Transactions
445
Total transactions associated with this filer
Disclosed purchases
205
$1.2M – $5.6M
Average modeled return
+90.4%
122 of 205 purchases modeled
Average vs. S&P 500
-186.1%
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
122 of 205 disclosed purchases have modeled returns for this period. 83 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | Jul 19, 2013 | Nov 6, 2026 | +1979.7% | +443.4% | +1536.4% |
| MSFT | MICROSOFT CORP | Sep 16, 2013 | Nov 6, 2026 | +1877.0% | +439.7% | +1437.3% |
| BE | Bloom Energy Corp | Oct 30, 2020 | Nov 6, 2026 | +1270.6% | +144.1% | +1126.4% |
| BE | Bloom Energy Corp | Aug 10, 2020 | Nov 6, 2026 | +1229.5% | +138.5% | +1091.0% |
| GE | GENERAL ELECTRIC CO | Aug 24, 2020 | Nov 6, 2026 | +907.5% | +133.4% | +774.1% |
| GRMN | GARMIN LTD | Oct 15, 2015 | Nov 6, 2026 | +1097.5% | +334.7% | +762.9% |
| BE | Bloom Energy Corp | Sep 14, 2021 | Nov 6, 2026 | +782.1% | +77.6% | +704.5% |
| GRMN | GARMIN LTD | Oct 5, 2015 | Nov 6, 2026 | +955.0% | +343.2% | +611.9% |
| GRMN | GARMIN LTD | Sep 2, 2015 | Nov 6, 2026 | +953.4% | +352.4% | +600.9% |
| BE | Bloom Energy Corp | Mar 5, 2021 | Nov 6, 2026 | +576.5% | +106.9% | +469.5% |
| CAT | CATERPILLAR INC | Apr 23, 2015 | Nov 6, 2026 | +766.3% | +320.7% | +445.6% |
| GE | GENERAL ELECTRIC CO | Dec 23, 2020 | Nov 6, 2026 | +513.5% | +116.0% | +397.5% |
| BBY | BEST BUY CO INC | Jan 17, 2014 | Nov 6, 2026 | +548.7% | +395.4% | +153.2% |
| CRUS | CIRRUS LOGIC, INC. | Jan 29, 2014 | Nov 6, 2026 | +557.3% | +413.0% | +144.3% |
| CRUS | CIRRUS LOGIC, INC. | Jan 29, 2014 | Nov 6, 2026 | +557.3% | +413.0% | +144.3% |
| CRUS | CIRRUS LOGIC, INC. | Oct 30, 2014 | Nov 6, 2026 | +489.7% | +350.0% | +139.7% |
| BBY | BEST BUY CO INC | Jan 16, 2014 | Nov 6, 2026 | +490.6% | +393.3% | +97.3% |
| CRUS | CIRRUS LOGIC, INC. | Jan 17, 2014 | Nov 6, 2026 | +472.8% | +395.4% | +77.3% |
| CRUS | CIRRUS LOGIC, INC. | Jan 16, 2014 | Nov 6, 2026 | +468.5% | +393.3% | +75.1% |
| CRUS | CIRRUS LOGIC, INC. | Dec 23, 2013 | Nov 6, 2026 | +445.5% | +398.4% | +47.1% |
| JNJ | JOHNSON & JOHNSON | Jan 26, 2021 | Nov 6, 2026 | +89.8% | +106.8% | -17.1% |
| F | FORD MOTOR CO | Dec 23, 2020 | Nov 6, 2026 | +88.7% | +116.0% | -27.3% |
| BAC | BANK OF AMERICA CORP /DE/ | Mar 12, 2015 | Nov 6, 2026 | +292.1% | +330.9% | -38.8% |
| GE | GENERAL ELECTRIC CO | Jul 12, 2017 | Nov 6, 2026 | +175.1% | +247.6% | -72.5% |
| T | AT&T INC. | Nov 16, 2020 | Nov 6, 2026 | +45.0% | +119.9% | -74.9% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 18 · 445 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| GEV | GE Vernova Inc. | Feb 17, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| GE | GENERAL ELECTRIC CO | Feb 17, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| GEV | GE Vernova Inc. | Jun 16, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| GE | GENERAL ELECTRIC CO | Jun 16, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| GE | GENERAL ELECTRIC CO | May 23, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| GEV | GE Vernova Inc. | May 23, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| GEV | GE Vernova Inc. | May 14, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| GEHC | GE HealthCare Technologies Inc. | Mar 27, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| GE | GENERAL ELECTRIC CO | Mar 4, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| F | FORD MOTOR CO | Mar 4, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| GE | GENERAL ELECTRIC CO | Jan 13, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| GE | GENERAL ELECTRIC CO | Dec 13, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| F | FORD MOTOR CO | Oct 2, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| GEV | GE Vernova Inc. | Oct 2, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| PLUG | PLUG POWER INC | Jul 31, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| BLDP | Ballard Power Systems Inc. | Jul 31, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| KPLT | Katapult Holdings, Inc. | Jul 31, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| BE | Bloom Energy Corp | Jul 15, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| CLNE | Clean Energy Fuels Corp. | Jul 15, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| GEHC | GE HealthCare Technologies Inc. | Jan 4, 2023 | exchange | $1.0K – $15.0K | Filing ↗ |
| KPLTW | Katapult Holdings, Inc. - Warrant (KPLTW) | Nov 30, 2021 | purchase | $1.0K – $15.0K | Filing ↗ |
| KPLTW | Katapult Holdings, Inc. - Warrant (KPLTW) | Nov 24, 2021 | purchase | $1.0K – $15.0K | Filing ↗ |
| BE | Bloom Energy Corp | Oct 21, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| KPLT | Katapult Holdings, Inc. | Oct 21, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| CLNE | Clean Energy Fuels Corp. | Oct 21, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10078163 | 34 | 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