Transactions
435
Total transactions associated with this filer
Disclosed purchases
286
$384.3K – $4.5M
Average modeled return
+30.6%
283 of 286 purchases modeled
Average vs. S&P 500
-10.2%
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
283 of 286 disclosed purchases have modeled returns for this period. 3 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| DELL | Dell Technologies Inc. | Oct 10, 2025 | Nov 6, 2026 | +121.3% | +13.8% | +107.5% |
| DELL | Dell Technologies Inc. | Oct 10, 2025 | Nov 6, 2026 | +121.3% | +13.8% | +107.5% |
| DELL | Dell Technologies Inc. | Oct 10, 2025 | Nov 6, 2026 | +121.3% | +13.8% | +107.5% |
| PANW | Palo Alto Networks Inc | Mar 31, 2026 | Nov 6, 2026 | +95.8% | +13.6% | +82.1% |
| PANW | Palo Alto Networks Inc | Mar 23, 2026 | Nov 6, 2026 | +91.3% | +12.8% | +78.5% |
| PANW | Palo Alto Networks Inc | Mar 23, 2026 | Nov 6, 2026 | +91.3% | +12.8% | +78.5% |
| LLY | ELI LILLY & Co | Sep 1, 2023 | Nov 6, 2026 | +148.1% | +69.6% | +78.5% |
| LLY | ELI LILLY & Co | Dec 28, 2023 | Nov 6, 2026 | +137.5% | +59.3% | +78.2% |
| LLY | ELI LILLY & Co | Dec 28, 2023 | Nov 6, 2026 | +137.5% | +59.3% | +78.2% |
| ADI | ANALOG DEVICES INC | Apr 7, 2025 | Nov 6, 2026 | +116.7% | +48.2% | +68.5% |
| JNJ | JOHNSON & JOHNSON | Jul 1, 2024 | Nov 6, 2026 | +100.6% | +38.4% | +62.3% |
| JNJ | JOHNSON & JOHNSON | Nov 8, 2024 | Nov 6, 2026 | +87.5% | +25.8% | +61.8% |
| GOOG | Alphabet Inc. | Jul 14, 2023 | Nov 6, 2026 | +128.0% | +70.3% | +57.7% |
| MCK | MCKESSON CORP | Jan 15, 2025 | Nov 6, 2026 | +83.1% | +26.5% | +56.7% |
| MCK | MCKESSON CORP | Jan 15, 2025 | Nov 6, 2026 | +83.1% | +26.5% | +56.7% |
| CAT | CATERPILLAR INC | Apr 7, 2025 | Nov 6, 2026 | +103.5% | +48.2% | +55.3% |
| ABBV | AbbVie Inc. | Jan 15, 2025 | Nov 6, 2026 | +79.5% | +26.5% | +53.0% |
| ABBV | AbbVie Inc. | Jan 15, 2025 | Nov 6, 2026 | +79.5% | +26.5% | +53.0% |
| AMGN | AMGEN INC | Jul 14, 2023 | Nov 6, 2026 | +123.3% | +70.3% | +53.0% |
| GOOG | Alphabet Inc. | Dec 28, 2023 | Nov 6, 2026 | +102.9% | +59.3% | +43.6% |
| GOOG | Alphabet Inc. | Dec 28, 2023 | Nov 6, 2026 | +102.9% | +59.3% | +43.6% |
| NVDA | NVIDIA CORP | Apr 7, 2025 | Nov 6, 2026 | +91.6% | +48.2% | +43.4% |
| GS | GOLDMAN SACHS GROUP INC | Apr 7, 2025 | Nov 6, 2026 | +91.6% | +48.2% | +43.4% |
| GOOG | Alphabet Inc. | Feb 13, 2024 | Nov 6, 2026 | +95.8% | +53.7% | +42.1% |
| NVDA | NVIDIA CORP | Mar 10, 2025 | Nov 6, 2026 | +74.9% | +33.7% | +41.2% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 18 · 435 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| GWW | W.W. GRAINGER, INC. | Jul 13, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| AMAT | APPLIED MATERIALS INC /DE | Jul 13, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| STE | STERIS plc | Jul 13, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| AMAT | APPLIED MATERIALS INC /DE | Jun 18, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| AMAT | APPLIED MATERIALS INC /DE | Jun 18, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| AMAT | APPLIED MATERIALS INC /DE | Jun 18, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| MNST | Monster Beverage Corp | Jun 17, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| MSFT | MICROSOFT CORP | Jun 17, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| HCA | HCA Healthcare, Inc. | Jun 17, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| MNST | Monster Beverage Corp | Jun 17, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| SPGI | S&P Global Inc. | Jun 17, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| SPGI | S&P Global Inc. | Jun 17, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| META | Meta Platforms, Inc. | Jun 17, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| MSFT | MICROSOFT CORP | Jun 17, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| META | Meta Platforms, Inc. | Jun 17, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| HCA | HCA Healthcare, Inc. | Jun 17, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| SPGI | S&P Global Inc. | Jun 17, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| HD | HOME DEPOT, INC. | Jun 17, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Jun 12, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| COR | Cencora, Inc. | May 6, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| COR | Cencora, Inc. | May 6, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| GILD | GILEAD SCIENCES, INC. | May 6, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| GILD | GILEAD SCIENCES, INC. | May 6, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| CMI | CUMMINS INC | Mar 31, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| GE | GENERAL ELECTRIC CO | Mar 31, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10074897 | 346 | 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