Transactions
142
Total transactions associated with this filer
Disclosed purchases
59
$311.1K – $1.5M
Average modeled return
+46.6%
34 of 59 purchases modeled
Average vs. S&P 500
-36.6%
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
34 of 59 disclosed purchases have modeled returns for this period. 25 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | Jul 21, 2025 | Nov 6, 2026 | +186.0% | +18.5% | +167.5% |
| UNH | UNITEDHEALTH GROUP INC | Apr 28, 2014 | Nov 6, 2026 | +541.2% | +384.7% | +156.5% |
| MRVL | Marvell Technology, Inc. | Jul 21, 2025 | Nov 6, 2026 | +93.7% | +18.5% | +75.2% |
| AMAT | APPLIED MATERIALS INC /DE | Jul 21, 2025 | Nov 6, 2026 | +74.2% | +18.5% | +55.7% |
| XOM | ExxonMobil Holdings Corp | Jul 21, 2025 | Nov 6, 2026 | +59.4% | +18.5% | +40.9% |
| COP | CONOCOPHILLIPS | Nov 28, 2017 | Nov 6, 2026 | +260.1% | +221.0% | +39.0% |
| ANET | Arista Networks, Inc. | Jul 21, 2025 | Nov 6, 2026 | +53.0% | +18.5% | +34.5% |
| GOOGL | Alphabet Inc. | Jul 21, 2025 | Nov 6, 2026 | +50.3% | +18.5% | +31.8% |
| VRT | Vertiv Holdings Co | Jul 21, 2025 | Nov 6, 2026 | +45.1% | +18.5% | +26.6% |
| LLY | ELI LILLY & Co | Dec 29, 2025 | Nov 6, 2026 | +26.1% | +7.7% | +18.4% |
| PWR | QUANTA SERVICES, INC. | Jul 21, 2025 | Nov 6, 2026 | +35.8% | +18.5% | +17.3% |
| HON | HONEYWELL INTERNATIONAL INC | Dec 29, 2025 | Nov 6, 2026 | +7.9% | +7.7% | +0.2% |
| JPM | JPMORGAN CHASE & CO | Jul 21, 2025 | Nov 6, 2026 | +17.7% | +18.5% | -0.8% |
| AMZN | AMAZON COM INC | Jan 31, 2019 | Nov 6, 2026 | +201.7% | +205.3% | -3.5% |
| VZ | VERIZON COMMUNICATIONS INC | Mar 7, 2024 | Nov 6, 2026 | +38.2% | +47.5% | -9.3% |
| NVDA | NVIDIA CORP | Jul 21, 2025 | Nov 6, 2026 | +9.2% | +18.5% | -9.4% |
| BAC | BANK OF AMERICA CORP /DE/ | Jul 21, 2025 | Nov 6, 2026 | +6.9% | +18.5% | -11.6% |
| MSFT | MICROSOFT CORP | Jul 21, 2025 | Nov 6, 2026 | +5.1% | +18.5% | -13.5% |
| LOW | LOWES COMPANIES INC | Jul 21, 2025 | Nov 6, 2026 | +4.9% | +18.5% | -13.6% |
| KEX | KIRBY CORP | Jul 21, 2025 | Nov 6, 2026 | +4.5% | +18.5% | -14.1% |
| ADSK | Autodesk, Inc. | Jul 21, 2025 | Nov 6, 2026 | -11.3% | +18.5% | -29.9% |
| META | Meta Platforms, Inc. | Jul 21, 2025 | Nov 6, 2026 | -14.1% | +18.5% | -32.6% |
| PYPL | PayPal Holdings, Inc. | Jul 21, 2025 | Nov 6, 2026 | -19.9% | +18.5% | -38.5% |
| TMO | THERMO FISHER SCIENTIFIC INC. | Jun 24, 2021 | Nov 6, 2026 | +42.3% | +85.5% | -43.2% |
| UBER | Uber Technologies, Inc | Jul 21, 2025 | Nov 6, 2026 | -24.8% | +18.5% | -43.3% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 6 · 142 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| EA | ELECTRONIC ARTS INC | Aug 5, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| ADSK | Autodesk, Inc. | Feb 13, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| NFLX | NETFLIX INC | Feb 13, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | MICROSOFT CORP | Feb 13, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| PYPL | PayPal Holdings, Inc. | Feb 13, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| UBER | Uber Technologies, Inc | Feb 13, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| LLY | ELI LILLY & Co | Feb 13, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| BX | Blackstone Inc. | Feb 13, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| ONON | On Holding AG | Feb 13, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| META | Meta Platforms, Inc. | Feb 13, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| LLY | ELI LILLY & Co | Dec 29, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| CMCSA | COMCAST CORP | Dec 29, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| HON | HONEYWELL INTERNATIONAL INC | Dec 29, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| MRVL | Marvell Technology, Inc. | Jul 21, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| PWR | QUANTA SERVICES, INC. | Jul 21, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| META | Meta Platforms, Inc. | Jul 21, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| BAC | BANK OF AMERICA CORP /DE/ | Jul 21, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| TMO | THERMO FISHER SCIENTIFIC INC. | Jul 21, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| PYPL | PayPal Holdings, Inc. | Jul 21, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| UBER | Uber Technologies, Inc | Jul 21, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| ANET | Arista Networks, Inc. | Jul 21, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| VRT | Vertiv Holdings Co | Jul 21, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| LOW | LOWES COMPANIES INC | Jul 21, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| AMAT | APPLIED MATERIALS INC /DE | Jul 21, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| KEX | KIRBY CORP | Jul 21, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|
No annual disclosure is currently associated with this filer.
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