Transactions
33347
Total transactions associated with this filer
Disclosed purchases
16503
$614.2M+
Average modeled return
+163.2%
8,894 of 16,503 purchases modeled
Average vs. S&P 500
-44.7%
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
8,894 of 16,503 disclosed purchases have modeled returns for this period. 7,609 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| FIX | COMFORT SYSTEMS USA INC | Mar 16, 2020 | Nov 6, 2026 | +3241.7% | +237.2% | +3004.5% |
| FIX | COMFORT SYSTEMS USA INC | Mar 16, 2020 | Nov 6, 2026 | +3241.7% | +237.2% | +3004.5% |
| LLY | ELI LILLY & Co | Dec 3, 2013 | Nov 6, 2026 | +3341.8% | +408.9% | +2932.9% |
| FIX | COMFORT SYSTEMS USA INC | Mar 12, 2020 | Nov 6, 2026 | +3002.0% | +225.9% | +2776.1% |
| FIX | COMFORT SYSTEMS USA INC | Mar 12, 2020 | Nov 6, 2026 | +3002.0% | +225.9% | +2776.1% |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Jan 3, 2014 | Nov 6, 2026 | +2957.8% | +397.5% | +2560.4% |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Jan 3, 2014 | Nov 6, 2026 | +2957.8% | +397.5% | +2560.4% |
| FIX | COMFORT SYSTEMS USA INC | Mar 13, 2020 | Nov 6, 2026 | +2676.8% | +200.3% | +2476.5% |
| FIX | COMFORT SYSTEMS USA INC | Mar 13, 2020 | Nov 6, 2026 | +2676.8% | +200.3% | +2476.5% |
| FIX | COMFORT SYSTEMS USA INC | Mar 9, 2020 | Nov 6, 2026 | +2573.7% | +194.9% | +2378.8% |
| FIX | COMFORT SYSTEMS USA INC | Mar 9, 2020 | Nov 6, 2026 | +2573.7% | +194.9% | +2378.8% |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Mar 21, 2014 | Nov 6, 2026 | +2697.1% | +386.5% | +2310.6% |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Mar 21, 2014 | Nov 6, 2026 | +2697.1% | +386.5% | +2310.6% |
| FIX | COMFORT SYSTEMS USA INC | Feb 28, 2020 | Nov 6, 2026 | +2396.2% | +173.0% | +2223.3% |
| FIX | COMFORT SYSTEMS USA INC | Feb 28, 2020 | Nov 6, 2026 | +2396.2% | +173.0% | +2223.3% |
| FIX | COMFORT SYSTEMS USA INC | Mar 6, 2020 | Nov 6, 2026 | +2393.6% | +171.9% | +2221.7% |
| FIX | COMFORT SYSTEMS USA INC | Mar 6, 2020 | Nov 6, 2026 | +2393.6% | +171.9% | +2221.7% |
| FIX | COMFORT SYSTEMS USA INC | Feb 27, 2020 | Nov 6, 2026 | +2335.6% | +171.8% | +2163.8% |
| FIX | COMFORT SYSTEMS USA INC | Feb 27, 2020 | Nov 6, 2026 | +2335.6% | +171.8% | +2163.8% |
| FIX | COMFORT SYSTEMS USA INC | Feb 26, 2020 | Nov 6, 2026 | +2218.8% | +159.6% | +2059.2% |
| FIX | COMFORT SYSTEMS USA INC | Feb 26, 2020 | Nov 6, 2026 | +2218.8% | +159.6% | +2059.2% |
| FIX | COMFORT SYSTEMS USA INC | Feb 25, 2020 | Nov 6, 2026 | +2184.6% | +158.6% | +2026.0% |
| FIX | COMFORT SYSTEMS USA INC | Feb 25, 2020 | Nov 6, 2026 | +2184.6% | +158.6% | +2026.0% |
| FIX | COMFORT SYSTEMS USA INC | Feb 7, 2020 | Nov 6, 2026 | +2108.5% | +143.4% | +1965.1% |
| FIX | COMFORT SYSTEMS USA INC | Feb 7, 2020 | Nov 6, 2026 | +2108.5% | +143.4% | +1965.1% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1334 · 33347 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| INTU | INTUIT INC. | Aug 31, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| SAP | SAP SE | Aug 31, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| WDAY | Workday, Inc. | Aug 28, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| AMZN | AMAZON COM INC | Aug 28, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| MRK | Merck & Co., Inc. | Aug 28, 2026 | sale | $50.0K – $100.0K | Filing ↗ |
| — | CH Private Equity 2025 Fund LP | Aug 28, 2026 | purchase | $500.0K – $1.0M | Filing ↗ |
| ACN | Accenture plc | Aug 28, 2026 | purchase | $50.0K – $100.0K | Filing ↗ |
| SPGI | S&P Global Inc. | Aug 27, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| INTU | INTUIT INC. | Aug 27, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| EQT | EQT Corp | Aug 27, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| AMZN | AMAZON COM INC | Aug 27, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| WDAY | Workday, Inc. | Aug 27, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Linden Structured Capital Fd II | Aug 26, 2026 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | Formentera Partners Fund III LP | Aug 26, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| COP | CONOCOPHILLIPS | Aug 26, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| MA | Mastercard Inc | Aug 25, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| NUE | NUCOR CORP | Aug 25, 2026 | sale | $50.0K – $100.0K | Filing ↗ |
| ACN | Accenture plc | Aug 25, 2026 | purchase | $50.0K – $100.0K | Filing ↗ |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Aug 25, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| WDAY | Workday, Inc. | Aug 25, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| AMZN | AMAZON COM INC | Aug 25, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| AJG | Arthur J. Gallagher & Co. | Aug 25, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| INTU | INTUIT INC. | Aug 25, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Mays Allocate 2025 LP | Aug 25, 2026 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | NORTHERN INTERMED TAX EXEMPT FUND | Aug 24, 2026 | purchase | $50.0K – $100.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 9116377 | 0 | UNPARSED | 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