Transactions
14
Total transactions associated with this filer
Disclosed purchases
3
$252.0K – $530.0K
Average modeled return
+74.3%
2 of 3 purchases modeled
Average vs. S&P 500
-35.0%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
2 most recent modeled purchases. The summary and table include all modeled purchases.
MARKET ANALYSIS
Modeled purchase performance · Since purchase
2 of 3 disclosed purchases have modeled returns for this period. 1 purchases have missing or excluded market data; no returns are invented for them.
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 14 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| TSLA | Tesla, Inc. | Mar 31, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| STZ | CONSTELLATION BRANDS, INC. | Mar 31, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| HRTX | HERON THERAPEUTICS, INC. /DE/ | Mar 31, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| BABA | Alibaba Group Holding Ltd | Mar 31, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| QCRH | QCR HOLDINGS INC | Mar 31, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| SHAK | Shake Shack Inc. | Mar 31, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| AMZN | AMAZON COM INC | Mar 31, 2021 | sale | $15.0K – $50.0K | Filing ↗ |
| AAPL | Apple Inc. | Mar 31, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| MCS | MARCUS CORP | Mar 31, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| GTN | Gray Television, Inc. (GTN) | Mar 31, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| AMZN | AMAZON COM INC | Mar 8, 2021 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | High Street Insurance Partners | Mar 5, 2021 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | Transportation Insurance & Consultants, Inc. (d/b/a Elliott-Hartman Agency) | Mar 5, 2021 | sale | $1.0M+ | Filing ↗ |
| TSLA | Tesla, Inc. | Mar 4, 2021 | purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076278 | 73 | PARSED | 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