Transactions
28
Total transactions associated with this filer
Disclosed purchases
19
$278.0K – $895.0K
Average modeled return
+106.8%
17 of 19 purchases modeled
Average vs. S&P 500
+18.2%
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
17 of 19 disclosed purchases have modeled returns for this period. 2 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | Apr 27, 2021 | Nov 6, 2026 | +427.0% | +89.5% | +337.5% |
| CRWD | CrowdStrike Holdings, Inc. | Apr 27, 2021 | Nov 6, 2026 | +292.1% | +89.5% | +202.6% |
| LRCX | LAM RESEARCH CORP | Apr 27, 2021 | Nov 6, 2026 | +228.4% | +89.5% | +138.9% |
| AMAT | APPLIED MATERIALS INC /DE | Apr 27, 2021 | Nov 6, 2026 | +154.4% | +89.5% | +64.9% |
| GOOGL | Alphabet Inc. | Apr 27, 2021 | Nov 6, 2026 | +151.0% | +89.5% | +61.5% |
| AAPL | Apple Inc. | Dec 30, 2021 | Nov 6, 2026 | +96.7% | +64.5% | +32.2% |
| BRK-B | BERKSHIRE HATHAWAY INC | Apr 1, 2021 | Nov 6, 2026 | +121.1% | +97.5% | +23.6% |
| XLF | Financial Select Sector SPDR Fund | Jan 4, 2021 | Nov 6, 2026 | +116.9% | +115.3% | +1.7% |
| SPY | SPDR S&P 500 ETF TRUST | Jan 4, 2021 | Nov 6, 2026 | +115.3% | +115.3% | +0.0% |
| GM | General Motors Co | Dec 30, 2021 | Nov 6, 2026 | +54.6% | +64.5% | -9.9% |
| ORCL | ORACLE CORP | Jan 4, 2021 | Nov 6, 2026 | +97.9% | +115.3% | -17.4% |
| FCX | FREEPORT-MCMORAN INC | Apr 27, 2021 | Nov 6, 2026 | +65.3% | +89.5% | -24.3% |
| XLB | Materials Select Sector SPDR (XLB) | Jan 4, 2021 | Nov 6, 2026 | +62.1% | +115.3% | -53.1% |
| DIS | Walt Disney Co | Dec 28, 2021 | Nov 6, 2026 | -22.4% | +64.3% | -86.7% |
| NEO | NEOGENOMICS INC | Dec 30, 2021 | Nov 6, 2026 | -50.7% | +64.5% | -115.2% |
| ALB | ALBEMARLE CORP | Dec 28, 2021 | Nov 6, 2026 | -54.8% | +64.3% | -119.0% |
| CLF | CLEVELAND-CLIFFS INC. | Apr 27, 2021 | Nov 6, 2026 | -38.7% | +89.5% | -128.2% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 2 · 28 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | Apr 17, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | MICROSOFT CORP | Apr 10, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | MICROSOFT CORP | Feb 1, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | MICROSOFT CORP | Jan 30, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| U | Unity Software Inc. | Nov 7, 2022 | exchange | $1.0K – $15.0K | Filing ↗ |
| MSFT | MICROSOFT CORP | Jan 27, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | MICROSOFT CORP | Jan 21, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | MICROSOFT CORP | Jan 4, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| IS | ironSource Ltd. Class A Ordinary Shares (IS) [ST] | Dec 31, 2021 | purchase | $1.0K – $15.0K | Filing ↗ |
| AAPL | Apple Inc. | Dec 30, 2021 | purchase | $15.0K – $50.0K | Filing ↗ |
| NEO | NEOGENOMICS INC | Dec 30, 2021 | purchase | $15.0K – $50.0K | Filing ↗ |
| FB | Facebook, Inc. | Dec 30, 2021 | purchase | $15.0K – $50.0K | Filing ↗ |
| GM | General Motors Co | Dec 30, 2021 | purchase | $1.0K – $15.0K | Filing ↗ |
| ALB | ALBEMARLE CORP | Dec 28, 2021 | purchase | $15.0K – $50.0K | Filing ↗ |
| DIS | Walt Disney Co | Dec 28, 2021 | purchase | $15.0K – $50.0K | Filing ↗ |
| MSFT | MICROSOFT CORP | Dec 9, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| GOOGL | Alphabet Inc. | Apr 27, 2021 | purchase | $15.0K – $50.0K | Filing ↗ |
| AMAT | APPLIED MATERIALS INC /DE | Apr 27, 2021 | purchase | $1.0K – $15.0K | Filing ↗ |
| CLF | CLEVELAND-CLIFFS INC. | Apr 27, 2021 | purchase | $15.0K – $50.0K | Filing ↗ |
| CRWD | CrowdStrike Holdings, Inc. | Apr 27, 2021 | purchase | $15.0K – $50.0K | Filing ↗ |
| FCX | FREEPORT-MCMORAN INC | Apr 27, 2021 | purchase | $15.0K – $50.0K | Filing ↗ |
| LRCX | LAM RESEARCH CORP | Apr 27, 2021 | purchase | $15.0K – $50.0K | Filing ↗ |
| AMD | ADVANCED MICRO DEVICES INC | Apr 27, 2021 | purchase | $15.0K – $50.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | Apr 1, 2021 | purchase | $15.0K – $50.0K | Filing ↗ |
| XLF | Financial Select Sector SPDR Fund | Jan 4, 2021 | purchase | $15.0K – $50.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10074987 | 65 | 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