Transactions
98
Total transactions associated with this filer
Disclosed purchases
67
$95.1K – $1.1M
Average modeled return
+41.5%
9 of 67 purchases modeled
Average vs. S&P 500
+22.6%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
9 most recent modeled purchases. The summary and table include all modeled purchases.
MARKET ANALYSIS
Modeled purchase performance · Since purchase
9 of 67 disclosed purchases have modeled returns for this period. 58 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | Mar 30, 2026 | Nov 6, 2026 | +114.5% | +16.9% | +97.5% |
| GOOG | Alphabet Inc. | May 15, 2025 | Nov 6, 2026 | +72.5% | +26.6% | +45.9% |
| MSFT | MICROSOFT CORP | Mar 27, 2026 | Nov 6, 2026 | +49.3% | +16.5% | +32.8% |
| MSFT | MICROSOFT CORP | Mar 30, 2026 | Nov 6, 2026 | +48.4% | +16.9% | +31.5% |
| AMZN | AMAZON COM INC | Mar 30, 2026 | Nov 6, 2026 | +29.0% | +16.9% | +12.1% |
| JPM | JPMORGAN CHASE & CO | Jun 17, 2025 | Nov 6, 2026 | +27.7% | +25.1% | +2.6% |
| ERIE | ERIE INDEMNITY CO | Mar 27, 2026 | Nov 6, 2026 | +15.4% | +16.5% | -1.1% |
| ERIE | ERIE INDEMNITY CO | Mar 30, 2026 | Nov 6, 2026 | +12.1% | +16.9% | -4.8% |
| GOOG | Alphabet Inc. | Mar 30, 2026 | Nov 6, 2026 | +4.1% | +16.9% | -12.9% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 4 · 98 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | DELL INTL LLC/EMC CORP Rate/Coupon: 5.6% Matures: 2033-09-15 | Sep 16, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | DELL INTL LLC/EMC CORP Rate/Coupon: 5.6% Matures: 2033-09-15 | Sep 15, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | TRANSCANADA PIPELINES LTD SER 2026-A Rate/Coupon: 6.125% Matures: 2056-10-17 | Aug 18, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | Freeport McMoran Rate/Coupon: 9.5% Matures: 2031-06-01 | Jul 24, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Hasbro Inc Note Rate/Coupon: 3.55% Matures: 2026-11-19 | Jul 24, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Venus Tex Independent Sch Dist Rate/Coupon: 5.25% Matures: 2055-08-15 | Jul 7, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Cheniere Energy Partners L P Note Rate/Coupon: 4.5% Matures: 2029-10-01 | Jun 24, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| — | NISOURCE INC NOTE Rate/Coupon: 6.95% Matures: 2054-11-30 | Jun 16, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | EVERSOURCE ENERGY SER A NOTE Rate/Coupon: 6.1% Matures: 2056-08-15 | Jun 16, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | EXPEDIA GROUP INC NOTE Rate/Coupon: 5.5% Matures: 2036-04-15 | May 6, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | BLACKSTONE SECD LENDING FD NOTE Rate/Coupon: 5.35% Matures: 2038-04-13 | Apr 13, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Nationwide Finl Svcs Inc Note Rate/Coupon: 6.75% Matures: 2087-05-15 | Apr 10, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| — | ATHENE HOLDING LTD BOND Rate/Coupon: 6.875% Matures: 2055-06-28 | Apr 10, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| GOOG | Alphabet Inc. | Mar 30, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| AMZN | AMAZON COM INC | Mar 30, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| MU | MICRON TECHNOLOGY INC | Mar 30, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| ERIE | ERIE INDEMNITY CO | Mar 30, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| MSFT | MICROSOFT CORP | Mar 30, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| ERIE | ERIE INDEMNITY CO | Mar 27, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| T | AT&T INC. | Mar 27, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | MICROSOFT CORP | Mar 27, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | Concentrix Corp Note Rate/Coupon: 6.85% Matures: 2033-08-02 | Mar 11, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| — | PARAMOUNT GLOBAL BOND Rate/Coupon: 6.875% Matures: 04/30/2036 | Feb 18, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Celanese US Hldgs LLC Note Rate/Coupon: 7.33% Matures: 07/15/2029 | Feb 4, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| — | V F CORP NOTE CALL MAKE WHOLE Rate/Coupon: 2.95% Matures: 04/23/2030 | Feb 3, 2026 | sale | $1.0K – $15.0K | 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