Transactions
636
Total transactions associated with this filer
Disclosed purchases
207
$63.6M – $307.7M
Average modeled return
+42.7%
190 of 207 purchases modeled
Average vs. S&P 500
+3.5%
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
190 of 207 disclosed purchases have modeled returns for this period. 17 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| WDC | WESTERN DIGITAL CORP | Apr 17, 2025 | Nov 6, 2026 | +626.0% | +42.0% | +584.0% |
| AMD | ADVANCED MICRO DEVICES INC | Mar 5, 2025 | Nov 6, 2026 | +341.7% | +28.6% | +313.1% |
| AMD | ADVANCED MICRO DEVICES INC | May 8, 2025 | Nov 6, 2026 | +341.5% | +32.3% | +309.2% |
| AMD | ADVANCED MICRO DEVICES INC | Mar 31, 2025 | Nov 6, 2026 | +337.1% | +33.6% | +303.4% |
| DHR | DANAHER CORP /DE/ | May 8, 2015 | Nov 6, 2026 | +573.9% | +319.8% | +254.1% |
| MPC | Marathon Petroleum Corp | Mar 5, 2025 | Nov 6, 2026 | +183.6% | +28.6% | +155.0% |
| VLO | VALERO ENERGY CORP/TX | Mar 13, 2025 | Nov 6, 2026 | +185.9% | +36.0% | +150.0% |
| LRCX | LAM RESEARCH CORP | Mar 31, 2025 | Nov 6, 2026 | +178.2% | +33.6% | +144.6% |
| NEM | NEWMONT Corp /DE/ | Mar 13, 2025 | Nov 6, 2026 | +169.5% | +36.0% | +133.5% |
| MRVL | Marvell Technology, Inc. | Apr 7, 2025 | Nov 6, 2026 | +178.1% | +48.2% | +129.9% |
| PSX | Phillips 66 | Apr 7, 2025 | Nov 6, 2026 | +167.1% | +48.2% | +118.9% |
| VICR | VICOR CORP | Mar 5, 2025 | Nov 6, 2026 | +140.9% | +28.6% | +112.3% |
| CRL | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. | May 8, 2025 | Nov 6, 2026 | +138.8% | +32.3% | +106.5% |
| AMAT | APPLIED MATERIALS INC /DE | Apr 17, 2025 | Nov 6, 2026 | +144.8% | +42.0% | +102.8% |
| ANET | Arista Networks, Inc. | Apr 7, 2025 | Nov 6, 2026 | +150.6% | +48.2% | +102.4% |
| INTC | INTEL CORP | Mar 13, 2025 | Nov 6, 2026 | +137.5% | +36.0% | +101.5% |
| LFUS | LITTELFUSE INC /DE | Apr 17, 2025 | Nov 6, 2026 | +134.7% | +42.0% | +92.7% |
| AMAT | APPLIED MATERIALS INC /DE | Apr 11, 2025 | Nov 6, 2026 | +132.1% | +40.0% | +92.2% |
| AMAT | APPLIED MATERIALS INC /DE | Mar 13, 2025 | Nov 6, 2026 | +124.4% | +36.0% | +88.4% |
| PWR | QUANTA SERVICES, INC. | Mar 31, 2025 | Nov 6, 2026 | +113.2% | +33.6% | +79.5% |
| NUE | NUCOR CORP | Mar 5, 2025 | Nov 6, 2026 | +89.5% | +28.6% | +60.9% |
| DG | DOLLAR GENERAL CORP | Mar 5, 2025 | Nov 6, 2026 | +88.2% | +28.6% | +59.7% |
| RGLD | ROYAL GOLD INC | Feb 24, 2025 | Nov 6, 2026 | +78.7% | +25.5% | +53.2% |
| NVT | nVent Electric plc | Feb 24, 2025 | Nov 6, 2026 | +78.2% | +25.5% | +52.6% |
| CAT | CATERPILLAR INC | Apr 17, 2025 | Nov 6, 2026 | +93.6% | +42.0% | +51.6% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 26 · 636 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- May 2026 | May 20, 2026 | purchase | $5.0M – $25.0M | Filing ↗ |
| — | Morgan Stanley 37-Month One-time Callable Note INDU/SPX - May 2026 | May 20, 2026 | purchase | $1.0M – $5.0M | Filing ↗ |
| — | Prudential RILA - 10% Buffer 3-year S&P 500 Index [VA] | Feb 17, 2026 | purchase | $1.0M – $5.0M | Filing ↗ |
| — | Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate [VA] | Feb 17, 2026 | purchase | $1.0M – $5.0M | Filing ↗ |
| — | Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index [VA] | Feb 17, 2026 | purchase | $1.0M – $5.0M | Filing ↗ |
| — | Brighthouse Buffered Annuity Russell 2000 Cap Rate [VA] | Feb 9, 2026 | sale | $5.0M – $25.0M | Filing ↗ |
| — | Brighthouse Buffered Annuity S&P 500 Trigger Rate [VA] | Feb 9, 2026 | sale | $5.0M – $25.0M | Filing ↗ |
| — | JP Morgan 3-year one-time callable barrier note | Dec 30, 2025 | purchase | $5.0M – $25.0M | Filing ↗ |
| — | JP Morgan 3-year auto callable buffer note | Dec 30, 2025 | purchase | $5.0M – $25.0M | Filing ↗ |
| — | JP Morgan 3-year auto callable buffer note | Dec 30, 2025 | purchase | $5.0M – $25.0M | Filing ↗ |
| — | JP Morgan 3-year auto callable buffer note | Dec 30, 2025 | purchase | $5.0M – $25.0M | Filing ↗ |
| — | JP Morgan 3-year auto callable buffer note | Dec 30, 2025 | purchase | $5.0M – $25.0M | Filing ↗ |
| — | Prudential RILA - 10% Buffer 3-year S&P 500 Index | Dec 29, 2025 | purchase | $5.0M – $25.0M | Filing ↗ |
| — | Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index | Dec 29, 2025 | purchase | $5.0M – $25.0M | Filing ↗ |
| — | Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate | Dec 29, 2025 | purchase | $5.0M – $25.0M | Filing ↗ |
| — | Bank of Montreal 13-Month Digital Buffer Note | Nov 13, 2025 | purchase | $5.0M – $25.0M | Filing ↗ |
| — | JP Morgan 5 year Barrier Note INDU/NDX/RTY | Nov 13, 2025 | purchase | $5.0M – $25.0M | Filing ↗ |
| — | Kansas City MO 4.0000 2030-02-01 | May 13, 2025 | sale | $15.0K – $50.0K | Filing ↗ |
| — | JP Morgan 4.912 7-25-33 '32/ 46647PDH6 | May 13, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Lakewood Ohio City Sch Dist 5.0000 2025-12-01 | May 13, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Gregory Portland Tex Indpt Sch Dist 5.000 2028-02-15 | May 13, 2025 | sale | $15.0K – $50.0K | Filing ↗ |
| — | Grand Praire Tex 5.0000 2032-02-15 | May 13, 2025 | sale | $15.0K – $50.0K | Filing ↗ |
| — | General Motors Financial Company Inc 2.35 2031-01-08 | May 13, 2025 | sale | $50.0K – $100.0K | Filing ↗ |
| — | Greater Orlando Aviation Auth Orlando FLA Arpt Fac Rev 2032-10-01 | May 13, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Houston Tex 5.000 2031-03-01/ 4423315C4 | May 13, 2025 | sale | $15.0K – $50.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075352 | 316 | 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