Transactions
12
Total transactions associated with this filer
Disclosed purchases
1
$15.0K – $50.0K
Average modeled return
+222.6%
1 of 1 purchases modeled
Average vs. S&P 500
-26.7%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
1 most recent modeled purchases. The summary and table include all modeled purchases.
MARKET ANALYSIS
Modeled purchase performance · Since purchase
1 of 1 disclosed purchases have modeled returns for this period.
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 12 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| V | VISA INC. | Jul 5, 2017 | sale | $50.0K – $100.0K | Filing ↗ |
| SLV | iShares Silver Trust | Jul 5, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | MICROSOFT CORP | Jul 5, 2017 | sale | $50.0K – $100.0K | Filing ↗ |
| OUNZ | VanEck Merk Gold Trust (OUNZ) | Jul 5, 2017 | purchase | $15.0K – $50.0K | Filing ↗ |
| ADP | AUTOMATIC DATA PROCESSING INC | Jul 5, 2017 | sale | $50.0K – $100.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | Jul 5, 2017 | sale | $50.0K – $100.0K | Filing ↗ |
| CDK | CDK global, Inc. | Jul 5, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | Apple Inc. | Jul 5, 2017 | sale | $50.0K – $100.0K | Filing ↗ |
| KO | COCA COLA CO | Jul 5, 2017 | sale | $15.0K – $50.0K | Filing ↗ |
| PCP | Precision Castparts Corporation (PCP) | Feb 1, 2016 | sale | $15.0K – $50.0K | Filing ↗ |
| AAPL | Apple Inc. | Jan 2, 2015 | sale | $15.0K – $50.0K | Filing ↗ |
| V | VISA INC. | Jan 2, 2015 | sale | $15.0K – $50.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076447 | 49 | 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