Transactions
54
Total transactions associated with this filer
Disclosed purchases
9
$9.0K – $135.0K
Average modeled return
+678.2%
5 of 9 purchases modeled
Average vs. S&P 500
+246.6%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
5 most recent modeled purchases. The summary and table include all modeled purchases.
MARKET ANALYSIS
Modeled purchase performance · Since purchase
5 of 9 disclosed purchases have modeled returns for this period. 4 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| ABBV | AbbVie Inc. | Jan 2, 2013 | Nov 6, 2026 | +1335.6% | +535.5% | +800.2% |
| CAT | CATERPILLAR INC | Jan 16, 2015 | Nov 6, 2026 | +783.2% | +342.6% | +440.6% |
| CAT | CATERPILLAR INC | Jul 26, 2012 | Nov 6, 2026 | +850.3% | +590.1% | +260.2% |
| GME | GameStop Corp. | Jan 30, 2015 | Nov 6, 2026 | +283.0% | +347.4% | -64.4% |
| MDLZ | Mondelez International, Inc. | Jan 5, 2015 | Nov 6, 2026 | +138.6% | +342.4% | -203.8% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 3 · 54 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| ITW | ILLINOIS TOOL WORKS INC | Apr 11, 2023 | sale | $15.0K – $50.0K | Filing ↗ |
| DIS | Walt Disney Co | Apr 5, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| ITW | ILLINOIS TOOL WORKS INC | Apr 5, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| VZ | VERIZON COMMUNICATIONS INC | Apr 5, 2021 | sale | $15.0K – $50.0K | Filing ↗ |
| WBA | WALGREENS BOOTS ALLIANCE | Aug 7, 2018 | sale | $1.0K – $15.0K | Filing ↗ |
| GE | GENERAL ELECTRIC CO | Aug 7, 2018 | sale | $1.0K – $15.0K | Filing ↗ |
| MDLZ | Mondelez International, Inc. | Aug 7, 2018 | sale | $1.0K – $15.0K | Filing ↗ |
| BBL | BHP Billiton plc | Dec 21, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| GS | GOLDMAN SACHS GROUP INC | Nov 30, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| SOUHY | South32 Limited | Nov 1, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| DWDP | DowDuPont Inc. | Oct 23, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| ABT | ABBOTT LABORATORIES | Oct 18, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| JNJ | JOHNSON & JOHNSON | Oct 17, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| CC | Chemours Co | Oct 10, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| INTC | INTEL CORP | Sep 15, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| — | DD - E I duPont de Nemours & Co (Exchanged) DowDuPont Inc. (Received) | Sep 1, 2017 | exchange | $1.0K – $15.0K | Filing ↗ |
| DVMT | Dell Technologies Inc. | Aug 23, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| MCD | MCDONALDS CORP | Jun 20, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| NEE | NEXTERA ENERGY INC | Jun 16, 2017 | sale | $15.0K – $50.0K | Filing ↗ |
| CAT | CATERPILLAR INC | Jun 5, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| GME | GameStop Corp. | May 10, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| CAT | CATERPILLAR INC | May 10, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| POT | Potash Corporation of Saskatchewan Inc. | May 9, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| POT | Potash Corporation of Saskatchewan Inc. | Dec 9, 2016 | sale | $1.0K – $15.0K | Filing ↗ |
| GLW | CORNING INC /NY | Dec 8, 2016 | 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