Transactions
161
Total transactions associated with this filer
Disclosed purchases
78
$78.1K – $1.2M
Average modeled return
+163.6%
62 of 78 purchases modeled
Average vs. S&P 500
-95.3%
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
62 of 78 disclosed purchases have modeled returns for this period. 16 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| AAPL | Apple Inc. | Mar 16, 2017 | Nov 6, 2026 | +954.1% | +258.9% | +695.2% |
| MSFT | MICROSOFT CORP | Mar 16, 2017 | Nov 6, 2026 | +812.7% | +258.9% | +553.8% |
| WMT | Walmart Inc. | Mar 16, 2017 | Nov 6, 2026 | +522.7% | +258.9% | +263.8% |
| ETN | Eaton Corp plc | Mar 16, 2017 | Nov 6, 2026 | +464.1% | +258.9% | +205.2% |
| MS | MORGAN STANLEY | Mar 16, 2017 | Nov 6, 2026 | +413.4% | +258.9% | +154.5% |
| JPM | JPMORGAN CHASE & CO | Mar 16, 2017 | Nov 6, 2026 | +371.0% | +258.9% | +112.1% |
| ETR | ENTERGY CORP /DE/ | Mar 16, 2017 | Nov 6, 2026 | +319.0% | +258.9% | +60.1% |
| COP | CONOCOPHILLIPS | Mar 16, 2017 | Nov 6, 2026 | +300.5% | +258.9% | +41.6% |
| TGT | TARGET CORP | Mar 16, 2017 | Nov 6, 2026 | +284.9% | +258.9% | +26.0% |
| WMB | WILLIAMS COMPANIES, INC. | Mar 16, 2017 | Nov 6, 2026 | +266.2% | +258.9% | +7.3% |
| QCOM | QUALCOMM INC/DE | Mar 16, 2017 | Nov 6, 2026 | +265.0% | +258.9% | +6.1% |
| CSCO | CISCO SYSTEMS, INC. | Mar 16, 2017 | Nov 6, 2026 | +264.2% | +258.9% | +5.3% |
| GILD | GILEAD SCIENCES, INC. | Mar 16, 2017 | Nov 6, 2026 | +242.0% | +258.9% | -17.0% |
| AMGN | AMGEN INC | Mar 16, 2017 | Nov 6, 2026 | +239.8% | +258.9% | -19.1% |
| MRK | Merck & Co., Inc. | Mar 16, 2017 | Nov 6, 2026 | +220.4% | +258.9% | -38.6% |
| TEL | TE Connectivity plc | Mar 16, 2017 | Nov 6, 2026 | +220.3% | +258.9% | -38.6% |
| SU | SUNCOR ENERGY INC | Mar 16, 2017 | Nov 6, 2026 | +215.4% | +258.9% | -43.6% |
| CB | Chubb Ltd | Mar 16, 2017 | Nov 6, 2026 | +213.1% | +258.9% | -45.8% |
| XOM | ExxonMobil Holdings Corp | Mar 16, 2017 | Nov 6, 2026 | +205.8% | +258.9% | -53.1% |
| KO | COCA COLA CO | Mar 16, 2017 | Nov 6, 2026 | +203.5% | +258.9% | -55.5% |
| CVX | CHEVRON CORP | Mar 16, 2017 | Nov 6, 2026 | +194.7% | +258.9% | -64.2% |
| MET | METLIFE INC | Mar 16, 2017 | Nov 6, 2026 | +180.6% | +258.9% | -78.3% |
| JNJ | JOHNSON & JOHNSON | Mar 16, 2017 | Nov 6, 2026 | +178.4% | +258.9% | -80.5% |
| GM | General Motors Co | Mar 16, 2017 | Nov 6, 2026 | +174.3% | +258.9% | -84.6% |
| STT | STATE STREET CORP | Mar 16, 2017 | Nov 6, 2026 | +172.0% | +258.9% | -87.0% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 7 · 161 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| QCOM | QUALCOMM INC/DE | Jun 15, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| PSA | Public Storage | Jun 15, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| PRU | PRUDENTIAL FINANCIAL INC | Jun 15, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| KO | COCA COLA CO | Jun 15, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| CSCO | CISCO SYSTEMS, INC. | Jun 15, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| CVX | CHEVRON CORP | Jun 15, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| CVS | CVS HEALTH Corp | Jun 15, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| DUK | Duke Energy CORP | Jun 15, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| SLB | SLB LIMITED/NV | Jun 15, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| SNY | Sanofi | Jun 15, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| SABR | Sabre Corp | Jun 15, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| RAI | Reynolds American Inc. | Jun 15, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| PG | PROCTER & GAMBLE Co | Jun 15, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| PDM | Piedmont Realty Trust, Inc. | Jun 15, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| PFE | PFIZER INC | Jun 15, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| PAYX | PAYCHEX INC | Jun 15, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| PPL | PPL Corp | Jun 15, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| MS | MORGAN STANLEY | Jun 15, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| TAP | MOLSON COORS BEVERAGE CO | Jun 15, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | MICROSOFT CORP | Jun 15, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| MET | METLIFE INC | Jun 15, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| MRK | Merck & Co., Inc. | Jun 15, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| MXIM | Maxim Integrated Products, Inc. | Jun 15, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| MDC | M.D.C. Holdings, Inc. | Jun 15, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| RTN | Raytheon Company | Jun 15, 2017 | sale | $1.0K – $15.0K | 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