Transactions
122
Total transactions associated with this filer
Disclosed purchases
73
$73.1K – $1.1M
Average modeled return
+274.3%
34 of 73 purchases modeled
Average vs. S&P 500
+105.7%
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
34 of 73 disclosed purchases have modeled returns for this period. 39 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| AAPL | Apple Inc. | Oct 29, 2014 | Nov 6, 2026 | +1348.9% | +352.9% | +996.0% |
| AAPL | Apple Inc. | Oct 29, 2014 | Nov 6, 2026 | +1348.9% | +352.9% | +996.0% |
| WSTL | Westell Technologies, Inc. - Class A (WSTL) | Oct 13, 2020 | Nov 6, 2026 | +701.3% | +127.7% | +573.6% |
| WSTL | Westell Technologies, Inc. - Class A (WSTL) | Oct 13, 2020 | Nov 6, 2026 | +701.3% | +127.7% | +573.6% |
| WSTL | Westell Technologies, Inc. - Class A (WSTL) | Oct 13, 2020 | Nov 6, 2026 | +701.3% | +127.7% | +573.6% |
| WSTL | Westell Technologies, Inc. - Class A (WSTL) | Oct 13, 2020 | Nov 6, 2026 | +701.3% | +127.7% | +573.6% |
| GOOGL | Alphabet Inc. | Nov 4, 2014 | Nov 6, 2026 | +919.1% | +346.3% | +572.9% |
| GOOGL | Alphabet Inc. | Nov 4, 2014 | Nov 6, 2026 | +919.1% | +346.3% | +572.9% |
| VSAT | VIASAT INC | Oct 23, 2024 | Nov 6, 2026 | +521.5% | +30.2% | +491.3% |
| AGI | ALAMOS GOLD INC | Jun 6, 2022 | Nov 6, 2026 | +318.3% | +89.7% | +228.6% |
| AGI | ALAMOS GOLD INC | Jun 6, 2022 | Nov 6, 2026 | +318.3% | +89.7% | +228.6% |
| HL | HECLA MINING CO/DE/ | Aug 9, 2024 | Nov 6, 2026 | +194.7% | +41.6% | +153.2% |
| ICHR | ICHOR HOLDINGS, LTD. | Aug 5, 2025 | Nov 6, 2026 | +120.2% | +18.7% | +101.6% |
| RELL | Richardson Electronics, Ltd. (RELL) | Apr 27, 2016 | Nov 6, 2026 | +359.7% | +315.5% | +44.2% |
| RELL | Richardson Electronics, Ltd. (RELL) | Apr 27, 2016 | Nov 6, 2026 | +359.7% | +315.5% | +44.2% |
| PTEN | PATTERSON UTI ENERGY INC | Oct 23, 2024 | Nov 6, 2026 | +39.2% | +30.2% | +9.0% |
| RELL | Richardson Electronics, Ltd. (RELL) | Feb 10, 2017 | Nov 6, 2026 | +268.5% | +269.7% | -1.2% |
| ANGO | ANGIODYNAMICS INC | Jun 27, 2025 | Nov 6, 2026 | +19.9% | +21.2% | -1.3% |
| SSYS | STRATASYS LTD. | Aug 15, 2025 | Nov 6, 2026 | -31.7% | +15.8% | -47.5% |
| BAX | BAXTER INTERNATIONAL INC | Nov 18, 2024 | Nov 6, 2026 | -20.0% | +27.9% | -47.9% |
| PERI | Perion Network Ltd. | May 16, 2024 | Nov 6, 2026 | -5.5% | +43.2% | -48.7% |
| PTEN | PATTERSON UTI ENERGY INC | Jan 20, 2022 | Nov 6, 2026 | +17.8% | +75.4% | -57.6% |
| PTEN | PATTERSON UTI ENERGY INC | Jan 20, 2022 | Nov 6, 2026 | +17.8% | +75.4% | -57.6% |
| PTEN | PATTERSON UTI ENERGY INC | Jan 20, 2022 | Nov 6, 2026 | +17.8% | +75.4% | -57.6% |
| QMCO | QUANTUM CORP /DE/ | Dec 23, 2021 | Nov 6, 2026 | -86.1% | +66.5% | -152.5% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 5 · 122 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| ICHR | ICHOR HOLDINGS, LTD. | Jun 17, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| INVX | Innovex International, Inc. | Nov 25, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| ANGO | ANGIODYNAMICS INC | Oct 20, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| VLRS | Controladora Vuela Compania de Aviacion, S.A.B. de C.V. American Depositary Shares, each representing ten (VLRS) | Sep 29, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| BRY | Berry Corporation | Sep 15, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| SSYS | STRATASYS LTD. | Aug 15, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| ICHR | ICHOR HOLDINGS, LTD. | Aug 5, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| VSAT | VIASAT INC | Jul 18, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| ANGO | ANGIODYNAMICS INC | Jul 16, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| ANGO | ANGIODYNAMICS INC | Jun 27, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| HURC | HURCO COMPANIES INC | Feb 6, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| BAX | BAXTER INTERNATIONAL INC | Nov 18, 2024 | purchase | $1.0K – $15.0K | Filing ↗ |
| NGD | New Gold Inc. | Nov 18, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| PTEN | PATTERSON UTI ENERGY INC | Oct 23, 2024 | purchase | $1.0K – $15.0K | Filing ↗ |
| VSAT | VIASAT INC | Oct 23, 2024 | purchase | $1.0K – $15.0K | Filing ↗ |
| HL | HECLA MINING CO/DE/ | Aug 9, 2024 | purchase | $1.0K – $15.0K | Filing ↗ |
| PERI | Perion Network Ltd. | May 16, 2024 | purchase | $1.0K – $15.0K | Filing ↗ |
| NGD | New Gold Inc. | Feb 28, 2024 | purchase | $1.0K – $15.0K | Filing ↗ |
| MAG | MAG Silver Corporation Ordinary Shares | Jan 8, 2024 | purchase | $1.0K – $15.0K | Filing ↗ |
| MAG | MAG Silver Corporation Ordinary Shares | Jan 5, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| FEI | First Trust MLP and Energy Income Fund Common Shares of Beneficial Interest | Dec 18, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| AGI | ALAMOS GOLD INC | Jan 24, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| AGI | ALAMOS GOLD INC | Jan 24, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| AE | Adams Resources & Energy, Inc. | Oct 27, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| LGF.B | Lions Gate Entertainment Corporation Class B Non-Voting Shares | Sep 14, 2022 | purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10081126 | 33 | PARTIAL | 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