Transactions
157
Total transactions associated with this filer
Disclosed purchases
82
$82.1K – $1.2M
Average modeled return
+14.6%
63 of 82 purchases modeled
Average vs. S&P 500
-16.6%
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
63 of 82 disclosed purchases have modeled returns for this period. 19 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| MRVL | Marvell Technology, Inc. | Jun 6, 2025 | Nov 6, 2026 | +107.2% | +24.8% | +82.5% |
| MCK | MCKESSON CORP | Jan 7, 2025 | Nov 6, 2026 | +82.6% | +27.4% | +55.2% |
| MS | MORGAN STANLEY | Sep 26, 2024 | Nov 6, 2026 | +82.7% | +31.4% | +51.2% |
| JNJ | JOHNSON & JOHNSON | Sep 26, 2024 | Nov 6, 2026 | +80.7% | +31.4% | +49.2% |
| GOOGL | Alphabet Inc. | Sep 26, 2024 | Nov 6, 2026 | +76.2% | +31.4% | +44.8% |
| ASML | ASML HOLDING NV | Sep 26, 2024 | Nov 6, 2026 | +70.2% | +31.4% | +38.7% |
| ASML | ASML HOLDING NV | Sep 26, 2024 | Nov 6, 2026 | +70.2% | +31.4% | +38.7% |
| AVGO | Broadcom Inc. | Sep 26, 2024 | Nov 6, 2026 | +67.8% | +31.4% | +36.3% |
| JPM | JPMORGAN CHASE & CO | Sep 26, 2024 | Nov 6, 2026 | +67.0% | +31.4% | +35.5% |
| ABBV | AbbVie Inc. | Sep 26, 2024 | Nov 6, 2026 | +63.1% | +31.4% | +31.7% |
| PAGP | PLAINS GP HOLDINGS LP | Sep 26, 2024 | Nov 6, 2026 | +62.3% | +31.4% | +30.8% |
| WMB | WILLIAMS COMPANIES, INC. | Sep 26, 2024 | Nov 6, 2026 | +52.8% | +31.4% | +21.3% |
| NVDA | NVIDIA CORP | Sep 26, 2024 | Nov 6, 2026 | +50.9% | +31.4% | +19.4% |
| KMI | KINDER MORGAN, INC. | Sep 26, 2024 | Nov 6, 2026 | +50.1% | +31.4% | +18.7% |
| USB | US BANCORP DE | Sep 26, 2024 | Nov 6, 2026 | +44.0% | +31.4% | +12.5% |
| EQT | EQT Corp | Sep 26, 2024 | Nov 6, 2026 | +42.6% | +31.4% | +11.2% |
| KO | COCA COLA CO | Sep 26, 2024 | Nov 6, 2026 | +41.7% | +31.4% | +10.2% |
| TXN | TEXAS INSTRUMENTS INC | Sep 26, 2024 | Nov 6, 2026 | +40.1% | +31.4% | +8.6% |
| MRK | Merck & Co., Inc. | Sep 26, 2024 | Nov 6, 2026 | +38.5% | +31.4% | +7.1% |
| TRP | TC ENERGY CORP | Apr 9, 2025 | Nov 6, 2026 | +40.2% | +36.2% | +4.0% |
| BLK | BlackRock, Inc. | Sep 26, 2024 | Nov 6, 2026 | +30.0% | +31.4% | -1.4% |
| ENB | ENBRIDGE INC | Sep 26, 2024 | Nov 6, 2026 | +27.0% | +31.4% | -4.5% |
| MSFT | MICROSOFT CORP | Sep 26, 2024 | Nov 6, 2026 | +25.0% | +31.4% | -6.5% |
| UNP | UNION PACIFIC CORP | Sep 26, 2024 | Nov 6, 2026 | +24.7% | +31.4% | -6.7% |
| EQIX | EQUINIX INC | Sep 26, 2024 | Nov 6, 2026 | +20.2% | +31.4% | -11.2% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 7 · 157 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | US Treasury Note 91282CNE7 | Jul 11, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | MICROSOFT CORP | Jul 11, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| VICI | VICI PROPERTIES INC. | Jul 11, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| VZ | VERIZON COMMUNICATIONS INC | Jul 11, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| GOOGL | Alphabet Inc. | Jul 11, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| — | US Treasury Note 91282CNG2 | Jul 11, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| HD | HOME DEPOT, INC. | Jul 11, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| EQR | EQUITY RESIDENTIAL | Jul 11, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| WMT | Walmart Inc. | Jul 11, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| FCX | FREEPORT-MCMORAN INC | Jul 11, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| ABBV | AbbVie Inc. | Jul 11, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| WMB | WILLIAMS COMPANIES, INC. | Jul 11, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| MCK | MCKESSON CORP | Jul 11, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| WCN | Waste Connections, Inc. | Jul 11, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| — | US Treasury Note 91282CMP3 | Jul 11, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| MRK | Merck & Co., Inc. | Jul 11, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| MRVL | Marvell Technology, Inc. | Jul 11, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Jul 11, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| GS | GOLDMAN SACHS GROUP INC | Jul 11, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| HPE | Hewlett Packard Enterprise Co | Jul 11, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| KMI | KINDER MORGAN, INC. | Jul 11, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| JPM | JPMORGAN CHASE & CO | Jul 11, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| MKC | MCCORMICK & CO INC | Jul 11, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| ELS | EQUITY LIFESTYLE PROPERTIES INC | Jul 11, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| MET | METLIFE INC | Jul 11, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10078169 | 5 | 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