Transactions
191
Total transactions associated with this filer
Disclosed purchases
82
$497.1K – $2.1M
Average modeled return
+23.5%
71 of 82 purchases modeled
Average vs. S&P 500
-3.9%
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
71 of 82 disclosed purchases have modeled returns for this period. 11 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| ILMN | ILLUMINA, INC. | Apr 1, 2025 | Nov 6, 2026 | +171.9% | +33.2% | +138.6% |
| JPM | JPMORGAN CHASE & CO | Apr 3, 2023 | Nov 6, 2026 | +180.0% | +86.9% | +93.1% |
| NVT | nVent Electric plc | Apr 1, 2025 | Nov 6, 2026 | +102.5% | +33.2% | +69.3% |
| NVT | nVent Electric plc | Mar 7, 2025 | Nov 6, 2026 | +95.7% | +30.2% | +65.5% |
| TXN | TEXAS INSTRUMENTS INC | Nov 26, 2025 | Nov 6, 2026 | +70.6% | +9.3% | +61.2% |
| ADI | ANALOG DEVICES INC | Apr 24, 2025 | Nov 6, 2026 | +90.2% | +36.7% | +53.4% |
| ADI | ANALOG DEVICES INC | Dec 13, 2024 | Nov 6, 2026 | +72.1% | +24.5% | +47.6% |
| ILMN | ILLUMINA, INC. | Apr 19, 2024 | Nov 6, 2026 | +86.6% | +52.9% | +33.7% |
| TMO | THERMO FISHER SCIENTIFIC INC. | May 5, 2025 | Nov 6, 2026 | +65.4% | +32.6% | +32.8% |
| BDX | BECTON DICKINSON & CO | May 13, 2025 | Nov 6, 2026 | +59.4% | +27.4% | +32.0% |
| CCK | CROWN HOLDINGS, INC. | Jan 7, 2025 | Nov 6, 2026 | +54.1% | +27.4% | +26.7% |
| ESAB | ESAB Corp | Sep 29, 2026 | Nov 6, 2026 | +22.5% | -3.8% | +26.3% |
| TOST | Toast, Inc. | Jul 8, 2026 | Nov 6, 2026 | +21.4% | -1.1% | +22.5% |
| TXN | TEXAS INSTRUMENTS INC | Apr 14, 2026 | Nov 6, 2026 | +28.0% | +6.4% | +21.6% |
| AMCR | Amcor plc | May 14, 2026 | Nov 6, 2026 | +19.9% | -1.2% | +21.1% |
| FNV | FRANCO NEVADA Corp | Sep 3, 2025 | Nov 6, 2026 | +34.9% | +15.8% | +19.1% |
| TXN | TEXAS INSTRUMENTS INC | Sep 17, 2026 | Nov 6, 2026 | +8.0% | -3.3% | +11.3% |
| TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | Jan 18, 2023 | Nov 6, 2026 | +108.2% | +96.9% | +11.3% |
| WCC | WESCO INTERNATIONAL INC | Mar 16, 2023 | Nov 6, 2026 | +104.9% | +94.6% | +10.3% |
| LIN | LINDE PLC | Aug 10, 2026 | Nov 6, 2026 | +5.0% | -4.6% | +9.6% |
| CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | Aug 22, 2025 | Nov 6, 2026 | +24.3% | +15.5% | +8.8% |
| WPM | Wheaton Precious Metals Corp. | Jun 4, 2026 | Nov 6, 2026 | +6.3% | -2.4% | +8.7% |
| AMZN | AMAZON COM INC | Jul 8, 2026 | Nov 6, 2026 | +6.4% | -1.1% | +7.5% |
| PLD | Prologis, Inc. | Jun 30, 2025 | Nov 6, 2026 | +25.7% | +20.6% | +5.1% |
| MSFT | MICROSOFT CORP | Jan 31, 2025 | Nov 6, 2026 | +29.6% | +24.6% | +5.0% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 8 · 191 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| SYK | STRYKER CORP | Sep 30, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| JNJ | JOHNSON & JOHNSON | Sep 30, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| ESAB | ESAB Corp | Sep 29, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| MDLZ | Mondelez International, Inc. | Sep 23, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| ABT | ABBOTT LABORATORIES | Sep 17, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| TXN | TEXAS INSTRUMENTS INC | Sep 17, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| GOOGL | Alphabet Inc. | Aug 27, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | MICROSOFT CORP | Aug 27, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| JNJ | JOHNSON & JOHNSON | Aug 27, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| MTZ | MASTEC INC | Aug 21, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| AMCR | Amcor plc | Aug 10, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| LIN | LINDE PLC | Aug 10, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| SYK | STRYKER CORP | Jul 22, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| GOOGL | Alphabet Inc. | Jul 22, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| AMZN | AMAZON COM INC | Jul 8, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| TOST | Toast, Inc. | Jul 8, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| ESAB | ESAB Corp | Jul 7, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| EQT | EQT Corp | Jul 7, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| ADI | ANALOG DEVICES INC | Jun 30, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| JNJ | JOHNSON & JOHNSON | Jun 29, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| MKL | MARKEL GROUP INC. | Jun 29, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| SPGI | S&P Global Inc. | Jun 29, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| GOOGL | Alphabet Inc. | Jun 24, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| ESAB | ESAB Corp | Jun 24, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| ESAB | ESAB Corp | Jun 22, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075136 | 147 | 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