House
Ed Perlmutter
—
Transactions
91
Total transactions associated with this filer
Disclosed purchases
44
$44.0K – $660.0K
Average modeled return
+188.2%
42 of 44 purchases modeled
Average vs. S&P 500
+29.0%
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
42 of 44 disclosed purchases have modeled returns for this period. 2 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 | Sep 3, 2020 | Nov 6, 2026 | +1341.8% | +131.7% | +1210.1% |
| AAPL | Apple Inc. | Nov 21, 2016 | Nov 6, 2026 | +1233.1% | +291.1% | +942.0% |
| GOOGL | Alphabet Inc. | Nov 21, 2016 | Nov 6, 2026 | +632.6% | +291.1% | +341.5% |
| AAPL | Apple Inc. | Nov 5, 2019 | Nov 6, 2026 | +455.0% | +164.7% | +290.3% |
| GOOG | Alphabet Inc. | Aug 9, 2018 | Nov 6, 2026 | +358.9% | +192.0% | +166.9% |
| AAPL | Apple Inc. | Jul 24, 2020 | Nov 6, 2026 | +282.1% | +149.4% | +132.7% |
| COST | COSTCO WHOLESALE CORP /NEW | Oct 7, 2020 | Nov 6, 2026 | +216.8% | +134.0% | +82.8% |
| AMZN | AMAZON COM INC | Nov 10, 2022 | Nov 6, 2026 | +168.3% | +96.2% | +72.1% |
| KR | KROGER CO | Oct 19, 2017 | Nov 6, 2026 | +292.9% | +229.9% | +62.9% |
| GOOG | Alphabet Inc. | May 11, 2021 | Nov 6, 2026 | +148.3% | +91.0% | +57.3% |
| META | Meta Platforms, Inc. | Jun 19, 2019 | Nov 6, 2026 | +228.6% | +179.9% | +48.6% |
| UAL | United Airlines Holdings, Inc. | Jul 7, 2021 | Nov 6, 2026 | +124.1% | +81.5% | +42.6% |
| AAPL | Apple Inc. | Nov 10, 2022 | Nov 6, 2026 | +137.3% | +96.2% | +41.1% |
| COST | COSTCO WHOLESALE CORP /NEW | Mar 18, 2020 | Nov 6, 2026 | +275.6% | +236.9% | +38.7% |
| BRK-B | BERKSHIRE HATHAWAY INC | Sep 1, 2020 | Nov 6, 2026 | +161.2% | +127.0% | +34.2% |
| MSFT | MICROSOFT CORP | Nov 12, 2020 | Nov 6, 2026 | +159.0% | +125.7% | +33.3% |
| MSFT | MICROSOFT CORP | Jun 10, 2020 | Nov 6, 2026 | +184.1% | +152.0% | +32.1% |
| GILD | GILEAD SCIENCES, INC. | Jul 15, 2020 | Nov 6, 2026 | +174.4% | +148.7% | +25.7% |
| COST | COSTCO WHOLESALE CORP /NEW | Nov 10, 2022 | Nov 6, 2026 | +114.9% | +96.2% | +18.7% |
| AMZN | AMAZON COM INC | Nov 5, 2018 | Nov 6, 2026 | +218.6% | +203.2% | +15.4% |
| BRK-B | BERKSHIRE HATHAWAY INC | Jun 16, 2021 | Nov 6, 2026 | +101.6% | +87.5% | +14.2% |
| AMZN | AMAZON COM INC | Jan 18, 2019 | Nov 6, 2026 | +205.7% | +209.2% | -3.5% |
| KR | KROGER CO | Sep 17, 2018 | Nov 6, 2026 | +179.0% | +187.7% | -8.8% |
| KMI | KINDER MORGAN, INC. | May 14, 2018 | Nov 6, 2026 | +185.4% | +206.4% | -21.0% |
| NEM | NEWMONT Corp /DE/ | Jun 29, 2020 | Nov 6, 2026 | +141.9% | +162.9% | -21.0% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 4 · 91 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| COST | COSTCO WHOLESALE CORP /NEW | Nov 10, 2022 | purchase | $1.0K – $15.0K | Filing ↗ |
| CHPT | ChargePoint Holdings, Inc. | Nov 10, 2022 | purchase | $1.0K – $15.0K | Filing ↗ |
| AAPL | Apple Inc. | Nov 10, 2022 | purchase | $1.0K – $15.0K | Filing ↗ |
| AMZN | AMAZON COM INC | Nov 10, 2022 | purchase | $1.0K – $15.0K | Filing ↗ |
| CHPT | ChargePoint Holdings, Inc. | Nov 1, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| CHPT | ChargePoint Holdings, Inc. | Sep 2, 2022 | purchase | $1.0K – $15.0K | Filing ↗ |
| KR | KROGER CO | Jul 19, 2022 | purchase | $1.0K – $15.0K | Filing ↗ |
| AAPL | Apple Inc. | May 20, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| F | FORD MOTOR CO | May 20, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| F | FORD MOTOR CO | May 13, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| VZ | VERIZON COMMUNICATIONS INC | May 13, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | Apple Inc. | May 13, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| AMZN | AMAZON COM INC | May 13, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | MICROSOFT CORP | May 13, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| COST | COSTCO WHOLESALE CORP /NEW | Apr 22, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | Dec 21, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| COIN | Coinbase Global, Inc. | Dec 21, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| F | FORD MOTOR CO | Nov 26, 2021 | purchase | $1.0K – $15.0K | Filing ↗ |
| COST | COSTCO WHOLESALE CORP /NEW | Nov 26, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| F | FORD MOTOR CO | Nov 2, 2021 | purchase | $1.0K – $15.0K | Filing ↗ |
| COIN | Coinbase Global, Inc. | Sep 23, 2021 | purchase | $1.0K – $15.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | Sep 15, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| UAL | United Airlines Holdings, Inc. | Jul 7, 2021 | purchase | $1.0K – $15.0K | Filing ↗ |
| BABA | Alibaba Group Holding Ltd | Jul 7, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| GOOG | Alphabet Inc. | Jul 7, 2021 | 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