Transactions
212
Total transactions associated with this filer
Disclosed purchases
114
$184.1K – $1.9M
Average modeled return
+53.4%
103 of 114 purchases modeled
Average vs. S&P 500
+2.1%
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
103 of 114 disclosed purchases have modeled returns for this period. 11 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | Mar 8, 2022 | Nov 6, 2026 | +771.1% | +88.2% | +682.9% |
| NVDA | NVIDIA CORP | Nov 2, 2021 | Nov 6, 2026 | +610.1% | +70.2% | +539.9% |
| AVGO | Broadcom Inc. | Aug 5, 2022 | Nov 6, 2026 | +469.5% | +88.1% | +381.4% |
| LLY | ELI LILLY & Co | Mar 8, 2022 | Nov 6, 2026 | +441.1% | +88.2% | +352.9% |
| MPC | Marathon Petroleum Corp | Mar 8, 2022 | Nov 6, 2026 | +437.9% | +88.2% | +349.7% |
| AMD | ADVANCED MICRO DEVICES INC | Aug 18, 2025 | Nov 6, 2026 | +154.9% | +15.9% | +139.1% |
| ACN | Accenture plc | Jul 10, 2026 | Nov 6, 2026 | +94.2% | -2.4% | +96.5% |
| AMAT | APPLIED MATERIALS INC /DE | Aug 18, 2025 | Nov 6, 2026 | +105.2% | +15.9% | +89.3% |
| PANW | Palo Alto Networks Inc | Dec 11, 2025 | Nov 6, 2026 | +64.9% | +7.8% | +57.0% |
| RTX | RTX Corp | Apr 10, 2024 | Nov 6, 2026 | +95.8% | +47.2% | +48.5% |
| ADI | ANALOG DEVICES INC | Apr 10, 2024 | Nov 6, 2026 | +92.2% | +47.2% | +45.0% |
| ROST | ROSS STORES, INC. | Aug 18, 2025 | Nov 6, 2026 | +60.0% | +15.9% | +44.1% |
| XOM | ExxonMobil Holdings Corp | Aug 18, 2025 | Nov 6, 2026 | +59.9% | +15.9% | +44.1% |
| TGT | TARGET CORP | Aug 18, 2025 | Nov 6, 2026 | +57.1% | +15.9% | +41.2% |
| V | VISA INC. | Mar 8, 2022 | Nov 6, 2026 | +128.2% | +88.2% | +40.0% |
| V | VISA INC. | Nov 2, 2021 | Nov 6, 2026 | +109.9% | +70.2% | +39.7% |
| GOOGL | Alphabet Inc. | Mar 8, 2022 | Nov 6, 2026 | +126.2% | +88.2% | +38.0% |
| AAPL | Apple Inc. | Mar 8, 2022 | Nov 6, 2026 | +122.3% | +88.2% | +34.1% |
| COP | CONOCOPHILLIPS | Aug 18, 2025 | Nov 6, 2026 | +49.5% | +15.9% | +33.7% |
| DE | DEERE & CO | Nov 2, 2021 | Nov 6, 2026 | +101.8% | +70.2% | +31.6% |
| BKNG | Booking Holdings Inc. | Mar 8, 2022 | Nov 6, 2026 | +116.5% | +88.2% | +28.3% |
| FTNT | Fortinet, Inc. | Apr 10, 2024 | Nov 6, 2026 | +74.4% | +47.2% | +27.2% |
| NI | NISOURCE INC. | Apr 10, 2024 | Nov 6, 2026 | +74.0% | +47.2% | +26.8% |
| FTNT | Fortinet, Inc. | Mar 8, 2022 | Nov 6, 2026 | +114.6% | +88.2% | +26.4% |
| DE | DEERE & CO | Apr 10, 2024 | Nov 6, 2026 | +68.5% | +47.2% | +21.2% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 9 · 212 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| COST | COSTCO WHOLESALE CORP /NEW | Jul 10, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| TMO | THERMO FISHER SCIENTIFIC INC. | Jul 10, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| INTU | INTUIT INC. | Jul 10, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| MGA | MAGNA INTERNATIONAL INC | Jul 10, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| UBER | Uber Technologies, Inc | Jul 10, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| FE | FIRSTENERGY CORP | Jul 10, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| FIS | Fidelity National Information Services, Inc. | Jul 10, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| LLY | ELI LILLY & Co | Jul 10, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| MU | MICRON TECHNOLOGY INC | Jul 10, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| MPC | Marathon Petroleum Corp | Jul 10, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| FMC | FMC CORP | Jul 10, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| UPS | UNITED PARCEL SERVICE INC | Jul 10, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| HONAV | Honeywell Aerospace Inc. - Common Stock | Jul 10, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| FTNT | Fortinet, Inc. | Jul 10, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| CSX | CSX CORP | Jul 10, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| ANET | Arista Networks, Inc. | Jul 10, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| DE | DEERE & CO | Jul 10, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| DUK | Duke Energy CORP | Jul 10, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| AMAT | APPLIED MATERIALS INC /DE | Jul 10, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| MS | MORGAN STANLEY | Jul 10, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| APH | AMPHENOL CORP /DE/ | Jul 10, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| AMCR | Amcor plc | Jul 10, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| ADBE | ADOBE INC. | Jul 10, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| HON | HONEYWELL INTERNATIONAL INC | Jul 10, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| HSY | HERSHEY CO | Jul 10, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10078107 | 146 | 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