Transactions
25
Total transactions associated with this filer
Disclosed purchases
13
$13.0K – $195.0K
Average modeled return
+687.5%
13 of 13 purchases modeled
Average vs. S&P 500
+496.8%
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
13 of 13 disclosed purchases have modeled returns for this period.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | Feb 14, 2018 | Nov 6, 2026 | +3580.7% | +211.4% | +3369.2% |
| NVDA | NVIDIA CORP | Feb 14, 2018 | Nov 6, 2026 | +3034.3% | +211.4% | +2822.9% |
| NVDA | NVIDIA CORP | Jul 20, 2021 | Nov 6, 2026 | +907.4% | +83.0% | +824.4% |
| MA | Mastercard Inc | Feb 14, 2018 | Nov 6, 2026 | +297.5% | +211.4% | +86.1% |
| MO | ALTRIA GROUP, INC. | Aug 27, 2020 | Nov 6, 2026 | +180.4% | +129.8% | +50.6% |
| AMZN | AMAZON COM INC | Feb 14, 2018 | Nov 6, 2026 | +257.4% | +211.4% | +45.9% |
| BRK-B | BERKSHIRE HATHAWAY INC | Jan 4, 2019 | Nov 6, 2026 | +192.5% | +226.5% | -34.0% |
| MAIN | Main Street Capital CORP | Feb 28, 2019 | Nov 6, 2026 | +161.2% | +195.7% | -34.5% |
| EXG | Eaton Vance Tax-Managed Global Diversified Equity Income Fund | Feb 28, 2019 | Nov 6, 2026 | +136.4% | +195.7% | -59.3% |
| EXG | Eaton Vance Tax-Managed Global Diversified Equity Income Fund | Jan 14, 2019 | Nov 6, 2026 | +145.0% | +220.1% | -75.1% |
| JETS | US Global Jets ETF | Apr 14, 2020 | Nov 6, 2026 | +94.3% | +183.3% | -89.0% |
| PINS | PINTEREST, INC. | Apr 22, 2020 | Nov 6, 2026 | -1.6% | +188.0% | -189.6% |
| BA | BOEING CO | Feb 14, 2018 | Nov 6, 2026 | -47.5% | +211.4% | -258.9% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 25 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| BA | BOEING CO | Dec 9, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| PINS | PINTEREST, INC. | Jan 14, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | Nov 15, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | Nov 15, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| MAIN | Main Street Capital CORP | Nov 15, 2021 | sale | $15.0K – $50.0K | Filing ↗ |
| MO | ALTRIA GROUP, INC. | Aug 19, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| NVDA | NVIDIA CORP | Jul 20, 2021 | purchase | $1.0K – $15.0K | Filing ↗ |
| XLF | Financial Select Sector SPDR Fund | Sep 2, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| MO | ALTRIA GROUP, INC. | Aug 27, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| PINS | PINTEREST, INC. | Apr 22, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| JETS | US Global Jets ETF | Apr 14, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| NVDA | NVIDIA CORP | Feb 21, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| AMZN | AMAZON COM INC | Jan 31, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| EXG | Eaton Vance Tax-Managed Global Diversified Equity Income Fund | Feb 28, 2019 | purchase | $1.0K – $15.0K | Filing ↗ |
| MAIN | Main Street Capital CORP | Feb 28, 2019 | purchase | $1.0K – $15.0K | Filing ↗ |
| EXG | Eaton Vance Tax-Managed Global Diversified Equity Income Fund | Jan 14, 2019 | purchase | $1.0K – $15.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | Jan 4, 2019 | purchase | $1.0K – $15.0K | Filing ↗ |
| NVDA | NVIDIA CORP | Feb 14, 2018 | purchase | $1.0K – $15.0K | Filing ↗ |
| NLY | ANNALY CAPITAL MANAGEMENT INC | Feb 14, 2018 | sale | $1.0K – $15.0K | Filing ↗ |
| NLY | ANNALY CAPITAL MANAGEMENT INC | Feb 14, 2018 | sale | $1.0K – $15.0K | Filing ↗ |
| T | AT&T INC. | Feb 14, 2018 | sale | $1.0K – $15.0K | Filing ↗ |
| AMZN | AMAZON COM INC | Feb 14, 2018 | purchase | $1.0K – $15.0K | Filing ↗ |
| AMD | ADVANCED MICRO DEVICES INC | Feb 14, 2018 | purchase | $1.0K – $15.0K | Filing ↗ |
| MA | Mastercard Inc | Feb 14, 2018 | purchase | $1.0K – $15.0K | Filing ↗ |
| BA | BOEING CO | Feb 14, 2018 | purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10081433 | 36 | 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