Transactions
1253
Total transactions associated with this filer
Disclosed purchases
630
$1.9M – $12.5M
Average modeled return
+66.0%
566 of 630 purchases modeled
Average vs. S&P 500
-68.2%
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
566 of 630 disclosed purchases have modeled returns for this period. 64 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | Apr 12, 2017 | Nov 6, 2026 | +2551.6% | +264.2% | +2287.4% |
| AAPL | Apple Inc. | Apr 7, 2016 | Nov 6, 2026 | +1295.2% | +326.5% | +968.7% |
| STX | Seagate Technology Holdings plc | Apr 24, 2015 | Nov 6, 2026 | +1208.2% | +319.8% | +888.5% |
| LRCX | LAM RESEARCH CORP | Mar 5, 2018 | Nov 6, 2026 | +1033.7% | +208.5% | +825.3% |
| LRCX | LAM RESEARCH CORP | Oct 18, 2017 | Nov 6, 2026 | +1026.7% | +230.0% | +796.7% |
| AAPL | Apple Inc. | Apr 24, 2015 | Nov 6, 2026 | +1084.0% | +319.8% | +764.2% |
| VLO | VALERO ENERGY CORP/TX | Apr 27, 2015 | Nov 6, 2026 | +801.0% | +321.5% | +479.5% |
| URI | UNITED RENTALS, INC. | May 1, 2018 | Nov 6, 2026 | +637.7% | +215.6% | +422.1% |
| JPM | JPMORGAN CHASE & CO | Apr 24, 2015 | Nov 6, 2026 | +623.6% | +319.8% | +303.9% |
| AMD | ADVANCED MICRO DEVICES INC | Aug 7, 2025 | Nov 6, 2026 | +160.5% | +17.9% | +142.6% |
| EBAY | EBAY INC | Apr 24, 2015 | Nov 6, 2026 | +455.1% | +319.8% | +135.3% |
| ABBV | AbbVie Inc. | Jul 13, 2018 | Nov 6, 2026 | +325.2% | +197.8% | +127.4% |
| EBAY | EBAY INC | Sep 24, 2018 | Nov 6, 2026 | +310.1% | +184.8% | +125.3% |
| ABBV | AbbVie Inc. | Jan 22, 2021 | Nov 6, 2026 | +225.1% | +107.3% | +117.8% |
| HPE | Hewlett Packard Enterprise Co | Sep 12, 2017 | Nov 6, 2026 | +344.6% | +239.2% | +105.4% |
| ABBV | AbbVie Inc. | Jan 19, 2018 | Nov 6, 2026 | +300.8% | +199.4% | +101.4% |
| TPYP | Tortoise North Amer Pipeline Fund | Oct 23, 2020 | Nov 6, 2026 | +231.2% | +130.6% | +100.6% |
| LLY | ELI LILLY & Co | Aug 11, 2025 | Nov 6, 2026 | +115.0% | +17.2% | +97.8% |
| AMAT | APPLIED MATERIALS INC /DE | Mar 19, 2025 | Nov 6, 2026 | +117.8% | +32.2% | +85.6% |
| ALL | ALLSTATE CORP | Dec 4, 2015 | Nov 6, 2026 | +399.6% | +319.6% | +80.0% |
| IVW | iShares S&P 500 Growth ETF | Apr 24, 2015 | Nov 6, 2026 | +397.6% | +319.8% | +77.9% |
| LLY | ELI LILLY & Co | Aug 22, 2025 | Nov 6, 2026 | +91.5% | +15.5% | +76.0% |
| TRV | TRAVELERS COMPANIES, INC. | Apr 24, 2015 | Nov 6, 2026 | +387.3% | +319.8% | +67.5% |
| NTAP | NetApp, Inc. | Feb 27, 2026 | Nov 6, 2026 | +72.6% | +8.0% | +64.6% |
| AXP | AMERICAN EXPRESS CO | Apr 24, 2015 | Nov 6, 2026 | +384.2% | +319.8% | +64.4% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 51 · 1253 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| APTV | Aptiv PLC | Sep 25, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| O | REALTY INCOME CORP | Sep 24, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| MU | MICRON TECHNOLOGY INC | Sep 24, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| CSCO | CISCO SYSTEMS, INC. | Sep 24, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| TLH | iShares 10-20 Year Treasury Bond ETF | Sep 21, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| XTWO | BondBloxx Bloomberg Two Year Target Duration US Treasury ETF | Sep 21, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| GIGB | Goldman Sachs Access Investment Grade Corporate Bo | Sep 9, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| JMBS | Janus Henderson Mortgage-Backed Securities ETF | Sep 9, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| VEA | Vanguard FTSE Developed Markets ETF | Sep 9, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| IEF | iShares 7-10 Year Treasury Bond ETF | Sep 9, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| SPYM | Tradr 2X Long SPY Monthly ETF | Sep 9, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| EFA | iShares MSCI EAFE ETF | Sep 9, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| CMBS | iShares CMBS ETF | Sep 9, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| MBB | iShares MBS ETF | Sep 9, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| TLH | iShares 10-20 Year Treasury Bond ETF | Sep 9, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| MU | MICRON TECHNOLOGY INC | Sep 9, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| XFIV | BondBloxx Bloomberg Five Year Target Duration US Treasury ETF | Sep 9, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| OTIS | Otis Worldwide Corp | Aug 27, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| IVV | iShares Core S&P 500 ETF | Aug 27, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| SPYM | Tradr 2X Long SPY Monthly ETF | Aug 20, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| JNJ | JOHNSON & JOHNSON | Aug 20, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| IJR | ISHARES CORE S&P SMALL CAP E | Aug 19, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| WWSYX | Westwood Smallcap Fund Class Y | Aug 19, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| AVUV | Avantis U.S. Small Cap Value ETF | Aug 19, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| FSLR | FIRST SOLAR, INC. | Aug 13, 2026 | purchase | $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