Transactions
310
Total transactions associated with this filer
Disclosed purchases
226
$5.5M – $14.1M
Average modeled return
+321.0%
170 of 226 purchases modeled
Average vs. S&P 500
+168.5%
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
170 of 226 disclosed purchases have modeled returns for this period. 56 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | Apr 21, 2020 | Nov 6, 2026 | +2687.3% | +194.4% | +2492.8% |
| NVDA | NVIDIA CORP | May 26, 2020 | Nov 6, 2026 | +2054.2% | +168.8% | +1885.4% |
| NVDA | NVIDIA CORP | Jun 12, 2020 | Nov 6, 2026 | +2001.5% | +164.3% | +1837.2% |
| NVDA | NVIDIA CORP | Jun 26, 2020 | Nov 6, 2026 | +1950.4% | +166.8% | +1783.6% |
| NVDA | NVIDIA CORP | Jun 24, 2020 | Nov 6, 2026 | +1932.5% | +163.2% | +1769.3% |
| NVDA | NVIDIA CORP | Jul 6, 2020 | Nov 6, 2026 | +1807.8% | +152.5% | +1655.4% |
| NVDA | NVIDIA CORP | Jul 27, 2020 | Nov 6, 2026 | +1701.2% | +147.6% | +1553.6% |
| NVDA | NVIDIA CORP | Jul 30, 2020 | Nov 6, 2026 | +1668.6% | +147.1% | +1521.5% |
| NVDA | NVIDIA CORP | Aug 19, 2020 | Nov 6, 2026 | +1446.4% | +137.4% | +1309.1% |
| NVDA | NVIDIA CORP | Aug 21, 2020 | Nov 6, 2026 | +1380.0% | +135.8% | +1244.2% |
| NVDA | NVIDIA CORP | Oct 16, 2020 | Nov 6, 2026 | +1258.7% | +129.6% | +1129.2% |
| NVDA | NVIDIA CORP | Oct 16, 2020 | Nov 6, 2026 | +1258.7% | +129.6% | +1129.2% |
| NVDA | NVIDIA CORP | Oct 16, 2020 | Nov 6, 2026 | +1258.7% | +129.6% | +1129.2% |
| AVGO | Broadcom Inc. | Apr 6, 2020 | Nov 6, 2026 | +1237.0% | +203.5% | +1033.5% |
| CRWD | CrowdStrike Holdings, Inc. | Apr 21, 2020 | Nov 6, 2026 | +1213.2% | +194.4% | +1018.7% |
| STX | Seagate Technology Holdings plc | Jul 2, 2020 | Nov 6, 2026 | +1077.8% | +156.4% | +921.4% |
| STX | Seagate Technology Holdings plc | Jul 6, 2020 | Nov 6, 2026 | +1060.8% | +152.5% | +908.4% |
| AVGO | Broadcom Inc. | Jun 4, 2020 | Nov 6, 2026 | +992.7% | +158.2% | +834.5% |
| AVGO | Broadcom Inc. | Jun 23, 2020 | Nov 6, 2026 | +973.2% | +156.5% | +816.7% |
| KLAC | KLA CORP | Apr 6, 2020 | Nov 6, 2026 | +900.8% | +203.5% | +697.3% |
| KLAC | KLA CORP | Apr 17, 2020 | Nov 6, 2026 | +821.9% | +180.5% | +641.4% |
| STX | Seagate Technology Holdings plc | Mar 4, 2021 | Nov 6, 2026 | +660.2% | +110.7% | +549.4% |
| KLAC | KLA CORP | Jun 4, 2020 | Nov 6, 2026 | +693.9% | +158.2% | +535.7% |
| STX | Seagate Technology Holdings plc | Mar 5, 2021 | Nov 6, 2026 | +641.8% | +106.9% | +534.9% |
| STX | Seagate Technology Holdings plc | Feb 26, 2021 | Nov 6, 2026 | +643.4% | +108.7% | +534.7% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 13 · 310 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| PFE | PFIZER INC | Jun 3, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| — | BERY - Berry Global Group, Inc. (Exchanged) Amcor plc Ordinary Shares (Received) | Apr 30, 2025 | exchange | $100.0K – $250.0K | Filing ↗ |
| LLY | ELI LILLY & Co | Feb 10, 2025 | sale | $50.0K – $100.0K | Filing ↗ |
| IRBT | iRobot Corporation | Feb 6, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| SOLV | Solventum Corp | Feb 6, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| LLY | ELI LILLY & Co | Jan 22, 2025 | purchase | $50.0K – $100.0K | Filing ↗ |
| UPS | UNITED PARCEL SERVICE INC | Mar 27, 2024 | sale | $100.0K – $250.0K | Filing ↗ |
| PYPL | PayPal Holdings, Inc. | Nov 11, 2022 | sale | $100.0K – $250.0K | Filing ↗ |
| COUP | Coupa Software Incorporated | Nov 11, 2022 | sale | $15.0K – $50.0K | Filing ↗ |
| IRBT | iRobot Corporation | Nov 11, 2022 | sale | $15.0K – $50.0K | Filing ↗ |
| WDAY | Workday, Inc. | Nov 11, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| FDX | FEDEX CORP | Nov 11, 2022 | sale | $50.0K – $100.0K | Filing ↗ |
| JTKWY | TACS JUST EAT TAKEAWY SP/ADR | Nov 11, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| MTCH | Match Group, Inc. | Nov 11, 2022 | sale | $15.0K – $50.0K | Filing ↗ |
| BALL | BALL Corp | Nov 11, 2022 | sale | $15.0K – $50.0K | Filing ↗ |
| MMM | 3M CO | Nov 11, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| DIS | Walt Disney Co | Nov 11, 2022 | sale | $50.0K – $100.0K | Filing ↗ |
| META | Meta Platforms, Inc. | Nov 11, 2022 | sale | $50.0K – $100.0K | Filing ↗ |
| STX | Seagate Technology Holdings plc | Nov 11, 2022 | sale | $15.0K – $50.0K | Filing ↗ |
| NFLX | NETFLIX INC | Nov 11, 2022 | sale | $50.0K – $100.0K | Filing ↗ |
| SQ | Square, Inc. | Nov 11, 2022 | sale | $15.0K – $50.0K | Filing ↗ |
| AAPL | Apple Inc. | Feb 24, 2022 | purchase | $50.0K – $100.0K | Filing ↗ |
| AAPL | Apple Inc. | Feb 24, 2022 | sale | $50.0K – $100.0K | Filing ↗ |
| — | New York NY City Transitional Fin Rate/Coupon: 5.0% Matures: 02/01/2022 | May 7, 2021 | sale | $15.0K – $50.0K | Filing ↗ |
| KLAC | KLA CORP | Apr 16, 2021 | sale | $50.0K – $100.0K | 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