Transactions
239
Total transactions associated with this filer
Disclosed purchases
139
$167.1K – $2.2M
Average modeled return
+11.4%
139 of 139 purchases modeled
Average vs. S&P 500
+3.8%
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
139 of 139 disclosed purchases have modeled returns for this period.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| MPC | Marathon Petroleum Corp | Aug 14, 2025 | Nov 6, 2026 | +134.8% | +15.6% | +119.2% |
| LLY | ELI LILLY & Co | Aug 14, 2025 | Nov 6, 2026 | +99.5% | +15.6% | +84.0% |
| LLY | ELI LILLY & Co | Aug 14, 2025 | Nov 6, 2026 | +99.5% | +15.6% | +84.0% |
| MEDP | Medpace Holdings, Inc. | May 15, 2026 | Nov 6, 2026 | +57.3% | -0.0% | +57.3% |
| MEDP | Medpace Holdings, Inc. | May 15, 2026 | Nov 6, 2026 | +57.3% | -0.0% | +57.3% |
| MSFT | MICROSOFT CORP | Jul 24, 2026 | Nov 6, 2026 | +39.3% | -0.2% | +39.5% |
| MSFT | MICROSOFT CORP | Jul 24, 2026 | Nov 6, 2026 | +39.3% | -0.2% | +39.5% |
| MEDP | Medpace Holdings, Inc. | Feb 26, 2026 | Nov 6, 2026 | +46.1% | +7.5% | +38.6% |
| AMGN | AMGEN INC | Jan 16, 2026 | Nov 6, 2026 | +42.2% | +7.1% | +35.1% |
| V | VISA INC. | Apr 27, 2026 | Nov 6, 2026 | +37.0% | +3.3% | +33.7% |
| AMGN | AMGEN INC | Jun 5, 2026 | Nov 6, 2026 | +32.5% | +0.2% | +32.3% |
| VRTX | VERTEX PHARMACEUTICALS INC / MA | Aug 7, 2025 | Nov 6, 2026 | +45.6% | +17.9% | +27.8% |
| AAPL | Apple Inc. | Jan 16, 2026 | Nov 6, 2026 | +34.3% | +7.1% | +27.2% |
| V | VISA INC. | Feb 26, 2026 | Nov 6, 2026 | +34.0% | +7.5% | +26.5% |
| LLY | ELI LILLY & Co | Feb 26, 2026 | Nov 6, 2026 | +32.9% | +7.5% | +25.4% |
| MSFT | MICROSOFT CORP | Feb 26, 2026 | Nov 6, 2026 | +32.6% | +7.5% | +25.1% |
| V | VISA INC. | Feb 9, 2026 | Nov 6, 2026 | +30.6% | +6.8% | +23.8% |
| V | VISA INC. | Jan 16, 2026 | Nov 6, 2026 | +29.5% | +7.1% | +22.4% |
| MSFT | MICROSOFT CORP | Feb 9, 2026 | Nov 6, 2026 | +29.1% | +6.8% | +22.3% |
| CVX | CHEVRON CORP | Jun 15, 2026 | Nov 6, 2026 | +18.9% | -2.1% | +21.0% |
| V | VISA INC. | Dec 3, 2025 | Nov 6, 2026 | +29.0% | +8.7% | +20.3% |
| KR | KROGER CO | Jul 24, 2026 | Nov 6, 2026 | +19.9% | -0.2% | +20.1% |
| KR | KROGER CO | Jul 24, 2026 | Nov 6, 2026 | +19.9% | -0.2% | +20.1% |
| PH | Parker-Hannifin Corp | Mar 10, 2025 | Nov 6, 2026 | +53.4% | +33.7% | +19.6% |
| PG | PROCTER & GAMBLE Co | Aug 11, 2026 | Nov 6, 2026 | +14.7% | -4.3% | +19.0% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 10 · 239 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| LRCX | LAM RESEARCH CORP | Oct 15, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| RPM | RPM INTERNATIONAL INC/DE/ | Oct 15, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| MPC | Marathon Petroleum Corp | Oct 15, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| MPC | Marathon Petroleum Corp | Oct 15, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| T | AT&T INC. | Oct 15, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| PLD | Prologis, Inc. | Oct 15, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| PLD | Prologis, Inc. | Oct 15, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| V | VISA INC. | Oct 15, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| PG | PROCTER & GAMBLE Co | Oct 12, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| T | AT&T INC. | Oct 9, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| RPM | RPM INTERNATIONAL INC/DE/ | Oct 9, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| FITB | FIFTH THIRD BANCORP | Oct 9, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| AMGN | AMGEN INC | Sep 22, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| MPC | Marathon Petroleum Corp | Sep 22, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| HD | HOME DEPOT, INC. | Sep 22, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| MPC | Marathon Petroleum Corp | Sep 22, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| HD | HOME DEPOT, INC. | Sep 22, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| IBP | Installed Building Products, Inc. | Sep 8, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| PG | PROCTER & GAMBLE Co | Sep 8, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| MSFT | MICROSOFT CORP | Aug 26, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| VRTX | VERTEX PHARMACEUTICALS INC / MA | Aug 26, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| AMGN | AMGEN INC | Aug 26, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| AVGO | Broadcom Inc. | Aug 26, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| AMGN | AMGEN INC | Aug 26, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| AVGO | Broadcom Inc. | Aug 26, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075596 | 83 | 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