Transactions
47
Total transactions associated with this filer
Disclosed purchases
12
$461.0K – $1.1M
Average modeled return
+74.5%
5 of 12 purchases modeled
Average vs. S&P 500
+3.8%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
5 most recent modeled purchases. The summary and table include all modeled purchases.
MARKET ANALYSIS
Modeled purchase performance · Since purchase
5 of 12 disclosed purchases have modeled returns for this period. 7 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| TCMD | TACTILE SYSTEMS TECHNOLOGY INC | Nov 8, 2023 | Nov 6, 2026 | +160.3% | +74.4% | +85.9% |
| TCMD | TACTILE SYSTEMS TECHNOLOGY INC | Nov 12, 2024 | Nov 6, 2026 | +65.3% | +26.0% | +39.2% |
| AORT | ARTIVION, INC. | Nov 10, 2023 | Nov 6, 2026 | +51.6% | +73.0% | -21.4% |
| AORT | ARTIVION, INC. | Nov 16, 2023 | Nov 6, 2026 | +43.4% | +69.3% | -25.9% |
| AORT | ARTIVION, INC. | Sep 23, 2022 | Nov 6, 2026 | +51.8% | +110.5% | -58.6% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 2 · 47 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| DXCM | DEXCOM INC | May 7, 2026 | sale | $100.0K – $250.0K | Filing ↗ |
| PODD | INSULET CORP | May 7, 2026 | sale | $100.0K – $250.0K | Filing ↗ |
| PODD | INSULET CORP | Apr 29, 2026 | sale | $100.0K – $250.0K | Filing ↗ |
| DXCM | DEXCOM INC | Apr 29, 2026 | sale | $100.0K – $250.0K | Filing ↗ |
| MMM | 3M CO | Mar 31, 2026 | sale | $50.0K – $100.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | Mar 31, 2026 | sale | $100.0K – $250.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | Jan 27, 2026 | sale | $100.0K – $250.0K | Filing ↗ |
| MRSH | MARSH & MCLENNAN COMPANIES, INC. | Jan 27, 2026 | sale | $50.0K – $100.0K | Filing ↗ |
| HBAN | HUNTINGTON BANCSHARES INC /MD/ | Nov 21, 2025 | sale | $100.0K – $250.0K | Filing ↗ |
| GIS | GENERAL MILLS INC | Feb 11, 2025 | sale | $100.0K – $250.0K | Filing ↗ |
| PEP | PEPSICO INC | Feb 11, 2025 | sale | $100.0K – $250.0K | Filing ↗ |
| TCMD | TACTILE SYSTEMS TECHNOLOGY INC | Nov 12, 2024 | purchase | $50.0K – $100.0K | Filing ↗ |
| PODD | INSULET CORP | Apr 4, 2024 | sale | $50.0K – $100.0K | Filing ↗ |
| NEE | NEXTERA ENERGY INC | Apr 4, 2024 | sale | $100.0K – $250.0K | Filing ↗ |
| AORT | ARTIVION, INC. | Nov 16, 2023 | purchase | $50.0K – $100.0K | Filing ↗ |
| AORT | ARTIVION, INC. | Nov 10, 2023 | purchase | $50.0K – $100.0K | Filing ↗ |
| TCMD | TACTILE SYSTEMS TECHNOLOGY INC | Nov 8, 2023 | purchase | $100.0K – $250.0K | Filing ↗ |
| CSII | Cardiovascular Systems, Inc. - Common Stock | Apr 5, 2023 | sale | $50.0K – $100.0K | Filing ↗ |
| CSII | Cardiovascular Systems, Inc. - Common Stock | Apr 5, 2023 | sale | $50.0K – $100.0K | Filing ↗ |
| MDT | Medtronic plc | Apr 5, 2023 | sale | $100.0K – $250.0K | Filing ↗ |
| AORT | ARTIVION, INC. | Sep 23, 2022 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | Northern Lakes Capital IV, LP Company: Northern Lakes Capital IV, LP (Minneapolis, MN) Description: Private Equity | Apr 4, 2022 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | TCF Financial Corporation - Common Stock (Exchanged) Huntington Bancshares Incorporated - Common Stock (Received) | Jun 9, 2021 | exchange | $100.0K – $250.0K | Filing ↗ |
| — | Surgical Information Sciences Company: Surgical Information Sciences (Alpharetta, CA) Description: Health Management Systems | Apr 11, 2021 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | Surgical Information Sciences Company: Surgical Information Sciences (Alpharetta, CA) Description: Health Management Systems | May 1, 2020 | purchase | $15.0K – $50.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|
No annual disclosure is currently associated with this filer.
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