Transactions
1060
Total transactions associated with this filer
Disclosed purchases
727
$24.5M – $71.5M
Average modeled return
+74.6%
494 of 727 purchases modeled
Average vs. S&P 500
-25.8%
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
494 of 727 disclosed purchases have modeled returns for this period. 233 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| XOM | ExxonMobil Holdings Corp | Sep 10, 2020 | Nov 6, 2026 | +473.0% | +139.7% | +333.3% |
| WMB | WILLIAMS COMPANIES, INC. | Mar 27, 2020 | Nov 6, 2026 | +537.8% | +217.2% | +320.6% |
| WMB | WILLIAMS COMPANIES, INC. | Mar 26, 2020 | Nov 6, 2026 | +522.6% | +207.8% | +314.8% |
| PWR | QUANTA SERVICES, INC. | Nov 26, 2021 | Nov 6, 2026 | +363.7% | +71.3% | +292.4% |
| PH | Parker-Hannifin Corp | Jul 27, 2020 | Nov 6, 2026 | +436.1% | +147.6% | +288.5% |
| SU | SUNCOR ENERGY INC | Jul 27, 2020 | Nov 6, 2026 | +416.0% | +147.6% | +268.4% |
| XOM | ExxonMobil Holdings Corp | Dec 10, 2020 | Nov 6, 2026 | +370.4% | +117.4% | +253.0% |
| PSX | Phillips 66 | Jul 27, 2020 | Nov 6, 2026 | +386.4% | +147.6% | +238.8% |
| OKE | ONEOK INC /NEW/ | Mar 26, 2020 | Nov 6, 2026 | +435.1% | +207.8% | +227.3% |
| WMB | WILLIAMS COMPANIES, INC. | Jun 29, 2020 | Nov 6, 2026 | +373.4% | +162.9% | +210.5% |
| WMB | WILLIAMS COMPANIES, INC. | Dec 28, 2020 | Nov 6, 2026 | +316.0% | +113.3% | +202.7% |
| XOM | ExxonMobil Holdings Corp | Sep 2, 2021 | Nov 6, 2026 | +258.8% | +74.0% | +184.8% |
| WMB | WILLIAMS COMPANIES, INC. | Sep 28, 2020 | Nov 6, 2026 | +318.2% | +138.6% | +179.6% |
| OKE | ONEOK INC /NEW/ | Aug 14, 2020 | Nov 6, 2026 | +314.1% | +137.6% | +176.4% |
| XOM | ExxonMobil Holdings Corp | Jun 10, 2020 | Nov 6, 2026 | +326.8% | +152.0% | +174.8% |
| JPM | JPMORGAN CHASE & CO | Jul 27, 2020 | Nov 6, 2026 | +304.3% | +147.6% | +156.7% |
| OKE | ONEOK INC /NEW/ | Nov 13, 2020 | Nov 6, 2026 | +273.8% | +122.6% | +151.2% |
| PSX | Phillips 66 | Jun 25, 2021 | Nov 6, 2026 | +231.4% | +84.9% | +146.5% |
| PH | Parker-Hannifin Corp | Nov 26, 2021 | Nov 6, 2026 | +214.7% | +71.3% | +143.4% |
| WMB | WILLIAMS COMPANIES, INC. | Mar 29, 2021 | Nov 6, 2026 | +242.6% | +99.9% | +142.7% |
| XOM | ExxonMobil Holdings Corp | Dec 10, 2021 | Nov 6, 2026 | +209.5% | +67.0% | +142.5% |
| WMB | WILLIAMS COMPANIES, INC. | Dec 27, 2021 | Nov 6, 2026 | +199.5% | +64.1% | +135.3% |
| JPM | JPMORGAN CHASE & CO | Aug 1, 2022 | Nov 6, 2026 | +224.3% | +89.3% | +135.0% |
| XOM | ExxonMobil Holdings Corp | Jun 10, 2021 | Nov 6, 2026 | +219.7% | +86.8% | +133.0% |
| WMB | WILLIAMS COMPANIES, INC. | Sep 27, 2021 | Nov 6, 2026 | +206.6% | +77.6% | +129.0% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 43 · 1060 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| STX | Seagate Technology Holdings plc | Oct 23, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| ASML | ASML HOLDING NV | Oct 23, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| TXN | TEXAS INSTRUMENTS INC | Oct 14, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| NEE | NEXTERA ENERGY INC | Oct 2, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| DVN | DEVON ENERGY CORP/DE | Sep 23, 2026 | sale | $50.0K – $100.0K | Filing ↗ |
| LMT | LOCKHEED MARTIN CORP | Sep 23, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| CB | Chubb Ltd | Sep 23, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| AIO | Virtus Artificial Intelligence & Technology Opportunities Fund | Sep 23, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| CVX | CHEVRON CORP | Sep 23, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| HD | HOME DEPOT, INC. | Sep 23, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| MRSH | MARSH & MCLENNAN COMPANIES, INC. | Sep 23, 2026 | sale | $50.0K – $100.0K | Filing ↗ |
| UNH | UNITEDHEALTH GROUP INC | Sep 23, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| SBUX | STARBUCKS CORP | Sep 23, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| LMT | LOCKHEED MARTIN CORP | Sep 23, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| DVN | DEVON ENERGY CORP/DE | Sep 23, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| — | PONTOTOC CNTY OKLA EDL FACS AUTH 5.000% MAT 09/01/2028 | Sep 21, 2026 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | OKLAHOMA DEPT TRANSN REV GAN SER 2018 A 5.000% MAT 9/1/2033 | Sep 21, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | TULSA OKLA MET UTIL AUTH UTIL REV UTIL 3.000% MAT 4/1/2029 | Sep 18, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | GRADY CNTY OKLA SCH FIN AUH EDL FACS 5.000% MAT 9/1/2033 | Sep 18, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | MAYES CNTY OKLA PUB FACS AUTH REV 3.000% MAT 9/1/2027 | Sep 18, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| EMR | EMERSON ELECTRIC CO | Sep 17, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| LOW | LOWES COMPANIES INC | Sep 17, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| LIN | LINDE PLC | Sep 17, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| ROK | ROCKWELL AUTOMATION, INC | Sep 17, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| LMT | LOCKHEED MARTIN CORP | Sep 17, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075834 | 329 | 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