Transactions
362
Total transactions associated with this filer
Disclosed purchases
178
$723.2K – $3.9M
Average modeled return
+148.5%
119 of 178 purchases modeled
Average vs. S&P 500
+4.5%
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
119 of 178 disclosed purchases have modeled returns for this period. 59 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | Mar 27, 2020 | Nov 6, 2026 | +2872.3% | +217.2% | +2655.1% |
| LRCX | LAM RESEARCH CORP | Mar 27, 2020 | Nov 6, 2026 | +789.3% | +217.2% | +572.1% |
| AMD | ADVANCED MICRO DEVICES INC | Dec 20, 2022 | Nov 6, 2026 | +590.3% | +102.6% | +487.7% |
| AMAT | APPLIED MATERIALS INC /DE | Mar 27, 2020 | Nov 6, 2026 | +681.9% | +217.2% | +464.7% |
| AMD | ADVANCED MICRO DEVICES INC | Jun 22, 2021 | Nov 6, 2026 | +437.3% | +86.4% | +350.9% |
| AMD | ADVANCED MICRO DEVICES INC | Jul 19, 2021 | Nov 6, 2026 | +418.6% | +85.6% | +333.1% |
| VLO | VALERO ENERGY CORP/TX | Jun 22, 2021 | Nov 6, 2026 | +406.6% | +86.4% | +320.2% |
| AAPL | Apple Inc. | Mar 27, 2020 | Nov 6, 2026 | +473.0% | +217.2% | +255.7% |
| DE | DEERE & CO | Mar 27, 2020 | Nov 6, 2026 | +444.0% | +217.2% | +226.8% |
| GOOGL | Alphabet Inc. | Mar 27, 2020 | Nov 6, 2026 | +417.9% | +217.2% | +200.6% |
| KLAC | KLA CORP | Nov 8, 2021 | Nov 6, 2026 | +252.2% | +67.6% | +184.5% |
| VLO | VALERO ENERGY CORP/TX | Jun 21, 2023 | Nov 6, 2026 | +239.8% | +75.9% | +163.8% |
| HLT | Hilton Worldwide Holdings Inc. | Jul 19, 2021 | Nov 6, 2026 | +221.0% | +85.6% | +135.4% |
| HLT | Hilton Worldwide Holdings Inc. | Aug 12, 2021 | Nov 6, 2026 | +204.3% | +77.2% | +127.1% |
| JPM | JPMORGAN CHASE & CO | Mar 27, 2020 | Nov 6, 2026 | +338.6% | +217.2% | +121.4% |
| GS | GOLDMAN SACHS GROUP INC | Jun 28, 2022 | Nov 6, 2026 | +220.8% | +104.3% | +116.5% |
| CAT | CATERPILLAR INC | Nov 8, 2021 | Nov 6, 2026 | +183.3% | +67.6% | +115.6% |
| HLT | Hilton Worldwide Holdings Inc. | Jun 22, 2021 | Nov 6, 2026 | +197.9% | +86.4% | +111.5% |
| CAT | CATERPILLAR INC | Jan 14, 2022 | Nov 6, 2026 | +165.1% | +68.6% | +96.5% |
| CVX | CHEVRON CORP | Mar 27, 2020 | Nov 6, 2026 | +310.5% | +217.2% | +93.2% |
| COST | COSTCO WHOLESALE CORP /NEW | Mar 27, 2020 | Nov 6, 2026 | +306.2% | +217.2% | +89.0% |
| PANW | Palo Alto Networks Inc | Sep 13, 2023 | Nov 6, 2026 | +154.9% | +71.4% | +83.5% |
| AXP | AMERICAN EXPRESS CO | Mar 27, 2020 | Nov 6, 2026 | +294.7% | +217.2% | +77.5% |
| META | Meta Platforms, Inc. | Mar 27, 2020 | Nov 6, 2026 | +292.9% | +217.2% | +75.6% |
| MSFT | MICROSOFT CORP | Mar 11, 2020 | Nov 6, 2026 | +265.1% | +194.7% | +70.3% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 15 · 362 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | HENDERSON CNTY NC LTD OBLIG Rate/Coupon: 4.0% Matures: 2034-06-01 | Jun 2, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| — | COLO NESCO CMNTY SCH DIST Rate/Coupon: 3.0% Matures: 2031-06-01 | Jun 2, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| — | CALIFORNIA ST UNIV REV STWIDE SER Rate/Coupon: 5.0% Matures: 2035-11-01 | Jun 2, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| — | METROPOLITAN