Transactions
124
Total transactions associated with this filer
Disclosed purchases
73
$850.2K – $2.9M
Average modeled return
+79.1%
72 of 73 purchases modeled
Average vs. S&P 500
-30.0%
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
72 of 73 disclosed purchases have modeled returns for this period. 1 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| ABBV | AbbVie Inc. | Jul 2, 2019 | Nov 6, 2026 | +434.0% | +175.4% | +258.5% |
| IRM | IRON MOUNTAIN INC | Jul 28, 2020 | Nov 6, 2026 | +402.9% | +149.2% | +253.7% |
| IRM | IRON MOUNTAIN INC | Mar 4, 2021 | Nov 6, 2026 | +285.1% | +110.7% | +174.3% |
| GLW | CORNING INC /NY | Jul 28, 2020 | Nov 6, 2026 | +310.1% | +149.2% | +160.8% |
| CVX | CHEVRON CORP | Aug 4, 2020 | Nov 6, 2026 | +221.7% | +142.5% | +79.2% |
| EMR | EMERSON ELECTRIC CO | Jul 28, 2020 | Nov 6, 2026 | +196.6% | +149.2% | +47.4% |
| CSCO | CISCO SYSTEMS, INC. | Mar 4, 2021 | Nov 6, 2026 | +146.6% | +110.7% | +35.9% |
| AMGN | AMGEN INC | Mar 4, 2021 | Nov 6, 2026 | +146.0% | +110.7% | +35.3% |
| VUG | F S : New Vanguard Growth ETF | Nov 2, 2022 | Nov 6, 2026 | +137.0% | +106.6% | +30.4% |
| GD | GENERAL DYNAMICS CORP | Jul 28, 2021 | Nov 6, 2026 | +102.1% | +79.7% | +22.4% |
| DGX | QUEST DIAGNOSTICS INC | Jul 28, 2021 | Nov 6, 2026 | +102.0% | +79.7% | +22.3% |
| GILD | GILEAD SCIENCES, INC. | Mar 10, 2025 | Nov 6, 2026 | +49.0% | +33.7% | +15.3% |
| WM | WASTE MANAGEMENT INC | Mar 4, 2021 | Nov 6, 2026 | +124.1% | +110.7% | +13.4% |
| EMXC | iShares MSCI Emerging Markets ex China ETF | Oct 6, 2023 | Nov 6, 2026 | +84.8% | +77.5% | +7.3% |
| EMXC | iShares MSCI Emerging Markets ex China ETF | Oct 6, 2023 | Nov 6, 2026 | +84.8% | +77.5% | +7.3% |
| BTI | British American Tobacco p.l.c. | Feb 1, 2019 | Nov 6, 2026 | +206.5% | +205.1% | +1.4% |
| BTI | British American Tobacco p.l.c. | Feb 1, 2019 | Nov 6, 2026 | +206.5% | +205.1% | +1.4% |
| JNJ | JOHNSON & JOHNSON | Mar 4, 2021 | Nov 6, 2026 | +110.0% | +110.7% | -0.7% |
| CMI | CUMMINS INC | Mar 3, 2023 | Nov 6, 2026 | +88.0% | +90.7% | -2.7% |
| WM | WASTE MANAGEMENT INC | Jul 28, 2020 | Nov 6, 2026 | +143.1% | +149.2% | -6.2% |
| CSCO | CISCO SYSTEMS, INC. | Jul 28, 2020 | Nov 6, 2026 | +141.6% | +149.2% | -7.6% |
| TXN | TEXAS INSTRUMENTS INC | Jul 28, 2021 | Nov 6, 2026 | +71.0% | +79.7% | -8.7% |
| SGENX | F S : New L : US D : Purchased 2,989.177 shares Fidelity Mid Cap INDX-IN$ PR (FSMDX) on 11/14/2022 at $27.00. First Eagle SOGEN Global Fund #901 | Nov 2, 2022 | Nov 6, 2026 | +97.5% | +106.6% | -9.1% |
| LMT | LOCKHEED MARTIN CORP | Mar 10, 2025 | Nov 6, 2026 | +23.1% | +33.7% | -10.6% |
| SGENX | F S : New L : US D : Purchased 2,989.177 shares Fidelity Mid Cap INDX-IN$ PR (FSMDX) on 11/14/2022 at $27.00. First Eagle SOGEN Global Fund #901 | Dec 2, 2022 | Nov 6, 2026 | +79.4% | +90.3% | -11.0% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 5 · 124 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| HONA | Honeywell Aerospace Inc. | Sep 29, 2026 | sale | $710.52 – $710.52 | Filing ↗ |
| LMT | LOCKHEED MARTIN CORP | Mar 10, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| ITW | ILLINOIS TOOL WORKS INC | Mar 10, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| TGT | TARGET CORP | Mar 10, 2025 | sale | $15.0K – $50.0K | Filing ↗ |
| PEP | PEPSICO INC | Mar 10, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| CME | CME GROUP INC. | Mar 10, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| HON | HONEYWELL INTERNATIONAL INC | Mar 10, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| PFE | PFIZER INC | Mar 10, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| GILD | GILEAD SCIENCES, INC. | Mar 10, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| AWK | American Water Works Company, Inc. | Mar 10, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| DGX | QUEST DIAGNOSTICS INC | Mar 10, 2025 | sale | $15.0K – $50.0K | Filing ↗ |
| PFE | PFIZER INC | Mar 10, 2025 | sale | $15.0K – $50.0K | Filing ↗ |
| UPS | UNITED PARCEL SERVICE INC | Mar 10, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| DGX | QUEST DIAGNOSTICS INC | Mar 10, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| USB | US BANCORP DE | Mar 10, 2025 | sale | $15.0K – $50.0K | Filing ↗ |
| TGT | TARGET CORP | Mar 10, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| USB | US BANCORP DE | Mar 10, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| AFL | AFLAC INC | Mar 10, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| HSY | HERSHEY CO | Mar 10, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| WBD | WARNER BROS DISCOVERY IN | Aug 12, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| CMCSA | COMCAST CORP | May 8, 2024 | sale | $15.0K – $50.0K | Filing ↗ |
| COKE | Coca-Cola Consolidated, Inc. | May 8, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| MCK | MCKESSON CORP | May 8, 2024 | sale | $15.0K – $50.0K | Filing ↗ |
| T | AT&T INC. | May 8, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| CMCSA | COMCAST CORP | May 8, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076025 | 88 | 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