Transactions
172
Total transactions associated with this filer
Disclosed purchases
79
$5.8M – $15.7M
Average modeled return
+70.8%
20 of 79 purchases modeled
Average vs. S&P 500
-72.5%
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
20 of 79 disclosed purchases have modeled returns for this period. 59 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| FHN | FIRST HORIZON CORP | May 26, 2023 | Nov 6, 2026 | +139.9% | +82.8% | +57.1% |
| AZO | AUTOZONE INC | Aug 25, 2015 | Nov 6, 2026 | +367.5% | +372.1% | -4.6% |
| FDX | FEDEX CORP | Jun 29, 2023 | Nov 6, 2026 | +63.3% | +74.6% | -11.4% |
| SFGYY | Sony Financial Group Inc./ADR | Dec 26, 2025 | Nov 6, 2026 | -13.7% | +7.3% | -21.1% |
| SCHD | Schwab US Dividend Equity ETF | Jul 29, 2022 | Nov 6, 2026 | +65.4% | +88.7% | -23.4% |
| FDRR | Fidelity Dividend ETF for Rising Rates | Aug 29, 2018 | Nov 6, 2026 | +156.2% | +185.6% | -29.4% |
| DURA | Stephens SEP IRA VanEck Morningstar Durable Dividend ETF | Aug 3, 2022 | Nov 6, 2026 | +48.6% | +87.6% | -39.1% |
| GOLD | Gold.com, Inc. | Aug 3, 2022 | Nov 6, 2026 | +40.4% | +87.6% | -47.3% |
| FPEI | First Trust Institut ional PreferredSecurities and Income E TF | Nov 18, 2021 | Nov 6, 2026 | +19.7% | +67.4% | -47.7% |
| VRP | g fedcF ILINg S TATUS : New S UbHOLDINg O F : Stephens Advantage Account Invesco Variable Rat e PreferredETF | Feb 11, 2022 | Nov 6, 2026 | +26.7% | +77.9% | -51.2% |
| VRAI | Stephens Advantage Account Virtus Real Asset Income ETF | Aug 3, 2022 | Nov 6, 2026 | +34.6% | +87.6% | -53.0% |
| FPE | First Trust Preferred Securities and Income ETF ETF | Feb 9, 2022 | Nov 6, 2026 | +15.3% | +71.2% | -56.0% |
| PFFV | g fedcF ILINg S TATUS : New S UbHOLDINg O F : Stephens Advantage Account global X Variable Rate Preferred ETF | Feb 11, 2022 | Nov 6, 2026 | +13.5% | +77.9% | -64.4% |
| FHN | FIRST HORIZON CORP | Jul 27, 2022 | Nov 6, 2026 | +18.7% | +93.9% | -75.2% |
| OZKAP | Bank OZK | Aug 18, 2022 | Nov 6, 2026 | -0.5% | +81.7% | -82.2% |
| OZKAP | Bank OZK | Aug 3, 2022 | Nov 6, 2026 | -6.1% | +87.6% | -93.8% |
| RA | Brookfield Real Assets Income Fund Inc. | Aug 9, 2018 | Nov 6, 2026 | +35.7% | +192.0% | -156.4% |
| MAA | MID AMERICA APARTMENT COMMUNITIES INC. | Aug 16, 2016 | Nov 6, 2026 | +83.5% | +297.0% | -213.5% |
| TM | TOYOTA MOTOR CORP/ | Aug 25, 2015 | Nov 6, 2026 | +153.3% | +372.1% | -218.8% |
| TM | TOYOTA MOTOR CORP/ | Aug 25, 2015 | Nov 6, 2026 | +153.3% | +372.1% | -218.8% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 7 · 172 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | US Treas Bills Int Rate 0.000% MAT 8/5/2027 | Aug 21, 2026 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | US Treas Bills Int Rate 0.000% MAT 2/18/2027 | Aug 21, 2026 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | U.S. Tres Bill Int. Rate 0.00% Mat 8/5/2027 | Aug 6, 2026 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | JPMorgan Chase BK N A INSTL CTF DEP ACT/365 4.200% MAT 8/11/2027 | Aug 5, 2026 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | US Treas Bills MAT 11/19/26 | May 27, 2026 | purchase | $500.0K – $1.0M | Filing ↗ |
| — | US Treas Bill Mat 10/29/2026 DTD 10/30/2025 [GS] | May 4, 2026 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | METROPOLITAN GOVT NA DAVIDSON CNTY TENN HEALTH & ED L FACS BRD 3.750% 03/15/28 B | Mar 16, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| — | US Treasury Bills, due 8/20/2026 | Feb 23, 2026 | purchase | $500.0K – $1.0M | Filing ↗ |
| — | United States Treasury Bill Mat 5/21/26 | Feb 20, 2026 | purchase | $250.0K – $500.0K | Filing ↗ |
| FLR | FLUOR CORP | Dec 29, 2025 | sale | $15.0K – $50.0K | Filing ↗ |
| NOC | NORTHROP GRUMMAN CORP /DE/ | Dec 29, 2025 | sale | $15.0K – $50.0K | Filing ↗ |
| SFGYY | Sony Financial Group Inc./ADR | Dec 26, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| GS | GOLDMAN SACHS GROUP INC | Dec 17, 2025 | sale | $15.0K – $50.0K | Filing ↗ |
| OZKAP | Bank OZK | Dec 17, 2025 | sale | $15.0K – $50.0K | Filing ↗ |
| RFI | COHEN & STEERS TOTAL RETURN REALTY FUND INC | Dec 17, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| GS | GOLDMAN SACHS GROUP INC | Dec 17, 2025 | sale | $15.0K – $50.0K | Filing ↗ |
| MS | MORGAN STANLEY | Dec 17, 2025 | sale | $50.0K – $100.0K | Filing ↗ |
| — | US Treas Bill Mat 5/14/2026 [GS] | Nov 18, 2025 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | US Treas Bill Maturity 2/19/2026 | Aug 21, 2025 | purchase | $1.0M – $5.0M | Filing ↗ |
| — | United States Treas Bills Maturity 11/13/2025 | May 19, 2025 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | United States Treas Bills Maturity 8/21/2025 | Feb 24, 2025 | purchase | $500.0K – $1.0M | Filing ↗ |
| EBS | Emergent BioSolutions Inc. | Dec 11, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| HST | HOST HOTELS & RESORTS, INC. | Dec 11, 2024 | sale | $15.0K – $50.0K | Filing ↗ |
| — | Eastside Utility District (Hamilton County, TN) | Feb 3, 2024 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | Bradley County Tennessee Govt Bonds | Feb 3, 2024 | purchase | $15.0K – $50.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10074620 | 110 | 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