Transactions
1080
Total transactions associated with this filer
Disclosed purchases
527
$6.6M+
Average modeled return
+259.1%
367 of 527 purchases modeled
Average vs. S&P 500
-26.0%
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
367 of 527 disclosed purchases have modeled returns for this period. 160 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| LRCX | LAM RESEARCH CORP | Dec 18, 2015 | Nov 6, 2026 | +2905.2% | +337.1% | +2568.1% |
| LRCX | LAM RESEARCH CORP | Jun 2, 2015 | Nov 6, 2026 | +2712.6% | +320.3% | +2392.3% |
| LRCX | LAM RESEARCH CORP | Jun 1, 2015 | Nov 6, 2026 | +2708.9% | +319.9% | +2389.0% |
| MU | MICRON TECHNOLOGY INC | Sep 30, 2014 | Nov 6, 2026 | +1965.7% | +355.4% | +1610.2% |
| LLY | ELI LILLY & Co | Jul 3, 2018 | Nov 6, 2026 | +1647.0% | +207.3% | +1439.6% |
| LLY | ELI LILLY & Co | Jul 16, 2018 | Nov 6, 2026 | +1596.7% | +198.0% | +1398.7% |
| MSFT | MICROSOFT CORP | Feb 7, 2014 | Nov 6, 2026 | +1660.4% | +406.4% | +1254.0% |
| MSFT | MICROSOFT CORP | Mar 31, 2014 | Nov 6, 2026 | +1458.4% | +384.4% | +1074.1% |
| PWR | QUANTA SERVICES, INC. | Mar 20, 2014 | Nov 6, 2026 | +1408.7% | +384.6% | +1024.1% |
| PWR | QUANTA SERVICES, INC. | Mar 21, 2014 | Nov 6, 2026 | +1400.1% | +386.5% | +1013.6% |
| AVGO | Broadcom Inc. | Feb 8, 2019 | Nov 6, 2026 | +1200.6% | +204.6% | +995.9% |
| AVGO | Broadcom Inc. | Feb 11, 2019 | Nov 6, 2026 | +1192.7% | +204.5% | +988.3% |
| CTAS | CINTAS CORP | Feb 2, 2015 | Nov 6, 2026 | +1153.2% | +341.9% | +811.2% |
| CTAS | CINTAS CORP | Feb 3, 2015 | Nov 6, 2026 | +1142.9% | +335.6% | +807.3% |
| CTAS | CINTAS CORP | Mar 27, 2015 | Nov 6, 2026 | +1117.4% | +331.8% | +785.6% |
| CTAS | CINTAS CORP | May 26, 2015 | Nov 6, 2026 | +1068.7% | +321.6% | +747.1% |
| AAPL | Apple Inc. | Mar 13, 2017 | Nov 6, 2026 | +965.4% | +259.9% | +705.5% |
| MSFT | MICROSOFT CORP | Dec 18, 2015 | Nov 6, 2026 | +1026.6% | +337.1% | +689.5% |
| AAPL | Apple Inc. | Apr 28, 2017 | Nov 6, 2026 | +932.4% | +258.0% | +674.4% |
| URI | UNITED RENTALS, INC. | May 25, 2017 | Nov 6, 2026 | +884.3% | +252.5% | +631.8% |
| URI | UNITED RENTALS, INC. | Sep 11, 2014 | Nov 6, 2026 | +844.4% | +350.1% | +494.4% |
| URI | UNITED RENTALS, INC. | Sep 12, 2014 | Nov 6, 2026 | +840.4% | +352.7% | +487.7% |
| GOOGL | Alphabet Inc. | Aug 4, 2015 | Nov 6, 2026 | +769.5% | +322.3% | +447.2% |
| HCA | HCA Healthcare, Inc. | Jul 21, 2014 | Nov 6, 2026 | +769.8% | +356.8% | +413.0% |
| APH | AMPHENOL CORP /DE/ | Nov 2, 2018 | Nov 6, 2026 | +610.9% | +204.8% | +406.0% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 44 · 1080 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | Fairfax Cnty VA Ser A Go | Oct 15, 2026 | sale | $50.0K – $100.0K | Filing ↗ |
| — | North Carolina Hsg Fin Agy Hom S | Oct 1, 2026 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | Black Belt Energy Gas Dist AL 1 Rev Call 5% due 10/1/32 | Sep 18, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | California Cmnty Choice Fing A Sustainabl 5% due 9/1/36 | Sep 16, 2026 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | New Jersey St 19 GO Emer Go 5% due 6/1/28 | Aug 28, 2026 | sale | $50.0K – $100.0K | Filing ↗ |
| — | Mississippi St Ref Go P/R 10/1/27 5% due 10/1/31 | Aug 17, 2026 | sale | $50.0K – $100.0K | Filing ↗ |
| PEP | PEPSICO INC | Jul 17, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| — | California Cmnty Choice Fing & Clean Ener 5% due 10/1/2034% | Jul 17, 2026 | purchase | $50.0K – $100.0K | Filing ↗ |
| ABT | ABBOTT LABORATORIES | Jul 17, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| DIS | Walt Disney Co | Jul 17, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Florida St Hsg Fin Corp Rev 3% due 7/1/52 [GS] | Jul 1, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| — | California St Go Call 12/1/27 4% due 12/1/47 [GS] | Jun 1, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Southeast Energy Authority A C Ser E Rev Call 7/1/30 - 5% due 10/1/30 | May 27, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| CMCSA | COMCAST CORP | May 7, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| BMY | BRISTOL MYERS SQUIBB CO | May 7, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| — | Colorado St Hlth Facs Auth Rev R | Apr 8, 2026 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | Arizona St Transprtn Brd Highw Ref Rev Call 7/1/26 @100 .05% due 7/1/29 | Mar 18, 2026 | sale | $100.0K – $250.0K | Filing ↗ |
| — | Minneapolis-Saint Paul MN Met Sub-Ser A Rev Call 7/1/29 5% Due 1/1/34 | Mar 11, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | Rhode Island St Hith & Edu Brown Ser 2026 [GS] | Feb 23, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | South Carolina St Public Svc A Ser C Rev 5% due12/01/33 [GS] | Feb 19, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | Cook Cnty IL Ser A Go 5% due 11/15/2028 [GS] | Feb 5, 2026 | sale | $100.0K – $250.0K | Filing ↗ |
| — | N TX Tollway Auth Revenue Second Tie Rev 5% due 1/1/34 | Jan 20, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | Florida St Hsg Fin Corp Revenue Social Bon Rev Call 07/01/30 3% due 7/1/52 | Jan 2, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| — | California St Go Call 12/1/27 4% due 12/1/47 | Dec 1, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Seattle WA Muni Light & Pw Ser C Rev 5% due 9/1/26 | Nov 20, 2025 | sale | $50.0K – $100.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075845 | 84 | 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