Transactions
257
Total transactions associated with this filer
Disclosed purchases
164
$206.2K – $2.6M
Average modeled return
+29.9%
145 of 164 purchases modeled
Average vs. S&P 500
+6.1%
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
145 of 164 disclosed purchases have modeled returns for this period. 19 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | Apr 14, 2025 | Nov 6, 2026 | +874.2% | +38.6% | +835.5% |
| MU | MICRON TECHNOLOGY INC | Dec 18, 2024 | Nov 6, 2026 | +567.6% | +28.3% | +539.3% |
| AMD | ADVANCED MICRO DEVICES INC | Jun 17, 2025 | Nov 6, 2026 | +253.3% | +25.1% | +228.2% |
| TPR | TAPESTRY, INC. | Oct 23, 2024 | Nov 6, 2026 | +214.6% | +30.2% | +184.4% |
| DINO | HF Sinclair Corp | Oct 23, 2024 | Nov 6, 2026 | +146.6% | +30.2% | +116.4% |
| INTC | INTEL CORP | Sep 22, 2025 | Nov 6, 2026 | +95.7% | +11.5% | +84.2% |
| AMD | ADVANCED MICRO DEVICES INC | Feb 2, 2026 | Nov 6, 2026 | +82.3% | +6.6% | +75.8% |
| HPE | Hewlett Packard Enterprise Co | Jan 24, 2025 | Nov 6, 2026 | +90.9% | +23.3% | +67.6% |
| WELL | WELLTOWER INC. | Oct 23, 2024 | Nov 6, 2026 | +92.2% | +30.2% | +62.0% |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Oct 23, 2024 | Nov 6, 2026 | +91.5% | +30.2% | +61.4% |
| MCK | MCKESSON CORP | Dec 18, 2024 | Nov 6, 2026 | +87.1% | +28.3% | +58.8% |
| WSM | WILLIAMS SONOMA INC | Oct 23, 2024 | Nov 6, 2026 | +88.9% | +30.2% | +58.8% |
| STT | STATE STREET CORP | May 27, 2025 | Nov 6, 2026 | +76.5% | +26.4% | +50.0% |
| HUM | HUMANA INC | Aug 8, 2025 | Nov 6, 2026 | +65.0% | +17.0% | +48.0% |
| NUE | NUCOR CORP | Oct 23, 2024 | Nov 6, 2026 | +78.0% | +30.2% | +47.9% |
| GS | GOLDMAN SACHS GROUP INC | Oct 23, 2024 | Nov 6, 2026 | +74.2% | +30.2% | +44.0% |
| AVGO | Broadcom Inc. | Oct 23, 2024 | Nov 6, 2026 | +72.2% | +30.2% | +42.0% |
| GOOGL | Alphabet Inc. | Jul 2, 2025 | Nov 6, 2026 | +60.0% | +20.1% | +39.9% |
| KO | COCA COLA CO | Nov 3, 2025 | Nov 6, 2026 | +44.5% | +8.8% | +35.7% |
| ABBV | AbbVie Inc. | Oct 23, 2024 | Nov 6, 2026 | +65.3% | +30.2% | +35.1% |
| JCI | Johnson Controls International plc | Mar 19, 2025 | Nov 6, 2026 | +65.7% | +32.2% | +33.5% |
| PM | Philip Morris International Inc. | Oct 23, 2024 | Nov 6, 2026 | +61.7% | +30.2% | +31.6% |
| AIZ | ASSURANT, INC. | Aug 26, 2025 | Nov 6, 2026 | +45.9% | +15.5% | +30.4% |
| CVS | CVS HEALTH Corp | Oct 25, 2024 | Nov 6, 2026 | +59.5% | +29.9% | +29.6% |
| TMO | THERMO FISHER SCIENTIFIC INC. | Jul 25, 2025 | Nov 6, 2026 | +45.9% | +17.0% | +28.9% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 11 · 257 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| DINO | HF Sinclair Corp | Feb 20, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| BXP | BXP, Inc. | Feb 20, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| TRV | TRAVELERS COMPANIES, INC. | Feb 20, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| VST | Vistra Corp. | Feb 17, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | Feb 17, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| EXE | EXPAND ENERGY Corp | Feb 17, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| META | Meta Platforms, Inc. | Feb 12, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | Feb 12, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| REGN | REGENERON PHARMACEUTICALS, INC. | Feb 12, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| EXR | Extra Space Storage Inc. | Feb 12, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| ICE | Intercontinental Exchange, Inc. | Feb 12, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| ICLR | ICON PLC | Feb 12, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| AVGO | Broadcom Inc. | Feb 12, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| T | AT&T INC. | Feb 12, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| HUM | HUMANA INC | Feb 10, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| PEP | PEPSICO INC | Feb 5, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| PM | Philip Morris International Inc. | Feb 5, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| MMM | 3M CO | Feb 4, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| CMI | CUMMINS INC | Feb 4, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| MSFT | MICROSOFT CORP | Feb 2, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| IBM | INTERNATIONAL BUSINESS MACHINES CORP | Feb 2, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| INTU | INTUIT INC. | Feb 2, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| CRM | Salesforce, Inc. | Feb 2, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| URI | UNITED RENTALS, INC. | Feb 2, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| PG | PROCTER & GAMBLE Co | Feb 2, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076014 | 172 | 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