Kelly Loeffler portrait
Senate

Kelly Loeffler

—

Transactions
289
Total transactions associated with this filer
Disclosed purchases
107
$13.0M – $49.3M
Average modeled return
+249.9%
85 of 107 purchases modeled
Average vs. S&P 500
+45.1%
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

85 of 107 disclosed purchases have modeled returns for this period. 22 purchases have missing or excluded market data; no returns are invented for them.

Ticker↑↓Asset↑↓Entry↑↓Latest↑↓Modeled return↑↓S&P 500↑↓Relative↑↓
WDC
WESTERN DIGITAL CORP
Mar 20, 2020Nov 6, 2026+1044.2%+251.4%+792.9%
PANW
Palo Alto Networks Inc
Apr 7, 2020Nov 6, 2026+989.7%+203.2%+786.4%
LLY
ELI LILLY & Co
Apr 7, 2020Nov 6, 2026+925.4%+203.2%+722.2%
CAH
CARDINAL HEALTH INC
Mar 20, 2020Nov 6, 2026+640.8%+251.4%+389.4%
CAH
CARDINAL HEALTH INC
Apr 7, 2020Nov 6, 2026+563.7%+203.2%+360.5%
GS
GOLDMAN SACHS GROUP INC
Apr 7, 2020Nov 6, 2026+506.5%+203.2%+303.3%
CAT
CATERPILLAR INC
Apr 7, 2020Nov 6, 2026+419.8%+203.2%+216.6%
CAT
CATERPILLAR INC
Apr 7, 2020Nov 6, 2026+419.8%+203.2%+216.6%
ABBV
AbbVie Inc.
Apr 7, 2020Nov 6, 2026+403.6%+203.2%+200.4%
ABBV
AbbVie Inc.
Apr 7, 2020Nov 6, 2026+403.6%+203.2%+200.4%
ETN
Eaton Corp plc
Apr 7, 2020Nov 6, 2026+399.8%+203.2%+196.6%
TRV
TRAVELERS COMPANIES, INC.
Apr 7, 2020Nov 6, 2026+347.5%+203.2%+144.3%
TRV
TRAVELERS COMPANIES, INC.
Mar 31, 2020Nov 6, 2026+354.0%+211.9%+142.1%
HIG
HARTFORD INSURANCE GROUP, INC.
Mar 20, 2020Nov 6, 2026+393.0%+251.4%+141.6%
CVX
CHEVRON CORP
Mar 20, 2020Nov 6, 2026+375.3%+251.4%+124.0%
HIG
HARTFORD INSURANCE GROUP, INC.
Apr 7, 2020Nov 6, 2026+317.5%+203.2%+114.3%
DAL
DELTA AIR LINES, INC.
Apr 7, 2020Nov 6, 2026+307.2%+203.2%+103.9%
DAL
DELTA AIR LINES, INC.
Apr 7, 2020Nov 6, 2026+307.2%+203.2%+103.9%
AFL
AFLAC INC
Apr 7, 2020Nov 6, 2026+305.2%+203.2%+102.0%
AFL
AFLAC INC
Apr 7, 2020Nov 6, 2026+305.2%+203.2%+102.0%
AIZ
ASSURANT, INC.
Mar 18, 2020Nov 6, 2026+327.7%+236.9%+90.7%
AIG
AMERICAN INTERNATIONAL GROUP, INC.
Apr 7, 2020Nov 6, 2026+293.3%+203.2%+90.0%
AIG
AMERICAN INTERNATIONAL GROUP, INC.
Apr 7, 2020Nov 6, 2026+293.3%+203.2%+90.0%
DD
DuPont de Nemours, Inc.
Mar 9, 2020Nov 6, 2026+276.1%+194.9%+81.3%
RTX
RTX Corp
Apr 7, 2020Nov 6, 2026+280.8%+203.2%+77.6%
DISCLOSED ACTIVITY

Recent transaction history

Showing up to 25 records per page · Page 1 of 12 · 289 total transactions

Ticker↑↓Asset↑↓Date↑↓Type↑↓Disclosed amount↑↓Source
ICE
Intercontinental Exchange, Inc.
Sep 23, 2020purchase$250.0K – $500.0KFiling ↗
ICE
Intercontinental Exchange, Inc.
Sep 23, 2020sale$1.0M – $5.0MFiling ↗
ICE
Intercontinental Exchange, Inc.
Jul 22, 2020sale$5.0M – $25.0MFiling ↗
ICE
Intercontinental Exchange, Inc.
May 20, 2020sale$5.0M – $25.0MFiling ↗
ICE
Intercontinental Exchange, Inc.
May 20, 2020sale$1.0M – $5.0MFiling ↗
ICE
Intercontinental Exchange, Inc.
May 20, 2020purchase$1.0M – $5.0MFiling ↗
BP
BP PLC
Apr 14, 2020sale$50.0K – $100.0KFiling ↗
PRU
PRUDENTIAL FINANCIAL INC
Apr 14, 2020sale$100.0K – $250.0KFiling ↗
BMY
BRISTOL MYERS SQUIBB CO
Apr 14, 2020sale$100.0K – $250.0KFiling ↗
DFS
Discover Financial Services
Apr 14, 2020sale$50.0K – $100.0KFiling ↗
HIG
HARTFORD INSURANCE GROUP, INC.
Apr 14, 2020sale$100.0K – $250.0KFiling ↗
K
KELLANOVA
Apr 14, 2020sale$100.0K – $250.0KFiling ↗
STT
STATE STREET CORP
Apr 14, 2020sale$250.0K – $500.0KFiling ↗
RTX
RTX Corp
Apr 14, 2020sale$100.0K – $250.0KFiling ↗
CTVA
Corteva, Inc.
Apr 14, 2020sale$15.0K – $50.0KFiling ↗
DOW
DOW INC.
Apr 14, 2020sale$15.0K – $50.0KFiling ↗
AIG
AMERICAN INTERNATIONAL GROUP, INC.
Apr 14, 2020sale$15.0K – $50.0KFiling ↗
MO
ALTRIA GROUP, INC.
Apr 14, 2020sale$15.0K – $50.0KFiling ↗
CSCO
CISCO SYSTEMS, INC.
Apr 14, 2020sale$100.0K – $250.0KFiling ↗
CTSH
COGNIZANT TECHNOLOGY SOLUTIONS CORP
Apr 14, 2020sale$100.0K – $250.0KFiling ↗
CVS
CVS HEALTH Corp
Apr 14, 2020sale$250.0K – $500.0KFiling ↗
DAL
DELTA AIR LINES, INC.
Apr 14, 2020sale$50.0K – $100.0KFiling ↗
XOM
ExxonMobil Holdings Corp
Apr 14, 2020sale$50.0K – $100.0KFiling ↗
GS
GOLDMAN SACHS GROUP INC
Apr 14, 2020sale$100.0K – $250.0KFiling ↗
BP
BP PLC
Apr 14, 2020sale$100.0K – $250.0KFiling ↗
ANNUAL REPORTING

Annual financial disclosures

YearDocumentAssets parsedStatusSource
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