Transactions
277
Total transactions associated with this filer
Disclosed purchases
186
$16.7M – $51.2M
Average modeled return
+242.4%
146 of 186 purchases modeled
Average vs. S&P 500
-70.5%
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
146 of 186 disclosed purchases have modeled returns for this period. 40 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | Aug 17, 2012 | Nov 6, 2026 | +2063.5% | +561.0% | +1502.5% |
| AAPL | Apple Inc. | Oct 19, 2012 | Nov 6, 2026 | +1769.0% | +551.9% | +1217.1% |
| AAPL | Apple Inc. | Jan 28, 2016 | Nov 6, 2026 | +1518.3% | +362.3% | +1155.9% |
| AVGO | Broadcom Inc. | Dec 29, 2017 | Nov 6, 2026 | +1352.5% | +214.6% | +1137.9% |
| AAPL | Apple Inc. | Jan 4, 2019 | Nov 6, 2026 | +874.1% | +226.5% | +647.6% |
| MPC | Marathon Petroleum Corp | Dec 31, 2019 | Nov 6, 2026 | +654.6% | +151.2% | +503.3% |
| DE | DEERE & CO | Jul 10, 2013 | Nov 6, 2026 | +931.6% | +456.5% | +475.2% |
| CAT | CATERPILLAR INC | Mar 3, 2015 | Nov 6, 2026 | +794.1% | +322.7% | +471.4% |
| ABBV | AbbVie Inc. | Apr 28, 2014 | Nov 6, 2026 | +837.2% | +384.7% | +452.5% |
| ABBV | AbbVie Inc. | Mar 31, 2014 | Nov 6, 2026 | +835.8% | +384.4% | +451.5% |
| VLO | VALERO ENERGY CORP/TX | Apr 22, 2016 | Nov 6, 2026 | +748.2% | +316.3% | +432.0% |
| GOOG | Alphabet Inc. | Mar 7, 2016 | Nov 6, 2026 | +724.6% | +335.9% | +388.7% |
| ABBV | AbbVie Inc. | Feb 25, 2015 | Nov 6, 2026 | +669.0% | +321.7% | +347.3% |
| AJG | Arthur J. Gallagher & Co. | Oct 20, 2014 | Nov 6, 2026 | +682.7% | +371.5% | +311.2% |
| BLK | BlackRock, Inc. | Oct 4, 2012 | Nov 6, 2026 | +806.3% | +539.7% | +266.7% |
| BX | Blackstone Inc. | Aug 25, 2014 | Nov 6, 2026 | +559.4% | +350.3% | +209.1% |
| BX | Blackstone Inc. | Dec 27, 2018 | Nov 6, 2026 | +420.1% | +232.2% | +188.0% |
| CAT | CATERPILLAR INC | Aug 3, 2018 | Nov 6, 2026 | +376.9% | +193.6% | +183.3% |
| WMT | Walmart Inc. | Mar 5, 2018 | Nov 6, 2026 | +378.7% | +208.5% | +170.2% |
| ADP | AUTOMATIC DATA PROCESSING INC | Oct 4, 2012 | Nov 6, 2026 | +706.4% | +539.7% | +166.7% |
| WMT | Walmart Inc. | Feb 20, 2018 | Nov 6, 2026 | +357.7% | +209.4% | +148.3% |
| CAT | CATERPILLAR INC | Mar 5, 2018 | Nov 6, 2026 | +342.0% | +208.5% | +133.5% |
| AMZN | AMAZON COM INC | Dec 29, 2017 | Nov 6, 2026 | +343.4% | +214.6% | +128.8% |
| CSCO | CISCO SYSTEMS, INC. | Oct 29, 2014 | Nov 6, 2026 | +456.4% | +352.9% | +103.5% |
| TJX | TJX COMPANIES INC /DE/ | Sep 28, 2012 | Nov 6, 2026 | +627.5% | +549.3% | +78.2% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 12 · 277 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | Northwest Respiratory Services, LLC Company: Northwest Respiratory Services, LLC (St. Paul, Minnesota) Description: Respiratory medical equipment and service provider | Jul 23, 2021 | sale | $5.0M – $25.0M | Filing ↗ |
| — | Westbrand, Inc. Company: Westbrand, Inc. (Minot, ND) Description: Bank holding company of First Western Bank | Apr 29, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | Westbrand, Inc. Company: Westbrand, Inc. (Minot, ND) Description: Bank holding company of First Western Bank | Apr 2, 2020 | purchase | $15.0K – $50.0K | Filing ↗ |
| BMEZ | BlackRock Health Sciences Term Trust | Jan 29, 2020 | purchase | $100.0K – $250.0K | Filing ↗ |
| VFIJX | Vanguard GNMA Fund Admiral Shares | Dec 31, 2019 | purchase | $50.0K – $100.0K | Filing ↗ |
| BIV | Vanguard Intermediate-Term Bond Index Fund ETF Sha | Dec 31, 2019 | purchase | $100.0K – $250.0K | Filing ↗ |
| MPC | Marathon Petroleum Corp | Dec 31, 2019 | purchase | $50.0K – $100.0K | Filing ↗ |
| SLB | SLB LIMITED/NV | Dec 31, 2019 | purchase | $50.0K – $100.0K | Filing ↗ |
| TGBAX | Templeton Global Bond Fund Advisor Class | Dec 23, 2019 | sale | $100.0K – $250.0K | Filing ↗ |
| KHC | Kraft Heinz Co | Dec 23, 2019 | sale | $100.0K – $250.0K | Filing ↗ |
| REZI | RESIDEO TECHNOLOGIES, INC. | Dec 23, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| GTX | Garrett Motion Inc. | Dec 23, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| PRU | PRUDENTIAL FINANCIAL INC | Nov 19, 2019 | purchase | $100.0K – $250.0K | Filing ↗ |
| BSTZ | BlackRock Science & Technology Term Trust | Nov 19, 2019 | purchase | $100.0K – $250.0K | Filing ↗ |
| XOM | ExxonMobil Holdings Corp | Nov 5, 2019 | purchase | $50.0K – $100.0K | Filing ↗ |
| IVZ | Invesco Ltd. | Nov 5, 2019 | purchase | $50.0K – $100.0K | Filing ↗ |
| EXC | EXELON CORP | Nov 4, 2019 | purchase | $50.0K – $100.0K | Filing ↗ |
| CVX | CHEVRON CORP | Nov 4, 2019 | purchase | $50.0K – $100.0K | Filing ↗ |
| TWO | Two Harbors Investment Corp. | Nov 4, 2019 | purchase | $50.0K – $100.0K | Filing ↗ |
| XOM | ExxonMobil Holdings Corp | Nov 4, 2019 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | Blackridge Financial, Inc. Company: Blackridge Financial, Inc. (West Fargo, ND) Description: Bank holding company of Blackridge bank. | Oct 28, 2019 | purchase | $5.0M – $25.0M | Filing ↗ |
| IBM | INTERNATIONAL BUSINESS MACHINES CORP | Oct 21, 2019 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | Westbrand, Inc. stock Company: Westbrand, Inc. (Minot, ND) Description: Bank holding company of First Western Bank | Oct 3, 2019 | purchase | $15.0K – $50.0K | Filing ↗ |
| KTB | Kontoor Brands, Inc. | Sep 24, 2019 | purchase | $15.0K – $50.0K | Filing ↗ |
| NFLX | NETFLIX INC | Sep 24, 2019 | purchase | $50.0K – $100.0K | 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