Transactions
26
Total transactions associated with this filer
Disclosed purchases
9
$9.0K – $135.0K
Average modeled return
+139.4%
9 of 9 purchases modeled
Average vs. S&P 500
+86.2%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
9 most recent modeled purchases. The summary and table include all modeled purchases.
MARKET ANALYSIS
Modeled purchase performance · Since purchase
9 of 9 disclosed purchases have modeled returns for this period.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | Mar 7, 2023 | Nov 6, 2026 | +704.0% | +93.6% | +610.4% |
| IBKR | Interactive Brokers Group, Inc. | Jun 6, 2024 | Nov 6, 2026 | +150.2% | +41.6% | +108.6% |
| AMZN | AMAZON COM INC | Feb 7, 2023 | Nov 6, 2026 | +153.9% | +85.7% | +68.3% |
| DAL | DELTA AIR LINES, INC. | Jun 28, 2024 | Nov 6, 2026 | +89.2% | +38.7% | +50.6% |
| NVDA | NVIDIA CORP | May 31, 2024 | Nov 6, 2026 | +70.7% | +43.5% | +27.2% |
| AAPL | Apple Inc. | Aug 13, 2024 | Nov 6, 2026 | +56.0% | +39.2% | +16.8% |
| SCHW | SCHWAB CHARLES CORP | Oct 5, 2023 | Nov 6, 2026 | +86.7% | +79.6% | +7.1% |
| TSLA | Tesla, Inc. | Oct 25, 2024 | Nov 6, 2026 | +33.1% | +29.9% | +3.2% |
| DJT | Trump Media & Technology Group Corp. | Nov 6, 2024 | Nov 6, 2026 | -88.9% | +27.3% | -116.2% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 2 · 26 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | Nov 13, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| NVDA | NVIDIA CORP | Nov 13, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| SHEL | Shell plc | Nov 13, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| AMZN | AMAZON COM INC | Nov 13, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| SCHW | SCHWAB CHARLES CORP | Nov 13, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| TSLA | Tesla, Inc. | Nov 13, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| IBKR | Interactive Brokers Group, Inc. | Nov 13, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | MICROSOFT CORP | Nov 13, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| NVDA | NVIDIA CORP | Nov 13, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| NVDA | NVIDIA CORP | Nov 13, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| NVDA | NVIDIA CORP | Nov 13, 2024 | sale | $15.0K – $50.0K | Filing ↗ |
| DJT | Trump Media & Technology Group Corp. | Nov 8, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| DJT | Trump Media & Technology Group Corp. | Nov 6, 2024 | purchase | $1.0K – $15.0K | Filing ↗ |
| TSLA | Tesla, Inc. | Oct 25, 2024 | purchase | $1.0K – $15.0K | Filing ↗ |
| AAPL | Apple Inc. | Aug 19, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | Apple Inc. | Aug 13, 2024 | purchase | $1.0K – $15.0K | Filing ↗ |
| DAL | DELTA AIR LINES, INC. | Jul 23, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| DAL | DELTA AIR LINES, INC. | Jun 28, 2024 | purchase | $1.0K – $15.0K | Filing ↗ |
| IBKR | Interactive Brokers Group, Inc. | Jun 6, 2024 | purchase | $1.0K – $15.0K | Filing ↗ |
| NVDA | NVIDIA CORP | May 31, 2024 | purchase | $1.0K – $15.0K | Filing ↗ |
| SCHW | SCHWAB CHARLES CORP | Oct 5, 2023 | purchase | $1.0K – $15.0K | Filing ↗ |
| TWLO | TWILIO INC | Aug 25, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| NVDA | NVIDIA CORP | Mar 7, 2023 | purchase | $1.0K – $15.0K | Filing ↗ |
| NVDA | NVIDIA CORP | Feb 28, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| NVDA | NVIDIA CORP | Feb 28, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075970 | 129 | 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