House
Susan A. Davis
—
Transactions
67
Total transactions associated with this filer
Disclosed purchases
37
$345.0K – $1.3M
Average modeled return
+227.2%
29 of 37 purchases modeled
Average vs. S&P 500
-16.2%
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
29 of 37 disclosed purchases have modeled returns for this period. 8 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| FTNT | Fortinet, Inc. | Jun 29, 2017 | Nov 6, 2026 | +1474.5% | +251.4% | +1223.1% |
| FTNT | Fortinet, Inc. | Mar 16, 2020 | Nov 6, 2026 | +684.9% | +237.2% | +447.8% |
| VLO | VALERO ENERGY CORP/TX | Jul 21, 2015 | Nov 6, 2026 | +701.6% | +317.5% | +384.0% |
| RCL | ROYAL CARIBBEAN CRUISES LTD | Mar 17, 2014 | Nov 6, 2026 | +652.6% | +388.3% | +264.3% |
| FTNT | Fortinet, Inc. | Oct 28, 2020 | Nov 6, 2026 | +399.5% | +144.1% | +255.5% |
| META | Meta Platforms, Inc. | Jan 11, 2019 | Nov 6, 2026 | +328.4% | +218.2% | +110.2% |
| META | Meta Platforms, Inc. | Mar 16, 2020 | Nov 6, 2026 | +321.9% | +237.2% | +84.7% |
| KR | KROGER CO | Aug 25, 2017 | Nov 6, 2026 | +277.5% | +246.8% | +30.7% |
| KBH | KB HOME | Apr 29, 2016 | Nov 6, 2026 | +323.7% | +321.6% | +2.1% |
| QCOM | QUALCOMM INC/DE | Jan 25, 2016 | Nov 6, 2026 | +368.0% | +366.0% | +2.0% |
| F | FORD MOTOR CO | Oct 28, 2020 | Nov 6, 2026 | +120.3% | +144.1% | -23.7% |
| VSAT | VIASAT INC | Oct 28, 2020 | Nov 6, 2026 | +90.3% | +144.1% | -53.8% |
| SCHW | SCHWAB CHARLES CORP | Jun 30, 2014 | Nov 6, 2026 | +293.7% | +360.6% | -66.9% |
| EXC | EXELON CORP | Mar 16, 2020 | Nov 6, 2026 | +164.9% | +237.2% | -72.2% |
| EXC | EXELON CORP | Mar 7, 2018 | Nov 6, 2026 | +133.8% | +207.8% | -74.0% |
| VWDRY | Vestas Wind Systems AS American Depositary Shares (VWDRY) [ST] | Feb 11, 2020 | Nov 6, 2026 | +53.0% | +141.2% | -88.2% |
| VSAT | VIASAT INC | Apr 15, 2020 | Nov 6, 2026 | +58.4% | +189.4% | -131.1% |
| VSAT | VIASAT INC | Feb 11, 2020 | Nov 6, 2026 | -1.6% | +141.2% | -142.8% |
| LEVI | Levi Strauss & Co Class A (LEVI) | Mar 16, 2020 | Nov 6, 2026 | +88.8% | +237.2% | -148.3% |
| BIDU | Baidu, Inc. | Feb 11, 2020 | Nov 6, 2026 | -38.9% | +141.2% | -180.1% |
| AEG | AEGON LTD. | Nov 2, 2015 | Nov 6, 2026 | +122.0% | +318.1% | -196.0% |
| CSIQ | Canadian Solar Inc. - common shares (CSIQ) | Oct 28, 2020 | Nov 6, 2026 | -70.7% | +144.1% | -214.8% |
| ALK | ALASKA AIR GROUP, INC. | May 17, 2018 | Nov 6, 2026 | -30.7% | +207.4% | -238.1% |
| BIDU | Baidu, Inc. | Mar 16, 2020 | Nov 6, 2026 | -8.7% | +237.2% | -245.9% |
| ILMN | ILLUMINA, INC. | Jan 11, 2019 | Nov 6, 2026 | -28.6% | +218.2% | -246.8% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 3 · 67 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| CSIQ | Canadian Solar Inc. - common shares (CSIQ) | Oct 28, 2020 | purchase | $15.0K – $50.0K | Filing ↗ |
| VSAT | VIASAT INC | Oct 28, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| FTNT | Fortinet, Inc. | Oct 28, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| F | FORD MOTOR CO | Oct 28, 2020 | purchase | $15.0K – $50.0K | Filing ↗ |
| LUV | SOUTHWEST AIRLINES CO | Sep 29, 2020 | sale | $15.0K – $50.0K | Filing ↗ |
| LEVI | Levi Strauss & Co Class A (LEVI) | Sep 29, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| VSAT | VIASAT INC | Apr 15, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| EXC | EXELON CORP | Mar 16, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| LEVI | Levi Strauss & Co Class A (LEVI) | Mar 16, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| BIDU | Baidu, Inc. | Mar 16, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| META | Meta Platforms, Inc. | Mar 16, 2020 | purchase | $15.0K – $50.0K | Filing ↗ |
| FTNT | Fortinet, Inc. | Mar 16, 2020 | purchase | $15.0K – $50.0K | Filing ↗ |
| RCL | ROYAL CARIBBEAN CRUISES LTD | Feb 11, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| VWDRY | Vestas Wind Systems AS American Depositary Shares (VWDRY) [ST] | Feb 11, 2020 | purchase | $15.0K – $50.0K | Filing ↗ |
| BIDU | Baidu, Inc. | Feb 11, 2020 | purchase | $15.0K – $50.0K | Filing ↗ |
| ALK | ALASKA AIR GROUP, INC. | Feb 11, 2020 | sale | $15.0K – $50.0K | Filing ↗ |
| VSAT | VIASAT INC | Feb 11, 2020 | purchase | $15.0K – $50.0K | Filing ↗ |
| FTNT | Fortinet, Inc. | Feb 11, 2020 | sale | $15.0K – $50.0K | Filing ↗ |
| CHL | China Mobile Limited | Oct 31, 2019 | sale | $15.0K – $50.0K | Filing ↗ |
| RCL | ROYAL CARIBBEAN CRUISES LTD | Oct 31, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| SCHW | SCHWAB CHARLES CORP | Jul 5, 2019 | sale | $15.0K – $50.0K | Filing ↗ |
| SNH | Senior Housing Properties Trust - Common Shares of Beneficial Interest (SNH) | Jun 6, 2019 | sale | $15.0K – $50.0K | Filing ↗ |
| EA | ELECTRONIC ARTS INC | Mar 8, 2019 | sale | $15.0K – $50.0K | Filing ↗ |
| SNH | Senior Housing Properties Trust - Common Shares of Beneficial Interest (SNH) | Mar 8, 2019 | purchase | $15.0K – $50.0K | Filing ↗ |
| CHL | China Mobile Limited | Mar 8, 2019 | purchase | $15.0K – $50.0K | 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