House
Ed Whitfield
—
Transactions
176
Total transactions associated with this filer
Disclosed purchases
127
$268.1K – $2.2M
Average modeled return
+344.2%
88 of 127 purchases modeled
Average vs. S&P 500
-11.3%
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
88 of 127 disclosed purchases have modeled returns for this period. 39 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| AVGO | Broadcom Inc. | May 19, 2016 | Nov 6, 2026 | +2597.4% | +326.0% | +2271.4% |
| AVGO | Broadcom Inc. | Dec 3, 2015 | Nov 6, 2026 | +2576.4% | +327.8% | +2248.6% |
| LLY | ELI LILLY & Co | Feb 4, 2016 | Nov 6, 2026 | +2074.6% | +356.3% | +1718.3% |
| LLY | ELI LILLY & Co | Jan 28, 2016 | Nov 6, 2026 | +2003.0% | +362.3% | +1640.6% |
| MU | MICRON TECHNOLOGY INC | Dec 30, 2014 | Nov 6, 2026 | +1899.2% | +329.9% | +1569.3% |
| MSFT | MICROSOFT CORP | Jan 15, 2016 | Nov 6, 2026 | +1096.0% | +365.5% | +730.4% |
| AMZN | AMAZON COM INC | Feb 8, 2016 | Nov 6, 2026 | +962.5% | +371.5% | +590.9% |
| DE | DEERE & CO | Dec 17, 2013 | Nov 6, 2026 | +862.3% | +412.0% | +450.3% |
| CAT | CATERPILLAR INC | Apr 27, 2015 | Nov 6, 2026 | +760.9% | +321.5% | +439.3% |
| AMZN | AMAZON COM INC | Jan 29, 2016 | Nov 6, 2026 | +783.5% | +351.3% | +432.1% |
| COST | COSTCO WHOLESALE CORP /NEW | May 6, 2016 | Nov 6, 2026 | +753.9% | +322.8% | +431.1% |
| AMZN | AMAZON COM INC | Jan 7, 2016 | Nov 6, 2026 | +753.0% | +350.6% | +402.5% |
| COST | COSTCO WHOLESALE CORP /NEW | Jan 26, 2016 | Nov 6, 2026 | +746.9% | +359.7% | +387.2% |
| AMZN | AMAZON COM INC | Dec 11, 2015 | Nov 6, 2026 | +710.1% | +335.7% | +374.4% |
| COST | COSTCO WHOLESALE CORP /NEW | Jan 21, 2016 | Nov 6, 2026 | +736.3% | +368.3% | +368.0% |
| GOOGL | Alphabet Inc. | Feb 8, 2016 | Nov 6, 2026 | +716.5% | +371.5% | +345.0% |
| V | VISA INC. | Jan 10, 2014 | Nov 6, 2026 | +737.0% | +394.1% | +342.9% |
| NOW | ServiceNow, Inc. | May 6, 2016 | Nov 6, 2026 | +657.8% | +322.8% | +335.0% |
| GOOG | Alphabet Inc. | Dec 3, 2015 | Nov 6, 2026 | +661.7% | +327.8% | +334.0% |
| GOOGL | Alphabet Inc. | Feb 4, 2016 | Nov 6, 2026 | +687.6% | +356.3% | +331.3% |
| V | VISA INC. | Mar 22, 2016 | Nov 6, 2026 | +523.8% | +325.2% | +198.6% |
| VUG | F S : New Vanguard Growth ETF | Apr 8, 2014 | Nov 6, 2026 | +498.3% | +389.4% | +108.9% |
| CNQ | CANADIAN NATURAL RESOURCES Ltd | Dec 17, 2013 | Nov 6, 2026 | +423.2% | +412.0% | +11.2% |
| TMUS | T-Mobile US, Inc. | Jun 4, 2015 | Nov 6, 2026 | +333.1% | +322.8% | +10.3% |
| PM | Philip Morris International Inc. | Jul 30, 2014 | Nov 6, 2026 | +331.5% | +357.7% | -26.2% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 8 · 176 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| DEO | DIAGEO PLC | Sep 2, 2016 | sale | $1.0K – $15.0K | Filing ↗ |
| PG | PROCTER & GAMBLE Co | Aug 23, 2016 | sale | $1.0K – $15.0K | Filing ↗ |
| CNQ | CANADIAN NATURAL RESOURCES Ltd | Aug 11, 2016 | sale | $1.0K – $15.0K | Filing ↗ |
| DEA | Easterly Government Properties, Inc. | Jul 12, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
| CHTR | CHARTER COMMUNICATIONS, INC. /MO/ | Jul 7, 2016 | sale | $1.0K – $15.0K | Filing ↗ |
| CHTR | CHARTER COMMUNICATIONS, INC. /MO/ | Jul 6, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
| LILA | Liberty Global plc - Class A Ordinary Shares (LILA) | Jul 1, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
| BIIB | BIOGEN INC. | Jun 3, 2016 | sale | $1.0K – $15.0K | Filing ↗ |
| WBA | WALGREENS BOOTS ALLIANCE | May 19, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
| AVGO | Broadcom Inc. | May 19, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
| NXPI | NXP Semiconductors N.V. | May 12, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
| COST | COSTCO WHOLESALE CORP /NEW | May 6, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
| AGN | Allergan plc | May 6, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
| NOW | ServiceNow, Inc. | May 6, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
| GE | GENERAL ELECTRIC CO | May 5, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
| NXPI | NXP Semiconductors N.V. | May 5, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
| AIRM | Air Methods Corporation (AIRM) | May 4, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
| BIIB | BIOGEN INC. | Apr 13, 2016 | sale | $1.0K – $15.0K | Filing ↗ |
| DIS | Walt Disney Co | Apr 11, 2016 | sale | $1.0K – $15.0K | Filing ↗ |
| V | VISA INC. | Mar 22, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
| LLY | ELI LILLY & Co | Mar 16, 2016 | sale | $1.0K – $15.0K | Filing ↗ |
| TWC | F IlINg s TaTus : New sP Time Warner Cable Inc | Mar 16, 2016 | sale | $1.0K – $15.0K | Filing ↗ |
| TWC | F IlINg s TaTus : New sP Time Warner Cable Inc | Mar 11, 2016 | sale | $1.0K – $15.0K | Filing ↗ |
| LMCK | Liberty Media Corporation - Series C (LMCK) | Mar 11, 2016 | sale | $1.0K – $15.0K | Filing ↗ |
| LBRDK | Liberty Broadband Corporation - Class C Common Sto | Feb 22, 2016 | sale | $1.0K – $15.0K | 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