIC CO | Mar 31, 2021 | Nov 6, 2026 | +407.0% | +99.6% | +307.4% |
| JPM | JPMORGAN CHASE & CO | Sep 15, 2015 | Nov 6, 2026 | +607.8% | +345.5% | +262.4% |
| XOM | ExxonMobil Holdings Corp | May 21, 2020 | Nov 6, 2026 | +385.2% | +172.6% | +212.5% |
| ABBV | AbbVie Inc. | Feb 27, 2020 | Nov 6, 2026 | +344.5% | +171.8% | +172.7% |
| MSI | Motorola Solutions, Inc. | Jun 22, 2020 | Nov 6, 2026 | +293.9% | +157.7% | +136.2% |
| COST | COSTCO WHOLESALE CORP /NEW | Jul 2, 2020 | Nov 6, 2026 | +276.9% | +156.4% | +120.6% |
| WMT | Walmart Inc. | Jun 16, 2022 | Nov 6, 2026 | +228.5% | +113.0% | +115.5% |
| CAT | CATERPILLAR INC | Jan 13, 2021 | Nov 6, 2026 | +216.3% | +109.0% | +107.3% |
| WMT | Walmart Inc. | Dec 14, 2021 | Nov 6, 2026 | +175.5% | +69.7% | +105.8% |
| WMT | Walmart Inc. | Jul 15, 2022 | Nov 6, 2026 | +207.0% | +101.9% | +105.1% |
| CAT | CATERPILLAR INC | Mar 29, 2022 | Nov 6, 2026 | +173.2% | +69.2% | +104.0% |
| AXP | AMERICAN EXPRESS CO | Oct 16, 2020 | Nov 6, 2026 | +229.1% | +129.6% | +99.6% |
| PM | Philip Morris International Inc. | Jan 22, 2019 | Nov 6, 2026 | +301.0% | +213.5% | +87.5% |
| JPM | JPMORGAN CHASE & CO | May 30, 2023 | Nov 6, 2026 | +163.0% | +82.8% | +80.3% |
| AMZN | AMAZON COM INC | Nov 18, 2022 | Nov 6, 2026 | +175.4% | +95.5% | +79.9% |
| PKG | PACKAGING CORP OF AMERICA | Sep 15, 2015 | Nov 6, 2026 | +421.3% | +345.5% | +75.8% |
| IYW | iShares US Technology ETF | Aug 10, 2022 | Nov 6, 2026 | +148.5% | +85.2% | +63.3% |
| GOOG | Alphabet Inc. | Aug 10, 2022 | Nov 6, 2026 | +137.6% | +85.2% | +52.4% |
| PGR | PROGRESSIVE CORP/OH/ | Oct 2, 2020 | Nov 6, 2026 | +184.5% | +138.8% | +45.6% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 12 · 288 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| CCI | CROWN CASTLE INC. | Jun 30, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| EOG | EOG RESOURCES INC | Sep 28, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| AMZN | AMAZON COM INC | Sep 28, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| UNH | UNITEDHEALTH GROUP INC | Sep 28, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| HIG | HARTFORD INSURANCE GROUP, INC. | Sep 28, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| WMT | Walmart Inc. | Sep 28, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| PLD | Prologis, Inc. | Sep 28, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| GOOG | Alphabet Inc. | Sep 28, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | Apple Inc. | Sep 28, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | MICROSOFT CORP | Sep 28, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| ABBV | AbbVie Inc. | Sep 28, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| KMI | KINDER MORGAN, INC. | Sep 28, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| CAT | CATERPILLAR INC | Sep 28, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| JPM | JPMORGAN CHASE & CO | Sep 28, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Sep 15, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| FIS | Fidelity National Information Services, Inc. | Sep 15, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| AMT | AMERICAN TOWER CORP /MA/ | Sep 7, 2023 | purchase | $1.0K – $15.0K | Filing ↗ |
| PSX | Phillips 66 | Aug 17, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| PG | PROCTER & GAMBLE Co | Jul 31, 2023 | purchase | $1.0K – $15.0K | Filing ↗ |
| KMB | KIMBERLY CLARK CORP | Jul 31, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| UNP | UNION PACIFIC CORP | Jul 27, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| DG | DOLLAR GENERAL CORP | Jul 21, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| ZTS | Zoetis Inc. | Jul 21, 2023 | purchase | $1.0K – $15.0K | Filing ↗ |
| CB | Chubb Ltd | Jun 13, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| SPGI | S&P Global Inc. | Jun 13, 2023 | purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10077609 | 88 | 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