House
Michael G. Fitzpatrick
—
Transactions
39
Total transactions associated with this filer
Disclosed purchases
21
$35.0K – $350.0K
Average modeled return
+356.4%
18 of 21 purchases modeled
Average vs. S&P 500
-20.9%
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
18 of 21 disclosed purchases have modeled returns for this period. 3 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| LLY | ELI LILLY & Co | Aug 7, 2014 | Nov 6, 2026 | +2690.2% | +371.9% | +2318.3% |
| TXN | TEXAS INSTRUMENTS INC | Dec 13, 2013 | Nov 6, 2026 | +833.7% | +413.6% | +420.1% |
| PSX | Phillips 66 | Sep 19, 2014 | Nov 6, 2026 | +340.7% | +347.1% | -6.4% |
| TD | TORONTO DOMINION BANK | Feb 21, 2014 | Nov 6, 2026 | +349.0% | +394.8% | -45.8% |
| MET | METLIFE INC | Jan 27, 2015 | Nov 6, 2026 | +238.3% | +340.2% | -101.8% |
| HON | HONEYWELL INTERNATIONAL INC | Oct 15, 2014 | Nov 6, 2026 | +251.3% | +381.3% | -130.0% |
| SBUX | STARBUCKS CORP | Jan 27, 2015 | Nov 6, 2026 | +203.0% | +340.2% | -137.2% |
| XLU | Utilities Select Sector SPDR Fund | Feb 21, 2014 | Nov 6, 2026 | +220.7% | +394.8% | -174.0% |
| CVX | CHEVRON CORP | Feb 21, 2014 | Nov 6, 2026 | +219.3% | +394.8% | -175.5% |
| INTC | INTEL CORP | Jan 9, 2014 | Nov 6, 2026 | +199.0% | +395.4% | -196.4% |
| WFC | WELLS FARGO & COMPANY/MN | Feb 21, 2014 | Nov 6, 2026 | +160.2% | +394.8% | -234.6% |
| WFC | WELLS FARGO & COMPANY/MN | Dec 13, 2013 | Nov 6, 2026 | +173.1% | +413.6% | -240.4% |
| PEP | PEPSICO INC | Jan 9, 2014 | Nov 6, 2026 | +151.5% | +395.4% | -243.9% |
| CL | COLGATE PALMOLIVE CO | Jan 27, 2015 | Nov 6, 2026 | +93.7% | +340.2% | -246.5% |
| IYR | F ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account SP iShares U.S. Real Estate ETF | Dec 13, 2013 | Nov 6, 2026 | +145.5% | +413.6% | -268.1% |
| LYB | LyondellBasell Industries N.V. | Apr 10, 2015 | Nov 6, 2026 | +23.0% | +323.0% | -300.0% |
| PNR | PENTAIR plc | Jun 4, 2014 | Nov 6, 2026 | +68.2% | +368.9% | -300.7% |
| KMB | KIMBERLY CLARK CORP | Jun 4, 2014 | Nov 6, 2026 | +55.4% | +368.9% | -313.5% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 2 · 39 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| LYB | LyondellBasell Industries N.V. | Apr 10, 2015 | purchase | $1.0K – $15.0K | Filing ↗ |
| DD | DuPont de Nemours, Inc. | Apr 10, 2015 | sale | $1.0K – $15.0K | Filing ↗ |
| MCD | MCDONALDS CORP | Jan 27, 2015 | sale | $1.0K – $15.0K | Filing ↗ |
| MET | METLIFE INC | Jan 27, 2015 | purchase | $1.0K – $15.0K | Filing ↗ |
| SBUX | STARBUCKS CORP | Jan 27, 2015 | purchase | $1.0K – $15.0K | Filing ↗ |
| CL | COLGATE PALMOLIVE CO | Jan 27, 2015 | purchase | $1.0K – $15.0K | Filing ↗ |
| TD | TORONTO DOMINION BANK | Jan 27, 2015 | sale | $1.0K – $15.0K | Filing ↗ |
| GIS | GENERAL MILLS INC | Jan 27, 2015 | sale | $1.0K – $15.0K | Filing ↗ |
| PNR | PENTAIR plc | Oct 15, 2014 | sale | $1.0K – $15.0K | Filing ↗ |
| HON | HONEYWELL INTERNATIONAL INC | Oct 15, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| CVX | CHEVRON CORP | Sep 19, 2014 | sale | $1.0K – $15.0K | Filing ↗ |
| PSX | Phillips 66 | Sep 19, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| COV | F IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust Covidien plc. Ordi nary Shares | Aug 7, 2014 | sale | $1.0K – $15.0K | Filing ↗ |
| LLY | ELI LILLY & Co | Aug 7, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| PNR | PENTAIR plc | Jun 4, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| KMB | KIMBERLY CLARK CORP | Jun 4, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| CAG | CONAGRA BRANDS INC. | Jun 4, 2014 | sale | $1.0K – $15.0K | Filing ↗ |
| COV | F IlINg S TATuS : New S ubHOlDINg O F : Patrick Rooney Sr 2015 Delaware Trust Covidien plc. Ordi nary Shares | Mar 20, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| VOD | VODAFONE GROUP PUBLIC LTD CO | Mar 20, 2014 | sale | $1.0K – $15.0K | Filing ↗ |
| — | BLACKROCK GLOBAL ALLOCATION FD | Feb 21, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| TD | TORONTO DOMINION BANK | Feb 21, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| CVX | CHEVRON CORP | Feb 21, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| XLU | Utilities Select Sector SPDR Fund | Feb 21, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | FRANKLIN FLOATING RATE DAILY ACCESS | Feb 21, 2014 | sale | $1.0K – $15.0K | Filing ↗ |
| — | MAINSTAY LARGE CAP GROWTH FUND I | Feb 21, 2014 | purchase | $15.0K – $50.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|
No annual disclosure is currently associated with this filer.
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