Transactions
19
Total transactions associated with this filer
Disclosed purchases
2
$2.0K – $30.0K
Average modeled return
+144.9%
2 of 2 purchases modeled
Average vs. S&P 500
-29.3%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
2 most recent modeled purchases. The summary and table include all modeled purchases.
MARKET ANALYSIS
Modeled purchase performance · Since purchase
2 of 2 disclosed purchases have modeled returns for this period.
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 19 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | Nov 20, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| SFTBY | SoftBank Group Corp. | Nov 20, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| PG | PROCTER & GAMBLE Co | Nov 20, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| PRU | PRUDENTIAL FINANCIAL INC | Nov 20, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| ABBV | AbbVie Inc. | Nov 20, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | MICROSOFT CORP | Nov 20, 2020 | sale | $15.0K – $50.0K | Filing ↗ |
| PSX | Phillips 66 | Nov 20, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| MET | METLIFE INC | Nov 20, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| INTC | INTEL CORP | Nov 20, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| FISI | FINANCIAL INSTITUTIONS INC | Nov 20, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| BIP | Brookfield Infrastructure Partners L.P. | Nov 20, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| UNH | UNITEDHEALTH GROUP INC | Nov 20, 2020 | sale | $15.0K – $50.0K | Filing ↗ |
| GOOGL | Alphabet Inc. | Nov 20, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| AMZN | AMAZON COM INC | Nov 20, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| URI | UNITED RENTALS, INC. | Nov 20, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| AGN | Allergan plc | May 11, 2020 | exchange | $1.0K – $15.0K | Filing ↗ |
| AMZN | AMAZON COM INC | Sep 5, 2019 | purchase | $1.0K – $15.0K | Filing ↗ |
| SFTBY | SoftBank Group Corp. | Sep 5, 2019 | purchase | $1.0K – $15.0K | Filing ↗ |
| DMRC | Digimarc Corporation (DMRC) | May 3, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10078020 | 20 | 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