Transactions
218
Total transactions associated with this filer
Disclosed purchases
175
$623.2K – $3.7M
Average modeled return
+131.6%
60 of 175 purchases modeled
Average vs. S&P 500
-90.9%
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
60 of 175 disclosed purchases have modeled returns for this period. 115 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| NUE | NUCOR CORP | Jan 26, 2016 | Nov 6, 2026 | +748.6% | +359.7% | +388.9% |
| ABBV | AbbVie Inc. | Sep 10, 2015 | Nov 6, 2026 | +670.3% | +351.4% | +318.8% |
| CSCO | CISCO SYSTEMS, INC. | Dec 27, 2013 | Nov 6, 2026 | +528.4% | +394.9% | +133.5% |
| NUE | NUCOR CORP | Jan 10, 2014 | Nov 6, 2026 | +524.2% | +394.1% | +130.1% |
| NEE | NEXTERA ENERGY INC | Jan 10, 2014 | Nov 6, 2026 | +458.8% | +394.1% | +64.7% |
| SPG | SIMON PROPERTY GROUP INC. | May 25, 2021 | Nov 6, 2026 | +144.8% | +89.2% | +55.6% |
| IBM | INTERNATIONAL BUSINESS MACHINES CORP | Jan 3, 2022 | Nov 6, 2026 | +115.2% | +64.0% | +51.2% |
| SWK | STANLEY BLACK & DECKER, INC. | Jan 12, 2026 | Nov 6, 2026 | +43.7% | +6.6% | +37.1% |
| SJM | J M SMUCKER Co | Apr 23, 2026 | Nov 6, 2026 | +38.5% | +4.3% | +34.2% |
| VZ | VERIZON COMMUNICATIONS INC | Dec 12, 2025 | Nov 6, 2026 | +19.2% | +9.0% | +10.2% |
| KHC | Kraft Heinz Co | May 21, 2026 | Nov 6, 2026 | +8.1% | -0.5% | +8.6% |
| T | AT&T INC. | Jun 29, 2026 | Nov 6, 2026 | +1.6% | -0.5% | +2.1% |
| WPC | W. P. Carey Inc. | Jan 12, 2026 | Nov 6, 2026 | +1.5% | +6.6% | -5.1% |
| CSQ | CALAMOS STRATEGIC TOTAL RETURN FUND | Apr 23, 2014 | Nov 6, 2026 | +375.9% | +383.2% | -7.4% |
| O | REALTY INCOME CORP | Jul 23, 2026 | Nov 6, 2026 | -7.5% | -0.1% | -7.4% |
| TFC | TRUIST FINANCIAL CORP | Mar 14, 2023 | Nov 6, 2026 | +86.0% | +96.8% | -10.8% |
| PEP | PEPSICO INC | Apr 23, 2026 | Nov 6, 2026 | -7.3% | +4.3% | -11.6% |
| AEP | AMERICAN ELECTRIC POWER CO INC | Jan 15, 2021 | Nov 6, 2026 | +93.2% | +111.3% | -18.1% |
| CAG | CONAGRA BRANDS INC. | Nov 14, 2025 | Nov 6, 2026 | -7.7% | +10.6% | -18.3% |
| UNP | UNION PACIFIC CORP | Sep 16, 2015 | Nov 6, 2026 | +313.1% | +341.7% | -28.6% |
| AEP | AMERICAN ELECTRIC POWER CO INC | Dec 14, 2020 | Nov 6, 2026 | +89.1% | +118.6% | -29.5% |
| VPU | Vanguard Utilities ETF | Apr 15, 2021 | Nov 6, 2026 | +51.0% | +90.3% | -39.2% |
| HBAN | HUNTINGTON BANCSHARES INC /MD/ | Dec 7, 2021 | Nov 6, 2026 | +24.6% | +67.9% | -43.3% |
| VZ | VERIZON COMMUNICATIONS INC | Nov 9, 2021 | Nov 6, 2026 | +20.4% | +68.2% | -47.8% |
| EMR | EMERSON ELECTRIC CO | Apr 14, 2015 | Nov 6, 2026 | +275.5% | +324.1% | -48.6% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 9 · 218 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| O | REALTY INCOME CORP | Jul 23, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| T | AT&T INC. | Jun 29, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| KHC | Kraft Heinz Co | May 21, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| CTVA | Corteva, Inc. | Apr 23, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| SJM | J M SMUCKER Co | Apr 23, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| PEP | PEPSICO INC | Apr 23, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| SWK | STANLEY BLACK & DECKER, INC. | Jan 12, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| WPC | W. P. Carey Inc. | Jan 12, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| VZ | VERIZON COMMUNICATIONS INC | Dec 12, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| INTC | INTEL CORP | Dec 12, 2025 | sale | $15.0K – $50.0K | Filing ↗ |
| CAG | CONAGRA BRANDS INC. | Nov 14, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| OGN | Organon & Co. | Jul 10, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| LEG | LEGGETT & PLATT INC | Oct 31, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| LW | Lamb Weston Holdings, Inc. | Oct 31, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| IVZ | Invesco Ltd. | Oct 17, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| OTIS | Otis Worldwide Corp | Jul 17, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| CARR | CARRIER GLOBAL Corp | Jul 17, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| CCL | Carnival Corp Ltd. | May 14, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| SLB | SLB LIMITED/NV | May 14, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| SOLV | Solventum Corp | May 14, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | May 14, 2024 | sale | $15.0K – $50.0K | Filing ↗ |
| D | DOMINION ENERGY, INC | Dec 28, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| — | REGIONAL TRANSN DIST COLO CTFS PARTN COPS 2015 A DUE 06/01/2031 DATED 08/20/2015 Rate/Coupon: 3.50% Matures: 06/01/2031 | Nov 30, 2023 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | WILL CNTY ILL GO BDS 2016 DUE 11/15/2029 DATED 08/24/2016 4.00% INTEREST Rate/Coupon: 4.00% Matures: 11/15/2029 | Nov 2, 2023 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | COOK CNTY ILL CMNTY UNIT SCH DIST NO 401 ELMWOOD PK GO LTD SCH BDS 2019 A DUE 12/01/2034 Rate/Coupon: 3.375% Matures: 12/01/2034 | Jul 28, 2023 | purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|
No annual disclosure is currently associated with this filer.
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