Transactions
201
Total transactions associated with this filer
Disclosed purchases
112
$1.5M – $4.6M
Average modeled return
+31.1%
107 of 112 purchases modeled
Average vs. S&P 500
-7.2%
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
107 of 112 disclosed purchases have modeled returns for this period. 5 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 14, 2023 | Nov 6, 2026 | +599.7% | +86.2% | +513.5% |
| PH | Parker-Hannifin Corp | Jan 9, 2023 | Nov 6, 2026 | +209.4% | +98.8% | +110.6% |
| CAH | CARDINAL HEALTH INC | Jan 12, 2024 | Nov 6, 2026 | +166.8% | +59.3% | +107.5% |
| EME | EMCOR Group, Inc. | Aug 29, 2023 | Nov 6, 2026 | +172.9% | +70.3% | +102.5% |
| LRCX | LAM RESEARCH CORP | Jan 19, 2024 | Nov 6, 2026 | +148.0% | +57.4% | +90.6% |
| LRCX | LAM RESEARCH CORP | Aug 13, 2025 | Nov 6, 2026 | +89.0% | +15.6% | +73.5% |
| MAR | MARRIOTT INTERNATIONAL INC /MD/ | Jun 6, 2023 | Nov 6, 2026 | +137.4% | +79.4% | +58.0% |
| GOOGL | Alphabet Inc. | Jun 7, 2023 | Nov 6, 2026 | +134.7% | +80.0% | +54.6% |
| PANW | Palo Alto Networks Inc | Dec 1, 2023 | Nov 6, 2026 | +111.9% | +66.1% | +45.9% |
| PANW | Palo Alto Networks Inc | Mar 3, 2025 | Nov 6, 2026 | +70.9% | +28.4% | +42.4% |
| MAR | MARRIOTT INTERNATIONAL INC /MD/ | Oct 11, 2023 | Nov 6, 2026 | +116.0% | +74.7% | +41.3% |
| MCK | MCKESSON CORP | Mar 3, 2025 | Nov 6, 2026 | +65.6% | +28.4% | +37.2% |
| VSAT | VIASAT INC | Jan 22, 2026 | Nov 6, 2026 | +44.6% | +7.6% | +37.0% |
| MCK | MCKESSON CORP | Mar 4, 2025 | Nov 6, 2026 | +65.8% | +30.0% | +35.8% |
| THC | TENET HEALTHCARE CORP | Sep 3, 2025 | Nov 6, 2026 | +51.6% | +15.8% | +35.8% |
| THC | TENET HEALTHCARE CORP | Dec 10, 2025 | Nov 6, 2026 | +43.5% | +8.1% | +35.4% |
| STT | STATE STREET CORP | Nov 11, 2025 | Nov 6, 2026 | +41.9% | +8.8% | +33.1% |
| JPM | JPMORGAN CHASE & CO | Apr 24, 2024 | Nov 6, 2026 | +82.4% | +49.8% | +32.6% |
| MCK | MCKESSON CORP | Mar 24, 2025 | Nov 6, 2026 | +61.5% | +30.2% | +31.3% |
| LLY | ELI LILLY & Co | Apr 23, 2025 | Nov 6, 2026 | +65.0% | +39.6% | +25.4% |
| GS | GOLDMAN SACHS GROUP INC | Mar 24, 2025 | Nov 6, 2026 | +53.8% | +30.2% | +23.6% |
| AMAT | APPLIED MATERIALS INC /DE | Mar 13, 2024 | Nov 6, 2026 | +69.2% | +47.2% | +22.0% |
| LLY | ELI LILLY & Co | Apr 21, 2025 | Nov 6, 2026 | +67.3% | +45.5% | +21.8% |
| EL | ESTEE LAUDER COMPANIES INC | Sep 28, 2026 | Nov 6, 2026 | +15.2% | -4.0% | +19.1% |
| GS | GOLDMAN SACHS GROUP INC | Mar 3, 2025 | Nov 6, 2026 | +47.4% | +28.4% | +18.9% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 9 · 201 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| VSAT | VIASAT INC | Sep 28, 2026 | sale | $50.0K – $100.0K | Filing ↗ |
| WMT | Walmart Inc. | Sep 28, 2026 | sale | $50.0K – $100.0K | Filing ↗ |
| DDOG | Datadog, Inc. | Sep 28, 2026 | purchase | $50.0K – $100.0K | Filing ↗ |
| EL | ESTEE LAUDER COMPANIES INC | Sep 28, 2026 | purchase | $50.0K – $100.0K | Filing ↗ |
| GH | Guardant Health, Inc. | Sep 28, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| TYG | TORTOISE ENERGY INFRASTRUCTURE CORP | Sep 4, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| VSAT | VIASAT INC | Aug 28, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| MCK | MCKESSON CORP | Jun 15, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| SPHR | Sphere Entertainment Co. | Jun 15, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| HLT | Hilton Worldwide Holdings Inc. | Jun 15, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| MSFT | MICROSOFT CORP | May 12, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| V | VISA INC. | Apr 24, 2026 | sale | $50.0K – $100.0K | Filing ↗ |
| ORLY | O REILLY AUTOMOTIVE INC | Apr 24, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| THC | TENET HEALTHCARE CORP | Apr 20, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| SPG | SIMON PROPERTY GROUP INC. | Apr 20, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| THC | TENET HEALTHCARE CORP | Apr 15, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| BP | BP PLC | Mar 20, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| BP | BP PLC | Mar 19, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| ORLY | O REILLY AUTOMOTIVE INC | Mar 19, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| AMZN | AMAZON COM INC | Mar 9, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| IBM | INTERNATIONAL BUSINESS MACHINES CORP | Feb 17, 2026 | sale | $50.0K – $100.0K | Filing ↗ |
| BK | Bank of New York Mellon Corp | Feb 17, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| BK | Bank of New York Mellon Corp | Feb 17, 2026 | purchase | $50.0K – $100.0K | Filing ↗ |
| IBM | INTERNATIONAL BUSINESS MACHINES CORP | Feb 17, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| AMZN | AMAZON COM INC | Feb 11, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10073351 | 69 | 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