Transactions
112
Total transactions associated with this filer
Disclosed purchases
22
$22.0K – $330.0K
Average modeled return
+154.3%
17 of 22 purchases modeled
Average vs. S&P 500
-40.3%
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
17 of 22 disclosed purchases have modeled returns for this period. 5 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| COST | COSTCO WHOLESALE CORP /NEW | Feb 26, 2019 | Nov 6, 2026 | +435.7% | +195.0% | +240.7% |
| MSFT | MICROSOFT CORP | Feb 26, 2019 | Nov 6, 2026 | +405.8% | +195.0% | +210.8% |
| CACI | CACI INTERNATIONAL INC /DE/ | Feb 26, 2019 | Nov 6, 2026 | +240.3% | +195.0% | +45.3% |
| CACI | CACI INTERNATIONAL INC /DE/ | Mar 8, 2019 | Nov 6, 2026 | +240.7% | +200.2% | +40.5% |
| NTAP | NetApp, Inc. | Feb 26, 2019 | Nov 6, 2026 | +209.7% | +195.0% | +14.7% |
| WM | WASTE MANAGEMENT INC | Feb 26, 2019 | Nov 6, 2026 | +170.3% | +195.0% | -24.7% |
| DRI | DARDEN RESTAURANTS INC | Mar 8, 2019 | Nov 6, 2026 | +162.3% | +200.2% | -37.9% |
| DRI | DARDEN RESTAURANTS INC | Feb 26, 2019 | Nov 6, 2026 | +154.2% | +195.0% | -40.8% |
| FDX | FEDEX CORP | Feb 26, 2019 | Nov 6, 2026 | +141.7% | +195.0% | -53.3% |
| TSCO | TRACTOR SUPPLY CO /DE/ | Mar 8, 2019 | Nov 6, 2026 | +127.6% | +200.2% | -72.6% |
| TSCO | TRACTOR SUPPLY CO /DE/ | Feb 26, 2019 | Nov 6, 2026 | +117.0% | +195.0% | -78.0% |
| ECL | ECOLAB INC. | Feb 26, 2019 | Nov 6, 2026 | +94.0% | +195.0% | -101.0% |
| ROP | ROPER TECHNOLOGIES INC | Feb 26, 2019 | Nov 6, 2026 | +56.3% | +195.0% | -138.7% |
| SYY | SYSCO CORP | Apr 15, 2019 | Nov 6, 2026 | +34.7% | +182.9% | -148.2% |
| INTU | INTUIT INC. | Feb 26, 2019 | Nov 6, 2026 | +45.5% | +195.0% | -149.5% |
| SYY | SYSCO CORP | Apr 17, 2019 | Nov 6, 2026 | +32.8% | +183.4% | -150.6% |
| CCL | Carnival Corp Ltd. | Feb 26, 2019 | Nov 6, 2026 | -46.1% | +195.0% | -241.1% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 5 · 112 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| LLY | ELI LILLY & Co | Apr 8, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | MICROSOFT CORP | Apr 8, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| JPM | JPMORGAN CHASE & CO | Apr 8, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| ETN | Eaton Corp plc | Apr 8, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | Apple Inc. | Apr 8, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| GOOGL | Alphabet Inc. | Apr 8, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| MCK | MCKESSON CORP | Apr 8, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| PWR | QUANTA SERVICES, INC. | Apr 8, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| KLAC | KLA CORP | Apr 8, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| AMP | AMERIPRISE FINANCIAL INC | Apr 8, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| NVDA | NVIDIA CORP | Apr 8, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| CACI | CACI INTERNATIONAL INC /DE/ | Jul 9, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| COST | COSTCO WHOLESALE CORP /NEW | Jul 9, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| ORLY | O REILLY AUTOMOTIVE INC | Jul 9, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| BDX | BECTON DICKINSON & CO | Jul 9, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| ABT | ABBOTT LABORATORIES | Jul 9, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| MMM | 3M CO | Jul 9, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| CCL | Carnival Corp Ltd. | Jul 9, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| FDX | FEDEX CORP | Jul 9, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| NTAP | NetApp, Inc. | Jul 9, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| DRI | DARDEN RESTAURANTS INC | Jul 9, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| FISV | FISERV INC | Jul 9, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| ANTM | Anthem, Inc. | Jul 9, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| ACN | Accenture plc | Jul 9, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| SYY | SYSCO CORP | Jul 9, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076222 | 171 | PARTIAL | 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