Transactions
14
Total transactions associated with this filer
Disclosed purchases
4
$267.0K – $580.0K
Average modeled return
+97.1%
1 of 4 purchases modeled
Average vs. S&P 500
+54.3%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
1 most recent modeled purchases. The summary and table include all modeled purchases.
MARKET ANALYSIS
Modeled purchase performance · Since purchase
1 of 4 disclosed purchases have modeled returns for this period. 3 purchases have missing or excluded market data; no returns are invented for them.
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 14 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | Fidelity Contra Fund Mutual Fund | Jun 3, 2024 | sale | $100.0K – $250.0K | Filing ↗ |
| — | American Funds Income Fund of America | Jun 3, 2024 | sale | $15.0K – $50.0K | Filing ↗ |
| — | Fidelity Balanced Fund | Jun 3, 2024 | sale | $15.0K – $50.0K | Filing ↗ |
| — | Federated Kaufman Small Cap A Mutual Fund | Jun 3, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| — | American Funds Euro-Pacific Mutual Fund | Jun 3, 2024 | sale | $15.0K – $50.0K | Filing ↗ |
| — | Vanguard Target Date 2025 Mutual Fund | Jun 3, 2024 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | Fidelity Emerging Markets Mutual Fund | Jun 3, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| NVDA | NVIDIA CORP | May 22, 2024 | purchase | $1.0K – $15.0K | Filing ↗ |
| VMW | VMware, Inc. | Nov 27, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Invesco Development Markets Mutual Fund | Dec 30, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Fidelity Emerging Markets Mutual Fund | Dec 30, 2022 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | Nationwide Investor Destination Moderate Aggressive Mutual Fund | Dec 30, 2022 | sale | $15.0K – $50.0K | Filing ↗ |
| — | American Funds Income Fund of America Mutual Fund | Dec 30, 2021 | purchase | $15.0K – $50.0K | Filing ↗ |
| EMC | EMC Corporation | Sep 7, 2016 | exchange | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076086 | 8 | PARSED | 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