Transactions
16
Total transactions associated with this filer
Disclosed purchases
14
$154.0K – $560.0K
Average modeled return
+23.8%
13 of 14 purchases modeled
Average vs. S&P 500
-1.0%
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
13 of 14 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↑↓ |
|---|---|---|---|---|---|---|
| XOM | ExxonMobil Holdings Corp | Feb 7, 2025 | Nov 6, 2026 | +61.1% | +24.8% | +36.3% |
| CAT | CATERPILLAR INC | Feb 7, 2025 | Nov 6, 2026 | +56.6% | +24.8% | +31.8% |
| AAPL | Apple Inc. | Feb 7, 2025 | Nov 6, 2026 | +51.5% | +24.8% | +26.7% |
| CVX | CHEVRON CORP | Feb 7, 2025 | Nov 6, 2026 | +49.8% | +24.8% | +25.0% |
| LMT | LOCKHEED MARTIN CORP | Feb 7, 2025 | Nov 6, 2026 | +33.7% | +24.8% | +9.0% |
| LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Feb 7, 2025 | Nov 6, 2026 | +30.1% | +24.8% | +5.3% |
| J | JACOBS SOLUTIONS INC. | Feb 7, 2025 | Nov 6, 2026 | +14.3% | +24.8% | -10.5% |
| AMZN | AMAZON COM INC | Feb 7, 2025 | Nov 6, 2026 | +13.2% | +24.8% | -11.6% |
| ETN | Eaton Corp plc | Feb 7, 2025 | Nov 6, 2026 | +11.5% | +24.8% | -13.3% |
| BAC | BANK OF AMERICA CORP /DE/ | Feb 7, 2025 | Nov 6, 2026 | +8.4% | +24.8% | -16.4% |
| WFC | WELLS FARGO & COMPANY/MN | Feb 7, 2025 | Nov 6, 2026 | +7.5% | +24.8% | -17.3% |
| BA | BOEING CO | Feb 7, 2025 | Nov 6, 2026 | -4.5% | +24.8% | -29.3% |
| UA | Under Armour, Inc. | Feb 7, 2025 | Nov 6, 2026 | -24.0% | +24.8% | -48.8% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 16 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| FSSL | FS Specialty Lending Fund | Jun 1, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| UA | Under Armour, Inc. | Feb 10, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| UA | Under Armour, Inc. | Feb 7, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| J | JACOBS SOLUTIONS INC. | Feb 7, 2025 | purchase | $15.0K – $50.0K | Filing ↗ |
| FSSL | FS Specialty Lending Fund | Feb 7, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| XOM | ExxonMobil Holdings Corp | Feb 7, 2025 | purchase | $15.0K – $50.0K | Filing ↗ |
| LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Feb 7, 2025 | purchase | $15.0K – $50.0K | Filing ↗ |
| LMT | LOCKHEED MARTIN CORP | Feb 7, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| ETN | Eaton Corp plc | Feb 7, 2025 | purchase | $15.0K – $50.0K | Filing ↗ |
| CAT | CATERPILLAR INC | Feb 7, 2025 | purchase | $15.0K – $50.0K | Filing ↗ |
| BA | BOEING CO | Feb 7, 2025 | purchase | $15.0K – $50.0K | Filing ↗ |
| BAC | BANK OF AMERICA CORP /DE/ | Feb 7, 2025 | purchase | $15.0K – $50.0K | Filing ↗ |
| CVX | CHEVRON CORP | Feb 7, 2025 | purchase | $15.0K – $50.0K | Filing ↗ |
| AAPL | Apple Inc. | Feb 7, 2025 | purchase | $15.0K – $50.0K | Filing ↗ |
| WFC | WELLS FARGO & COMPANY/MN | Feb 7, 2025 | purchase | $15.0K – $50.0K | Filing ↗ |
| AMZN | AMAZON COM INC | Feb 7, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076315 | 24 | 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