Transactions
152
Total transactions associated with this filer
Disclosed purchases
97
$372.1K – $2.1M
Average modeled return
+112.6%
97 of 97 purchases modeled
Average vs. S&P 500
+18.8%
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
97 of 97 disclosed purchases have modeled returns for this period.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | Feb 25, 2021 | Nov 6, 2026 | +1309.8% | +107.6% | +1202.1% |
| NVDA | NVIDIA CORP | Jan 20, 2021 | Nov 6, 2026 | +1303.6% | +106.8% | +1196.8% |
| NVDA | NVIDIA CORP | Jul 16, 2021 | Nov 6, 2026 | +932.4% | +82.8% | +849.6% |
| AAPL | Apple Inc. | Mar 26, 2021 | Nov 6, 2026 | +190.5% | +99.8% | +90.7% |
| AAPL | Apple Inc. | May 11, 2021 | Nov 6, 2026 | +179.2% | +91.0% | +88.2% |
| AAPL | Apple Inc. | Feb 25, 2021 | Nov 6, 2026 | +191.0% | +107.6% | +83.4% |
| AAPL | Apple Inc. | Mar 4, 2021 | Nov 6, 2026 | +193.1% | +110.7% | +82.4% |
| AAPL | Apple Inc. | Mar 4, 2021 | Nov 6, 2026 | +193.1% | +110.7% | +82.4% |
| AAPL | Apple Inc. | Mar 4, 2021 | Nov 6, 2026 | +193.1% | +110.7% | +82.4% |
| AAPL | Apple Inc. | Feb 24, 2021 | Nov 6, 2026 | +180.9% | +102.6% | +78.3% |
| AAPL | Apple Inc. | Apr 30, 2021 | Nov 6, 2026 | +167.9% | +89.6% | +78.3% |
| GOOG | Alphabet Inc. | Feb 25, 2021 | Nov 6, 2026 | +182.2% | +107.6% | +74.6% |
| RTX | RTX Corp | Feb 24, 2021 | Nov 6, 2026 | +176.7% | +102.6% | +74.0% |
| RTX | RTX Corp | Mar 26, 2021 | Nov 6, 2026 | +173.2% | +99.8% | +73.4% |
| GOOG | Alphabet Inc. | Mar 4, 2021 | Nov 6, 2026 | +179.8% | +110.7% | +69.0% |
| GOOG | Alphabet Inc. | Mar 4, 2021 | Nov 6, 2026 | +179.8% | +110.7% | +69.0% |
| RTX | RTX Corp | Apr 30, 2021 | Nov 6, 2026 | +156.6% | +89.6% | +66.9% |
| RTX | RTX Corp | May 11, 2021 | Nov 6, 2026 | +153.2% | +91.0% | +62.2% |
| AXP | AMERICAN EXPRESS CO | Feb 25, 2021 | Nov 6, 2026 | +151.0% | +107.6% | +43.4% |
| AXP | AMERICAN EXPRESS CO | Feb 24, 2021 | Nov 6, 2026 | +146.0% | +102.6% | +43.3% |
| AXP | AMERICAN EXPRESS CO | Mar 26, 2021 | Nov 6, 2026 | +139.4% | +99.8% | +39.6% |
| MSFT | MICROSOFT CORP | May 12, 2021 | Nov 6, 2026 | +132.3% | +95.2% | +37.1% |
| AAPL | Apple Inc. | Jan 21, 2022 | Nov 6, 2026 | +115.8% | +78.9% | +36.9% |
| MSFT | MICROSOFT CORP | Mar 26, 2021 | Nov 6, 2026 | +134.8% | +99.8% | +35.0% |
| MSFT | MICROSOFT CORP | Feb 25, 2021 | Nov 6, 2026 | +142.5% | +107.6% | +34.8% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 7 · 152 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| META | Meta Platforms, Inc. | Jan 19, 2024 | sale | $15.0K – $50.0K | Filing ↗ |
| META | Meta Platforms, Inc. | Jan 19, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| JNJ | JOHNSON & JOHNSON | Jan 19, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| JNJ | JOHNSON & JOHNSON | Jan 19, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| BAC | BANK OF AMERICA CORP /DE/ | Jan 19, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| BAC | BANK OF AMERICA CORP /DE/ | Jan 19, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | Jan 19, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | Jan 19, 2024 | sale | $15.0K – $50.0K | Filing ↗ |
| HQY | HEALTHEQUITY, INC. | Jan 19, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| HQY | HEALTHEQUITY, INC. | Jan 19, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| AXP | AMERICAN EXPRESS CO | Jan 19, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | Apple Inc. | Jan 19, 2024 | sale | $15.0K – $50.0K | Filing ↗ |
| AMZN | AMAZON COM INC | Jan 19, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| DIS | Walt Disney Co | Jan 19, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| BAC | BANK OF AMERICA CORP /DE/ | Jan 19, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| GOOG | Alphabet Inc. | Jan 19, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | Apple Inc. | Jan 19, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| AXP | AMERICAN EXPRESS CO | Jan 19, 2024 | sale | $15.0K – $50.0K | Filing ↗ |
| AMZN | AMAZON COM INC | Jan 19, 2024 | sale | $15.0K – $50.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | Jan 19, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| AMZN | AMAZON COM INC | Jan 19, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| AXP | AMERICAN EXPRESS CO | Jan 19, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| GOOG | Alphabet Inc. | Jan 19, 2024 | sale | $15.0K – $50.0K | Filing ↗ |
| BABA | Alibaba Group Holding Ltd | Jan 19, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| META | Meta Platforms, Inc. | Jan 19, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10074823 | 18 | PARTIAL | 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