Transactions
164
Total transactions associated with this filer
Disclosed purchases
91
$217.1K – $1.7M
Average modeled return
+88.7%
67 of 91 purchases modeled
Average vs. S&P 500
-56.9%
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
67 of 91 disclosed purchases have modeled returns for this period. 24 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| AAPL | Apple Inc. | Dec 31, 2019 | Nov 6, 2026 | +384.5% | +151.2% | +233.3% |
| HLT | Hilton Worldwide Holdings Inc. | Mar 27, 2020 | Nov 6, 2026 | +443.2% | +217.2% | +226.0% |
| GOOGL | Alphabet Inc. | Dec 31, 2019 | Nov 6, 2026 | +329.3% | +151.2% | +178.0% |
| COST | COSTCO WHOLESALE CORP /NEW | Dec 31, 2019 | Nov 6, 2026 | +293.8% | +151.2% | +142.5% |
| MSFT | MICROSOFT CORP | Dec 31, 2019 | Nov 6, 2026 | +256.6% | +151.2% | +105.4% |
| WMT | Walmart Inc. | Dec 31, 2019 | Nov 6, 2026 | +247.0% | +151.2% | +95.8% |
| VLUE | g fedcF ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account SP iShares Edge MSCI USa Value Factor ETF | Oct 9, 2020 | Nov 6, 2026 | +174.7% | +129.8% | +44.9% |
| JPM | JPMORGAN CHASE & CO | Dec 31, 2019 | Nov 6, 2026 | +188.6% | +151.2% | +37.3% |
| CVX | CHEVRON CORP | May 13, 2020 | Nov 6, 2026 | +218.3% | +185.5% | +32.8% |
| AMZN | AMAZON COM INC | Dec 31, 2019 | Nov 6, 2026 | +180.7% | +151.2% | +29.4% |
| BLK | BlackRock, Inc. | Dec 31, 2019 | Nov 6, 2026 | +175.6% | +151.2% | +24.4% |
| CB | Chubb Ltd | Dec 31, 2019 | Nov 6, 2026 | +160.4% | +151.2% | +9.2% |
| MALRX | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Inherited Brokerage Account SP Blackrock Advantage Large Cap - MALRX | Oct 9, 2020 | Nov 6, 2026 | +135.4% | +129.8% | +5.5% |
| VOO | VANGUARD S&P 500 ETF | Oct 16, 2020 | Nov 6, 2026 | +130.6% | +129.6% | +1.0% |
| IVV | iShares Core S&P 500 ETF | Oct 9, 2020 | Nov 6, 2026 | +130.8% | +129.8% | +1.0% |
| FLQL | g fedcF ILINg S TATUS : New S UbHOLDINg O F : Inherited IRA SP Franklin LibertyQ U.S. Equi ty ETF | Oct 16, 2020 | Nov 6, 2026 | +125.6% | +129.6% | -3.9% |
| ESGU | iShares ESG Aware MSCI USA ETF (ESGU) | Oct 9, 2020 | Nov 6, 2026 | +119.2% | +129.8% | -10.7% |
| CSCO | CISCO SYSTEMS, INC. | Dec 31, 2019 | Nov 6, 2026 | +138.9% | +151.2% | -12.3% |
| V | VISA INC. | Dec 31, 2019 | Nov 6, 2026 | +136.1% | +151.2% | -15.2% |
| HGIIX | Hartford Core Equity Fund - HGIIX | Oct 9, 2020 | Nov 6, 2026 | +105.2% | +129.8% | -24.7% |
| COF | CAPITAL ONE FINANCIAL CORP | Dec 31, 2019 | Nov 6, 2026 | +120.0% | +151.2% | -31.2% |
| IJR | ISHARES CORE S&P SMALL CAP E | Oct 9, 2020 | Nov 6, 2026 | +98.1% | +129.8% | -31.8% |
| TMO | THERMO FISHER SCIENTIFIC INC. | Dec 31, 2019 | Nov 6, 2026 | +117.8% | +151.2% | -33.4% |
| VEA | Vanguard FTSE Developed Markets ETF | Oct 16, 2020 | Nov 6, 2026 | +95.4% | +129.6% | -34.1% |
| BGSIX | Blackrock Technologies Opportunity Fund - BGSIX | Oct 9, 2020 | Nov 6, 2026 | +90.8% | +129.8% | -39.0% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 7 · 164 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| MFC | MANULIFE FINANCIAL CORP | Apr 5, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| PBCT | People's united Financial, Inc. | Mar 3, 2022 | sale | $15.0K – $50.0K | Filing ↗ |
| — | Pimco FDS Income Institutional | Oct 16, 2020 | sale | $15.0K – $50.0K | Filing ↗ |
| — | Templeton Developing Markets Trust | Oct 16, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| GOVT | iShares US Treasury Bond ETF | Oct 16, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | Goldman Sachs International Equity Insights | Oct 16, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | Franklin Small Cap Growth Fund | Oct 16, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| FLCO | g fedcF ILINg S TATUS : New S UbHOLDINg O F : Inherited IRA L OCATION : US D ESCRIPTION : FNgZX SP Franklin Liberty In vestment gradeCorporate ETF | Oct 16, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | WCM Focused International Growth | Oct 16, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| VEA | Vanguard FTSE Developed Markets ETF | Oct 16, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | Loomis Sayles Senior Float Rate | Oct 16, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| — | JP Morgan Mortgage Backed Securities | Oct 16, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | Franklin Small Cap Value Fund | Oct 16, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | T Rowe Price Blue Chip Growth | Oct 16, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Franklin Growth Fund Advantage | Oct 16, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | Franklin International Growth Advisor Class | Oct 16, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| FLCB | Franklin Liberty U.S. Core Bond ETF (FLCB) | Oct 16, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| FLQL | g fedcF ILINg S TATUS : New S UbHOLDINg O F : Inherited IRA SP Franklin LibertyQ U.S. Equi ty ETF | Oct 16, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| AAPL | Apple Inc. | Oct 16, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Federated MDT Small Cap Growth | Oct 16, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| VOO | VANGUARD S&P 500 ETF | Oct 16, 2020 | purchase | $15.0K – $50.0K | Filing ↗ |
| VWO | Vanguard FTSE Emerging Markets ETF | Oct 16, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| SPTM | g fedcF ILINg S TATUS : New S UbHOLDINg O F : Inherited IRA L OCATION : US D ESCRIPTION : PIMIX SP SPDR Portfolio S&P 1500 Composite Stock Market ETF | Oct 16, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| IVV | iShares Core S&P 500 ETF | Oct 9, 2020 | purchase | $15.0K – $50.0K | Filing ↗ |
| IEFA | iShares Core MSCI EAFE ETF | Oct 9, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076814 | 91 | 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