Transactions
2814
Total transactions associated with this filer
Disclosed purchases
1600
$11.7M – $47.9M
Average modeled return
+60.3%
1,438 of 1,600 purchases modeled
Average vs. S&P 500
-8.2%
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
1,438 of 1,600 disclosed purchases have modeled returns for this period. 162 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 | May 21, 2019 | Nov 6, 2026 | +4761.4% | +186.3% | +4575.1% |
| NVDA | NVIDIA CORP | Mar 26, 2019 | Nov 6, 2026 | +4161.9% | +191.8% | +3970.1% |
| NVDA | NVIDIA CORP | Apr 9, 2019 | Nov 6, 2026 | +3882.9% | +185.5% | +3697.4% |
| PWR | QUANTA SERVICES, INC. | Mar 18, 2020 | Nov 6, 2026 | +1919.8% | +236.9% | +1682.9% |
| FLEX | FLEX LTD. | Mar 18, 2020 | Nov 6, 2026 | +1474.8% | +236.9% | +1237.9% |
| PWR | QUANTA SERVICES, INC. | Apr 29, 2020 | Nov 6, 2026 | +1399.3% | +174.2% | +1225.1% |
| NVDA | NVIDIA CORP | Dec 31, 2020 | Nov 6, 2026 | +1337.0% | +112.3% | +1224.7% |
| PWR | QUANTA SERVICES, INC. | May 9, 2019 | Nov 6, 2026 | +1367.4% | +186.2% | +1181.2% |
| RCL | ROYAL CARIBBEAN CRUISES LTD | Mar 18, 2020 | Nov 6, 2026 | +1415.5% | +236.9% | +1178.6% |
| LLY | ELI LILLY & Co | Feb 28, 2019 | Nov 6, 2026 | +1077.8% | +195.7% | +882.1% |
| KLAC | KLA CORP | Mar 18, 2020 | Nov 6, 2026 | +1025.7% | +236.9% | +788.8% |
| GE | GENERAL ELECTRIC CO | Apr 29, 2020 | Nov 6, 2026 | +916.7% | +174.2% | +742.5% |
| MCK | MCKESSON CORP | Mar 14, 2019 | Nov 6, 2026 | +849.4% | +193.1% | +656.3% |
| AAPL | Apple Inc. | Jan 18, 2019 | Nov 6, 2026 | +820.9% | +209.2% | +611.7% |
| FLEX | FLEX LTD. | Jul 31, 2019 | Nov 6, 2026 | +730.5% | +174.5% | +556.0% |
| AAPL | Apple Inc. | Feb 8, 2019 | Nov 6, 2026 | +743.9% | +204.6% | +539.2% |
| FLEX | FLEX LTD. | Nov 15, 2019 | Nov 6, 2026 | +660.2% | +160.6% | +499.6% |
| FLEX | FLEX LTD. | Dec 24, 2019 | Nov 6, 2026 | +624.6% | +151.7% | +472.8% |
| MTSI | MACOM Technology Solutions Holdings, Inc. | Jan 29, 2020 | Nov 6, 2026 | +586.8% | +147.6% | +439.2% |
| FCX | FREEPORT-MCMORAN INC | Apr 29, 2020 | Nov 6, 2026 | +592.0% | +174.2% | +417.8% |
| ON | ON SEMICONDUCTOR CORP | Mar 18, 2020 | Nov 6, 2026 | +649.2% | +236.9% | +412.3% |
| GE | GENERAL ELECTRIC CO | Dec 22, 2020 | Nov 6, 2026 | +527.9% | +116.2% | +411.8% |
| MS | MORGAN STANLEY | Mar 18, 2020 | Nov 6, 2026 | +620.0% | +236.9% | +383.0% |
| WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | Mar 18, 2020 | Nov 6, 2026 | +617.9% | +236.9% | +380.9% |
| NUE | NUCOR CORP | Apr 29, 2020 | Nov 6, 2026 | +545.1% | +174.2% | +370.9% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 113 · 2814 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| THR | Thermon Group Holdings, Inc. Common Stock | Oct 1, 2026 | exchange | $15.0K – $50.0K | Filing ↗ |
| BHE | BENCHMARK ELECTRONICS INC | Oct 1, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| ATRC | AtriCure, Inc. | Sep 29, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| HALO | HALOZYME THERAPEUTICS, INC. | Sep 29, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| RARE | Ultragenyx Pharmaceutical Inc. | Sep 29, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| CYTK | CYTOKINETICS INC | Sep 29, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| OXM | OXFORD INDUSTRIES INC | Sep 29, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| SMTC | SEMTECH CORP | Sep 29, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| ALGM | ALLEGRO MICROSYSTEMS, INC. | Sep 29, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| ALKS | Alkermes plc. | Sep 29, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| YETI | YETI Holdings, Inc. | Sep 29, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| BBIO | BridgeBio Pharma, Inc. | Sep 29, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Imperial, CA, Irrigation District Bonds | Sep 29, 2026 | sale | $100.0K – $250.0K | Filing ↗ |
| — | Indiana Finance Authority Health System Rev Bonds | Sep 29, 2026 | purchase | $250.0K – $500.0K | Filing ↗ |
| ITT | ITT INC. | Sep 29, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| PRAX | Praxis Precision Medicines, Inc. | Sep 29, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| TNDM | TANDEM DIABETES CARE INC | Sep 29, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| AEIS | ADVANCED ENERGY INDUSTRIES INC | Sep 29, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| GTES | Gates Industrial Corp Ltd. | Sep 29, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| MTSI | MACOM Technology Solutions Holdings, Inc. | Sep 29, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| ON | ON SEMICONDUCTOR CORP | Sep 28, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | California Community Choice Financing Authority Rev Bonds | Sep 24, 2026 | purchase | $250.0K – $500.0K | Filing ↗ |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Sep 22, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | California Community Choice Financing Authority Rev Bonds | Sep 22, 2026 | sale | $250.0K – $500.0K | Filing ↗ |
| ITT | ITT INC. | Sep 21, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10074952 | 642 | 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