Transactions
1080
Total transactions associated with this filer
Disclosed purchases
562
$108.8M+
Average modeled return
+274.2%
190 of 562 purchases modeled
Average vs. S&P 500
-52.6%
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
190 of 562 disclosed purchases have modeled returns for this period. 372 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | Jul 10, 2015 | Nov 6, 2026 | +1285.3% | +326.1% | +959.2% |
| MSFT | MICROSOFT CORP | Jul 10, 2015 | Nov 6, 2026 | +1285.3% | +326.1% | +959.2% |
| MSFT | MICROSOFT CORP | Jun 26, 2015 | Nov 6, 2026 | +1265.4% | +321.4% | +944.1% |
| MSFT | MICROSOFT CORP | Jun 23, 2015 | Nov 6, 2026 | +1246.1% | +317.0% | +929.1% |
| AAPL | Apple Inc. | Jul 10, 2015 | Nov 6, 2026 | +1146.0% | +326.1% | +819.9% |
| AAPL | Apple Inc. | Jul 10, 2015 | Nov 6, 2026 | +1146.0% | +326.1% | +819.9% |
| AAPL | Apple Inc. | Jun 23, 2015 | Nov 6, 2026 | +1109.2% | +317.0% | +792.2% |
| AAPL | Apple Inc. | Jun 26, 2015 | Nov 6, 2026 | +1111.9% | +321.4% | +790.5% |
| AMZN | AMAZON COM INC | Jun 26, 2015 | Nov 6, 2026 | +1083.7% | +321.4% | +762.4% |
| AMZN | AMAZON COM INC | Jun 23, 2015 | Nov 6, 2026 | +1062.8% | +317.0% | +745.9% |
| AMZN | AMAZON COM INC | Jul 10, 2015 | Nov 6, 2026 | +1069.3% | +326.1% | +743.2% |
| AMZN | AMAZON COM INC | Jul 10, 2015 | Nov 6, 2026 | +1069.3% | +326.1% | +743.2% |
| GOOG | Alphabet Inc. | Jun 26, 2015 | Nov 6, 2026 | +978.1% | +321.4% | +656.8% |
| GOOG | Alphabet Inc. | Jul 10, 2015 | Nov 6, 2026 | +981.3% | +326.1% | +655.2% |
| GOOG | Alphabet Inc. | Jul 10, 2015 | Nov 6, 2026 | +981.3% | +326.1% | +655.2% |
| GOOG | Alphabet Inc. | Jun 23, 2015 | Nov 6, 2026 | +960.6% | +317.0% | +643.7% |
| JPM | JPMORGAN CHASE & CO | Jul 10, 2015 | Nov 6, 2026 | +571.2% | +326.1% | +245.1% |
| JPM | JPMORGAN CHASE & CO | Jul 10, 2015 | Nov 6, 2026 | +571.2% | +326.1% | +245.1% |
| V | VISA INC. | Jun 26, 2015 | Nov 6, 2026 | +565.6% | +321.4% | +244.3% |
| DHR | DANAHER CORP /DE/ | Jun 23, 2015 | Nov 6, 2026 | +560.6% | +317.0% | +243.7% |
| V | VISA INC. | Jul 10, 2015 | Nov 6, 2026 | +568.8% | +326.1% | +242.7% |
| V | VISA INC. | Jul 10, 2015 | Nov 6, 2026 | +568.8% | +326.1% | +242.7% |
| V | VISA INC. | Jun 23, 2015 | Nov 6, 2026 | +559.2% | +317.0% | +242.2% |
| DHR | DANAHER CORP /DE/ | Jun 26, 2015 | Nov 6, 2026 | +559.3% | +321.4% | +237.9% |
| JPM | JPMORGAN CHASE & CO | Jun 26, 2015 | Nov 6, 2026 | +557.0% | +321.4% | +235.6% |
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 |
|---|---|---|---|---|---|
| — | Charlotte-Meckle HLTH | Sep 25, 2026 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | U.S. Treasury Bill | Sep 24, 2026 | sale | $250.0K – $500.0K | Filing ↗ |
| — | CA ST GO UTX | Sep 3, 2026 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | CA ST GO UTX | Sep 3, 2026 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | New York, NY City COMB TX | Aug 31, 2026 | sale | $500.0K – $1.0M | Filing ↗ |
| — | U.S. Treasury Bill | Aug 31, 2026 | sale | $50.0K – $100.0K | Filing ↗ |
| — | Irvine Ranch CA WRSR UTIL | Aug 20, 2026 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | Petaluma CA WASTE SWR UTIL | Aug 19, 2026 | purchase | $500.0K – $1.0M | Filing ↗ |
| — | Energy Northwest WA PWR UTIL | Aug 13, 2026 | sale | $500.0K – $1.0M | Filing ↗ |
| — | U.S. Treasury Bill | Aug 13, 2026 | sale | $50.0K – $100.0K | Filing ↗ |
| — | U.S. Treasury Bill | Aug 13, 2026 | sale | $50.0K – $100.0K | Filing ↗ |
| — | UNIV CA PUB EDUC | Aug 13, 2026 | purchase | $500.0K – $1.0M | Filing ↗ |
| — | Kent Street O&M Holdings LLC | Aug 12, 2026 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | U.S. Treasury Bill | Aug 10, 2026 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | West VY Mission CMN EDUC | Aug 6, 2026 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | U.S. Treasury Bill | Aug 5, 2026 | sale | $100.0K – $250.0K | Filing ↗ |
| — | Smash Capital Fund II LP | Aug 5, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | Enterprise CA | Aug 4, 2026 | sale | $500.0K – $1.0M | Filing ↗ |
| — | U.S. Treasury Bill | Aug 3, 2026 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | Palmdale CA Sch | Aug 3, 2026 | sale | $50.0K – $100.0K | Filing ↗ |
| — | Ro | Aug 3, 2026 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | Pittsburgh, CA Successor Agency | Jul 30, 2026 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | Audax Senior Loan Fund ST LP | Jul 29, 2026 | purchase | $1.0M+ | Filing ↗ |
| — | U.S. Treasury Bill | Jul 28, 2026 | sale | $50.0K – $100.0K | Filing ↗ |
| — | U.S. Treasury Bill | Jul 28, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076386 | 105 | PARTIAL | 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