Transactions
19
Total transactions associated with this filer
Disclosed purchases
7
$7.0K – $105.0K
Average modeled return
+191.6%
6 of 7 purchases modeled
Average vs. S&P 500
-140.8%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
6 most recent modeled purchases. The summary and table include all modeled purchases.
MARKET ANALYSIS
Modeled purchase performance · Since purchase
6 of 7 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↑↓ |
|---|---|---|---|---|---|---|
| UBS | UBS Group AG | Jul 5, 2016 | Nov 6, 2026 | +427.1% | +315.2% | +111.9% |
| BAC | BANK OF AMERICA CORP /DE/ | Jan 19, 2016 | Nov 6, 2026 | +339.0% | +364.9% | -25.9% |
| UBS | UBS Group AG | Jan 19, 2016 | Nov 6, 2026 | +308.8% | +364.9% | -56.1% |
| F | FORD MOTOR CO | May 17, 2017 | Nov 6, 2026 | +87.9% | +261.4% | -173.5% |
| F | FORD MOTOR CO | Jan 19, 2016 | Nov 6, 2026 | +86.4% | +364.9% | -278.5% |
| RTNB | root9B Techologies Inc. (RTNB) (stock) | Apr 21, 2015 | Nov 5, 2026 | -100.0% | +322.5% | -422.5% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 19 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| CSCO | CISCO SYSTEMS, INC. | Oct 28, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| UBS | UBS Group AG | Feb 22, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| F | FORD MOTOR CO | Feb 22, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| BAC | BANK OF AMERICA CORP /DE/ | Feb 22, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| ENB | ENBRIDGE INC | Feb 22, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Charles Schwab - Root 9 B Technologies Inc | Feb 22, 2019 | sale | $0.25 – $0.25 | Filing ↗ |
| PFE | PFIZER INC | Aug 4, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| DIS | Walt Disney Co | Aug 4, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | MICROSOFT CORP | Aug 4, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| F | FORD MOTOR CO | May 17, 2017 | purchase | $1.0K – $15.0K | Filing ↗ |
| INTC | INTEL CORP | Aug 9, 2016 | sale | $1.0K – $15.0K | Filing ↗ |
| DIS | Walt Disney Co | Aug 9, 2016 | sale | $1.0K – $15.0K | Filing ↗ |
| PFE | PFIZER INC | Aug 9, 2016 | sale | $1.0K – $15.0K | Filing ↗ |
| UBS | UBS Group AG | Jul 5, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
| UBS | UBS Group AG | Jan 19, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
| SE | Sea Ltd | Jan 19, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
| F | FORD MOTOR CO | Jan 19, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
| BAC | BANK OF AMERICA CORP /DE/ | Jan 19, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
| RTNB | root9B Techologies Inc. (RTNB) (stock) | Apr 21, 2015 | purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10077966 | 7 | 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