Transactions
603
Total transactions associated with this filer
Disclosed purchases
268
$486.3K – $4.5M
Average modeled return
+152.2%
254 of 268 purchases modeled
Average vs. S&P 500
-44.5%
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
254 of 268 disclosed purchases have modeled returns for this period. 14 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| AVGO | Broadcom Inc. | Sep 8, 2017 | Nov 6, 2026 | +1445.0% | +243.9% | +1201.1% |
| AAPL | Apple Inc. | Mar 22, 2016 | Nov 6, 2026 | +1319.0% | +325.2% | +993.8% |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Sep 8, 2017 | Nov 6, 2026 | +1122.8% | +243.9% | +878.9% |
| MSFT | MICROSOFT CORP | Apr 19, 2016 | Nov 6, 2026 | +973.7% | +314.4% | +659.3% |
| ASML | ASML HOLDING NV | Sep 8, 2017 | Nov 6, 2026 | +871.1% | +243.9% | +627.2% |
| AAPL | Apple Inc. | Sep 8, 2017 | Nov 6, 2026 | +827.4% | +243.9% | +583.5% |
| AAPL | Apple Inc. | Nov 29, 2018 | Nov 6, 2026 | +704.4% | +202.5% | +501.9% |
| MSFT | MICROSOFT CORP | Sep 5, 2017 | Nov 6, 2026 | +692.7% | +244.7% | +448.0% |
| MSFT | MICROSOFT CORP | Apr 5, 2018 | Nov 6, 2026 | +525.5% | +214.8% | +310.7% |
| MSFT | MICROSOFT CORP | Apr 24, 2018 | Nov 6, 2026 | +520.6% | +218.0% | +302.6% |
| HLT | Hilton Worldwide Holdings Inc. | Sep 12, 2017 | Nov 6, 2026 | +478.7% | +239.2% | +239.5% |
| HLT | Hilton Worldwide Holdings Inc. | Sep 12, 2017 | Nov 6, 2026 | +478.7% | +239.2% | +239.5% |
| PSX | Phillips 66 | Dec 31, 2020 | Nov 6, 2026 | +336.1% | +112.3% | +223.7% |
| ETN | Eaton Corp plc | Sep 8, 2017 | Nov 6, 2026 | +464.5% | +243.9% | +220.6% |
| WMT | Walmart Inc. | Apr 24, 2018 | Nov 6, 2026 | +394.8% | +218.0% | +176.8% |
| WMT | Walmart Inc. | Apr 5, 2018 | Nov 6, 2026 | +387.6% | +214.8% | +172.8% |
| ADI | ANALOG DEVICES INC | Apr 24, 2018 | Nov 6, 2026 | +382.8% | +218.0% | +164.8% |
| ADI | ANALOG DEVICES INC | Apr 5, 2018 | Nov 6, 2026 | +365.4% | +214.8% | +150.5% |
| JPM | JPMORGAN CHASE & CO | Sep 8, 2017 | Nov 6, 2026 | +382.7% | +243.9% | +138.8% |
| GWW | W.W. GRAINGER, INC. | Jul 11, 2022 | Nov 6, 2026 | +213.6% | +102.4% | +111.3% |
| QCOM | QUALCOMM INC/DE | Apr 24, 2018 | Nov 6, 2026 | +310.7% | +218.0% | +92.7% |
| WFC | WELLS FARGO & COMPANY/MN | Jun 25, 2020 | Nov 6, 2026 | +252.8% | +160.4% | +92.4% |
| V | VISA INC. | Sep 8, 2017 | Nov 6, 2026 | +331.1% | +243.9% | +87.2% |
| JPM | JPMORGAN CHASE & CO | Oct 26, 2017 | Nov 6, 2026 | +317.1% | +230.1% | +86.9% |
| JPM | JPMORGAN CHASE & CO | Oct 16, 2018 | Nov 6, 2026 | +281.9% | +195.6% | +86.3% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 25 · 603 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | Oct 21, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | MICROSOFT CORP | Oct 21, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| ZTS | Zoetis Inc. | Oct 21, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| META | Meta Platforms, Inc. | Oct 21, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | MICROSOFT CORP | Jul 21, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| CSCO | CISCO SYSTEMS, INC. | Jul 21, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| INTC | INTEL CORP | Jul 21, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | Apple Inc. | Jul 21, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| KO | COCA COLA CO | Jul 21, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| C | CITIGROUP INC | Jun 16, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| CEG | Constellation Energy Corp | Apr 17, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | Apple Inc. | Apr 17, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| AVGO | Broadcom Inc. | Apr 13, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| FDS | FACTSET RESEARCH SYSTEMS INC | Mar 31, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| MA | Mastercard Inc | Mar 28, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| FDS | FACTSET RESEARCH SYSTEMS INC | Mar 26, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| FDS | FACTSET RESEARCH SYSTEMS INC | Mar 25, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| PNC | PNC FINANCIAL SERVICES GROUP, INC. | Mar 12, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| AXP | AMERICAN EXPRESS CO | Mar 11, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| ITW | ILLINOIS TOOL WORKS INC | Feb 24, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| PAYX | PAYCHEX INC | Feb 20, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| BLK | BlackRock, Inc. | Feb 10, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| ADI | ANALOG DEVICES INC | Feb 10, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| GOOGL | Alphabet Inc. | Feb 9, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| AVGO | Broadcom Inc. | Feb 9, 2026 | purchase | $1.0K – $15.0K | 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