
Transactions
781
Total transactions associated with this filer
Disclosed purchases
372
$2.8M – $10.7M
Average modeled return
+274.0%
270 of 372 purchases modeled
Average vs. S&P 500
+19.8%
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
270 of 372 disclosed purchases have modeled returns for this period. 102 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| KLAC | KLA CORP | Feb 5, 2014 | Nov 6, 2026 | +3503.8% | +419.4% | +3084.4% |
| KLAC | KLA CORP | Mar 13, 2014 | Nov 6, 2026 | +3166.3% | +391.3% | +2775.0% |
| KLAC | KLA CORP | Jun 9, 2014 | Nov 6, 2026 | +3082.5% | +363.1% | +2719.3% |
| LLY | ELI LILLY & Co | Aug 25, 2014 | Nov 6, 2026 | +2562.9% | +350.3% | +2212.6% |
| LLY | ELI LILLY & Co | Aug 26, 2014 | Nov 6, 2026 | +2559.6% | +350.0% | +2209.5% |
| LLY | ELI LILLY & Co | Sep 17, 2014 | Nov 6, 2026 | +2434.5% | +349.1% | +2085.4% |
| AAPL | Apple Inc. | May 29, 2014 | Nov 6, 2026 | +1622.0% | +370.9% | +1251.1% |
| AAPL | Apple Inc. | Jun 12, 2014 | Nov 6, 2026 | +1593.6% | +368.0% | +1225.6% |
| AAPL | Apple Inc. | Oct 11, 2016 | Nov 6, 2026 | +1187.3% | +303.4% | +883.9% |
| AAPL | Apple Inc. | Oct 11, 2016 | Nov 6, 2026 | +1187.3% | +303.4% | +883.9% |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | May 13, 2019 | Nov 6, 2026 | +979.2% | +192.1% | +787.2% |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | May 13, 2019 | Nov 6, 2026 | +979.2% | +192.1% | +787.2% |
| AAPL | Apple Inc. | Apr 28, 2015 | Nov 6, 2026 | +1081.4% | +320.2% | +761.3% |
| MPC | Marathon Petroleum Corp | Mar 2, 2020 | Nov 6, 2026 | +843.0% | +161.6% | +681.4% |
| MPC | Marathon Petroleum Corp | Jun 4, 2019 | Nov 6, 2026 | +855.9% | +192.4% | +663.5% |
| MPC | Marathon Petroleum Corp | Jun 4, 2019 | Nov 6, 2026 | +855.9% | +192.4% | +663.5% |
| MSFT | MICROSOFT CORP | Oct 11, 2016 | Nov 6, 2026 | +944.9% | +303.4% | +641.4% |
| MSFT | MICROSOFT CORP | Oct 11, 2016 | Nov 6, 2026 | +944.9% | +303.4% | +641.4% |
| TXN | TEXAS INSTRUMENTS INC | Oct 16, 2014 | Nov 6, 2026 | +780.9% | +381.7% | +399.2% |
| LGND | LIGAND PHARMACEUTICALS INC | Apr 3, 2020 | Nov 6, 2026 | +570.3% | +223.9% | +346.3% |
| LGND | LIGAND PHARMACEUTICALS INC | Apr 3, 2020 | Nov 6, 2026 | +570.3% | +223.9% | +346.3% |
| TXN | TEXAS INSTRUMENTS INC | May 12, 2014 | Nov 6, 2026 | +723.0% | +377.3% | +345.8% |
| TXN | TEXAS INSTRUMENTS INC | Jul 2, 2014 | Nov 6, 2026 | +696.6% | +357.1% | +339.5% |
| ABBV | AbbVie Inc. | Oct 27, 2014 | Nov 6, 2026 | +676.4% | +357.4% | +319.0% |
| JPM | JPMORGAN CHASE & CO | Sep 18, 2014 | Nov 6, 2026 | +653.5% | +346.7% | +306.8% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 32 · 781 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | UNITED STATES TREAS SER AK-2028; 4.25%; Due 02/15/2028 | Jun 16, 2026 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | UNITED STATES TREAS SER AV-2027; 4.0%; Due 12/15/2027 | Jun 16, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | UNITED STATES TREAS SER AF-2027; 4.125%; Due 10/31/2027 | Jun 16, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | UNITED STATES TREAS SER AK-2028; 4.25%; Due 02/15/2028 | Jun 16, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | UNITED STATES TREAS SER AJ-2028; 4.25%; Due 01/15/2028 | Jun 16, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | UNITED STATES TREAS SER AV-2027; 4.0%; Due 12/15/2027 | Jun 16, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | UNITED STATES TREAS SER AJ-2028; 4.25%; Due 01/15/2028 | Jun 16, 2026 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | UNITED STATES TREAS SER AF-2027; 4.125%; Due 10/31/2027 | Jun 16, 2026 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | UNITED STATES TREAS SER AU-2026; 4.625%; 11/15/2026; NTS NOTE | Oct 27, 2025 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | UNITED STATES TREAS SER AU-2026; 4.625%; 11/15/2026 NTS NOTE | Oct 27, 2025 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | UNITED STATES TREAS SER AU-2026; 4.625%; 11/15/2026 NTS NOTE | Oct 27, 2025 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | UNITED STATES TREAS SER AU-2026; 4.625%; 11/15/2026 NTS NOTE | Oct 27, 2025 | purchase | $100.0K – $250.0K | Filing ↗ |
| PG | PROCTER & GAMBLE Co | Sep 17, 2025 | sale | $15.0K – $50.0K | Filing ↗ |
| PG | PROCTER & GAMBLE Co | Sep 17, 2025 | sale | $15.0K – $50.0K | Filing ↗ |
| NYCB | MUNI ESG New York Community Bancorp, Inc. | Mar 1, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| NYCB | MUNI ESG New York Community Bancorp, Inc. | Mar 1, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| — | United States Treasury Notes | Feb 16, 2024 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | United States Treasury Notes | Feb 16, 2024 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | Ruane, Cunniff, & Goldfarb Inc. | Jan 31, 2024 | sale | $100.0K – $250.0K | Filing ↗ |
| — | United States Treasury Notes | Jan 23, 2024 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | United States Treasury Notes | Oct 24, 2023 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | United States Treasury Notes | Oct 24, 2023 | purchase | $250.0K – $500.0K | Filing ↗ |
| KO | COCA COLA CO | Oct 9, 2023 | sale | $15.0K – $50.0K | Filing ↗ |
| — | Federal Farm Credit Banks Bond | Feb 23, 2023 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | NETAPP INC SR NT | Sep 15, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075831 | 61 | 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