Transactions
90
Total transactions associated with this filer
Disclosed purchases
48
$682.8K – $2.1M
Average modeled return
+33.0%
32 of 48 purchases modeled
Average vs. S&P 500
-124.2%
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
32 of 48 disclosed purchases have modeled returns for this period. 16 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| AM | Antero Midstream Corp | Aug 14, 2019 | Nov 6, 2026 | +452.9% | +187.6% | +265.4% |
| UBS | UBS Group AG | Jan 15, 2019 | Nov 6, 2026 | +375.9% | +216.5% | +159.4% |
| YETI | YETI Holdings, Inc. | Dec 24, 2018 | Nov 6, 2026 | +259.5% | +251.6% | +7.9% |
| MO | ALTRIA GROUP, INC. | Jan 24, 2019 | Nov 6, 2026 | +217.3% | +212.6% | +4.6% |
| BTI | British American Tobacco p.l.c. | Jan 31, 2019 | Nov 6, 2026 | +208.3% | +205.3% | +3.0% |
| T | AT&T INC. | Mar 4, 2024 | Nov 6, 2026 | +47.3% | +48.2% | -1.0% |
| T | AT&T INC. | Mar 4, 2024 | Nov 6, 2026 | +47.3% | +48.2% | -1.0% |
| AMZN | AMAZON COM INC | Mar 4, 2024 | Nov 6, 2026 | +46.0% | +48.2% | -2.2% |
| UBER | Uber Technologies, Inc | Sep 23, 2019 | Nov 6, 2026 | +107.8% | +172.5% | -64.7% |
| UBER | Uber Technologies, Inc | Sep 16, 2019 | Nov 6, 2026 | +99.2% | +172.0% | -72.8% |
| CVS | CVS HEALTH Corp | Apr 11, 2019 | Nov 6, 2026 | +104.2% | +184.6% | -80.4% |
| EXPE | Expedia Group, Inc. | Jan 29, 2019 | Nov 6, 2026 | +127.9% | +212.8% | -84.9% |
| EXPE | Expedia Group, Inc. | Jun 26, 2018 | Nov 6, 2026 | +119.8% | +206.5% | -86.8% |
| PSNL | Personalis, Inc. (PSNL) | Feb 14, 2020 | Nov 6, 2026 | +52.0% | +139.5% | -87.6% |
| KHC | Kraft Heinz Co | Aug 14, 2019 | Nov 6, 2026 | +38.8% | +187.6% | -148.8% |
| SPCE | Virgin Galactic Holdings, Inc | Jul 19, 2021 | Nov 6, 2026 | -99.6% | +85.6% | -185.2% |
| SPCE | Virgin Galactic Holdings, Inc | Jul 19, 2021 | Nov 6, 2026 | -99.6% | +85.6% | -185.2% |
| DIS | Walt Disney Co | Jun 26, 2018 | Nov 6, 2026 | +18.8% | +206.5% | -187.8% |
| IPWR | Ideal Power Inc. | Dec 24, 2020 | Nov 6, 2026 | -79.2% | +115.1% | -194.3% |
| AMTX | AEMETIS, INC | Mar 4, 2021 | Nov 6, 2026 | -88.3% | +110.7% | -199.0% |
| AMTX | AEMETIS, INC | Mar 4, 2021 | Nov 6, 2026 | -88.3% | +110.7% | -199.0% |
| AMTX | AEMETIS, INC | Mar 4, 2021 | Nov 6, 2026 | -88.3% | +110.7% | -199.0% |
| AMTX | AEMETIS, INC | Mar 4, 2021 | Nov 6, 2026 | -88.3% | +110.7% | -199.0% |
| RXT | Rackspace Technology, Inc. | Aug 18, 2020 | Nov 6, 2026 | -86.6% | +136.4% | -223.0% |
| TLRY | Tilray Brands, Inc. | Nov 6, 2020 | Nov 6, 2026 | -97.0% | +127.7% | -224.6% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 4 · 90 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | Mar 4, 2024 | purchase | $350.78 – $350.78 | Filing ↗ |
| T | AT&T INC. | Mar 4, 2024 | purchase | $172 – $172 | Filing ↗ |
| T | AT&T INC. | Mar 4, 2024 | purchase | $223.6 – $223.6 | Filing ↗ |
| TLRY | Tilray Brands, Inc. | Apr 18, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| IWM | iShares Russell 2000 ETF | Apr 18, 2022 | sale | $15.0K – $50.0K | Filing ↗ |
| SPCE | Virgin Galactic Holdings, Inc | Apr 18, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| SPCE | Virgin Galactic Holdings, Inc | Apr 18, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| UGRO | 2000077079 UGRO | Apr 18, 2022 | sale | $15.0K – $50.0K | Filing ↗ |
| SDC | MS Joint A/C SmileDirectClub, Inc. | Apr 18, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| ESGC | MS Joint A/C 2000077049 Eros STX Global Corporation A Ordinary Shares | Aug 5, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| SPCE | Virgin Galactic Holdings, Inc | Jul 19, 2021 | purchase | $15.0K – $50.0K | Filing ↗ |
| SPCE | Virgin Galactic Holdings, Inc | Jul 19, 2021 | purchase | $15.0K – $50.0K | Filing ↗ |
| TLRY | Tilray Brands, Inc. | May 3, 2021 | exchange | $1.0K – $15.0K | Filing ↗ |
| AMTX | AEMETIS, INC | Apr 12, 2021 | sale | $50.0K – $100.0K | Filing ↗ |
| AMTX | AEMETIS, INC | Apr 12, 2021 | sale | $15.0K – $50.0K | Filing ↗ |
| AMTX | AEMETIS, INC | Mar 4, 2021 | purchase | $1.0K – $15.0K | Filing ↗ |
| AMTX | AEMETIS, INC | Mar 4, 2021 | purchase | $15.0K – $50.0K | Filing ↗ |
| AMTX | AEMETIS, INC | Mar 4, 2021 | purchase | $1.0K – $15.0K | Filing ↗ |
| AMTX | AEMETIS, INC | Mar 4, 2021 | purchase | $1.0K – $15.0K | Filing ↗ |
| APHA | Aphria Inc. - Common Shares | Feb 18, 2021 | purchase | $15.0K – $50.0K | Filing ↗ |
| UGRO | 2000077079 UGRO | Feb 18, 2021 | purchase | $1.0K – $15.0K | Filing ↗ |
| URGO | URGO [OT] | Feb 18, 2021 | purchase | $1.0K – $15.0K | Filing ↗ |
| UGRO | 2000077079 UGRO | Feb 16, 2021 | purchase | $15.0K – $50.0K | Filing ↗ |
| URGO | URGO [OT] | Feb 16, 2021 | purchase | $15.0K – $50.0K | Filing ↗ |
| IPWR | Ideal Power Inc. | Feb 16, 2021 | sale | $15.0K – $50.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076430 | 3 | PARSED | 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