Transactions
202
Total transactions associated with this filer
Disclosed purchases
138
$754.1K – $3.5M
Average modeled return
+67.8%
72 of 138 purchases modeled
Average vs. S&P 500
-15.0%
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
72 of 138 disclosed purchases have modeled returns for this period. 66 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| LRCX | LAM RESEARCH CORP | Feb 13, 2023 | Nov 6, 2026 | +306.5% | +86.7% | +219.8% |
| LRCX | LAM RESEARCH CORP | Mar 17, 2021 | Nov 6, 2026 | +283.0% | +99.8% | +183.2% |
| SU | SUNCOR ENERGY INC | Mar 17, 2021 | Nov 6, 2026 | +263.2% | +99.8% | +163.3% |
| URI | UNITED RENTALS, INC. | Mar 17, 2021 | Nov 6, 2026 | +240.6% | +99.8% | +140.8% |
| GOOGL | Alphabet Inc. | Feb 13, 2023 | Nov 6, 2026 | +203.9% | +86.7% | +117.1% |
| MCK | MCKESSON CORP | Jun 8, 2023 | Nov 6, 2026 | +176.6% | +79.0% | +97.6% |
| GOOGL | Alphabet Inc. | Mar 17, 2021 | Nov 6, 2026 | +176.1% | +99.8% | +76.3% |
| JPM | JPMORGAN CHASE & CO | Feb 13, 2023 | Nov 6, 2026 | +155.6% | +86.7% | +68.9% |
| CAT | CATERPILLAR INC | Mar 17, 2021 | Nov 6, 2026 | +163.8% | +99.8% | +64.0% |
| KLAC | KLA CORP | Jan 24, 2025 | Nov 6, 2026 | +87.0% | +23.3% | +63.6% |
| BJ | BJ's Wholesale Club Holdings, Inc. | Mar 17, 2021 | Nov 6, 2026 | +159.1% | +99.8% | +59.3% |
| AZO | AUTOZONE INC | Mar 17, 2021 | Nov 6, 2026 | +149.1% | +99.8% | +49.3% |
| JPM | JPMORGAN CHASE & CO | Mar 17, 2021 | Nov 6, 2026 | +148.5% | +99.8% | +48.7% |
| CACI | CACI INTERNATIONAL INC /DE/ | Mar 17, 2021 | Nov 6, 2026 | +147.7% | +99.8% | +47.9% |
| CVX | CHEVRON CORP | Mar 17, 2021 | Nov 6, 2026 | +146.7% | +99.8% | +46.9% |
| VRTX | VERTEX PHARMACEUTICALS INC / MA | Mar 29, 2022 | Nov 6, 2026 | +112.1% | +69.2% | +42.9% |
| MRK | Merck & Co., Inc. | Mar 17, 2021 | Nov 6, 2026 | +135.9% | +99.8% | +36.1% |
| GOOGL | Alphabet Inc. | Oct 31, 2024 | Nov 6, 2026 | +67.6% | +32.3% | +35.3% |
| MSFT | MICROSOFT CORP | Mar 17, 2021 | Nov 6, 2026 | +134.2% | +99.8% | +34.4% |
| PANW | Palo Alto Networks Inc | Jan 24, 2024 | Nov 6, 2026 | +84.5% | +56.4% | +28.0% |
| MSFT | MICROSOFT CORP | Apr 14, 2021 | Nov 6, 2026 | +117.2% | +92.3% | +24.9% |
| TJX | TJX COMPANIES INC /DE/ | Sep 9, 2022 | Nov 6, 2026 | +114.6% | +91.2% | +23.3% |
| ARMK | Aramark | Feb 5, 2025 | Nov 6, 2026 | +41.4% | +24.1% | +17.3% |
| AMZN | AMAZON COM INC | Oct 31, 2024 | Nov 6, 2026 | +39.1% | +32.3% | +6.8% |
| MSFT | MICROSOFT CORP | Feb 5, 2025 | Nov 6, 2026 | +30.2% | +24.1% | +6.1% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 9 · 202 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | Alphabet Inc Note Coupon 4.80000%Mat 2/15/2036 | Aug 11, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | HCA INC. NOTE CALL MAKE WHOLE 5.62500% 09/01/2028 | Jun 30, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | CAPITAL ONE FINL CORP NOTE 7.62400% 10/30/2031 | Jun 30, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | JPMORGAN CHASE &CO NOTE CALL MAKE WHOLE 5.57200% 04/22/2036 | May 8, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | NORTHROP GRUMMAN CORP NOTE 4.40000% 05/01/2030 CALL MAKE WHOLE | May 8, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | SIMON PPTY GROUP LP NOTE CALL MAKE WHOLE 5.12500% 10/01/2035 | May 8, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | VMWARE LLC NOTE CALL MAKE WHOLE 4.70000% 05/15/2030 | May 8, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | THE CAMPBELLS COMPANY NOTE 5.40000% 03/21/2034 CALL MAKE WHOLE | May 6, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| — | UNITED STATES TREAS BILLS ZERO CPN 0.00000% 05/28/2026 | Apr 30, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | OTIS WORLDWIDE CORP NOTE CALL MAKE WHOLE 5.25000% 08/16/2028 | Apr 29, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | T MOBILE USA INC NOTE CALL MAKE WHOLE 5.05000% 07/15/2033 | Apr 17, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | UNITED STATES TREAS BILLS ZERO CPN 0.00000% 04/28/2026 [GS] | Mar 26, 2026 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | UNITED STATES TREAS BILLS ZERO CPN 0.00000% 03/24/2026 | Feb 20, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | CHUBB INA HLDGS INC NOTE CALL MAKE WHOLE 5.00000% 03/15/2034 | Feb 20, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | ALPHABET INC NOTE CALL MAKE WHOLE 4.70000% 11/15/2035 | Feb 20, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | VMWARE LLC NOTE CALL MAKE WHOLE 4.70000% 05/15/2030 | Feb 4, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | UNITED STATES TREAS BILLS ZERO CPN 0.00000% 03/24/2026 | Feb 4, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | UNITED STATES TREAS BILLS ZERO CPN 0.00000% 03/24/2026 | Jan 26, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | UNITED STATES TREAS BILLS ZERO CPN 0.00000% 03/24/2026 | Jan 8, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | COMCAST CORP NEW NOTE CALL MAKE WHOLE 4.25000% 10/15/2030 | Dec 5, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| — | SIMON PPTY GROUP LP NOTE CALL MAKE WHOLE 5.12500% 10/01/2035 | Aug 18, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | PEPSICO INC NOTE CALL MAKE WHOLE 3.90000% 07/18/2032 | Jun 9, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| — | MICROSOFT CORP NOTE CALL MAKE WHOLE 3.12500% 11/03/2025 | May 15, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| — | BANK AMERICA CORP SER N MTN 6.20400% 11/10/2028 CALL MAKE WHOLE | Mar 6, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | JPMORGAN CHASE &CO NOTE CALL MAKE WHOLE 5.29900% 07/24/2029 | Mar 6, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10078334 | 111 | 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