
Transactions
26
Total transactions associated with this filer
Disclosed purchases
18
$131.0K – $540.0K
Average modeled return
+44.3%
16 of 18 purchases modeled
Average vs. S&P 500
+9.9%
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
16 of 18 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↑↓ |
|---|---|---|---|---|---|---|
| GOOG | Alphabet Inc. | Apr 14, 2025 | Nov 6, 2026 | +76.7% | +38.6% | +38.0% |
| NVDA | NVIDIA CORP | Apr 30, 2025 | Nov 6, 2026 | +71.8% | +34.8% | +37.0% |
| AAPL | Apple Inc. | Apr 14, 2025 | Nov 6, 2026 | +70.1% | +38.6% | +31.4% |
| NVDA | NVIDIA CORP | Apr 14, 2025 | Nov 6, 2026 | +69.0% | +38.6% | +30.4% |
| XOM | ExxonMobil Holdings Corp | Apr 14, 2025 | Nov 6, 2026 | +68.2% | +38.6% | +29.5% |
| AAPL | Apple Inc. | Apr 30, 2025 | Nov 6, 2026 | +62.1% | +34.8% | +27.3% |
| V | VISA INC. | Nov 7, 2025 | Nov 6, 2026 | +26.8% | +10.8% | +16.0% |
| UPS | UNITED PARCEL SERVICE INC | Nov 7, 2025 | Nov 6, 2026 | +20.3% | +10.8% | +9.5% |
| JPM | JPMORGAN CHASE & CO | Apr 14, 2025 | Nov 6, 2026 | +46.7% | +38.6% | +8.0% |
| EOG | EOG RESOURCES INC | Apr 14, 2025 | Nov 6, 2026 | +44.9% | +38.6% | +6.2% |
| AMZN | AMAZON COM INC | Apr 30, 2025 | Nov 6, 2026 | +40.6% | +34.8% | +5.8% |
| AMZN | AMAZON COM INC | Apr 14, 2025 | Nov 6, 2026 | +42.4% | +38.6% | +3.7% |
| MSFT | MICROSOFT CORP | Apr 14, 2025 | Nov 6, 2026 | +38.4% | +38.6% | -0.2% |
| WMT | Walmart Inc. | Apr 14, 2025 | Nov 6, 2026 | +34.3% | +38.6% | -4.4% |
| V | VISA INC. | Apr 14, 2025 | Nov 6, 2026 | +27.5% | +38.6% | -11.1% |
| UNH | UNITEDHEALTH GROUP INC | Apr 14, 2025 | Nov 6, 2026 | -30.1% | +38.6% | -68.8% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 2 · 26 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO | Jan 28, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| AMZN | AMAZON COM INC | Nov 7, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| V | VISA INC. | Nov 7, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| AAPL | Apple Inc. | Nov 7, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| NVDA | NVIDIA CORP | Nov 7, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| GOOG | Alphabet Inc. | Nov 7, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| UPS | UNITED PARCEL SERVICE INC | Nov 7, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| NVDA | NVIDIA CORP | Apr 30, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| AMZN | AMAZON COM INC | Apr 30, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| XOM | ExxonMobil Holdings Corp | Apr 30, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| UNH | UNITEDHEALTH GROUP INC | Apr 30, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | Apple Inc. | Apr 30, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| V | VISA INC. | Apr 14, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| MSFT | MICROSOFT CORP | Apr 14, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| GOOG | Alphabet Inc. | Apr 14, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| UNH | UNITEDHEALTH GROUP INC | Apr 14, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| XOM | ExxonMobil Holdings Corp | Apr 14, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| JPM | JPMORGAN CHASE & CO | Apr 14, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| NVDA | NVIDIA CORP | Apr 14, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| EOG | EOG RESOURCES INC | Apr 14, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| AAPL | Apple Inc. | Apr 14, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| AMZN | AMAZON COM INC | Apr 14, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| WMT | Walmart Inc. | Apr 14, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| ONEW | OneWater Marine Inc. | Jul 24, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| — | 181-Fairhope Ave 2023, LLC Company: 181-Fairhope Ave 2023, LLC (Daphne, AL) Description: Investment and development of real property in Alabama | Dec 14, 2023 | purchase | $15.0K – $50.0K | 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