Transactions
67
Total transactions associated with this filer
Disclosed purchases
41
$713.0K – $2.1M
Average modeled return
+170.5%
31 of 41 purchases modeled
Average vs. S&P 500
-46.2%
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
31 of 41 disclosed purchases have modeled returns for this period. 10 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | Jun 2, 2016 | Nov 6, 2026 | +672.5% | +312.4% | +360.1% |
| BX | Blackstone Inc. | May 31, 2016 | Nov 6, 2026 | +620.6% | +314.5% | +306.1% |
| MMM | 3M CO | Nov 22, 2023 | Nov 6, 2026 | +148.2% | +67.6% | +80.7% |
| BRK-B | BERKSHIRE HATHAWAY INC | Nov 30, 2020 | Nov 6, 2026 | +149.4% | +120.2% | +29.2% |
| CSCO | CISCO SYSTEMS, INC. | Jun 13, 2016 | Nov 6, 2026 | +343.6% | +317.3% | +26.3% |
| V | VISA INC. | Nov 22, 2023 | Nov 6, 2026 | +70.1% | +67.6% | +2.5% |
| WTM | WHITE MOUNTAINS INSURANCE GROUP LTD | Jun 23, 2025 | Nov 6, 2026 | +25.8% | +24.2% | +1.7% |
| L | LOEWS CORP | Jun 23, 2025 | Nov 6, 2026 | +21.4% | +24.2% | -2.8% |
| BRK-B | BERKSHIRE HATHAWAY INC | Jan 7, 2016 | Nov 6, 2026 | +340.9% | +350.6% | -9.7% |
| EMR | EMERSON ELECTRIC CO | Jun 13, 2016 | Nov 6, 2026 | +305.0% | +317.3% | -12.3% |
| MKL | MARKEL GROUP INC. | Jun 23, 2025 | Nov 6, 2026 | -2.3% | +24.2% | -26.5% |
| MKL | MARKEL GROUP INC. | Jun 23, 2025 | Nov 6, 2026 | -2.3% | +24.2% | -26.5% |
| MKL | MARKEL GROUP INC. | Nov 22, 2023 | Nov 6, 2026 | +35.6% | +67.6% | -31.9% |
| TSLA | Tesla, Inc. | Apr 8, 2021 | Nov 6, 2026 | +57.2% | +93.7% | -36.5% |
| INTC | INTEL CORP | Nov 22, 2023 | Nov 6, 2026 | +30.6% | +67.6% | -37.0% |
| FVD | F ILING S TATUS : New S UBHoLDING o F : Martha M Hill - IRA SP First Trust VL Dividend | Nov 30, 2020 | Nov 6, 2026 | +68.8% | +120.2% | -51.4% |
| FDL | First Trust Morningstar ETF (FDL) | May 31, 2016 | Nov 6, 2026 | +218.9% | +314.5% | -95.6% |
| FDL | First Trust Morningstar ETF (FDL) | Aug 30, 2016 | Nov 6, 2026 | +198.8% | +296.9% | -98.2% |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | Aug 30, 2016 | Nov 6, 2026 | +196.8% | +296.9% | -100.1% |
| FDM | F ILING S TATUS : New S UBHoLDING o F : J French Hill - IRA L oCATIoN : US D ESCRIPTIoN : Mutual Fund First Trust DJ Select MicroCap ETF | May 31, 2016 | Nov 6, 2026 | +213.0% | +314.5% | -101.5% |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | Jul 29, 2016 | Nov 6, 2026 | +196.5% | +298.6% | -102.1% |
| FDL | First Trust Morningstar ETF (FDL) | Jul 29, 2016 | Nov 6, 2026 | +196.3% | +298.6% | -102.3% |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | May 31, 2016 | Nov 6, 2026 | +210.0% | +314.5% | -104.5% |
| FDL | First Trust Morningstar ETF (FDL) | Jun 30, 2016 | Nov 6, 2026 | +205.6% | +313.1% | -107.5% |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | Jun 30, 2016 | Nov 6, 2026 | +203.4% | +313.1% | -109.7% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 3 · 67 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| SOLV | Solventum Corp | Dec 31, 2025 | sale | $15.0K – $50.0K | Filing ↗ |
| PFE | PFIZER INC | Dec 31, 2025 | sale | $100.0K – $250.0K | Filing ↗ |
| SFL | SFL Corp Ltd. | Dec 31, 2025 | sale | $15.0K – $50.0K | Filing ↗ |
| KD | Kyndryl Holdings, Inc. | Dec 31, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| INTC | INTEL CORP | Jun 23, 2025 | sale | $15.0K – $50.0K | Filing ↗ |
| SFNC | SIMMONS FIRST NATIONAL CORP | Jun 23, 2025 | sale | $100.0K – $250.0K | Filing ↗ |
| VTS | Vitesse Energy, Inc. | Jun 23, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| MKL | MARKEL GROUP INC. | Jun 23, 2025 | purchase | $15.0K – $50.0K | Filing ↗ |
| L | LOEWS CORP | Jun 23, 2025 | purchase | $50.0K – $100.0K | Filing ↗ |
| T | AT&T INC. | Jun 23, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| LAZ | Lazard, Inc. | Jun 23, 2025 | sale | $50.0K – $100.0K | Filing ↗ |
| SPB | Spectrum Brands Holdings, Inc. | Jun 23, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| FTRE | Fortrea Holdings Inc. | Jun 23, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| RF | REGIONS FINANCIAL CORP | Jun 23, 2025 | sale | $15.0K – $50.0K | Filing ↗ |
| WTM | WHITE MOUNTAINS INSURANCE GROUP LTD | Jun 23, 2025 | purchase | $50.0K – $100.0K | Filing ↗ |
| BX | Blackstone Inc. | Jun 23, 2025 | sale | $100.0K – $250.0K | Filing ↗ |
| MKL | MARKEL GROUP INC. | Jun 23, 2025 | purchase | $50.0K – $100.0K | Filing ↗ |
| WFC | WELLS FARGO & COMPANY/MN | Jun 23, 2025 | sale | $15.0K – $50.0K | Filing ↗ |
| CVS | CVS HEALTH Corp | Jan 31, 2025 | sale | $15.0K – $50.0K | Filing ↗ |
| PYPL | PayPal Holdings, Inc. | Dec 29, 2023 | sale | $15.0K – $50.0K | Filing ↗ |
| SCHW | SCHWAB CHARLES CORP | Dec 29, 2023 | sale | $50.0K – $100.0K | Filing ↗ |
| MKL | MARKEL GROUP INC. | Nov 22, 2023 | purchase | $50.0K – $100.0K | Filing ↗ |
| PM | Philip Morris International Inc. | Nov 22, 2023 | sale | $100.0K – $250.0K | Filing ↗ |
| PCH | PotlatchDeltic Corporation | Nov 22, 2023 | purchase | $1.0K – $15.0K | Filing ↗ |
| V | VISA INC. | Nov 22, 2023 | purchase | $50.0K – $100.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076109 | 157 | 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