Transactions
127
Total transactions associated with this filer
Disclosed purchases
78
$177.1K – $1.4M
Average modeled return
+34.4%
77 of 78 purchases modeled
Average vs. S&P 500
-12.6%
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
77 of 78 disclosed purchases have modeled returns for this period. 1 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| WMT | Walmart Inc. | Mar 15, 2023 | Nov 6, 2026 | +181.5% | +98.0% | +83.5% |
| ADI | ANALOG DEVICES INC | Nov 5, 2025 | Nov 6, 2026 | +56.0% | +9.7% | +46.3% |
| JNJ | JOHNSON & JOHNSON | Nov 5, 2025 | Nov 6, 2026 | +51.9% | +9.7% | +42.2% |
| ADP | AUTOMATIC DATA PROCESSING INC | Mar 19, 2026 | Nov 6, 2026 | +46.0% | +12.3% | +33.7% |
| UNH | UNITEDHEALTH GROUP INC | Mar 19, 2026 | Nov 6, 2026 | +42.2% | +12.3% | +29.9% |
| UNH | UNITEDHEALTH GROUP INC | Mar 19, 2026 | Nov 6, 2026 | +42.2% | +12.3% | +29.9% |
| AAPL | Apple Inc. | Mar 15, 2023 | Nov 6, 2026 | +127.4% | +98.0% | +29.4% |
| COST | COSTCO WHOLESALE CORP /NEW | Mar 15, 2023 | Nov 6, 2026 | +126.6% | +98.0% | +28.6% |
| ABT | ABBOTT LABORATORIES | Jun 12, 2026 | Nov 6, 2026 | +26.3% | -0.4% | +26.7% |
| ABT | ABBOTT LABORATORIES | Jun 12, 2026 | Nov 6, 2026 | +26.3% | -0.4% | +26.7% |
| MGK | F S : New Vanguard Mega Cap Growth ETF | Mar 15, 2023 | Nov 6, 2026 | +122.9% | +98.0% | +24.9% |
| MSFT | MICROSOFT CORP | Mar 19, 2026 | Nov 6, 2026 | +36.9% | +12.3% | +24.6% |
| MSFT | MICROSOFT CORP | Mar 19, 2026 | Nov 6, 2026 | +36.9% | +12.3% | +24.6% |
| ICE | Intercontinental Exchange, Inc. | Jun 12, 2026 | Nov 6, 2026 | +23.5% | -0.4% | +23.8% |
| CSCO | CISCO SYSTEMS, INC. | Nov 5, 2025 | Nov 6, 2026 | +32.6% | +9.7% | +22.9% |
| APD | Air Products & Chemicals, Inc. | Nov 5, 2025 | Nov 6, 2026 | +31.7% | +9.7% | +22.0% |
| AAPL | Apple Inc. | Nov 5, 2025 | Nov 6, 2026 | +27.2% | +9.7% | +17.5% |
| EMR | EMERSON ELECTRIC CO | Mar 15, 2023 | Nov 6, 2026 | +115.0% | +98.0% | +17.0% |
| V | VISA INC. | Nov 5, 2025 | Nov 6, 2026 | +25.3% | +9.7% | +15.6% |
| BRK-B | BERKSHIRE HATHAWAY INC | Sep 18, 2026 | Nov 6, 2026 | +12.0% | -3.5% | +15.5% |
| WMT | Walmart Inc. | Nov 5, 2025 | Nov 6, 2026 | +24.7% | +9.7% | +15.1% |
| EMR | EMERSON ELECTRIC CO | Nov 5, 2025 | Nov 6, 2026 | +24.5% | +9.7% | +14.8% |
| UNH | UNITEDHEALTH GROUP INC | Nov 5, 2025 | Nov 6, 2026 | +23.5% | +9.7% | +13.8% |
| CSCO | CISCO SYSTEMS, INC. | Mar 15, 2023 | Nov 6, 2026 | +111.0% | +98.0% | +13.0% |
| BRK-B | BERKSHIRE HATHAWAY INC | Jul 30, 2026 | Nov 6, 2026 | +12.0% | -0.6% | +12.6% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 6 · 127 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| BRK-B | BERKSHIRE HATHAWAY INC | Sep 18, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| UNH | UNITEDHEALTH GROUP INC | Jul 30, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | Apple Inc. | Jul 30, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| AWK | American Water Works Company, Inc. | Jul 30, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| ICE | Intercontinental Exchange, Inc. | Jul 30, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| O | REALTY INCOME CORP | Jul 30, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| ITW | ILLINOIS TOOL WORKS INC | Jul 30, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| COST | COSTCO WHOLESALE CORP /NEW | Jul 30, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | Jul 30, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| ADI | ANALOG DEVICES INC | Jul 30, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Jul 30, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| MCD | MCDONALDS CORP | Jul 30, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| JNJ | JOHNSON & JOHNSON | Jul 30, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| PG | PROCTER & GAMBLE Co | Jul 30, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| CSCO | CISCO SYSTEMS, INC. | Jul 30, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| EMR | EMERSON ELECTRIC CO | Jul 30, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | MICROSOFT CORP | Jul 30, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| NEE | NEXTERA ENERGY INC | Jul 30, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| V | VISA INC. | Jul 30, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| ABT | ABBOTT LABORATORIES | Jul 30, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| ADP | AUTOMATIC DATA PROCESSING INC | Jul 30, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| APD | Air Products & Chemicals, Inc. | Jul 30, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| BLK | BlackRock, Inc. | Jul 30, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| HD | HOME DEPOT, INC. | Jul 30, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| PEP | PEPSICO INC | Jul 30, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075846 | 78 | 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