Transactions
466
Total transactions associated with this filer
Disclosed purchases
236
$545.2K – $4.3M
Average modeled return
+138.8%
205 of 236 purchases modeled
Average vs. S&P 500
-14.4%
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
205 of 236 disclosed purchases have modeled returns for this period. 31 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| TSLA | Tesla, Inc. | Nov 20, 2013 | Nov 6, 2026 | +4336.7% | +412.6% | +3924.2% |
| LLY | ELI LILLY & Co | Jun 15, 2017 | Nov 6, 2026 | +1792.2% | +249.6% | +1542.6% |
| AAPL | Apple Inc. | Jun 15, 2017 | Nov 6, 2026 | +923.6% | +249.6% | +674.0% |
| DECK | DECKERS OUTDOOR CORP | Feb 18, 2016 | Nov 6, 2026 | +870.8% | +355.2% | +515.6% |
| APH | AMPHENOL CORP /DE/ | Jun 15, 2017 | Nov 6, 2026 | +755.0% | +249.6% | +505.4% |
| MSFT | MICROSOFT CORP | Jun 15, 2017 | Nov 6, 2026 | +739.2% | +249.6% | +489.6% |
| CTAS | CINTAS CORP | Jun 15, 2017 | Nov 6, 2026 | +666.0% | +249.6% | +416.4% |
| COST | COSTCO WHOLESALE CORP /NEW | Jun 15, 2017 | Nov 6, 2026 | +560.0% | +249.6% | +310.4% |
| PHM | PULTEGROUP INC/MI/ | Jun 15, 2017 | Nov 6, 2026 | +508.8% | +249.6% | +259.2% |
| GOOGL | Alphabet Inc. | Jun 15, 2017 | Nov 6, 2026 | +498.8% | +249.6% | +249.2% |
| MS | MORGAN STANLEY | Mar 11, 2019 | Nov 6, 2026 | +444.1% | +195.9% | +248.2% |
| HCA | HCA Healthcare, Inc. | Jun 15, 2020 | Nov 6, 2026 | +403.0% | +161.8% | +241.1% |
| KLAC | KLA CORP | Apr 4, 2022 | Nov 6, 2026 | +294.0% | +71.0% | +223.1% |
| KLAC | KLA CORP | Apr 4, 2022 | Nov 6, 2026 | +294.0% | +71.0% | +223.1% |
| MA | Mastercard Inc | Jun 15, 2017 | Nov 6, 2026 | +467.6% | +249.6% | +218.0% |
| WMT | Walmart Inc. | Jun 15, 2017 | Nov 6, 2026 | +452.2% | +249.6% | +202.5% |
| PWR | QUANTA SERVICES, INC. | Sep 9, 2022 | Nov 6, 2026 | +270.7% | +91.2% | +179.5% |
| JPM | JPMORGAN CHASE & CO | Jun 15, 2017 | Nov 6, 2026 | +395.8% | +249.6% | +146.1% |
| CAT | CATERPILLAR INC | Oct 5, 2021 | Nov 6, 2026 | +217.0% | +81.5% | +135.5% |
| ABBV | AbbVie Inc. | Aug 9, 2021 | Nov 6, 2026 | +208.7% | +78.4% | +130.4% |
| V | VISA INC. | Jun 15, 2017 | Nov 6, 2026 | +378.9% | +249.6% | +129.3% |
| JPM | JPMORGAN CHASE & CO | Mar 25, 2019 | Nov 6, 2026 | +316.0% | +194.0% | +122.0% |
| GILD | GILEAD SCIENCES, INC. | Sep 9, 2022 | Nov 6, 2026 | +194.9% | +91.2% | +103.7% |
| WMT | Walmart Inc. | Sep 2, 2021 | Nov 6, 2026 | +169.8% | +74.0% | +95.8% |
| AMAT | APPLIED MATERIALS INC /DE | Sep 30, 2021 | Nov 6, 2026 | +169.4% | +83.2% | +86.2% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 19 · 466 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | Lynwood Unified School District GO Bonds | Dec 11, 2025 | sale | $100.0K – $250.0K | Filing ↗ |
| — | California State Public Works Board Lease Revenue Bonds, Ser. D | Dec 11, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| BMO | BANK OF MONTREAL /CAN/ | May 26, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| UNH | UNITEDHEALTH GROUP INC | May 26, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| NTAP | NetApp, Inc. | May 26, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| CAT | CATERPILLAR INC | May 26, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| C | CITIGROUP INC | May 26, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| ABBV | AbbVie Inc. | May 26, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| WFC | WELLS FARGO & COMPANY/MN | May 26, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| VZ | VERIZON COMMUNICATIONS INC | May 26, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Paramount Global Ltd. | May 26, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| OCLCF | Oracle Corporation Ordinary Shares | May 26, 2023 | sale | $15.0K – $50.0K | Filing ↗ |
| AMZN | AMAZON COM INC | May 26, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| MS | MORGAN STANLEY | May 26, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| AEP | AMERICAN ELECTRIC POWER CO INC | May 26, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| JEF | Jefferies Financial Group Inc. | May 26, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| AMT | AMERICAN TOWER CORP /MA/ | May 26, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| CSCO | CISCO SYSTEMS, INC. | May 26, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| AMAT | APPLIED MATERIALS INC /DE | May 26, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| BUD | Anheuser-Busch InBev SA/NV | May 26, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| WBA | WALGREENS BOOTS ALLIANCE | May 26, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| CVS | CVS HEALTH Corp | May 26, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| USB | US BANCORP DE | May 26, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| PFE | PFIZER INC | May 26, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| WBK | Westpac Banking Corporation | May 26, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10074949 | 34 | 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