
Transactions
127
Total transactions associated with this filer
Disclosed purchases
49
$870.0K – $2.6M
Average modeled return
+29.9%
10 of 49 purchases modeled
Average vs. S&P 500
-4.5%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
10 most recent modeled purchases. The summary and table include all modeled purchases.
MARKET ANALYSIS
Modeled purchase performance · Since purchase
10 of 49 disclosed purchases have modeled returns for this period. 39 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| AVGO | Broadcom Inc. | Apr 11, 2025 | Nov 6, 2026 | +63.3% | +40.0% | +23.3% |
| AVGO | Broadcom Inc. | Apr 11, 2025 | Nov 6, 2026 | +63.3% | +40.0% | +23.3% |
| AVGO | Broadcom Inc. | Mar 21, 2025 | Nov 6, 2026 | +55.0% | +32.5% | +22.5% |
| AVGO | Broadcom Inc. | Mar 21, 2025 | Nov 6, 2026 | +55.0% | +32.5% | +22.5% |
| TGT | TARGET CORP | Mar 3, 2025 | Nov 6, 2026 | +39.5% | +28.4% | +11.1% |
| META | Meta Platforms, Inc. | Apr 11, 2025 | Nov 6, 2026 | +12.8% | +40.0% | -27.2% |
| META | Meta Platforms, Inc. | Apr 11, 2025 | Nov 6, 2026 | +12.8% | +40.0% | -27.2% |
| META | Meta Platforms, Inc. | Mar 24, 2025 | Nov 6, 2026 | -0.9% | +30.2% | -31.1% |
| META | Meta Platforms, Inc. | Mar 24, 2025 | Nov 6, 2026 | -0.9% | +30.2% | -31.1% |
| META | Meta Platforms, Inc. | Mar 24, 2025 | Nov 6, 2026 | -0.9% | +30.2% | -31.1% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 6 · 127 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| MBGL | Mobility Global Inc. | Aug 11, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| MBGL | Mobility Global Inc. | Aug 11, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| SOLS | Solstice Advanced Materials Inc. | Aug 11, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| ACN | Accenture plc | Aug 11, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| MBGL | Mobility Global Inc. | Aug 11, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| ACN | Accenture plc | Aug 11, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| ACN | Accenture plc | Aug 11, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| HONAV | Honeywell Aerospace Inc. - Common Stock | Jun 29, 2026 | exchange | $15.0K – $50.0K | Filing ↗ |
| — | Andersen Corporation | Jun 19, 2026 | sale | $100.0K – $250.0K | Filing ↗ |
| — | Hermeus Corp | May 4, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| — | Star Catcher Industries, Inc. | May 4, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| — | Saronic Technologies | May 4, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| — | StarCloud | May 4, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| — | Pelvital USA, Inc. | Apr 17, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | Artistry in Motion, LLC | Apr 15, 2026 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | Cavall | Apr 14, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | Star Catcher Industries, Inc. | Apr 6, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | StarCloud [OI] | Mar 15, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | Andersen Corporation [OI] | Mar 15, 2026 | sale | $100.0K – $250.0K | Filing ↗ |
| — | Saronic Technologies | Mar 9, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| AJG | Arthur J. Gallagher & Co. | Mar 8, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| AJG | Arthur J. Gallagher & Co. | Mar 8, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| MICC | Magnum Ice Cream Co N.V. | Mar 8, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| MICC | Magnum Ice Cream Co N.V. | Mar 8, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| AJG | Arthur J. Gallagher & Co. | Mar 8, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075173 | 186 | 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