Tom Price portrait
House

Tom Price

—

Transactions
283
Total transactions associated with this filer
Disclosed purchases
162
$947.2K – $4.0M
Average modeled return
+247.0%
83 of 162 purchases modeled
Average vs. S&P 500
-89.8%
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

83 of 162 disclosed purchases have modeled returns for this period. 79 purchases have missing or excluded market data; no returns are invented for them.

Ticker↑↓Asset↑↓Entry↑↓Latest↑↓Modeled return↑↓S&P 500↑↓Relative↑↓
SBUX
STARBUCKS CORP
Oct 21, 2014Nov 6, 2026+261.4%+362.4%-101.0%
RSP
Invesco S&P 500 Equal We ightETF
Oct 21, 2014Nov 6, 2026+252.2%+362.4%-110.2%
COF
CAPITAL ONE FINANCIAL CORP
Mar 17, 2016Nov 6, 2026+249.8%+327.3%-77.4%
HPQ
HP INC
Mar 17, 2016Nov 6, 2026+247.2%+327.3%-80.1%
RSP
Invesco S&P 500 Equal We ightETF
Jan 29, 2015Nov 6, 2026+234.8%+341.8%-107.0%
SYF
Synchrony Financial
Mar 17, 2016Nov 6, 2026+233.0%+327.3%-94.3%
NOC
NORTHROP GRUMMAN CORP /DE/
Mar 17, 2016Nov 6, 2026+225.7%+327.3%-101.6%
HON
HONEYWELL INTERNATIONAL INC
Oct 21, 2014Nov 6, 2026+221.7%+362.4%-140.6%
QCOM
QUALCOMM INC/DE
Oct 21, 2014Nov 6, 2026+208.0%+362.4%-154.4%
CVX
CHEVRON CORP
Oct 21, 2014Nov 6, 2026+207.3%+362.4%-155.0%
ABT
ABBOTT LABORATORIES
Jan 29, 2015Nov 6, 2026+205.3%+341.8%-136.5%
USMV
g fedcF ILINg S TATUS : New S UBHOLDINg O F : Inherited Brokerage Account SP iShares MSCI USA Min Vol Factor ETF
Jun 16, 2015Nov 6, 2026+204.6%+322.6%-118.0%
SBUX
STARBUCKS CORP
Jan 29, 2015Nov 6, 2026+200.5%+341.8%-141.3%
DEM
Wisdomtree TR Emerging Mkts ISIN #US97717W2816
Dec 14, 2015Nov 6, 2026+191.9%+333.5%-141.6%
HON
HONEYWELL INTERNATIONAL INC
Jan 23, 2015Nov 6, 2026+190.1%+335.4%-145.3%
ENS
Enersys
Oct 21, 2014Nov 6, 2026+189.6%+362.4%-172.7%
OKE
ONEOK INC /NEW/
Oct 21, 2014Nov 6, 2026+189.5%+362.4%-172.8%
IWP
iShares Russell Mid-Cap Growth ETF
Dec 7, 2015Nov 6, 2026+182.8%+322.1%-139.3%
WMB
WILLIAMS COMPANIES, INC.
Jan 29, 2015Nov 6, 2026+180.0%+341.8%-161.8%
AMT
AMERICAN TOWER CORP /MA/
Oct 21, 2014Nov 6, 2026+166.2%+362.4%-196.2%
IWN
iShares Russell 2000 Value ETF
Jul 30, 2015Nov 6, 2026+164.8%+319.4%-154.6%
IT
GARTNER INC
Oct 21, 2014Nov 6, 2026+150.1%+362.4%-212.2%
IWO
IShares Russell 200 Growth ETF
Jul 30, 2015Nov 6, 2026+141.9%+319.4%-177.5%
PJP
Powershares Dynamic Pharm
Oct 21, 2014Nov 6, 2026+135.6%+362.4%-226.8%
GILD
GILEAD SCIENCES, INC.
Jan 29, 2015Nov 6, 2026+134.7%+341.8%-207.1%
DISCLOSED ACTIVITY

Recent transaction history

Showing up to 25 records per page · Page 6 of 12 · 283 total transactions

Ticker↑↓Asset↑↓Date↑↓Type↑↓Disclosed amount↑↓Source
—
Credit Suisse Commod Return Strategy A
Dec 15, 2015purchase$1.0K – $15.0KFiling ↗
—
Wells Fargo Absolute Return Admin CL
Dec 15, 2015sale$1.0K – $15.0KFiling ↗
—
Wells Fargo Absolute Return Admin CL
Dec 15, 2015sale$1.0K – $15.0KFiling ↗
EFA
iShares MSCI EAFE ETF
Dec 14, 2015sale$15.0K – $50.0KFiling ↗
—
JPMorgan Research Mkt Neutral Class A
Dec 14, 2015purchase$1.0K – $15.0KFiling ↗
—
First Eagle Overseas Class A
Dec 14, 2015purchase$1.0K – $15.0KFiling ↗
VNQ
F IlINg s TaTus : New Vanguard REIT ETF
Dec 14, 2015sale$15.0K – $50.0KFiling ↗
—
Parametric Absolute Rtrn Inv CL
Dec 14, 2015sale$15.0K – $50.0KFiling ↗
DEM
Wisdomtree TR Emerging Mkts ISIN #US97717W2816
Dec 14, 2015purchase$1.0K – $15.0KFiling ↗
—
Westcore Plus Bond Fund
Dec 14, 2015sale$1.0K – $15.0KFiling ↗
—
Guggenheim Enhanced Short Duration
Dec 10, 2015purchase$1.0K – $15.0KFiling ↗
FXE
Currency Shares Euro Trust Fd
Dec 10, 2015sale$1.0K – $15.0KFiling ↗
SJNK
Spdr Barclays Short Term High Yield Bond
Dec 10, 2015purchase$1.0K – $15.0KFiling ↗
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
Dec 10, 2015sale$1.0K – $15.0KFiling ↗
IWP
iShares Russell Mid-Cap Growth ETF
Dec 7, 2015purchase$15.0K – $50.0KFiling ↗
—
Westcore Small Cap Value Dividend Fund
Dec 4, 2015sale$50.0K – $100.0KFiling ↗
—
RS Select Growth CL A
Dec 4, 2015sale$15.0K – $50.0KFiling ↗
HOT
Starwood Hotels & Resorts Worldwide Inc.
Nov 20, 2015sale$1.0K – $15.0KFiling ↗
—
Pimco Low Duration Administrative SHS
Jul 30, 2015purchase$1.0K – $15.0KFiling ↗
VNQ
F IlINg s TaTus : New Vanguard REIT ETF
Jul 30, 2015purchase$15.0K – $50.0KFiling ↗
VNQ
F IlINg s TaTus : New Vanguard REIT ETF
Jul 30, 2015purchase$50.0K – $100.0KFiling ↗
—
Reit Viper SHS - Vanguard Intl Equity Index FDS Global Exch
Jul 30, 2015sale$15.0K – $50.0KFiling ↗
IWO
IShares Russell 200 Growth ETF
Jul 30, 2015purchase$1.0K – $15.0KFiling ↗
—
Westcore Small Cap Value Dividend Fund
Jul 30, 2015purchase$1.0K – $15.0KFiling ↗
IWN
iShares Russell 2000 Value ETF
Jul 30, 2015purchase$1.0K – $15.0KFiling ↗
ANNUAL REPORTING

Annual financial disclosures

YearDocumentAssets parsedStatusSource
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