
Transactions
40
Total transactions associated with this filer
Disclosed purchases
16
$16.0K – $240.0K
Average modeled return
-1.9%
16 of 16 purchases modeled
Average vs. S&P 500
-8.4%
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
16 of 16 disclosed purchases have modeled returns for this period.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| AAPL | Apple Inc. | Aug 1, 2025 | Nov 6, 2026 | +70.0% | +19.9% | +50.1% |
| KO | COCA COLA CO | Dec 3, 2025 | Nov 6, 2026 | +37.7% | +8.7% | +29.1% |
| MSFT | MICROSOFT CORP | Feb 5, 2026 | Nov 6, 2026 | +35.6% | +9.4% | +26.3% |
| LLY | ELI LILLY & Co | Jan 2, 2026 | Nov 6, 2026 | +25.9% | +8.5% | +17.5% |
| EQIX | EQUINIX INC | Aug 7, 2026 | Nov 6, 2026 | -2.4% | -4.7% | +2.3% |
| META | Meta Platforms, Inc. | May 6, 2026 | Nov 6, 2026 | -0.3% | +0.7% | -1.0% |
| NVDA | NVIDIA CORP | Jun 25, 2026 | Nov 6, 2026 | -4.5% | +0.4% | -4.9% |
| GS | GOLDMAN SACHS GROUP INC | Sep 3, 2026 | Nov 6, 2026 | -16.6% | -4.7% | -11.9% |
| NVDA | NVIDIA CORP | Aug 1, 2025 | Nov 6, 2026 | +7.7% | +19.9% | -12.2% |
| PLTR | Palantir Technologies Inc. | Jan 9, 2026 | Nov 6, 2026 | -9.6% | +6.8% | -16.4% |
| GOOGL | Alphabet Inc. | Jun 25, 2026 | Nov 6, 2026 | -17.1% | +0.4% | -17.5% |
| GOOGL | Alphabet Inc. | Jun 29, 2026 | Nov 6, 2026 | -19.4% | -0.5% | -18.9% |
| META | Meta Platforms, Inc. | Sep 18, 2025 | Nov 6, 2026 | -21.5% | +12.5% | -34.0% |
| MU | MICRON TECHNOLOGY INC | Jun 25, 2026 | Nov 6, 2026 | -43.1% | +0.4% | -43.5% |
| KLAC | KLA CORP | Jul 1, 2026 | Nov 6, 2026 | -47.9% | -1.2% | -46.8% |
| ORCL | ORACLE CORP | Jan 14, 2025 | Nov 6, 2026 | -24.2% | +28.8% | -52.9% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 2 · 40 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| WSBC | WESBANCO INC | Oct 16, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| GOOG | Alphabet Inc. | Oct 16, 2026 | sale | $50.0K – $100.0K | Filing ↗ |
| MSFT | MICROSOFT CORP | Sep 28, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| WFC | WELLS FARGO & COMPANY/MN | Sep 3, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| GS | GOLDMAN SACHS GROUP INC | Sep 3, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| GOOGL | Alphabet Inc. | Aug 24, 2026 | sale | $50.0K – $100.0K | Filing ↗ |
| ALL | ALLSTATE CORP | Aug 12, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| EQIX | EQUINIX INC | Aug 7, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| CCI | CROWN CASTLE INC. | Aug 6, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| LLY | ELI LILLY & Co | Jul 1, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| KLAC | KLA CORP | Jul 1, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| GOOGL | Alphabet Inc. | Jun 29, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| AAPL | Apple Inc. | Jun 25, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| MU | MICRON TECHNOLOGY INC | Jun 25, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| NVDA | NVIDIA CORP | Jun 25, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| MSFT | MICROSOFT CORP | Jun 25, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| GOOGL | Alphabet Inc. | Jun 25, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| AMZN | AMAZON COM INC | Jun 25, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| META | Meta Platforms, Inc. | May 6, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| PLTR | Palantir Technologies Inc. | May 6, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | MICROSOFT CORP | Feb 20, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | MICROSOFT CORP | Feb 5, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| PLTR | Palantir Technologies Inc. | Jan 9, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| META | Meta Platforms, Inc. | Jan 9, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| LLY | ELI LILLY & Co | Jan 2, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10081567 | 107 | 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