Transactions
229
Total transactions associated with this filer
Disclosed purchases
70
$153.1K+
Average modeled return
+300.8%
50 of 70 purchases modeled
Average vs. S&P 500
+6.5%
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
50 of 70 disclosed purchases have modeled returns for this period. 20 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. | Oct 21, 2014 | Nov 6, 2026 | +1417.8% | +362.4% | +1055.4% |
| MSFT | MICROSOFT CORP | Jan 29, 2015 | Nov 6, 2026 | +1391.2% | +341.8% | +1049.4% |
| AAPL | Apple Inc. | Apr 6, 2016 | Nov 6, 2026 | +1264.8% | +321.4% | +943.4% |
| MSFT | MICROSOFT CORP | Nov 23, 2015 | Nov 6, 2026 | +1025.4% | +320.7% | +704.7% |
| COST | COSTCO WHOLESALE CORP /NEW | Feb 10, 2014 | Nov 6, 2026 | +1066.4% | +405.4% | +661.0% |
| MA | Mastercard Inc | Jan 15, 2015 | Nov 6, 2026 | +752.6% | +348.4% | +404.2% |
| JPM | JPMORGAN CHASE & CO | Feb 25, 2015 | Nov 6, 2026 | +645.8% | +321.7% | +324.2% |
| JPM | JPMORGAN CHASE & CO | Feb 25, 2015 | Nov 6, 2026 | +645.8% | +321.7% | +324.2% |
| DHR | DANAHER CORP /DE/ | May 8, 2015 | Nov 6, 2026 | +573.9% | +319.8% | +254.1% |
| DHR | DANAHER CORP /DE/ | Feb 10, 2014 | Nov 6, 2026 | +659.4% | +405.4% | +253.9% |
| DHR | DANAHER CORP /DE/ | Jan 14, 2014 | Nov 6, 2026 | +628.4% | +395.4% | +233.0% |
| TMO | THERMO FISHER SCIENTIFIC INC. | May 15, 2014 | Nov 6, 2026 | +525.6% | +383.4% | +142.3% |
| JPM | JPMORGAN CHASE & CO | Jan 11, 2017 | Nov 6, 2026 | +395.7% | +276.9% | +118.8% |
| KMI | KINDER MORGAN, INC. | Mar 6, 2018 | Nov 6, 2026 | +198.5% | +207.7% | -9.2% |
| MTD | METTLER TOLEDO INTERNATIONAL INC/ | Apr 25, 2018 | Nov 6, 2026 | +207.2% | +217.2% | -10.1% |
| MTD | METTLER TOLEDO INTERNATIONAL INC/ | Jan 12, 2018 | Nov 6, 2026 | +164.7% | +202.1% | -37.4% |
| HSBC | HSBC HOLDINGS PLC | Feb 21, 2018 | Nov 6, 2026 | +171.2% | +210.9% | -39.7% |
| HD | HOME DEPOT, INC. | Nov 16, 2016 | Nov 6, 2026 | +249.7% | +295.2% | -45.4% |
| ENB | ENBRIDGE INC | Apr 25, 2018 | Nov 6, 2026 | +165.5% | +217.2% | -51.7% |
| SBUX | STARBUCKS CORP | Feb 27, 2018 | Nov 6, 2026 | +124.7% | +206.0% | -81.3% |
| KMI | KINDER MORGAN, INC. | Jun 28, 2017 | Nov 6, 2026 | +157.9% | +248.3% | -90.5% |
| SSNC | SS&C Technologies Holdings Inc | Aug 1, 2019 | Nov 6, 2026 | +81.4% | +176.9% | -95.5% |
| UNH | UNITEDHEALTH GROUP INC | Aug 1, 2019 | Nov 6, 2026 | +79.4% | +176.9% | -97.5% |
| SBUX | STARBUCKS CORP | Jun 19, 2014 | Nov 6, 2026 | +249.1% | +361.0% | -111.9% |
| GE | GENERAL ELECTRIC CO | Feb 10, 2017 | Nov 6, 2026 | +150.1% | +269.7% | -119.6% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 10 · 229 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | Dec 18, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| WY | WEYERHAEUSER CO | Dec 18, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| DHR | DANAHER CORP /DE/ | Dec 18, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| TMO | THERMO FISHER SCIENTIFIC INC. | Dec 18, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| TRP | TC ENERGY CORP | Dec 18, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| SSNC | SS&C Technologies Holdings Inc | Dec 18, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| ZTS | Zoetis Inc. | Dec 18, 2019 | sale | $15.0K – $50.0K | Filing ↗ |
| PBCT | People's united Financial, Inc. | Dec 18, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| OMC | OMNICOM GROUP INC. | Dec 18, 2019 | sale | $15.0K – $50.0K | Filing ↗ |
| NSRGY | Nestlé S.A. | Dec 18, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| MDLZ | Mondelez International, Inc. | Dec 18, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | MICROSOFT CORP | Dec 18, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| MTD | METTLER TOLEDO INTERNATIONAL INC/ | Dec 18, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| MCD | MCDONALDS CORP | Dec 18, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| MA | Mastercard Inc | Dec 18, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| KMI | KINDER MORGAN, INC. | Dec 18, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| JPM | JPMORGAN CHASE & CO | Dec 18, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| IQV | IQVIA HOLDINGS INC. | Dec 18, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| ILMN | ILLUMINA, INC. | Dec 18, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| HD | HOME DEPOT, INC. | Dec 18, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| FTV | Fortive Corp | Dec 18, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| ENB | ENBRIDGE INC | Dec 18, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| AA | Alcoa Corp | Dec 18, 2019 | sale | $15.0K – $50.0K | Filing ↗ |
| COST | COSTCO WHOLESALE CORP /NEW | Dec 18, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| AGN | Allergan plc | Dec 18, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10074715 | 30 | 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