Transactions
213
Total transactions associated with this filer
Disclosed purchases
106
$176.1K – $1.8M
Average modeled return
+30.9%
105 of 106 purchases modeled
Average vs. S&P 500
+0.5%
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
105 of 106 disclosed purchases have modeled returns for this period. 1 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Mar 3, 2025 | Nov 6, 2026 | +121.7% | +28.4% | +93.3% |
| ASML | ASML HOLDING NV | Mar 3, 2025 | Nov 6, 2026 | +106.3% | +28.4% | +77.9% |
| SU | SUNCOR ENERGY INC | Mar 3, 2025 | Nov 6, 2026 | +98.3% | +28.4% | +69.8% |
| ASML | ASML HOLDING NV | Mar 20, 2025 | Nov 6, 2026 | +96.7% | +32.6% | +64.2% |
| CNQ | CANADIAN NATURAL RESOURCES Ltd | Mar 3, 2025 | Nov 6, 2026 | +92.0% | +28.4% | +63.6% |
| MRAAY | Murata Manufacturing Co., Ltd. | Mar 3, 2025 | Nov 6, 2026 | +91.3% | +28.4% | +62.8% |
| CAT | CATERPILLAR INC | Apr 8, 2025 | Nov 6, 2026 | +108.0% | +50.6% | +57.4% |
| SCGLY | SOCIETE GENERALE SA | Mar 3, 2025 | Nov 6, 2026 | +77.8% | +28.4% | +49.4% |
| BHP | BHP Group Ltd | Mar 3, 2025 | Nov 6, 2026 | +73.9% | +28.4% | +45.4% |
| DB | DEUTSCHE BANK AKTIENGESELLSCHAFT | Mar 3, 2025 | Nov 6, 2026 | +72.0% | +28.4% | +43.5% |
| CAT | CATERPILLAR INC | Mar 3, 2025 | Nov 6, 2026 | +71.6% | +28.4% | +43.2% |
| JNJ | JOHNSON & JOHNSON | Mar 3, 2025 | Nov 6, 2026 | +71.5% | +28.4% | +43.1% |
| GOOGL | Alphabet Inc. | Mar 3, 2025 | Nov 6, 2026 | +71.5% | +28.4% | +43.1% |
| UNCRY | UNICREDITO SPA UNSP/ADR | Mar 3, 2025 | Nov 6, 2026 | +71.1% | +28.4% | +42.7% |
| FCX | FREEPORT-MCMORAN INC | Mar 3, 2025 | Nov 6, 2026 | +70.7% | +28.4% | +42.3% |
| MRK | Merck & Co., Inc. | Mar 3, 2025 | Nov 6, 2026 | +66.8% | +28.4% | +38.4% |
| JCI | Johnson Controls International plc | Mar 3, 2025 | Nov 6, 2026 | +66.3% | +28.4% | +37.9% |
| CSX | CSX CORP | Apr 8, 2025 | Nov 6, 2026 | +87.9% | +50.6% | +37.4% |
| NVDA | NVIDIA CORP | Mar 3, 2025 | Nov 6, 2026 | +64.1% | +28.4% | +35.6% |
| XOM | ExxonMobil Holdings Corp | Mar 3, 2025 | Nov 6, 2026 | +61.3% | +28.4% | +32.9% |
| C | CITIGROUP INC | Mar 3, 2025 | Nov 6, 2026 | +59.8% | +28.4% | +31.4% |
| AVGO | Broadcom Inc. | Mar 3, 2025 | Nov 6, 2026 | +59.0% | +28.4% | +30.6% |
| HSBC | HSBC HOLDINGS PLC | Mar 3, 2025 | Nov 6, 2026 | +58.3% | +28.4% | +29.8% |
| SHEL | Shell plc | Mar 3, 2025 | Nov 6, 2026 | +57.9% | +28.4% | +29.4% |
| NRDBY | NORDEA BANK ABP SP/ADR | Mar 3, 2025 | Nov 6, 2026 | +56.7% | +28.4% | +28.3% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 9 · 213 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| PEP | PEPSICO INC | Apr 21, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| BSX | BOSTON SCIENTIFIC CORP | Apr 21, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| CSX | CSX CORP | Apr 21, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| ORCL | ORACLE CORP | Apr 21, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| AVGO | Broadcom Inc. | Apr 21, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| CCI | CROWN CASTLE INC. | Apr 21, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| CRM | Salesforce, Inc. | Apr 21, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| NFLX | NETFLIX INC | Apr 21, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| BP | BP PLC | Apr 21, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| NVDA | NVIDIA CORP | Apr 21, 2025 | sale | $15.0K – $50.0K | Filing ↗ |
| SAP | SAP SE | Apr 21, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| MRAAY | Murata Manufacturing Co., Ltd. | Apr 21, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| NOW | ServiceNow, Inc. | Apr 21, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| CAT | CATERPILLAR INC | Apr 21, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| NRDBY | NORDEA BANK ABP SP/ADR | Apr 21, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| NSRGY | Nestlé S.A. | Apr 21, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| MHVIY | MITSUBISHI HVY IND U/ADR | Apr 21, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| CRARY | Credit Agricole SA Unsponsored ADR | Apr 21, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| SAFRY | Safran SA | Apr 21, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| RIO | RIO TINTO PLC | Apr 21, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| RHHBY | Roche Holding AG | Apr 21, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| RTX | RTX Corp | Apr 21, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| COST | COSTCO WHOLESALE CORP /NEW | Apr 21, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| NWG | NatWest Group plc | Apr 21, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| PFE | PFIZER INC | Apr 21, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075479 | 35 | 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