Transactions
93
Total transactions associated with this filer
Disclosed purchases
46
$46.0K – $690.0K
Average modeled return
+28.6%
44 of 46 purchases modeled
Average vs. S&P 500
-22.6%
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
44 of 46 disclosed purchases have modeled returns for this period. 2 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| COST | COSTCO WHOLESALE CORP /NEW | Mar 31, 2021 | Nov 6, 2026 | +216.7% | +99.6% | +117.0% |
| GS | GOLDMAN SACHS GROUP INC | Jul 2, 2024 | Nov 6, 2026 | +94.6% | +37.4% | +57.2% |
| EOG | EOG RESOURCES INC | Jul 1, 2021 | Nov 6, 2026 | +122.1% | +83.2% | +38.8% |
| ALL | ALLSTATE CORP | Jul 1, 2021 | Nov 6, 2026 | +117.3% | +83.2% | +34.0% |
| TJX | TJX COMPANIES INC /DE/ | Jul 1, 2021 | Nov 6, 2026 | +115.1% | +83.2% | +31.8% |
| MCK | MCKESSON CORP | Jul 8, 2026 | Nov 6, 2026 | +29.7% | -1.1% | +30.8% |
| GOOGL | Alphabet Inc. | Jan 7, 2025 | Nov 6, 2026 | +46.5% | +27.4% | +19.2% |
| WMT | Walmart Inc. | Oct 6, 2025 | Nov 6, 2026 | +23.2% | +10.7% | +12.6% |
| WSM | WILLIAMS SONOMA INC | Oct 8, 2026 | Nov 6, 2026 | +6.6% | -5.0% | +11.6% |
| DRI | DARDEN RESTAURANTS INC | Jan 7, 2026 | Nov 6, 2026 | +16.9% | +7.5% | +9.4% |
| MSI | Motorola Solutions, Inc. | Jul 5, 2023 | Nov 6, 2026 | +82.1% | +72.7% | +9.4% |
| WM | WASTE MANAGEMENT INC | Jan 7, 2026 | Nov 6, 2026 | +10.8% | +7.5% | +3.3% |
| AEP | AMERICAN ELECTRIC POWER CO INC | Oct 6, 2025 | Nov 6, 2026 | +12.8% | +10.7% | +2.1% |
| WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | Apr 7, 2026 | Nov 6, 2026 | +11.0% | +12.1% | -1.1% |
| FDX | FEDEX CORP | Apr 4, 2024 | Nov 6, 2026 | +46.0% | +47.5% | -1.6% |
| MA | Mastercard Inc | Jul 5, 2023 | Nov 6, 2026 | +68.8% | +72.7% | -3.8% |
| APH | AMPHENOL CORP /DE/ | Jul 8, 2026 | Nov 6, 2026 | -5.6% | -1.1% | -4.5% |
| ADI | ANALOG DEVICES INC | Oct 8, 2026 | Nov 6, 2026 | -10.4% | -5.0% | -5.4% |
| CTAS | CINTAS CORP | Jan 7, 2025 | Nov 6, 2026 | +19.7% | +27.4% | -7.7% |
| AXP | AMERICAN EXPRESS CO | Apr 9, 2025 | Nov 6, 2026 | +24.4% | +36.2% | -11.9% |
| META | Meta Platforms, Inc. | Jan 7, 2026 | Nov 6, 2026 | -5.7% | +7.5% | -13.2% |
| CARR | CARRIER GLOBAL Corp | Apr 7, 2026 | Nov 6, 2026 | -4.8% | +12.1% | -16.9% |
| NEE | NEXTERA ENERGY INC | Apr 7, 2026 | Nov 6, 2026 | -5.8% | +12.1% | -17.9% |
| CASY | CASEYS GENERAL STORES INC | Apr 7, 2026 | Nov 6, 2026 | -7.2% | +12.1% | -19.3% |
| MRK | Merck & Co., Inc. | Jul 7, 2022 | Nov 6, 2026 | +79.0% | +99.9% | -20.9% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 4 · 93 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| FDX | FEDEX CORP | Oct 8, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| HD | HOME DEPOT, INC. | Oct 8, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| WSM | WILLIAMS SONOMA INC | Oct 8, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| ADI | ANALOG DEVICES INC | Oct 8, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| ABT | ABBOTT LABORATORIES | Jul 8, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| MCK | MCKESSON CORP | Jul 8, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| SPGI | S&P Global Inc. | Jul 8, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| APH | AMPHENOL CORP /DE/ | Jul 8, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| NEE | NEXTERA ENERGY INC | Apr 7, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| PAYX | PAYCHEX INC | Apr 7, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| CARR | CARRIER GLOBAL Corp | Apr 7, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| AWK | American Water Works Company, Inc. | Apr 7, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | Apr 7, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| AXP | AMERICAN EXPRESS CO | Apr 7, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| CASY | CASEYS GENERAL STORES INC | Apr 7, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| SNDA | SONIDA SENIOR LIVING, INC. | Apr 7, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | Apr 7, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| SNDA | SONIDA SENIOR LIVING, INC. | Mar 31, 2026 | exchange | $1.0K – $15.0K | Filing ↗ |
| — | CNL Healthcare Properties Inc (widely held) | Mar 31, 2026 | exchange | $1.0K – $15.0K | Filing ↗ |
| MDLZ | Mondelez International, Inc. | Jan 7, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| VRSK | Verisk Analytics, Inc. | Jan 7, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| ESS | ESSEX PROPERTY TRUST, INC. | Jan 7, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| WM | WASTE MANAGEMENT INC | Jan 7, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| META | Meta Platforms, Inc. | Jan 7, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| DRI | DARDEN RESTAURANTS INC | Jan 7, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075151 | 114 | 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