
House
Jim McDermott
—
Transactions
43
Total transactions associated with this filer
Disclosed purchases
23
$486.0K – $1.3M
Average modeled return
+385.1%
13 of 23 purchases modeled
Average vs. S&P 500
+22.6%
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
13 of 23 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↑↓ |
|---|---|---|---|---|---|---|
| MS | MORGAN STANLEY | Jan 30, 2014 | Nov 6, 2026 | +737.0% | +407.6% | +329.3% |
| JPM | JPMORGAN CHASE & CO | Mar 24, 2014 | Nov 6, 2026 | +666.6% | +388.5% | +278.1% |
| GS | GOLDMAN SACHS GROUP INC | Sep 22, 2015 | Nov 6, 2026 | +501.9% | +353.6% | +148.3% |
| BAC | BANK OF AMERICA CORP /DE/ | Feb 11, 2016 | Nov 6, 2026 | +460.2% | +378.1% | +82.0% |
| BAC | BANK OF AMERICA CORP /DE/ | Feb 25, 2016 | Nov 6, 2026 | +407.4% | +347.1% | +60.3% |
| FITB | FIFTH THIRD BANCORP | Jan 25, 2016 | Nov 6, 2026 | +413.3% | +366.0% | +47.4% |
| C | CITIGROUP INC | Feb 25, 2016 | Nov 6, 2026 | +318.4% | +347.1% | -28.7% |
| BAC | BANK OF AMERICA CORP /DE/ | Nov 20, 2014 | Nov 6, 2026 | +273.3% | +336.5% | -63.2% |
| BAC | BANK OF AMERICA CORP /DE/ | Dec 22, 2015 | Nov 6, 2026 | +266.0% | +329.6% | -63.6% |
| C | CITIGROUP INC | Oct 12, 2016 | Nov 6, 2026 | +230.2% | +302.9% | -72.6% |
| C | CITIGROUP INC | May 19, 2014 | Nov 6, 2026 | +247.1% | +379.9% | -132.9% |
| C | CITIGROUP INC | May 20, 2014 | Nov 6, 2026 | +248.7% | +383.0% | -134.3% |
| C | CITIGROUP INC | Apr 15, 2014 | Nov 6, 2026 | +236.1% | +391.8% | -155.7% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 2 · 43 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | Bank America Corp Repstrg 1/25th PFD Ser U Perpetual FXD /VAR CPN 5.200% Due 7/29/19 DTD 05/20/13 FC 06/01/13 CALL 06/01/[email protected] | Dec 14, 2016 | sale | $50.0K – $100.0K | Filing ↗ |
| — | Bank America Corp Dep. Reps. 1/25th Sens M AFD Repetual F/D/VAT CPN 8.25% Due 12/29/16 STD 4/13/08 Fd 11/15/08 CALL 05/15/18 @ 100.00 | Nov 18, 2016 | purchase | $15.0K – $50.0K | Filing ↗ |
| C | CITIGROUP INC | Oct 12, 2016 | purchase | $15.0K – $50.0K | Filing ↗ |
| FITB | FIFTH THIRD BANCORP | Oct 11, 2016 | sale | $15.0K – $50.0K | Filing ↗ |
| FITB | FIFTH THIRD BANCORP | Sep 27, 2016 | sale | $1.0K – $15.0K | Filing ↗ |
| ETFC | E*TRaDE Financial Corporat ion(ETFC) [sT] | Sep 27, 2016 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | Goldman Sachs Medium Term Note | Apr 8, 2016 | purchase | $15.0K – $50.0K | Filing ↗ |
| C | CITIGROUP INC | Feb 25, 2016 | purchase | $15.0K – $50.0K | Filing ↗ |
| BAC | BANK OF AMERICA CORP /DE/ | Feb 25, 2016 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | GOVT NATL MTG ASSN | Feb 24, 2016 | sale | $50.0K – $100.0K | Filing ↗ |
| BAC | BANK OF AMERICA CORP /DE/ | Feb 11, 2016 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | FEDL NATL MTG ASSN | Feb 10, 2016 | sale | $50.0K – $100.0K | Filing ↗ |
| FITB | FIFTH THIRD BANCORP | Jan 25, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
| BAC | BANK OF AMERICA CORP /DE/ | Dec 22, 2015 | purchase | $50.0K – $100.0K | Filing ↗ |
| MS | MORGAN STANLEY | Dec 22, 2015 | sale | $50.0K – $100.0K | Filing ↗ |
| — | PPL CAP FDG INC GTD | Dec 11, 2015 | sale | $1.0K – $15.0K | Filing ↗ |
| HD | HOME DEPOT, INC. | Dec 11, 2015 | sale | $15.0K – $50.0K | Filing ↗ |
| ADM | Archer-Daniels-Midland Co | Dec 11, 2015 | sale | $15.0K – $50.0K | Filing ↗ |
| — | MORGAN STANLEY REPSTG 1/25th NON CUML | Nov 19, 2015 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | ZIONS BANCORP SER/XXX | Nov 18, 2015 | sale | $50.0K – $100.0K | Filing ↗ |
| FTBXL | Fifth Third Bancorp Depositary Share representing 1/25th Preferred Series H (FTBXL) | Sep 30, 2015 | purchase | $15.0K – $50.0K | Filing ↗ |
| GS | GOLDMAN SACHS GROUP INC | Sep 22, 2015 | purchase | $15.0K – $50.0K | Filing ↗ |
| BKCC | BlackRock Capital Investment Corporation (BKCC) | Jun 5, 2015 | purchase | $1.0K – $15.0K | Filing ↗ |
| AMSYF | Arcelormittal SA New Reg Shs Ex-Arcelor (AMSYF) | May 8, 2015 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Triangle Capitol Corp | Apr 27, 2015 | purchase | $15.0K – $50.0K | 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