Transactions
1307
Total transactions associated with this filer
Disclosed purchases
382
$8.8M – $23.7M
Average modeled return
+53.8%
314 of 382 purchases modeled
Average vs. S&P 500
-36.5%
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
314 of 382 disclosed purchases have modeled returns for this period. 68 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 1, 2023 | Nov 6, 2026 | +725.0% | +95.3% | +629.7% |
| NVDA | NVIDIA CORP | Apr 10, 2023 | Nov 6, 2026 | +578.9% | +87.5% | +491.4% |
| AFRM | Affirm Holdings, Inc. | Apr 10, 2023 | Nov 6, 2026 | +511.9% | +87.5% | +424.5% |
| NTRA | Natera, Inc. | Mar 6, 2023 | Nov 6, 2026 | +447.6% | +90.6% | +357.0% |
| ANET | Arista Networks, Inc. | Jan 31, 2023 | Nov 6, 2026 | +442.1% | +89.7% | +352.5% |
| AVGO | Broadcom Inc. | Jan 31, 2023 | Nov 6, 2026 | +428.0% | +89.7% | +338.3% |
| EBKDY | Erste Group Bank AG Sponsored ADR | Mar 31, 2023 | Nov 6, 2026 | +348.7% | +87.6% | +261.1% |
| CRZBY | Commerzbank Junge Shs American Depositary Shares | Mar 31, 2023 | Nov 6, 2026 | +341.9% | +87.6% | +254.3% |
| LLY | ELI LILLY & Co | Mar 7, 2023 | Nov 6, 2026 | +347.1% | +93.6% | +253.5% |
| ANET | Arista Networks, Inc. | Apr 10, 2023 | Nov 6, 2026 | +318.8% | +87.5% | +231.3% |
| LLY | ELI LILLY & Co | Jan 31, 2023 | Nov 6, 2026 | +304.8% | +89.7% | +215.2% |
| CRZBY | Commerzbank Junge Shs American Depositary Shares | Feb 27, 2023 | Nov 6, 2026 | +296.3% | +93.8% | +202.4% |
| UCBJY | UCB SA UNSP/ADR | Feb 27, 2023 | Nov 6, 2026 | +287.4% | +93.8% | +193.5% |
| SAN | Banco Santander, S.A. | Mar 31, 2023 | Nov 6, 2026 | +256.4% | +87.6% | +168.8% |
| MFG | MIZUHO FINANCIAL GROUP INC | Mar 31, 2023 | Nov 6, 2026 | +253.1% | +87.6% | +165.6% |
| CEG | Constellation Energy Corp | Mar 1, 2023 | Nov 6, 2026 | +244.9% | +95.3% | +149.6% |
| ING | ING GROEP NV | Mar 31, 2023 | Nov 6, 2026 | +237.0% | +87.6% | +149.4% |
| SWDBY | Swedbank AB Sponsored ADR | Mar 31, 2023 | Nov 6, 2026 | +217.1% | +87.6% | +129.5% |
| SMFG | SUMITOMO MITSUI FINANCIAL GROUP, INC. | Mar 31, 2023 | Nov 6, 2026 | +206.4% | +87.6% | +118.8% |
| MSADY | MS&AD Insurance Group Holdings, Inc. Unsponsored ADR | Jan 13, 2023 | Nov 6, 2026 | +206.5% | +93.4% | +113.1% |
| GOOGL | Alphabet Inc. | Mar 6, 2023 | Nov 6, 2026 | +202.2% | +90.6% | +111.6% |
| NWG | NatWest Group plc | Mar 31, 2023 | Nov 6, 2026 | +195.5% | +87.6% | +107.9% |
| HSBC | HSBC HOLDINGS PLC | Feb 27, 2023 | Nov 6, 2026 | +197.0% | +93.8% | +103.2% |
| GOOGL | Alphabet Inc. | Jan 31, 2023 | Nov 6, 2026 | +190.9% | +89.7% | +101.2% |
| IHG | INTERCONTINENTAL HOTELS GROUP PLC /NEW/ | Feb 27, 2023 | Nov 6, 2026 | +181.3% | +93.8% | +87.4% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 53 · 1307 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| SPGI | S&P Global Inc. | Feb 11, 2025 | sale | $15.0K – $50.0K | Filing ↗ |
| SIGCY | SIG GROUP AG UNSP/ADR | Aug 3, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| WTKWY | WOLTERS KLUWER N V /FI | Aug 3, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| NOC | NORTHROP GRUMMAN CORP /DE/ | Jul 19, 2023 | sale | $15.0K – $50.0K | Filing ↗ |
| TEL | TE Connectivity plc | Jul 14, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| DAR | DARLING INGREDIENTS INC. | Jul 14, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| JNJ | JOHNSON & JOHNSON | Jul 14, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| THO | THOR INDUSTRIES INC | Jul 14, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| KO | COCA COLA CO | Jul 14, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| F | FORD MOTOR CO | Jul 14, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| PLD | Prologis, Inc. | Jul 14, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| VTR | Ventas, Inc. | Jul 14, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| MO | ALTRIA GROUP, INC. | Jul 14, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| MRK | Merck & Co., Inc. | Jul 14, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| ABBV | AbbVie Inc. | Jul 14, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| ZTS | Zoetis Inc. | Jul 14, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| TSN | TYSON FOODS, INC. | Jul 14, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| TMUS | T-Mobile US, Inc. | Jul 14, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| APTV | Aptiv PLC | Jul 14, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| T | AT&T INC. | Jul 14, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| COIN | Coinbase Global, Inc. | Jul 14, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| PGR | PROGRESSIVE CORP/OH/ | Jul 12, 2023 | sale | $50.0K – $100.0K | Filing ↗ |
| NVO | NOVO NORDISK A S | Jul 12, 2023 | sale | $100.0K – $250.0K | Filing ↗ |
| PLD | Prologis, Inc. | Jul 12, 2023 | sale | $100.0K – $250.0K | Filing ↗ |
| PHIN | PHINIA INC. | Jul 12, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075172 | 114 | 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