Transactions
105
Total transactions associated with this filer
Disclosed purchases
82
$1.2M – $3.5M
Average modeled return
+81.4%
45 of 82 purchases modeled
Average vs. S&P 500
+8.2%
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
45 of 82 disclosed purchases have modeled returns for this period. 37 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| MRVL | Marvell Technology, Inc. | Sep 19, 2019 | Nov 6, 2026 | +469.8% | +171.2% | +298.7% |
| NVDA | NVIDIA CORP | Aug 7, 2023 | Nov 6, 2026 | +312.2% | +69.8% | +242.4% |
| XOM | ExxonMobil Holdings Corp | Jan 22, 2021 | Nov 6, 2026 | +336.5% | +107.3% | +229.1% |
| ANET | Arista Networks, Inc. | Nov 1, 2023 | Nov 6, 2026 | +224.0% | +80.4% | +143.6% |
| VLO | VALERO ENERGY CORP/TX | Aug 7, 2023 | Nov 6, 2026 | +191.0% | +69.8% | +121.2% |
| NVDA | NVIDIA CORP | Feb 20, 2024 | Nov 6, 2026 | +169.5% | +52.9% | +116.7% |
| INSW | International Seaways, Inc. | Oct 27, 2023 | Nov 6, 2026 | +184.4% | +85.7% | +98.7% |
| ALL | ALLSTATE CORP | Aug 7, 2023 | Nov 6, 2026 | +146.7% | +69.8% | +76.9% |
| WMT | Walmart Inc. | Aug 7, 2023 | Nov 6, 2026 | +143.0% | +69.8% | +73.2% |
| MEDP | Medpace Holdings, Inc. | Nov 13, 2023 | Nov 6, 2026 | +136.7% | +73.2% | +63.5% |
| JPM | JPMORGAN CHASE & CO | Aug 7, 2023 | Nov 6, 2026 | +129.1% | +69.8% | +59.3% |
| ABBV | AbbVie Inc. | Aug 7, 2023 | Nov 6, 2026 | +116.3% | +69.8% | +46.5% |
| PR | Permian Resources Corp | Aug 9, 2023 | Nov 6, 2026 | +101.5% | +71.6% | +29.9% |
| AAPL | Apple Inc. | Aug 7, 2023 | Nov 6, 2026 | +94.3% | +69.8% | +24.5% |
| AMZN | AMAZON COM INC | Aug 7, 2023 | Nov 6, 2026 | +82.3% | +69.8% | +12.6% |
| MPWR | MONOLITHIC POWER SYSTEMS, INC. | Oct 20, 2025 | Nov 6, 2026 | +16.2% | +10.7% | +5.5% |
| JNJ | JOHNSON & JOHNSON | Aug 7, 2023 | Nov 6, 2026 | +75.0% | +69.8% | +5.3% |
| LNC | LINCOLN NATIONAL CORP | Aug 7, 2023 | Nov 6, 2026 | +73.0% | +69.8% | +3.2% |
| XOM | ExxonMobil Holdings Corp | Aug 7, 2023 | Nov 6, 2026 | +72.2% | +69.8% | +2.4% |
| AMZN | AMAZON COM INC | Nov 8, 2024 | Nov 6, 2026 | +24.6% | +25.8% | -1.2% |
| GD | GENERAL DYNAMICS CORP | Aug 7, 2023 | Nov 6, 2026 | +66.2% | +69.8% | -3.6% |
| MSFT | MICROSOFT CORP | Aug 7, 2023 | Nov 6, 2026 | +64.9% | +69.8% | -4.9% |
| ULTA | Ulta Beauty, Inc. | Nov 13, 2023 | Nov 6, 2026 | +65.1% | +73.2% | -8.1% |
| SWX | Southwest Gas Holdings, Inc. | Aug 7, 2023 | Nov 6, 2026 | +58.4% | +69.8% | -11.4% |
| TSLA | Tesla, Inc. | Nov 8, 2024 | Nov 6, 2026 | +11.5% | +25.8% | -14.2% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 5 · 105 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| XOM | ExxonMobil Holdings Corp | Jul 2, 2026 | exchange | $1.0K – $15.0K | Filing ↗ |
| XOM | ExxonMobil Holdings Corp | Jul 2, 2026 | exchange | $1.0K – $15.0K | Filing ↗ |
| CHRD | Chord Energy Corp | Jan 9, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| EVVTY | EVOLUTION AB UNSP/ADR | Jan 9, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| OTCM | OTC Markets Group Inc. Common Stock Class A | Jan 9, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| DT | Dynatrace, Inc. | Jan 9, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| ELF | e.l.f. Beauty, Inc. | Dec 16, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| ABNB | Airbnb, Inc. | Dec 16, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| CVX | CHEVRON CORP | Dec 16, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| MPWR | MONOLITHIC POWER SYSTEMS, INC. | Oct 20, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| TSLA | Tesla, Inc. | Nov 8, 2024 | purchase | $1.0K – $15.0K | Filing ↗ |
| AMZN | AMAZON COM INC | Nov 8, 2024 | purchase | $1.0K – $15.0K | Filing ↗ |
| MNDY | monday.com Ltd. | Nov 8, 2024 | purchase | $1.0K – $15.0K | Filing ↗ |
| NVDA | NVIDIA CORP | Feb 20, 2024 | purchase | $1.0K – $15.0K | Filing ↗ |
| DT | Dynatrace, Inc. | Nov 13, 2023 | purchase | $1.0K – $15.0K | Filing ↗ |
| MEDP | Medpace Holdings, Inc. | Nov 13, 2023 | purchase | $1.0K – $15.0K | Filing ↗ |
| UBER | Uber Technologies, Inc | Nov 13, 2023 | purchase | $1.0K – $15.0K | Filing ↗ |
| EVVTY | EVOLUTION AB UNSP/ADR | Nov 13, 2023 | purchase | $1.0K – $15.0K | Filing ↗ |
| ULTA | Ulta Beauty, Inc. | Nov 13, 2023 | purchase | $1.0K – $15.0K | Filing ↗ |
| ANET | Arista Networks, Inc. | Nov 1, 2023 | purchase | $1.0K – $15.0K | Filing ↗ |
| INSW | International Seaways, Inc. | Oct 27, 2023 | purchase | $1.0K – $15.0K | Filing ↗ |
| UEC | URANIUM ENERGY CORP | Oct 25, 2023 | purchase | $1.0K – $15.0K | Filing ↗ |
| PR | Permian Resources Corp | Aug 9, 2023 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | MISSISSIPPI DEV BK SPL OBLIG BDS 2018 (DUE 10/01/2037 03.750%) | Aug 9, 2023 | purchase | $15.0K – $50.0K | Filing ↗ |
| LNC | LINCOLN NATIONAL CORP | Aug 7, 2023 | purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 9116295 | 0 | UNPARSED | 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