
Transactions
256
Total transactions associated with this filer
Disclosed purchases
115
$115.1K – $1.7M
Average modeled return
+393.1%
73 of 115 purchases modeled
Average vs. S&P 500
+64.5%
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
73 of 115 disclosed purchases have modeled returns for this period. 42 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| AAPL | Apple Inc. | Mar 27, 2013 | Nov 6, 2026 | +2395.2% | +491.6% | +1903.6% |
| AAPL | Apple Inc. | Mar 28, 2014 | Nov 6, 2026 | +1949.4% | +388.3% | +1561.0% |
| AMAT | APPLIED MATERIALS INC /DE | Mar 28, 2014 | Nov 6, 2026 | +1824.3% | +388.3% | +1435.9% |
| LSCC | LATTICE SEMICONDUCTOR CORP | Jun 4, 2015 | Nov 6, 2026 | +1513.2% | +322.8% | +1190.4% |
| LSCC | LATTICE SEMICONDUCTOR CORP | Jun 4, 2015 | Nov 6, 2026 | +1513.2% | +322.8% | +1190.4% |
| MSFT | MICROSOFT CORP | Mar 28, 2014 | Nov 6, 2026 | +1485.1% | +388.3% | +1096.8% |
| MSFT | MICROSOFT CORP | Apr 23, 2015 | Nov 6, 2026 | +1335.2% | +320.7% | +1014.5% |
| XSD | SPDR S&P Semiconductor ETF | Dec 14, 2016 | Nov 6, 2026 | +673.0% | +281.2% | +391.8% |
| XSD | SPDR S&P Semiconductor ETF | Dec 14, 2016 | Nov 6, 2026 | +673.0% | +281.2% | +391.8% |
| XSD | SPDR S&P Semiconductor ETF | Nov 23, 2016 | Nov 6, 2026 | +680.2% | +290.1% | +390.1% |
| XSD | SPDR S&P Semiconductor ETF | Nov 23, 2016 | Nov 6, 2026 | +680.2% | +290.1% | +390.1% |
| XSD | SPDR S&P Semiconductor ETF | Oct 23, 2017 | Nov 6, 2026 | +535.1% | +229.5% | +305.6% |
| ISRG | INTUITIVE SURGICAL INC | Nov 23, 2016 | Nov 6, 2026 | +531.5% | +290.1% | +241.4% |
| ISRG | INTUITIVE SURGICAL INC | Nov 23, 2016 | Nov 6, 2026 | +531.5% | +290.1% | +241.4% |
| ADI | ANALOG DEVICES INC | Jun 19, 2017 | Nov 6, 2026 | +435.0% | +246.6% | +188.4% |
| ADI | ANALOG DEVICES INC | Mar 6, 2017 | Nov 6, 2026 | +415.7% | +260.1% | +155.6% |
| ADI | ANALOG DEVICES INC | Mar 6, 2017 | Nov 6, 2026 | +415.7% | +260.1% | +155.6% |
| TMO | THERMO FISHER SCIENTIFIC INC. | Nov 23, 2016 | Nov 6, 2026 | +398.0% | +290.1% | +107.9% |
| TMO | THERMO FISHER SCIENTIFIC INC. | Nov 23, 2016 | Nov 6, 2026 | +398.0% | +290.1% | +107.9% |
| TMO | THERMO FISHER SCIENTIFIC INC. | Mar 6, 2017 | Nov 6, 2026 | +352.7% | +260.1% | +92.6% |
| TMO | THERMO FISHER SCIENTIFIC INC. | Mar 6, 2017 | Nov 6, 2026 | +352.7% | +260.1% | +92.6% |
| TMO | THERMO FISHER SCIENTIFIC INC. | Sep 12, 2016 | Nov 6, 2026 | +388.7% | +300.0% | +88.7% |
| TMO | THERMO FISHER SCIENTIFIC INC. | Sep 12, 2016 | Nov 6, 2026 | +388.7% | +300.0% | +88.7% |
| IAI | iShares US Broker-Dealers & Secs Exchs | Dec 23, 2015 | Nov 6, 2026 | +409.9% | +324.4% | +85.5% |
| TMO | THERMO FISHER SCIENTIFIC INC. | Sep 22, 2016 | Nov 6, 2026 | +353.3% | +296.4% | +56.9% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 11 · 256 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | Feb 28, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| HOLX | Hologic, Inc. | Feb 28, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| FDX | FEDEX CORP | Feb 28, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| PEP | PEPSICO INC | Feb 28, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| IQV | IQVIA HOLDINGS INC. | Feb 28, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| IQV | IQVIA HOLDINGS INC. | Feb 28, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | Apple Inc. | Feb 28, 2019 | sale | $15.0K – $50.0K | Filing ↗ |
| COST | COSTCO WHOLESALE CORP /NEW | Feb 28, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| TMO | THERMO FISHER SCIENTIFIC INC. | Feb 28, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| QCOM | QUALCOMM INC/DE | Feb 28, 2019 | sale | $15.0K – $50.0K | Filing ↗ |
| ISRG | INTUITIVE SURGICAL INC | Feb 28, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| INTC | INTEL CORP | Feb 28, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| FDX | FEDEX CORP | Feb 28, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| XLNX | Xilinx, Inc. | Feb 28, 2019 | sale | $15.0K – $50.0K | Filing ↗ |
| ADI | ANALOG DEVICES INC | Feb 28, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| ADI | ANALOG DEVICES INC | Feb 28, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| CVS | CVS HEALTH Corp | Feb 28, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| CELG | Celgene Corporation | Feb 28, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| XLNX | Xilinx, Inc. | Feb 28, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | Apple Inc. | Feb 28, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| SYK | STRYKER CORP | Feb 28, 2019 | sale | $15.0K – $50.0K | Filing ↗ |
| SLB | SLB LIMITED/NV | Feb 28, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| DHR | DANAHER CORP /DE/ | Feb 28, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| TMO | THERMO FISHER SCIENTIFIC INC. | Feb 28, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| SYK | STRYKER CORP | Feb 28, 2019 | 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