Transactions
307
Total transactions associated with this filer
Disclosed purchases
145
$2.0M – $5.8M
Average modeled return
+36.3%
139 of 145 purchases modeled
Average vs. S&P 500
-16.2%
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
139 of 145 disclosed purchases have modeled returns for this period. 6 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| WMT | Walmart Inc. | Mar 11, 2022 | Nov 6, 2026 | +181.0% | +86.5% | +94.5% |
| WMT | Walmart Inc. | Sep 13, 2022 | Nov 6, 2026 | +191.8% | +97.8% | +94.0% |
| WMT | Walmart Inc. | Sep 13, 2022 | Nov 6, 2026 | +191.8% | +97.8% | +94.0% |
| JPM | JPMORGAN CHASE & CO | Mar 21, 2022 | Nov 6, 2026 | +169.5% | +75.7% | +93.8% |
| ACN | Accenture plc | Aug 26, 2026 | Nov 6, 2026 | +44.8% | -3.8% | +48.6% |
| ACN | Accenture plc | Aug 26, 2026 | Nov 6, 2026 | +44.8% | -3.8% | +48.6% |
| WMT | Walmart Inc. | Aug 7, 2024 | Nov 6, 2026 | +91.6% | +45.5% | +46.1% |
| FCNTX | Fidelity Contrafund | Sep 13, 2022 | Nov 6, 2026 | +139.5% | +97.8% | +41.7% |
| CSCO | CISCO SYSTEMS, INC. | Sep 13, 2022 | Nov 6, 2026 | +138.8% | +97.8% | +40.9% |
| CSCO | CISCO SYSTEMS, INC. | Sep 13, 2022 | Nov 6, 2026 | +138.8% | +97.8% | +40.9% |
| JNJ | JOHNSON & JOHNSON | Aug 7, 2024 | Nov 6, 2026 | +84.9% | +45.5% | +39.4% |
| JNJ | JOHNSON & JOHNSON | Aug 7, 2024 | Nov 6, 2026 | +84.9% | +45.5% | +39.4% |
| JNJ | JOHNSON & JOHNSON | Aug 2, 2024 | Nov 6, 2026 | +79.0% | +41.6% | +37.4% |
| V | VISA INC. | Mar 10, 2022 | Nov 6, 2026 | +121.0% | +84.1% | +36.9% |
| COST | COSTCO WHOLESALE CORP /NEW | Apr 19, 2023 | Nov 6, 2026 | +121.9% | +85.4% | +36.5% |
| COST | COSTCO WHOLESALE CORP /NEW | Apr 19, 2023 | Nov 6, 2026 | +121.9% | +85.4% | +36.5% |
| AAPL | Apple Inc. | Mar 21, 2022 | Nov 6, 2026 | +111.7% | +75.7% | +35.9% |
| GOOGL | Alphabet Inc. | Mar 21, 2022 | Nov 6, 2026 | +111.2% | +75.7% | +35.5% |
| FCNTX | Fidelity Contrafund | Apr 19, 2023 | Nov 6, 2026 | +119.5% | +85.4% | +34.0% |
| GOOG | Alphabet Inc. | Aug 7, 2024 | Nov 6, 2026 | +78.1% | +45.5% | +32.6% |
| JPM | JPMORGAN CHASE & CO | Aug 7, 2024 | Nov 6, 2026 | +74.8% | +45.5% | +29.3% |
| V | VISA INC. | Aug 7, 2024 | Nov 6, 2026 | +67.6% | +45.5% | +22.1% |
| ONEQ | Fidelity Nasdaq Composite Index ETF | Sep 13, 2022 | Nov 6, 2026 | +118.9% | +97.8% | +21.0% |
| MSFT | MICROSOFT CORP | Sep 13, 2022 | Nov 6, 2026 | +117.6% | +97.8% | +19.8% |
| AAPL | Apple Inc. | Aug 7, 2024 | Nov 6, 2026 | +64.7% | +45.5% | +19.2% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 13 · 307 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| ACN | Accenture plc | Aug 26, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| PEP | PEPSICO INC | Aug 26, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| NVO | NOVO NORDISK A S | Aug 26, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| PEP | PEPSICO INC | Aug 26, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| LSYIX | Fidelity Joint TBE LSYIX | Aug 26, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| MCD | MCDONALDS CORP | Aug 26, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| ACN | Accenture plc | Aug 26, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| GOOG | Alphabet Inc. | Aug 20, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | Apple Inc. | Aug 20, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| JPM | JPMORGAN CHASE & CO | Aug 20, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| JPM | JPMORGAN CHASE & CO | Aug 20, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| GOOG | Alphabet Inc. | Aug 20, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| HSY | HERSHEY CO | Feb 10, 2026 | sale | $50.0K – $100.0K | Filing ↗ |
| HSY | HERSHEY CO | Feb 10, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| HSY | HERSHEY CO | Feb 10, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| UNP | UNION PACIFIC CORP | Oct 14, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| UNP | UNION PACIFIC CORP | Oct 14, 2025 | purchase | $50.0K – $100.0K | Filing ↗ |
| IVV | iShares Core S&P 500 ETF | Oct 14, 2025 | purchase | $50.0K – $100.0K | Filing ↗ |
| UNP | UNION PACIFIC CORP | Oct 14, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| IVV | iShares Core S&P 500 ETF | Oct 14, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| IVV | iShares Core S&P 500 ETF | Oct 14, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| CMCSA | COMCAST CORP | Aug 4, 2025 | sale | $15.0K – $50.0K | Filing ↗ |
| NVO | NOVO NORDISK A S | Aug 4, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| NVO | NOVO NORDISK A S | Aug 4, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| CMCSA | COMCAST CORP | Aug 4, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10077449 | 110 | 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