Transactions
27
Total transactions associated with this filer
Disclosed purchases
15
$15.0K – $225.0K
Average modeled return
+181.6%
14 of 15 purchases modeled
Average vs. S&P 500
+51.3%
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
14 of 15 disclosed purchases have modeled returns for this period. 1 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 | Jun 30, 2022 | Nov 6, 2026 | +1136.0% | +106.1% | +1029.9% |
| LLY | ELI LILLY & Co | Jun 30, 2022 | Nov 6, 2026 | +332.3% | +106.1% | +226.2% |
| META | Meta Platforms, Inc. | Jun 30, 2022 | Nov 6, 2026 | +282.0% | +106.1% | +175.9% |
| GOOG | Alphabet Inc. | Jun 30, 2022 | Nov 6, 2026 | +162.1% | +106.1% | +55.9% |
| JPM | JPMORGAN CHASE & CO | Dec 22, 2025 | Nov 6, 2026 | +5.5% | +8.2% | -2.7% |
| RTX | RTX Corp | Dec 22, 2025 | Nov 6, 2026 | +3.2% | +8.2% | -5.0% |
| BRK-A | Berkshire Hathaway Inc. (BRK.A) | Nov 2, 2015 | Nov 6, 2026 | +312.3% | +318.1% | -5.7% |
| PFE | PFIZER INC | Mar 1, 2024 | Nov 6, 2026 | +30.3% | +48.1% | -17.8% |
| CVX | CHEVRON CORP | Nov 2, 2015 | Nov 6, 2026 | +257.3% | +318.1% | -60.7% |
| TFC | TRUIST FINANCIAL CORP | Jun 30, 2022 | Nov 6, 2026 | +29.2% | +106.1% | -77.0% |
| DIS | Walt Disney Co | Jun 30, 2021 | Nov 6, 2026 | -31.5% | +84.2% | -115.7% |
| PG | PROCTER & GAMBLE Co | Nov 2, 2015 | Nov 6, 2026 | +192.5% | +318.1% | -125.5% |
| STLA | Stellantis N.V. | Jun 30, 2021 | Nov 6, 2026 | -69.2% | +84.2% | -153.4% |
| SBFM | Sunshine Biopharma Inc. | Jun 30, 2022 | Nov 6, 2026 | -100.0% | +106.1% | -206.1% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 2 · 27 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO | Dec 22, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| RTX | RTX Corp | Dec 22, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| CVX | CHEVRON CORP | Dec 22, 2025 | sale | $15.0K – $50.0K | Filing ↗ |
| FANG | Diamondback Energy, Inc. | Dec 22, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Caney Creek Texas 2.125% GO Muni bonds | Feb 19, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| PFE | PFIZER INC | Mar 4, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| PFE | PFIZER INC | Mar 1, 2024 | purchase | $1.0K – $15.0K | Filing ↗ |
| PFE | PFIZER INC | Mar 1, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Caney Creek Tex Mun Util Dist | Oct 25, 2022 | purchase | $1.0K – $15.0K | Filing ↗ |
| META | Meta Platforms, Inc. | Jun 30, 2022 | purchase | $1.0K – $15.0K | Filing ↗ |
| GOOG | Alphabet Inc. | Jun 30, 2022 | purchase | $1.0K – $15.0K | Filing ↗ |
| NVDA | NVIDIA CORP | Jun 30, 2022 | purchase | $1.0K – $15.0K | Filing ↗ |
| LLY | ELI LILLY & Co | Jun 30, 2022 | purchase | $1.0K – $15.0K | Filing ↗ |
| TFC | TRUIST FINANCIAL CORP | Jun 30, 2022 | purchase | $1.0K – $15.0K | Filing ↗ |
| SBFM | Sunshine Biopharma Inc. | Jun 30, 2022 | purchase | $1.0K – $15.0K | Filing ↗ |
| DIS | Walt Disney Co | Jun 22, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| DIS | Walt Disney Co | Jun 30, 2021 | purchase | $1.0K – $15.0K | Filing ↗ |
| STLA | Stellantis N.V. | Jun 30, 2021 | purchase | $1.0K – $15.0K | Filing ↗ |
| DVN | DEVON ENERGY CORP/DE | May 13, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| DIS | Walt Disney Co | Jul 10, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| NVDA | NVIDIA CORP | Mar 1, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| GE | GENERAL ELECTRIC CO | Feb 27, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| XPOI | Xponential, Inc. (XPOI) | Dec 31, 2015 | sale | $15.0K – $50.0K | Filing ↗ |
| CVX | CHEVRON CORP | Oct 31, 2015 | purchase | $1.0K – $15.0K | Filing ↗ |
| BRK-A | Berkshire Hathaway Inc. (BRK.A) | Oct 31, 2015 | purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076385 | 56 | 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