Transactions
243
Total transactions associated with this filer
Disclosed purchases
113
$183.1K – $1.9M
Average modeled return
+177.7%
102 of 113 purchases modeled
Average vs. S&P 500
+26.3%
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
102 of 113 disclosed purchases have modeled returns for this period. 11 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| AAPL | Apple Inc. | Dec 19, 2018 | Nov 6, 2026 | +797.6% | +229.9% | +567.8% |
| AAPL | Apple Inc. | Dec 19, 2018 | Nov 6, 2026 | +797.6% | +229.9% | +567.8% |
| AAPL | Apple Inc. | Dec 6, 2018 | Nov 6, 2026 | +726.6% | +207.1% | +519.4% |
| AAPL | Apple Inc. | Dec 6, 2018 | Nov 6, 2026 | +726.6% | +207.1% | +519.4% |
| MPC | Marathon Petroleum Corp | Sep 25, 2019 | Nov 6, 2026 | +662.1% | +173.0% | +489.0% |
| MPC | Marathon Petroleum Corp | Sep 25, 2019 | Nov 6, 2026 | +662.1% | +173.0% | +489.0% |
| GS | GOLDMAN SACHS GROUP INC | Dec 6, 2018 | Nov 6, 2026 | +461.7% | +207.1% | +254.5% |
| GS | GOLDMAN SACHS GROUP INC | Dec 6, 2018 | Nov 6, 2026 | +461.7% | +207.1% | +254.5% |
| COST | COSTCO WHOLESALE CORP /NEW | Dec 19, 2018 | Nov 6, 2026 | +480.3% | +229.9% | +250.5% |
| COST | COSTCO WHOLESALE CORP /NEW | Dec 19, 2018 | Nov 6, 2026 | +480.3% | +229.9% | +250.5% |
| GOOG | Alphabet Inc. | Dec 6, 2018 | Nov 6, 2026 | +436.4% | +207.1% | +229.2% |
| GOOG | Alphabet Inc. | Dec 6, 2018 | Nov 6, 2026 | +436.4% | +207.1% | +229.2% |
| XOM | ExxonMobil Holdings Corp | Mar 10, 2020 | Nov 6, 2026 | +407.7% | +180.4% | +227.3% |
| MSFT | MICROSOFT CORP | Dec 6, 2018 | Nov 6, 2026 | +422.7% | +207.1% | +215.5% |
| MSFT | MICROSOFT CORP | Dec 6, 2018 | Nov 6, 2026 | +422.7% | +207.1% | +215.5% |
| COST | COSTCO WHOLESALE CORP /NEW | Dec 6, 2018 | Nov 6, 2026 | +401.2% | +207.1% | +194.1% |
| COST | COSTCO WHOLESALE CORP /NEW | Dec 6, 2018 | Nov 6, 2026 | +401.2% | +207.1% | +194.1% |
| ABBV | AbbVie Inc. | Dec 6, 2018 | Nov 6, 2026 | +350.1% | +207.1% | +142.9% |
| ABBV | AbbVie Inc. | Dec 6, 2018 | Nov 6, 2026 | +350.1% | +207.1% | +142.9% |
| HAL | HALLIBURTON CO | Mar 10, 2020 | Nov 6, 2026 | +311.6% | +180.4% | +131.3% |
| JPM | JPMORGAN CHASE & CO | Dec 6, 2018 | Nov 6, 2026 | +294.4% | +207.1% | +87.2% |
| JPM | JPMORGAN CHASE & CO | Dec 6, 2018 | Nov 6, 2026 | +294.4% | +207.1% | +87.2% |
| CVX | CHEVRON CORP | Aug 21, 2020 | Nov 6, 2026 | +222.4% | +135.8% | +86.6% |
| CVX | CHEVRON CORP | Aug 21, 2020 | Nov 6, 2026 | +222.4% | +135.8% | +86.6% |
| GILD | GILEAD SCIENCES, INC. | Aug 21, 2020 | Nov 6, 2026 | +216.3% | +135.8% | +80.6% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 10 · 243 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| BRK-B | BERKSHIRE HATHAWAY INC | Jun 23, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| GOOG | Alphabet Inc. | Jun 23, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | May 27, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| GOOG | Alphabet Inc. | May 27, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | May 27, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | May 27, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | May 27, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| GOOG | Alphabet Inc. | Sep 23, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| GOOG | Alphabet Inc. | Sep 23, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | Sep 23, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| GOOG | Alphabet Inc. | May 8, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| GOOG | Alphabet Inc. | May 8, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| GOOG | Alphabet Inc. | May 8, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| GOOG | Alphabet Inc. | May 8, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | Dec 16, 2024 | purchase | $1.0K – $15.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | Jul 29, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | Jul 29, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | Jul 29, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | Jul 29, 2024 | sale | $15.0K – $50.0K | Filing ↗ |
| PFE | PFIZER INC | Dec 14, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| PII | Polaris Inc. | Dec 14, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| BNY-PK | Bank of New York Mellon Corp | Dec 14, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| KR | KROGER CO | Dec 14, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| META | Meta Platforms, Inc. | Dec 14, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | MICROSOFT CORP | Dec 14, 2023 | sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|
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