Transactions
236
Total transactions associated with this filer
Disclosed purchases
235
$235.2K – $3.5M
Average modeled return
+84.5%
235 of 235 purchases modeled
Average vs. S&P 500
-54.8%
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
235 of 235 disclosed purchases have modeled returns for this period.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | Dec 10, 2024 | Nov 6, 2026 | +93.8% | +24.8% | +69.0% |
| IBM | INTERNATIONAL BUSINESS MACHINES CORP | Dec 10, 2021 | Nov 6, 2026 | +135.9% | +67.0% | +68.9% |
| JNJ | JOHNSON & JOHNSON | Jun 10, 2025 | Nov 6, 2026 | +81.9% | +23.9% | +57.9% |
| JNJ | JOHNSON & JOHNSON | Jun 4, 2024 | Nov 6, 2026 | +98.8% | +43.3% | +55.5% |
| IBM | INTERNATIONAL BUSINESS MACHINES CORP | Mar 10, 2022 | Nov 6, 2026 | +132.6% | +84.1% | +48.5% |
| IBM | INTERNATIONAL BUSINESS MACHINES CORP | Sep 13, 2021 | Nov 6, 2026 | +124.6% | +76.6% | +48.0% |
| IBM | INTERNATIONAL BUSINESS MACHINES CORP | Mar 11, 2021 | Nov 6, 2026 | +149.6% | +101.7% | +47.9% |
| JNJ | JOHNSON & JOHNSON | Mar 4, 2025 | Nov 6, 2026 | +73.5% | +30.0% | +43.5% |
| IBM | INTERNATIONAL BUSINESS MACHINES CORP | Dec 11, 2020 | Nov 6, 2026 | +158.8% | +117.6% | +41.2% |
| JNJ | JOHNSON & JOHNSON | Sep 10, 2024 | Nov 6, 2026 | +74.2% | +37.5% | +36.7% |
| KO | COCA COLA CO | Dec 16, 2024 | Nov 6, 2026 | +60.5% | +24.0% | +36.5% |
| JNJ | JOHNSON & JOHNSON | Mar 5, 2024 | Nov 6, 2026 | +85.1% | +49.7% | +35.4% |
| JNJ | JOHNSON & JOHNSON | Dec 9, 2025 | Nov 6, 2026 | +40.4% | +8.8% | +31.5% |
| IBM | INTERNATIONAL BUSINESS MACHINES CORP | Sep 11, 2020 | Nov 6, 2026 | +168.6% | +139.6% | +29.0% |
| KO | COCA COLA CO | Dec 15, 2025 | Nov 6, 2026 | +37.4% | +9.2% | +28.2% |
| IBM | INTERNATIONAL BUSINESS MACHINES CORP | Sep 12, 2022 | Nov 6, 2026 | +116.0% | +89.2% | +26.8% |
| KO | COCA COLA CO | Oct 4, 2021 | Nov 6, 2026 | +109.0% | +83.4% | +25.6% |
| KO | COCA COLA CO | Apr 1, 2024 | Nov 6, 2026 | +69.2% | +45.0% | +24.2% |
| KO | COCA COLA CO | Jul 2, 2021 | Nov 6, 2026 | +105.9% | +81.8% | +24.1% |
| KO | COCA COLA CO | Jul 1, 2024 | Nov 6, 2026 | +61.0% | +38.4% | +22.6% |
| KO | COCA COLA CO | Dec 15, 2021 | Nov 6, 2026 | +89.3% | +67.1% | +22.2% |
| IBM | INTERNATIONAL BUSINESS MACHINES CORP | Jun 13, 2023 | Nov 6, 2026 | +97.5% | +75.9% | +21.7% |
| JNJ | JOHNSON & JOHNSON | Dec 5, 2023 | Nov 6, 2026 | +88.2% | +67.0% | +21.2% |
| IBM | INTERNATIONAL BUSINESS MACHINES CORP | Jun 11, 2021 | Nov 6, 2026 | +107.5% | +86.5% | +21.0% |
| PG | PROCTER & GAMBLE Co | Aug 17, 2026 | Nov 6, 2026 | +16.3% | -4.6% | +20.9% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 10 · 236 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| HD | HOME DEPOT, INC. | Sep 17, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| PPG | PPG INDUSTRIES INC | Sep 11, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| IBM | INTERNATIONAL BUSINESS MACHINES CORP | Sep 10, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| JNJ | JOHNSON & JOHNSON | Sep 8, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| PG | PROCTER & GAMBLE Co | Aug 17, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| KO | COCA COLA CO | Jul 1, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| HD | HOME DEPOT, INC. | Jun 18, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| PPG | PPG INDUSTRIES INC | Jun 12, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| IBM | INTERNATIONAL BUSINESS MACHINES CORP | Jun 10, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| JNJ | JOHNSON & JOHNSON | Jun 9, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| PG | PROCTER & GAMBLE Co | May 15, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| KO | COCA COLA CO | Apr 1, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| HD | HOME DEPOT, INC. | Mar 26, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| PPG | PPG INDUSTRIES INC | Mar 12, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| JNJ | JOHNSON & JOHNSON | Mar 10, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| IBM | INTERNATIONAL BUSINESS MACHINES CORP | Mar 10, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| PG | PROCTER & GAMBLE Co | Feb 17, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| HD | HOME DEPOT, INC. | Dec 18, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| KO | COCA COLA CO | Dec 15, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| IBM | INTERNATIONAL BUSINESS MACHINES CORP | Dec 12, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| PPG | PPG INDUSTRIES INC | Dec 12, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| JNJ | JOHNSON & JOHNSON | Dec 9, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| KO | COCA COLA CO | Jul 1, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| HD | HOME DEPOT, INC. | Jun 18, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| PPG | PPG INDUSTRIES INC | Jun 12, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10074933 | 67 | 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