Transactions
587
Total transactions associated with this filer
Disclosed purchases
117
$117.1K – $1.8M
Average modeled return
+17.2%
110 of 117 purchases modeled
Average vs. S&P 500
-3.4%
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
110 of 117 disclosed purchases have modeled returns for this period. 7 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| PLTR | Palantir Technologies Inc. | Jan 15, 2025 | Nov 6, 2026 | +135.4% | +26.5% | +108.9% |
| HAS | HASBRO, INC. | Jan 15, 2025 | Nov 6, 2026 | +125.2% | +26.5% | +98.7% |
| DG | DOLLAR GENERAL CORP | Jan 15, 2025 | Nov 6, 2026 | +102.3% | +26.5% | +75.8% |
| MMM | 3M CO | Mar 15, 2024 | Nov 6, 2026 | +121.8% | +48.5% | +73.3% |
| TER | TERADYNE, INC | Feb 12, 2025 | Nov 6, 2026 | +96.7% | +24.3% | +72.5% |
| CRL | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. | Jan 15, 2025 | Nov 6, 2026 | +94.1% | +26.5% | +67.6% |
| MRK | Merck & Co., Inc. | Jun 13, 2025 | Nov 6, 2026 | +88.5% | +25.2% | +63.3% |
| DLTR | DOLLAR TREE, INC. | Jan 15, 2025 | Nov 6, 2026 | +86.4% | +26.5% | +60.0% |
| BWA | BORGWARNER INC | Feb 12, 2025 | Nov 6, 2026 | +72.9% | +24.3% | +48.6% |
| DGX | QUEST DIAGNOSTICS INC | Oct 30, 2025 | Nov 6, 2026 | +47.9% | +9.3% | +38.6% |
| DE | DEERE & CO | Oct 21, 2025 | Nov 6, 2026 | +47.7% | +10.7% | +37.0% |
| RTX | RTX Corp | Feb 14, 2025 | Nov 6, 2026 | +59.4% | +23.0% | +36.5% |
| FCX | FREEPORT-MCMORAN INC | Feb 12, 2025 | Nov 6, 2026 | +59.8% | +24.3% | +35.5% |
| MRK | Merck & Co., Inc. | Jan 17, 2025 | Nov 6, 2026 | +58.7% | +25.5% | +33.2% |
| DVA | DAVITA INC. | Sep 23, 2025 | Nov 6, 2026 | +44.1% | +12.1% | +32.0% |
| ANET | Arista Networks, Inc. | Feb 12, 2025 | Nov 6, 2026 | +55.8% | +24.3% | +31.5% |
| MNST | Monster Beverage Corp | Sep 23, 2025 | Nov 6, 2026 | +41.8% | +12.1% | +29.7% |
| A | AGILENT TECHNOLOGIES, INC. | Sep 23, 2025 | Nov 6, 2026 | +40.1% | +12.1% | +28.0% |
| CVX | CHEVRON CORP | Jul 25, 2025 | Nov 6, 2026 | +44.3% | +17.0% | +27.3% |
| F | FORD MOTOR CO | Feb 12, 2025 | Nov 6, 2026 | +49.8% | +24.3% | +25.5% |
| EL | ESTEE LAUDER COMPANIES INC | Jan 15, 2025 | Nov 6, 2026 | +51.9% | +26.5% | +25.4% |
| GS | GOLDMAN SACHS GROUP INC | Feb 24, 2025 | Nov 6, 2026 | +43.2% | +25.5% | +17.6% |
| GS | GOLDMAN SACHS GROUP INC | Jan 24, 2025 | Nov 6, 2026 | +40.7% | +23.3% | +17.4% |
| EQIX | EQUINIX INC | Sep 23, 2025 | Nov 6, 2026 | +28.8% | +12.1% | +16.7% |
| LYB | LyondellBasell Industries N.V. | Sep 23, 2025 | Nov 6, 2026 | +28.1% | +12.1% | +16.1% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 24 · 587 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| ACN | Accenture plc | May 12, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| ABT | ABBOTT LABORATORIES | May 12, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| FITB | FIFTH THIRD BANCORP | Feb 2, 2026 | exchange | $1.0K – $15.0K | Filing ↗ |
| PKG | PACKAGING CORP OF AMERICA | Dec 18, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| PG | PROCTER & GAMBLE Co | Dec 18, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| XEL | XCEL ENERGY INC | Dec 18, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| NXPI | NXP Semiconductors N.V. | Dec 18, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| COP | CONOCOPHILLIPS | Dec 18, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| DOV | DOVER Corp | Dec 18, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| UNH | UNITEDHEALTH GROUP INC | Dec 18, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| PEP | PEPSICO INC | Dec 18, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| PM | Philip Morris International Inc. | Dec 18, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| PGR | PROGRESSIVE CORP/OH/ | Dec 18, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| TXN | TEXAS INSTRUMENTS INC | Dec 18, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| MMM | 3M CO | Dec 18, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| CARR | CARRIER GLOBAL Corp | Dec 18, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| CMS | CMS ENERGY CORP | Dec 18, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| CMCSA | COMCAST CORP | Dec 18, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| DHR | DANAHER CORP /DE/ | Dec 18, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| DE | DEERE & CO | Dec 18, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| ETN | Eaton Corp plc | Dec 18, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| LLY | ELI LILLY & Co | Dec 18, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| WMT | Walmart Inc. | Dec 18, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| CVX | CHEVRON CORP | Dec 18, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| CME | CME GROUP INC. | Dec 18, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075196 | 411 | PARTIAL | 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