Transactions
191
Total transactions associated with this filer
Disclosed purchases
94
$122.1K – $1.5M
Average modeled return
+75.7%
93 of 94 purchases modeled
Average vs. S&P 500
-3.3%
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
93 of 94 disclosed purchases have modeled returns for this period. 1 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | Sep 26, 2023 | Nov 6, 2026 | +367.9% | +79.0% | +288.9% |
| HWM | Howmet Aerospace Inc. | Sep 26, 2023 | Nov 6, 2026 | +353.0% | +79.0% | +274.0% |
| NVDA | NVIDIA CORP | Sep 26, 2023 | Nov 6, 2026 | +346.7% | +79.0% | +267.6% |
| AVGO | Broadcom Inc. | Sep 26, 2023 | Nov 6, 2026 | +271.7% | +79.0% | +192.7% |
| LRCX | LAM RESEARCH CORP | Sep 26, 2023 | Nov 6, 2026 | +239.1% | +79.0% | +160.1% |
| C | CITIGROUP INC | Sep 26, 2023 | Nov 6, 2026 | +224.5% | +79.0% | +145.4% |
| GS | GOLDMAN SACHS GROUP INC | Sep 26, 2023 | Nov 6, 2026 | +185.9% | +79.0% | +106.8% |
| MMM | 3M CO | Sep 26, 2023 | Nov 6, 2026 | +156.1% | +79.0% | +77.1% |
| AMAT | APPLIED MATERIALS INC /DE | Sep 26, 2023 | Nov 6, 2026 | +154.0% | +79.0% | +75.0% |
| LLY | ELI LILLY & Co | Sep 26, 2023 | Nov 6, 2026 | +151.3% | +79.0% | +72.3% |
| JPM | JPMORGAN CHASE & CO | Sep 26, 2023 | Nov 6, 2026 | +147.8% | +79.0% | +68.7% |
| PH | Parker-Hannifin Corp | Sep 26, 2023 | Nov 6, 2026 | +146.5% | +79.0% | +67.4% |
| PM | Philip Morris International Inc. | Sep 26, 2023 | Nov 6, 2026 | +145.7% | +79.0% | +66.7% |
| GILD | GILEAD SCIENCES, INC. | Sep 26, 2023 | Nov 6, 2026 | +142.9% | +79.0% | +63.8% |
| MS | MORGAN STANLEY | Sep 26, 2023 | Nov 6, 2026 | +142.1% | +79.0% | +63.0% |
| WMT | Walmart Inc. | Sep 26, 2023 | Nov 6, 2026 | +139.1% | +79.0% | +60.1% |
| GOOGL | Alphabet Inc. | Sep 26, 2023 | Nov 6, 2026 | +123.6% | +79.0% | +44.6% |
| WFC | WELLS FARGO & COMPANY/MN | Sep 26, 2023 | Nov 6, 2026 | +122.1% | +79.0% | +43.1% |
| GOOG | Alphabet Inc. | Sep 26, 2023 | Nov 6, 2026 | +121.4% | +79.0% | +42.4% |
| ADI | ANALOG DEVICES INC | Sep 26, 2023 | Nov 6, 2026 | +121.1% | +79.0% | +42.0% |
| AXP | AMERICAN EXPRESS CO | Sep 26, 2023 | Nov 6, 2026 | +120.6% | +79.0% | +41.6% |
| CAT | CATERPILLAR INC | Sep 26, 2023 | Nov 6, 2026 | +116.7% | +79.0% | +37.7% |
| ABBV | AbbVie Inc. | Sep 26, 2023 | Nov 6, 2026 | +111.2% | +79.0% | +32.2% |
| META | Meta Platforms, Inc. | Sep 26, 2023 | Nov 6, 2026 | +106.0% | +79.0% | +27.0% |
| AMZN | AMAZON COM INC | Sep 26, 2023 | Nov 6, 2026 | +105.8% | +79.0% | +26.8% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 8 · 191 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| TCNNF | TRULIEVE CANNABIS CORP | May 28, 2026 | sale | $100.0K – $250.0K | Filing ↗ |
| TCNNF | TRULIEVE CANNABIS CORP | May 6, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| MDLZ | Mondelez International, Inc. | Oct 24, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| MA | Mastercard Inc | Oct 24, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| META | Meta Platforms, Inc. | Oct 24, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | MICROSOFT CORP | Oct 24, 2023 | sale | $15.0K – $50.0K | Filing ↗ |
| LRCX | LAM RESEARCH CORP | Oct 24, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| KO | COCA COLA CO | Oct 24, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| LOW | LOWES COMPANIES INC | Oct 24, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| MMC | Marsh & McLennan Companies, Inc. | Oct 24, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| MRK | Merck & Co., Inc. | Oct 24, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| HWM | Howmet Aerospace Inc. | Oct 24, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| GILD | GILEAD SCIENCES, INC. | Oct 24, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| INTC | INTEL CORP | Oct 24, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| IBM | INTERNATIONAL BUSINESS MACHINES CORP | Oct 24, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| JPM | JPMORGAN CHASE & CO | Oct 24, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| GS | GOLDMAN SACHS GROUP INC | Oct 24, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| INTU | INTUIT INC. | Oct 24, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| XOM | ExxonMobil Holdings Corp | Oct 24, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| ISRG | INTUITIVE SURGICAL INC | Oct 24, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| HD | HOME DEPOT, INC. | Oct 24, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| J | JACOBS SOLUTIONS INC. | Oct 24, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| JNJ | JOHNSON & JOHNSON | Oct 24, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| MDT | Medtronic plc | Oct 24, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| LIN | LINDE PLC | Oct 24, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10077484 | 35 | 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