
Transactions
26
Total transactions associated with this filer
Disclosed purchases
16
$16.0K – $240.0K
Average modeled return
-17.3%
16 of 16 purchases modeled
Average vs. S&P 500
-24.9%
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
16 of 16 disclosed purchases have modeled returns for this period.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | Apr 15, 2026 | Nov 6, 2026 | +29.6% | +5.6% | +24.0% |
| AAPL | Apple Inc. | Apr 15, 2026 | Nov 6, 2026 | +28.7% | +5.6% | +23.1% |
| MSFT | MICROSOFT CORP | Jan 21, 2026 | Nov 6, 2026 | +20.2% | +8.1% | +12.1% |
| META | Meta Platforms, Inc. | Jun 4, 2026 | Nov 6, 2026 | -2.6% | -2.4% | -0.2% |
| NVDA | NVIDIA CORP | Jan 30, 2026 | Nov 6, 2026 | -2.1% | +7.1% | -9.2% |
| NVDA | NVIDIA CORP | Aug 18, 2026 | Nov 6, 2026 | -15.0% | -4.0% | -11.0% |
| NVDA | NVIDIA CORP | Apr 15, 2026 | Nov 6, 2026 | -5.9% | +5.6% | -11.5% |
| SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Jun 15, 2026 | Nov 6, 2026 | -30.2% | -2.1% | -28.2% |
| MU | MICRON TECHNOLOGY INC | Sep 25, 2026 | Nov 6, 2026 | -36.2% | -4.7% | -31.6% |
| MU | MICRON TECHNOLOGY INC | Sep 24, 2026 | Nov 6, 2026 | -36.1% | -4.2% | -32.0% |
| MU | MICRON TECHNOLOGY INC | Oct 1, 2026 | Nov 6, 2026 | -37.1% | -3.8% | -33.4% |
| META | Meta Platforms, Inc. | Jun 30, 2025 | Nov 6, 2026 | -17.0% | +20.6% | -37.6% |
| AMAT | APPLIED MATERIALS INC /DE | Jul 15, 2026 | Nov 6, 2026 | -42.5% | -2.3% | -40.2% |
| NFLX | NETFLIX INC | Jun 16, 2025 | Nov 6, 2026 | -48.3% | +24.0% | -72.3% |
| UNH | UNITEDHEALTH GROUP INC | Apr 10, 2025 | Nov 6, 2026 | -31.0% | +42.5% | -73.5% |
| NOW | ServiceNow, Inc. | May 16, 2025 | Nov 6, 2026 | -51.0% | +25.8% | -76.8% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 2 · 26 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | Oct 1, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| MU | MICRON TECHNOLOGY INC | Sep 25, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| AVGO | Broadcom Inc. | Sep 24, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| MU | MICRON TECHNOLOGY INC | Sep 24, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| NVDA | NVIDIA CORP | Aug 18, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| AAPL | Apple Inc. | Aug 18, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| PANW | Palo Alto Networks Inc | Jul 31, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| AMAT | APPLIED MATERIALS INC /DE | Jul 15, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| BLK | BlackRock, Inc. | Jul 14, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| BLK | BlackRock, Inc. | Jul 10, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| BLK | BlackRock, Inc. | Jul 7, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Jun 15, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| DELL | Dell Technologies Inc. | Jun 4, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| META | Meta Platforms, Inc. | Jun 4, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| NVDA | NVIDIA CORP | Apr 15, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| AAPL | Apple Inc. | Apr 15, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| MSFT | MICROSOFT CORP | Apr 15, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| MSFT | MICROSOFT CORP | Jan 30, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| NVDA | NVIDIA CORP | Jan 30, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| MSFT | MICROSOFT CORP | Jan 21, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| WMT | Walmart Inc. | Jan 20, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| META | Meta Platforms, Inc. | Jun 30, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| NOW | ServiceNow, Inc. | Jun 27, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| NFLX | NETFLIX INC | Jun 16, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| NOW | ServiceNow, Inc. | May 16, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075908 | 86 | 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