Transactions
1588
Total transactions associated with this filer
Disclosed purchases
694
$694.7K – $10.4M
Average modeled return
+130.5%
599 of 694 purchases modeled
Average vs. S&P 500
-71.6%
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
599 of 694 disclosed purchases have modeled returns for this period. 95 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. | May 12, 2014 | Nov 6, 2026 | +1745.6% | +377.3% | +1368.3% |
| AAPL | Apple Inc. | May 20, 2014 | Nov 6, 2026 | +1709.3% | +383.0% | +1326.3% |
| MSFT | MICROSOFT CORP | Apr 30, 2014 | Nov 6, 2026 | +1481.2% | +381.0% | +1100.2% |
| MCK | MCKESSON CORP | Sep 25, 2019 | Nov 6, 2026 | +680.6% | +173.0% | +507.6% |
| PBF | PBF Energy Inc. | May 28, 2020 | Nov 6, 2026 | +590.5% | +165.4% | +425.1% |
| TXN | TEXAS INSTRUMENTS INC | Oct 20, 2014 | Nov 6, 2026 | +764.6% | +371.5% | +393.1% |
| TXN | TEXAS INSTRUMENTS INC | Oct 22, 2014 | Nov 6, 2026 | +723.6% | +365.7% | +358.0% |
| V | VISA INC. | Dec 19, 2013 | Nov 6, 2026 | +756.6% | +404.0% | +352.5% |
| MSTR | Strategy Inc | Jun 22, 2017 | Nov 6, 2026 | +598.4% | +249.2% | +349.2% |
| MSTR | Strategy Inc | Jun 23, 2017 | Nov 6, 2026 | +597.1% | +248.8% | +348.3% |
| CASY | CASEYS GENERAL STORES INC | Nov 13, 2017 | Nov 6, 2026 | +530.8% | +226.7% | +304.1% |
| DHR | DANAHER CORP /DE/ | Jul 31, 2014 | Nov 6, 2026 | +669.6% | +366.9% | +302.7% |
| ETN | Eaton Corp plc | Mar 10, 2016 | Nov 6, 2026 | +621.8% | +338.2% | +283.6% |
| PBF | PBF Energy Inc. | Jun 9, 2020 | Nov 6, 2026 | +421.0% | +150.6% | +270.4% |
| ADI | ANALOG DEVICES INC | Nov 14, 2016 | Nov 6, 2026 | +557.9% | +297.5% | +260.4% |
| CMI | CUMMINS INC | Dec 16, 2015 | Nov 6, 2026 | +581.9% | +322.8% | +259.2% |
| MCK | MCKESSON CORP | Jan 20, 2022 | Nov 6, 2026 | +331.3% | +75.4% | +256.0% |
| TXN | TEXAS INSTRUMENTS INC | Jan 6, 2016 | Nov 6, 2026 | +595.6% | +339.8% | +255.9% |
| FAST | FASTENAL CO | Jul 2, 2015 | Nov 6, 2026 | +577.1% | +326.5% | +250.6% |
| COP | CONOCOPHILLIPS | Mar 11, 2020 | Nov 6, 2026 | +428.9% | +194.7% | +234.2% |
| KLAC | KLA CORP | Sep 7, 2022 | Nov 6, 2026 | +325.2% | +95.5% | +229.7% |
| MCK | MCKESSON CORP | Feb 7, 2022 | Nov 6, 2026 | +302.0% | +75.2% | +226.9% |
| ETN | Eaton Corp plc | Feb 8, 2017 | Nov 6, 2026 | +496.3% | +273.4% | +222.9% |
| MCK | MCKESSON CORP | Aug 31, 2016 | Nov 6, 2026 | +520.0% | +298.1% | +221.9% |
| KLAC | KLA CORP | Sep 14, 2022 | Nov 6, 2026 | +314.4% | +97.1% | +217.4% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 64 · 1588 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| BSX | BOSTON SCIENTIFIC CORP | Sep 8, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| AVY | Avery Dennison Corp | Sep 8, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| AON | Aon plc | Sep 8, 2023 | sale | $15.0K – $50.0K | Filing ↗ |
| BAH | Booz Allen Hamilton Holding Corp | Sep 8, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| LNT | ALLIANT ENERGY CORP | Sep 8, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| ADSK | Autodesk, Inc. | Sep 8, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| AOS | SMITH A O CORP | Sep 8, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| ARE | ALEXANDRIA REAL ESTATE EQUITIES, INC. | Sep 8, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| COLD | AMERICOLD REALTY TRUST | Sep 8, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| BIO | BIO-RAD LABORATORIES, INC. | Sep 8, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| ACN | Accenture plc | Sep 8, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| GD | GENERAL DYNAMICS CORP | Sep 8, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| FLR | FLUOR CORP | Sep 8, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| ADI | ANALOG DEVICES INC | Sep 8, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| IT | GARTNER INC | Sep 8, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| HES | Hess Corp | Sep 8, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| FAF | First American Financial Corp | Sep 8, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| GL | GLOBE LIFE INC. | Sep 8, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| JPM | JPMORGAN CHASE & CO | Sep 8, 2023 | sale | $15.0K – $50.0K | Filing ↗ |
| EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | Sep 8, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| ES | EVERSOURCE ENERGY | Sep 8, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| AXP | AMERICAN EXPRESS CO | Sep 8, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| HAL | HALLIBURTON CO | Sep 8, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| ABBV | AbbVie Inc. | Sep 8, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| BSX | BOSTON SCIENTIFIC CORP | Sep 8, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075817 | 34 | 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