Transactions
287
Total transactions associated with this filer
Disclosed purchases
171
$1.7M – $6.3M
Average modeled return
+284.3%
124 of 171 purchases modeled
Average vs. S&P 500
+19.2%
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
124 of 171 disclosed purchases have modeled returns for this period. 47 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | Mar 16, 2017 | Nov 6, 2026 | +7208.4% | +258.9% | +6949.4% |
| AAPL | Apple Inc. | Feb 18, 2016 | Nov 6, 2026 | +1473.2% | +355.2% | +1118.1% |
| AAPL | Apple Inc. | Feb 20, 2015 | Nov 6, 2026 | +1091.1% | +322.4% | +768.6% |
| MSFT | MICROSOFT CORP | Feb 18, 2016 | Nov 6, 2026 | +1060.2% | +355.2% | +705.0% |
| MS | MORGAN STANLEY | Feb 18, 2016 | Nov 6, 2026 | +915.7% | +355.2% | +560.6% |
| AMZN | AMAZON COM INC | Feb 18, 2016 | Nov 6, 2026 | +887.8% | +355.2% | +532.6% |
| COST | COSTCO WHOLESALE CORP /NEW | Nov 4, 2016 | Nov 6, 2026 | +774.1% | +312.9% | +461.3% |
| COST | COSTCO WHOLESALE CORP /NEW | Apr 26, 2016 | Nov 6, 2026 | +721.9% | +316.4% | +405.5% |
| GOOG | Alphabet Inc. | Nov 14, 2016 | Nov 6, 2026 | +678.8% | +297.5% | +381.2% |
| GOOG | Alphabet Inc. | Feb 18, 2016 | Nov 6, 2026 | +722.0% | +355.2% | +366.9% |
| GOOG | Alphabet Inc. | Dec 5, 2016 | Nov 6, 2026 | +651.8% | +289.6% | +362.2% |
| BX | Blackstone Inc. | Jun 22, 2016 | Nov 6, 2026 | +649.8% | +315.8% | +334.0% |
| ABBV | AbbVie Inc. | Jun 22, 2016 | Nov 6, 2026 | +638.1% | +315.8% | +322.2% |
| MAR | MARRIOTT INTERNATIONAL INC /MD/ | Apr 26, 2016 | Nov 6, 2026 | +585.4% | +316.4% | +269.0% |
| ABBV | AbbVie Inc. | Oct 13, 2020 | Nov 6, 2026 | +320.8% | +127.7% | +193.1% |
| JCI | Johnson Controls International plc | Jul 12, 2018 | Nov 6, 2026 | +362.3% | +198.0% | +164.3% |
| WMT | Walmart Inc. | Feb 22, 2018 | Nov 6, 2026 | +364.3% | +210.5% | +153.8% |
| EBAY | EBAY INC | Feb 18, 2016 | Nov 6, 2026 | +487.8% | +355.2% | +132.6% |
| META | Meta Platforms, Inc. | Jan 6, 2017 | Nov 6, 2026 | +399.1% | +276.7% | +122.4% |
| CMI | CUMMINS INC | Mar 30, 2016 | Nov 6, 2026 | +439.7% | +322.2% | +117.4% |
| VLO | VALERO ENERGY CORP/TX | Jul 30, 2018 | Nov 6, 2026 | +306.1% | +197.4% | +108.7% |
| VLO | VALERO ENERGY CORP/TX | Jun 4, 2018 | Nov 6, 2026 | +282.6% | +204.2% | +78.4% |
| WMT | Walmart Inc. | Aug 20, 2020 | Nov 6, 2026 | +211.8% | +136.6% | +75.2% |
| AXP | AMERICAN EXPRESS CO | Feb 20, 2015 | Nov 6, 2026 | +374.6% | +322.4% | +52.1% |
| AXP | AMERICAN EXPRESS CO | Feb 20, 2015 | Nov 6, 2026 | +374.6% | +322.4% | +52.1% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 12 · 287 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | FHLMC 30 YR GOLD RQ0128 [GS] | Jul 14, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| HONAV | Honeywell Aerospace Inc. - Common Stock | Jun 29, 2026 | exchange | $15.0K – $50.0K | Filing ↗ |
| HONAV | Honeywell Aerospace Inc. - Common Stock | Jun 29, 2026 | exchange | $50.0K – $100.0K | Filing ↗ |
| — | FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL MA6054 | May 26, 2026 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | MICHIGAN ST HSG DEV AUTH SINGLE FAMILY M | Apr 21, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| PTA | Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund | Apr 21, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| WAT | WATERS CORP /DE/ | Feb 10, 2026 | exchange | $1.0K – $15.0K | Filing ↗ |
| VSNT | Versant Media Group, Inc. | Jan 5, 2026 | exchange | $1.0K – $15.0K | Filing ↗ |
| HON | HONEYWELL INTERNATIONAL INC | Nov 24, 2025 | sale | $15.0K – $50.0K | Filing ↗ |
| AAPL | Apple Inc. | Nov 24, 2025 | sale | $50.0K – $100.0K | Filing ↗ |
| SOLS | Solstice Advanced Materials Inc. | Nov 24, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| GOOG | Alphabet Inc. | Nov 24, 2025 | sale | $15.0K – $50.0K | Filing ↗ |
| Q | Qnity Electronics, Inc. | Nov 3, 2025 | exchange | $1.0K – $15.0K | Filing ↗ |
| SOLS | Solstice Advanced Materials Inc. | Oct 30, 2025 | exchange | $1.0K – $15.0K | Filing ↗ |
| SOLS | Solstice Advanced Materials Inc. | Oct 30, 2025 | exchange | $1.0K – $15.0K | Filing ↗ |
| SOLS | Solstice Advanced Materials Inc. | Oct 30, 2025 | exchange | $1.0K – $15.0K | Filing ↗ |
| — | GOVERNMENT NATIONAL MORTGAGE ASSOCIATION POOL MB0260 [CS] | Mar 28, 2025 | purchase | $15.0K – $50.0K | Filing ↗ |
| WMT | Walmart Inc. | Mar 27, 2025 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL MA5471 | Jan 15, 2025 | purchase | $100.0K – $250.0K | Filing ↗ |
| DIS | Walt Disney Co | Jan 15, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | GOVERNMENT NATIONAL MORTGAGE ASSOCIATION POOL MA9542 | Nov 1, 2024 | purchase | $50.0K – $100.0K | Filing ↗ |
| AAPL | Apple Inc. | Jun 13, 2024 | sale | $15.0K – $50.0K | Filing ↗ |
| AAPL | Apple Inc. | Jun 12, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | Apple Inc. | Jun 12, 2024 | sale | $15.0K – $50.0K | Filing ↗ |
| — | GOVERNMENT NATIONAL MORTGAGE ASSOCIATION POOL | May 1, 2024 | purchase | $15.0K – $50.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075123 | 118 | 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