Transactions
260
Total transactions associated with this filer
Disclosed purchases
191
$191.2K – $2.9M
Average modeled return
+199.6%
155 of 191 purchases modeled
Average vs. S&P 500
-16.8%
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
155 of 191 disclosed purchases have modeled returns for this period. 36 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| AVGO | Broadcom Inc. | Apr 4, 2017 | Nov 6, 2026 | +1629.8% | +261.9% | +1367.9% |
| AAPL | Apple Inc. | Apr 4, 2017 | Nov 6, 2026 | +924.4% | +261.9% | +662.5% |
| MPC | Marathon Petroleum Corp | Apr 4, 2017 | Nov 6, 2026 | +883.6% | +261.9% | +621.7% |
| MSFT | MICROSOFT CORP | Apr 4, 2017 | Nov 6, 2026 | +797.6% | +261.9% | +535.6% |
| AAPL | Apple Inc. | Jul 12, 2018 | Nov 6, 2026 | +661.3% | +198.0% | +463.3% |
| MPC | Marathon Petroleum Corp | Nov 27, 2017 | Nov 6, 2026 | +683.0% | +224.3% | +458.7% |
| ASML | ASML HOLDING NV | Aug 6, 2018 | Nov 6, 2026 | +619.9% | +192.5% | +427.4% |
| MCK | MCKESSON CORP | Apr 4, 2017 | Nov 6, 2026 | +682.2% | +261.9% | +420.3% |
| AAPL | Apple Inc. | Aug 6, 2018 | Nov 6, 2026 | +595.6% | +192.5% | +403.1% |
| COST | COSTCO WHOLESALE CORP /NEW | Jun 26, 2017 | Nov 6, 2026 | +641.8% | +248.6% | +393.2% |
| MPC | Marathon Petroleum Corp | Jul 12, 2018 | Nov 6, 2026 | +578.5% | +198.0% | +380.5% |
| MPC | Marathon Petroleum Corp | Aug 6, 2018 | Nov 6, 2026 | +499.2% | +192.5% | +306.7% |
| MSFT | MICROSOFT CORP | Jul 12, 2018 | Nov 6, 2026 | +452.2% | +198.0% | +254.2% |
| MA | Mastercard Inc | Apr 4, 2017 | Nov 6, 2026 | +516.1% | +261.9% | +254.2% |
| WMT | Walmart Inc. | Apr 4, 2017 | Nov 6, 2026 | +509.1% | +261.9% | +247.2% |
| MSFT | MICROSOFT CORP | Aug 6, 2018 | Nov 6, 2026 | +432.1% | +192.5% | +239.6% |
| XPO | XPO, Inc. | Jul 12, 2018 | Nov 6, 2026 | +403.3% | +198.0% | +205.3% |
| XPO | XPO, Inc. | Aug 6, 2018 | Nov 6, 2026 | +392.7% | +192.5% | +200.2% |
| HLT | Hilton Worldwide Holdings Inc. | Aug 6, 2018 | Nov 6, 2026 | +386.6% | +192.5% | +194.1% |
| GME | GameStop Corp. | Apr 4, 2017 | Nov 6, 2026 | +453.6% | +261.9% | +191.7% |
| GOOGL | Alphabet Inc. | Jul 12, 2018 | Nov 6, 2026 | +378.6% | +198.0% | +180.6% |
| VLO | VALERO ENERGY CORP/TX | Apr 9, 2018 | Nov 6, 2026 | +399.4% | +220.4% | +179.0% |
| GOOGL | Alphabet Inc. | Aug 6, 2018 | Nov 6, 2026 | +364.6% | +192.5% | +172.1% |
| MS | MORGAN STANLEY | Aug 6, 2018 | Nov 6, 2026 | +361.9% | +192.5% | +169.4% |
| IRM | IRON MOUNTAIN INC | Aug 6, 2018 | Nov 6, 2026 | +354.0% | +192.5% | +161.6% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 11 · 260 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| MPC | Marathon Petroleum Corp | Oct 5, 2018 | sale | $1.0K – $15.0K | Filing ↗ |
| VMW | VMware, Inc. | Oct 5, 2018 | sale | $1.0K – $15.0K | Filing ↗ |
| MPC | Marathon Petroleum Corp | Oct 5, 2018 | sale | $1.0K – $15.0K | Filing ↗ |
| MPC | Marathon Petroleum Corp | Oct 5, 2018 | sale | $1.0K – $15.0K | Filing ↗ |
| AMGN | AMGEN INC | Oct 5, 2018 | sale | $1.0K – $15.0K | Filing ↗ |
| WBA | WALGREENS BOOTS ALLIANCE | Oct 5, 2018 | sale | $1.0K – $15.0K | Filing ↗ |
| MTD | METTLER TOLEDO INTERNATIONAL INC/ | Oct 5, 2018 | sale | $1.0K – $15.0K | Filing ↗ |
| NTRS | NORTHERN TRUST CORP | Oct 5, 2018 | sale | $1.0K – $15.0K | Filing ↗ |
| MA | Mastercard Inc | Oct 5, 2018 | sale | $1.0K – $15.0K | Filing ↗ |
| MA | Mastercard Inc | Oct 5, 2018 | sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | Apple Inc. | Oct 5, 2018 | sale | $1.0K – $15.0K | Filing ↗ |
| AMGN | AMGEN INC | Oct 5, 2018 | sale | $1.0K – $15.0K | Filing ↗ |
| AMGN | AMGEN INC | Oct 5, 2018 | sale | $1.0K – $15.0K | Filing ↗ |
| BBY | BEST BUY CO INC | Oct 5, 2018 | sale | $1.0K – $15.0K | Filing ↗ |
| ASND | Ascendis Pharma A/S | Oct 5, 2018 | sale | $1.0K – $15.0K | Filing ↗ |
| VMW | VMware, Inc. | Oct 5, 2018 | sale | $1.0K – $15.0K | Filing ↗ |
| SYY | SYSCO CORP | Oct 5, 2018 | sale | $1.0K – $15.0K | Filing ↗ |
| NTRS | NORTHERN TRUST CORP | Oct 5, 2018 | sale | $1.0K – $15.0K | Filing ↗ |
| T | AT&T INC. | Oct 5, 2018 | sale | $1.0K – $15.0K | Filing ↗ |
| SYY | SYSCO CORP | Oct 5, 2018 | sale | $1.0K – $15.0K | Filing ↗ |
| SYY | SYSCO CORP | Oct 5, 2018 | sale | $1.0K – $15.0K | Filing ↗ |
| BIIB | BIOGEN INC. | Oct 5, 2018 | sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | Apple Inc. | Oct 5, 2018 | sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | Apple Inc. | Oct 5, 2018 | sale | $1.0K – $15.0K | Filing ↗ |
| LYB | LyondellBasell Industries N.V. | Oct 5, 2018 | sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075305 | 32 | 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