Transactions
139
Total transactions associated with this filer
Disclosed purchases
50
$148.1K – $995.0K
Average modeled return
+133.5%
37 of 50 purchases modeled
Average vs. S&P 500
-160.3%
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
37 of 50 disclosed purchases have modeled returns for this period. 13 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| PSX | Phillips 66 | Mar 25, 2020 | Nov 6, 2026 | +530.0% | +225.8% | +304.3% |
| UAL | United Airlines Holdings, Inc. | Mar 26, 2020 | Nov 6, 2026 | +217.1% | +207.8% | +9.3% |
| RDVY | First Trust NASDAQ Rising Dividend Achievers ETF (RDVY) | Sep 21, 2015 | Nov 6, 2026 | +350.0% | +347.7% | +2.3% |
| RDVY | First Trust NASDAQ Rising Dividend Achievers ETF (RDVY) | Jan 8, 2015 | Nov 6, 2026 | +331.9% | +333.4% | -1.5% |
| FDN | First Trust DJ Internet Index Fund | Jan 8, 2015 | Nov 6, 2026 | +330.1% | +333.4% | -3.3% |
| USB | US BANCORP DE | Mar 14, 2023 | Nov 6, 2026 | +88.0% | +96.8% | -8.8% |
| FDN | First Trust DJ Internet Index Fund | Sep 21, 2015 | Nov 6, 2026 | +273.9% | +347.7% | -73.8% |
| FDN | First Trust DJ Internet Index Fund | Nov 10, 2017 | Nov 6, 2026 | +145.4% | +227.0% | -81.6% |
| TROW | PRICE T ROWE GROUP INC | Aug 3, 2022 | Nov 6, 2026 | +4.5% | +87.6% | -83.1% |
| FTA | First Trust large Cap Value AlphaDEX Fund | Sep 21, 2015 | Nov 6, 2026 | +231.1% | +347.7% | -116.6% |
| IPKW | PowerShares International BuyBack Achievers Portfolio (IPKW) | Apr 23, 2015 | Nov 6, 2026 | +202.9% | +320.7% | -117.9% |
| FTA | First Trust large Cap Value AlphaDEX Fund | Jan 8, 2015 | Nov 6, 2026 | +196.4% | +333.4% | -137.0% |
| TROW | PRICE T ROWE GROUP INC | Feb 15, 2017 | Nov 6, 2026 | +119.3% | +264.4% | -145.1% |
| TROW | PRICE T ROWE GROUP INC | Jun 12, 2020 | Nov 6, 2026 | +17.6% | +164.3% | -146.7% |
| AAL | American Airlines Group Inc. | Mar 18, 2021 | Nov 6, 2026 | -46.6% | +102.8% | -149.4% |
| TROW | PRICE T ROWE GROUP INC | Aug 14, 2017 | Nov 6, 2026 | +84.2% | +244.0% | -159.8% |
| TROW | PRICE T ROWE GROUP INC | Aug 15, 2017 | Nov 6, 2026 | +84.1% | +244.0% | -160.0% |
| FVD | F ILING S TATUS : New S UBHoLDING o F : Martha M Hill - IRA SP First Trust VL Dividend | Jan 8, 2015 | Nov 6, 2026 | +173.4% | +333.4% | -160.0% |
| FVD | F ILING S TATUS : New S UBHoLDING o F : Martha M Hill - IRA SP First Trust VL Dividend | Sep 21, 2015 | Nov 6, 2026 | +184.1% | +347.7% | -163.6% |
| QQXT | D.A. Davidson/Stifel First Trust NASDAQ-100 Ex- Technology Sector Index Fund | Feb 2, 2016 | Nov 6, 2026 | +188.2% | +359.8% | -171.6% |
| FBT | First Trust Amex Biotech Index Fund (FBT) | Jan 8, 2015 | Nov 6, 2026 | +157.9% | +333.4% | -175.5% |
| MLYNF | Malayan Banking Ord Singapore Ordinary Shares | Jul 24, 2014 | Nov 6, 2026 | +173.0% | +353.8% | -180.8% |
| BOTZ | Global X Robotics & Artificial Intelligence ETF (BOTZ) | Nov 10, 2017 | Nov 6, 2026 | +34.4% | +227.0% | -192.6% |
| FXH | F IlINg S TATuS : New S ubHOlDINg O F : D.A. Davidson First Trust Health Care AlphaDEX | Jan 8, 2015 | Nov 6, 2026 | +125.7% | +333.4% | -207.7% |
| FBT | First Trust Amex Biotech Index Fund (FBT) | Sep 21, 2015 | Nov 6, 2026 | +138.1% | +347.7% | -209.6% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 6 · 139 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| USB | US BANCORP DE | Mar 14, 2023 | purchase | $15.0K – $50.0K | Filing ↗ |
| TROW | PRICE T ROWE GROUP INC | Aug 3, 2022 | purchase | $15.0K – $50.0K | Filing ↗ |
| FDN | First Trust DJ Internet Index Fund | May 10, 2021 | sale | $15.0K – $50.0K | Filing ↗ |
| AAL | American Airlines Group Inc. | Mar 18, 2021 | purchase | $1.0K – $15.0K | Filing ↗ |
| PDS | PRECISION DRILLING Corp | Jan 13, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| OGFGF | Origin Energy Ltd Ordinary Shares | Jan 13, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| JGCCF | D.A. Davidson/Stifel D : This fund terminated on 3/13/2021 J G C Corp | Jan 13, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| GOLD | Gold.com, Inc. | Jan 13, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| MLYNF | Malayan Banking Ord Singapore Ordinary Shares | Jan 13, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| MJDLF | Major Drilling Grp Intl Ordinary Shares | Jan 13, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| NEM | NEWMONT Corp /DE/ | Jan 13, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| VIV.V | D.A. Davidson/Stifel D : T ROWE PRICE - TRBCX BLUE CHIP GROWTH FUND Telefonica Brasil S.A. American Depositary Shares | Jan 13, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| TKC | TURKCELL ILETISIM HIZMETLERI A S | Jan 13, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| TSCDF | Tesco Plc Ord Ordinary Shares | Jan 13, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| CEMCF | Cia Energetica De Minas Gerais Cemig Pref Shares | Jan 13, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| NCMGF | Newcrest Mining Ltd Ord Ordinary Shares | Jan 13, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| WOLWF | D.A. Davidson/Stifel D : Money Market Fund - US Bancorp Woolworths Ltd Ord Ordinary Shares | Jan 13, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| AUY | Yamana Gold Inc. Ordinary Shares | Jan 13, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| BHP | BHP Group Ltd | Jan 13, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| EQNR | EQUINOR ASA | Jan 13, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| ERIC | ERICSSON LM TELEPHONE CO | Jan 13, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| JGCCF | D.A. Davidson/Stifel D : This fund terminated on 3/13/2021 J G C Corp | Jan 12, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| MLYNF | Malayan Banking Ord Singapore Ordinary Shares | Jan 12, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| OGFGF | Origin Energy Ltd Ordinary Shares | Jan 12, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| AUY | Yamana Gold Inc. Ordinary Shares | Jan 11, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075431 | 6 | PARTIAL | 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