Transactions
217
Total transactions associated with this filer
Disclosed purchases
132
$54.5M – $182.1M
Average modeled return
+189.0%
111 of 132 purchases modeled
Average vs. S&P 500
+75.4%
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
111 of 132 disclosed purchases have modeled returns for this period. 21 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| AAPL | Apple Inc. | May 17, 2016 | Nov 6, 2026 | +1510.0% | +324.6% | +1185.4% |
| AAPL | Apple Inc. | Jan 13, 2016 | Nov 6, 2026 | +1463.4% | +363.0% | +1100.4% |
| NVDA | NVIDIA CORP | Jun 22, 2022 | Nov 6, 2026 | +1045.3% | +107.7% | +937.6% |
| NVDA | NVIDIA CORP | Jun 3, 2021 | Nov 6, 2026 | +1005.1% | +88.9% | +916.2% |
| AAPL | Apple Inc. | Jan 19, 2017 | Nov 6, 2026 | +1143.5% | +278.9% | +864.6% |
| NVDA | NVIDIA CORP | Jul 30, 2021 | Nov 6, 2026 | +861.6% | +79.9% | +781.7% |
| NVDA | NVIDIA CORP | Jul 30, 2021 | Nov 6, 2026 | +861.6% | +79.9% | +781.7% |
| AAPL | Apple Inc. | Jun 15, 2017 | Nov 6, 2026 | +923.6% | +249.6% | +674.0% |
| MU | MICRON TECHNOLOGY INC | Dec 21, 2021 | Nov 6, 2026 | +679.4% | +69.2% | +610.2% |
| AAPL | Apple Inc. | Feb 2, 2018 | Nov 6, 2026 | +813.3% | +204.8% | +608.5% |
| AAPL | Apple Inc. | Feb 2, 2018 | Nov 6, 2026 | +813.3% | +204.8% | +608.5% |
| XYZ | Block, Inc. | May 17, 2016 | Nov 6, 2026 | +831.2% | +324.6% | +506.5% |
| CRWD | CrowdStrike Holdings, Inc. | Sep 3, 2020 | Nov 6, 2026 | +571.3% | +131.7% | +439.5% |
| AAPL | Apple Inc. | Sep 20, 2018 | Nov 6, 2026 | +558.7% | +183.6% | +375.1% |
| AAPL | Apple Inc. | Sep 20, 2018 | Nov 6, 2026 | +558.7% | +183.6% | +375.1% |
| AAPL | Apple Inc. | Sep 11, 2018 | Nov 6, 2026 | +547.4% | +188.0% | +359.4% |
| NVDA | NVIDIA CORP | Nov 22, 2023 | Nov 6, 2026 | +284.3% | +67.6% | +216.7% |
| XYZ | Block, Inc. | Jan 20, 2017 | Nov 6, 2026 | +474.1% | +277.5% | +196.6% |
| GOOGL | Alphabet Inc. | Feb 27, 2020 | Nov 6, 2026 | +337.3% | +171.8% | +165.5% |
| TEM | Tempus AI, Inc. | Jan 14, 2025 | Nov 6, 2026 | +138.9% | +28.8% | +110.1% |
| META | Meta Platforms, Inc. | Oct 9, 2018 | Nov 6, 2026 | +290.1% | +188.4% | +101.7% |
| AXP | AMERICAN EXPRESS CO | Jun 24, 2020 | Nov 6, 2026 | +264.8% | +163.2% | +101.6% |
| AAPL | Apple Inc. | May 21, 2021 | Nov 6, 2026 | +180.3% | +90.7% | +89.6% |
| GOOG | Alphabet Inc. | Sep 16, 2022 | Nov 6, 2026 | +176.6% | +100.9% | +75.7% |
| MSFT | MICROSOFT CORP | Feb 28, 2020 | Nov 6, 2026 | +246.2% | +173.0% | +73.2% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 9 · 217 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| Private real estate | REOF XXX, LLC | Sep 8, 2026 | purchase | $500.0K – $1.0M | Filing ↗ |
| BE | Bloom Energy Corp | Jul 28, 2026 | purchase | $500.0K – $1.0M | Filing ↗ |
| BE | Bloom Energy Corp | Jul 28, 2026 | purchase | $500.0K – $1.0M | Filing ↗ |
| Private real estate | REOF XXV, LLC [AB] | Jul 27, 2026 | purchase | $500.0K – $1.0M | Filing ↗ |
| BE | Bloom Energy Corp | Jul 24, 2026 | purchase | $1.0M – $5.0M | Filing ↗ |
| INTC | INTEL CORP | Jul 24, 2026 | purchase | $250.0K – $500.0K | Filing ↗ |
| INTC | INTEL CORP | Jul 24, 2026 | purchase | $500.0K – $1.0M | Filing ↗ |
| BE | Bloom Energy Corp | Jul 24, 2026 | purchase | $1.0M – $5.0M | Filing ↗ |
| INTC | INTEL CORP | May 29, 2026 | purchase | $1.0M – $5.0M | Filing ↗ |
| UBER | Uber Technologies, Inc | May 29, 2026 | purchase | $500.0K – $1.0M | Filing ↗ |
| AMZN | AMAZON COM INC | Jan 16, 2026 | purchase | $500.0K – $1.0M | Filing ↗ |
| GOOGL | Alphabet Inc. | Jan 16, 2026 | purchase | $500.0K – $1.0M | Filing ↗ |
| TEM | Tempus AI, Inc. | Jan 16, 2026 | purchase | $50.0K – $100.0K | Filing ↗ |
| AB | ALLIANCEBERNSTEIN HOLDING L.P. | Jan 16, 2026 | purchase | $1.0M – $5.0M | Filing ↗ |
| VST | Vistra Corp. | Jan 16, 2026 | purchase | $100.0K – $250.0K | Filing ↗ |
| NVDA | NVIDIA CORP | Jan 16, 2026 | purchase | $250.0K – $500.0K | Filing ↗ |
| VSNT | Versant Media Group, Inc. | Jan 2, 2026 | exchange | $15 – $15 | Filing ↗ |
| AAPL | Apple Inc. | Dec 30, 2025 | purchase | $250.0K – $500.0K | Filing ↗ |
| AMZN | AMAZON COM INC | Dec 30, 2025 | purchase | $100.0K – $250.0K | Filing ↗ |
| NVDA | NVIDIA CORP | Dec 30, 2025 | purchase | $100.0K – $250.0K | Filing ↗ |
| AAPL | Apple Inc. | Dec 30, 2025 | sale | $5.0M – $25.0M | Filing ↗ |
| DIS | Walt Disney Co | Dec 30, 2025 | sale | $1.0M – $5.0M | Filing ↗ |
| GOOGL | Alphabet Inc. | Dec 30, 2025 | sale | $1.0M – $5.0M | Filing ↗ |
| PYPL | PayPal Holdings, Inc. | Dec 30, 2025 | sale | $250.0K – $500.0K | Filing ↗ |
| GOOGL | Alphabet Inc. | Dec 30, 2025 | purchase | $250.0K – $500.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075701 | 65 | PARTIAL | 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