TRANSN AUTH NY REV RFDG Rate/Coupon: 5.0% Matures: 2034-11-15 | Jun 2, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| — | OLATHE KS IMPT RFDG Rate/Coupon: 3.0% Matures: 2032-10-01 | Jun 2, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| — | COLORADO ST CTF PARTN RURAL SER Rate/Coupon: 4.0% Matures: 2037-12-15 | Jun 2, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| — | EASTERN HOWARD IN 3RD MILLENIUM SCH BLDG 1ST MTG Rate/Coupon: 4.0% Matures: 2033-07-15 | Jun 2, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| — | UTAH CNTY UT TRANSN SALES TAX RFDG Rate/Coupon: 4.0% Matures: 2038-12-01 | Jun 2, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| — | TEXAS WTR DEV BRD ST REVLVG Rate/Coupon: 4.0% Matures: 2034-08-01 | Jun 2, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| — | INDIANA ST FIN AUTH WSTWTR UTIL REV 1ST LIEN RFDG Rate/Coupon: 4.0% Matures: 2036-10-01 | Jun 2, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| — | PENN IN HIGH SCH BLDG CORP 1ST MTG Rate/Coupon: 4.0% Matures: 2034-07-15 | Jun 2, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| — | ONSLOW CNTY NC LTD OBLIG Rate/Coupon: 4.0% Matures: 2035-10-01 | Jun 2, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| — | SOUTH CAROLINA TRANSN INFRA BK REV RFDG Rate/Coupon: 4.0% Matures: 2033-10-01 | Jun 2, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| — | CALIFORNIA ST VARIOUS PURP RFDG Rate/Coupon: 4.0% Matures: 2037-03-01 | Jun 2, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| — | HENNEPIN CNTY MN SALES TAX REV Rate/Coupon: 5.0% Matures: 2039-12-15 | Jun 2, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| — | SKAGIT CNTY WA CONS SCH DIST 320 MT VERNON Rate/Coupon: 4.0% Matures: 2032-12-01 | Jun 2, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| — | MISSISSIPPI ST SER Rate/Coupon: 4.0% Matures: 2036-10-01 | Jun 2, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| — | WEST CENTRAL IN SCH BLDG AD VALOREM PPTY Rate/Coupon: 4.0% Matures: 2039-07-15 | Jun 2, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| — | GEORGIA ST SER Rate/Coupon: 4.0% Matures: 2034-07-01 | Jun 2, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| — | UBS AG LONDON BRH TRIGGER CONTIN CYN Rate/Coupon: 10% Matures: 2029-05-17 | Jun 2, 2026 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | SULLIVAN CNTY PA SCH DIST Rate/Coupon: 3.0% Matures: 2028-04-01 | Jun 2, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| — | JPMORGAN CHASE FINL CO CONTIN INT Rate/Coupon: 9.85% Matures: 2029-05-17 | Jun 2, 2026 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | SANGAMON LOGAN MENARD CNTYS IL CMNTY SCH DIST Rate/Coupon: 4.0% Matures: 2034-12-01 | Jun 2, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| — | ROMEOVILLE IL B/E CPN Rate/Coupon: 4.0% Matures: 2038-12-30 | Jun 2, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| — | CITIGROUP GLBL MKTS HLDG CONTIN EQTY SECS Rate/Coupon: 11% Matures: 2029-05-17 | Jun 2, 2026 | purchase | $250.0K – $500.0K | 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