Transactions
42
Total transactions associated with this filer
Disclosed purchases
19
$19.0K – $285.0K
Average modeled return
+157.2%
18 of 19 purchases modeled
Average vs. S&P 500
-27.6%
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
18 of 19 disclosed purchases have modeled returns for this period. 1 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | May 7, 2019 | Nov 6, 2026 | +387.7% | +184.9% | +202.8% |
| GOOGL | Alphabet Inc. | Apr 23, 2019 | Nov 6, 2026 | +352.5% | +180.1% | +172.4% |
| SKT | TANGER INC. | Jun 24, 2019 | Nov 6, 2026 | +252.3% | +178.0% | +74.3% |
| AMZN | AMAZON COM INC | Apr 17, 2019 | Nov 6, 2026 | +178.1% | +183.4% | -5.3% |
| AMZN | AMAZON COM INC | Apr 25, 2019 | Nov 6, 2026 | +172.6% | +180.9% | -8.3% |
| RCL | ROYAL CARIBBEAN CRUISES LTD | May 6, 2019 | Nov 6, 2026 | +169.6% | +180.2% | -10.5% |
| AMZN | AMAZON COM INC | May 9, 2019 | Nov 6, 2026 | +173.0% | +186.2% | -13.2% |
| AMZN | AMAZON COM INC | May 9, 2019 | Nov 6, 2026 | +173.0% | +186.2% | -13.2% |
| AMZN | AMAZON COM INC | May 7, 2019 | Nov 6, 2026 | +170.0% | +184.9% | -15.0% |
| IBM | INTERNATIONAL BUSINESS MACHINES CORP | May 6, 2019 | Nov 6, 2026 | +149.8% | +180.2% | -30.4% |
| KO | COCA COLA CO | May 6, 2019 | Nov 6, 2026 | +147.4% | +180.2% | -32.8% |
| KO | COCA COLA CO | May 7, 2019 | Nov 6, 2026 | +149.8% | +184.9% | -35.1% |
| SO | SOUTHERN CO | May 6, 2019 | Nov 6, 2026 | +132.4% | +180.2% | -47.8% |
| CVX | CHEVRON CORP | Mar 11, 2019 | Nov 6, 2026 | +138.0% | +195.9% | -57.9% |
| DUK | Duke Energy CORP | May 7, 2019 | Nov 6, 2026 | +92.6% | +184.9% | -92.3% |
| T | AT&T INC. | Jun 19, 2019 | Nov 6, 2026 | +47.0% | +179.9% | -133.0% |
| DIS | Walt Disney Co | Jan 25, 2019 | Nov 6, 2026 | +9.7% | +210.0% | -200.3% |
| LYFT | Lyft, Inc. | May 10, 2019 | Nov 6, 2026 | -66.5% | +184.8% | -251.3% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 2 · 42 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| PPL | PPL Corp | Aug 13, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| F | FORD MOTOR CO | Aug 13, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| BAC | BANK OF AMERICA CORP /DE/ | Aug 12, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| T | AT&T INC. | Aug 12, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| SKT | TANGER INC. | Aug 12, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| SKT | TANGER INC. | Jun 24, 2019 | purchase | $1.0K – $15.0K | Filing ↗ |
| T | AT&T INC. | Jun 19, 2019 | purchase | $1.0K – $15.0K | Filing ↗ |
| LYFT | Lyft, Inc. | May 10, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| LYFT | Lyft, Inc. | May 10, 2019 | purchase | $1.0K – $15.0K | Filing ↗ |
| AMZN | AMAZON COM INC | May 9, 2019 | purchase | $1.0K – $15.0K | Filing ↗ |
| AMZN | AMAZON COM INC | May 9, 2019 | purchase | $1.0K – $15.0K | Filing ↗ |
| AMZN | AMAZON COM INC | May 9, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| GOOGL | Alphabet Inc. | May 9, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| KO | COCA COLA CO | May 9, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| DUK | Duke Energy CORP | May 9, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| GOOGL | Alphabet Inc. | May 7, 2019 | purchase | $1.0K – $15.0K | Filing ↗ |
| SO | SOUTHERN CO | May 7, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| KO | COCA COLA CO | May 7, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| KO | COCA COLA CO | May 7, 2019 | purchase | $1.0K – $15.0K | Filing ↗ |
| RCL | ROYAL CARIBBEAN CRUISES LTD | May 7, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| SOI | Solaris Oilfield Infrastructure | May 7, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| IBM | INTERNATIONAL BUSINESS MACHINES CORP | May 7, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| DUK | Duke Energy CORP | May 7, 2019 | purchase | $1.0K – $15.0K | Filing ↗ |
| AMZN | AMAZON COM INC | May 7, 2019 | purchase | $1.0K – $15.0K | Filing ↗ |
| IBM | INTERNATIONAL BUSINESS MACHINES CORP | May 6, 2019 | purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 9116157 | 0 | UNPARSED | 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