Transactions
1018
Total transactions associated with this filer
Disclosed purchases
790
$5.5M – $22.3M
Average modeled return
+92.8%
590 of 790 purchases modeled
Average vs. S&P 500
-59.1%
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
590 of 790 disclosed purchases have modeled returns for this period. 200 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| VLO | VALERO ENERGY CORP/TX | Feb 5, 2016 | Nov 6, 2026 | +809.4% | +365.2% | +444.2% |
| VLO | VALERO ENERGY CORP/TX | Jan 25, 2016 | Nov 6, 2026 | +705.3% | +366.0% | +339.3% |
| AVGO | Broadcom Inc. | Jan 3, 2022 | Nov 6, 2026 | +380.6% | +64.0% | +316.6% |
| CAT | CATERPILLAR INC | Jul 30, 2014 | Nov 6, 2026 | +627.8% | +357.7% | +270.2% |
| CAT | CATERPILLAR INC | Jul 24, 2014 | Nov 6, 2026 | +616.3% | +353.8% | +262.5% |
| CW | CURTISS WRIGHT CORP | Mar 25, 2015 | Nov 6, 2026 | +593.4% | +331.8% | +261.6% |
| STLD | STEEL DYNAMICS INC | Mar 14, 2018 | Nov 6, 2026 | +463.5% | +205.0% | +258.5% |
| ODFL | OLD DOMINION FREIGHT LINE, INC. | Apr 1, 2015 | Nov 6, 2026 | +583.9% | +331.9% | +252.1% |
| PAA | PLAINS ALL AMERICAN PIPELINE LP | Feb 10, 2021 | Nov 6, 2026 | +334.7% | +103.5% | +231.2% |
| MATX | Matson, Inc. | Jul 30, 2015 | Nov 6, 2026 | +543.5% | +319.4% | +224.2% |
| PAA | PLAINS ALL AMERICAN PIPELINE LP | Feb 23, 2021 | Nov 6, 2026 | +328.0% | +104.9% | +223.2% |
| MFC | MANULIFE FINANCIAL CORP | May 5, 2020 | Nov 6, 2026 | +396.7% | +180.9% | +215.8% |
| R | RYDER SYSTEM INC | Mar 29, 2021 | Nov 6, 2026 | +311.2% | +99.9% | +211.3% |
| MATX | Matson, Inc. | Mar 16, 2015 | Nov 6, 2026 | +536.5% | +327.8% | +208.7% |
| R | RYDER SYSTEM INC | Mar 28, 2022 | Nov 6, 2026 | +263.7% | +71.3% | +192.4% |
| IDT | IDT CORP | Dec 15, 2016 | Nov 6, 2026 | +468.7% | +279.6% | +189.1% |
| PAA | PLAINS ALL AMERICAN PIPELINE LP | Aug 16, 2021 | Nov 6, 2026 | +261.2% | +76.4% | +184.7% |
| GLW | CORNING INC /NY | Mar 12, 2015 | Nov 6, 2026 | +513.7% | +330.9% | +182.8% |
| XOM | ExxonMobil Holdings Corp | Sep 13, 2021 | Nov 6, 2026 | +257.0% | +76.6% | +180.4% |
| IDT | IDT CORP | Dec 13, 2016 | Nov 6, 2026 | +456.4% | +278.0% | +178.4% |
| PAA | PLAINS ALL AMERICAN PIPELINE LP | Nov 26, 2021 | Nov 6, 2026 | +248.9% | +71.3% | +177.6% |
| XOM | ExxonMobil Holdings Corp | Aug 9, 2021 | Nov 6, 2026 | +250.8% | +78.4% | +172.4% |
| WDC | WESTERN DIGITAL CORP | Mar 21, 2017 | Nov 6, 2026 | +434.6% | +264.6% | +169.9% |
| ARLP | ALLIANCE RESOURCE PARTNERS LP | Jan 20, 2016 | Nov 6, 2026 | +539.1% | +371.0% | +168.2% |
| PAA | PLAINS ALL AMERICAN PIPELINE LP | Jan 21, 2022 | Nov 6, 2026 | +239.6% | +78.9% | +160.7% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 41 · 1018 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock (EFC$D) | Jun 30, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| ARLP | ALLIANCE RESOURCE PARTNERS LP | Jun 18, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| — | Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock (EFC$D) | Jun 18, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| ARLP | ALLIANCE RESOURCE PARTNERS LP | May 15, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| ARLP | ALLIANCE RESOURCE PARTNERS LP | Feb 13, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| PSA | Public Storage | Jan 12, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| HTGC | Hercules Capital, Inc. | Jan 12, 2026 | sale | $50.0K – $100.0K | Filing ↗ |
| EFC | Ellington Financial Inc. | Dec 30, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| HTGC | Hercules Capital, Inc. | Nov 19, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| ARLP | ALLIANCE RESOURCE PARTNERS LP | Nov 17, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| ARLP | ALLIANCE RESOURCE PARTNERS LP | Nov 14, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| EFCD | Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock (EFC$D) | Sep 30, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| HTGC | Hercules Capital, Inc. | Sep 25, 2025 | sale | $15.0K – $50.0K | Filing ↗ |
| ARLP | ALLIANCE RESOURCE PARTNERS LP | Sep 25, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| HTGC | Hercules Capital, Inc. | Aug 19, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| ARLP | ALLIANCE RESOURCE PARTNERS LP | Aug 14, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| EFC | Ellington Financial Inc. | Jun 30, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| BMY | BRISTOL MYERS SQUIBB CO | Jun 24, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| ET | Energy Transfer LP | Jun 24, 2025 | sale | $15.0K – $50.0K | Filing ↗ |
| HTGC | Hercules Capital, Inc. | May 20, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| ARLP | ALLIANCE RESOURCE PARTNERS LP | May 15, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| EFC | Ellington Financial Inc. | Mar 31, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| PBA | PEMBINA PIPELINE CORP | Mar 7, 2025 | sale | $50.0K – $100.0K | Filing ↗ |
| ARLP | ALLIANCE RESOURCE PARTNERS LP | Mar 7, 2025 | sale | $15.0K – $50.0K | Filing ↗ |
| ET | Energy Transfer LP | Mar 7, 2025 | sale | $50.0K – $100.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076776 | 52 | 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