Transactions
41
Total transactions associated with this filer
Disclosed purchases
2
$750.0K – $1.5M
Average modeled return
+134.8%
2 of 2 purchases modeled
Average vs. S&P 500
+59.2%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
2 most recent modeled purchases. The summary and table include all modeled purchases.
MARKET ANALYSIS
Modeled purchase performance · Since purchase
2 of 2 disclosed purchases have modeled returns for this period.
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 2 · 41 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | Mar 22, 2022 | sale | $250.0K – $500.0K | Filing ↗ |
| AAPL | Apple Inc. | Mar 22, 2022 | sale | $500.0K – $1.0M | Filing ↗ |
| TSLA | Tesla, Inc. | Mar 22, 2022 | sale | $250.0K – $500.0K | Filing ↗ |
| TSLA | Tesla, Inc. | Mar 22, 2022 | sale | $250.0K – $500.0K | Filing ↗ |
| AAPL | Apple Inc. | Nov 15, 2021 | sale | $250.0K – $500.0K | Filing ↗ |
| CSCO | CISCO SYSTEMS, INC. | Oct 28, 2021 | sale | $15.0K – $50.0K | Filing ↗ |
| AAPL | Apple Inc. | Oct 28, 2021 | purchase | $250.0K – $500.0K | Filing ↗ |
| CVS | CVS HEALTH Corp | Oct 28, 2021 | sale | $15.0K – $50.0K | Filing ↗ |
| GOOGL | Alphabet Inc. | Oct 28, 2021 | sale | $15.0K – $50.0K | Filing ↗ |
| BEP | Brookfield Renewable Partners L.P. | Oct 28, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| BMY | BRISTOL MYERS SQUIBB CO | Oct 28, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| BDX | BECTON DICKINSON & CO | Oct 28, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| VMW | VMware, Inc. | Oct 28, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| ABT | ABBOTT LABORATORIES | Oct 28, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| CLF | CLEVELAND-CLIFFS INC. | Oct 28, 2021 | sale | $15.0K – $50.0K | Filing ↗ |
| PYPL | PayPal Holdings, Inc. | Oct 28, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| MSB | MESABI TRUST | Oct 28, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| LUMN | Lumen Technologies, Inc. | Oct 28, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| LOW | LOWES COMPANIES INC | Oct 28, 2021 | sale | $15.0K – $50.0K | Filing ↗ |
| COST | COSTCO WHOLESALE CORP /NEW | Oct 28, 2021 | sale | $15.0K – $50.0K | Filing ↗ |
| JPM | JPMORGAN CHASE & CO | Oct 28, 2021 | sale | $15.0K – $50.0K | Filing ↗ |
| J | JACOBS SOLUTIONS INC. | Oct 28, 2021 | sale | $15.0K – $50.0K | Filing ↗ |
| IBM | INTERNATIONAL BUSINESS MACHINES CORP | Oct 28, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| HON | HONEYWELL INTERNATIONAL INC | Oct 28, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| ETN | Eaton Corp plc | Oct 28, 2021 | sale | $15.0K – $50.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075089 | 47 | 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