Transactions
799
Total transactions associated with this filer
Disclosed purchases
420
$1.1M+
Average modeled return
+126.8%
338 of 420 purchases modeled
Average vs. S&P 500
-29.4%
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
338 of 420 disclosed purchases have modeled returns for this period. 82 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 | May 29, 2019 | Nov 6, 2026 | +5271.3% | +194.8% | +5076.5% |
| NVDA | NVIDIA CORP | Nov 19, 2018 | Nov 6, 2026 | +5120.0% | +208.0% | +4912.1% |
| AAPL | Apple Inc. | Jan 29, 2016 | Nov 6, 2026 | +1464.2% | +351.3% | +1112.9% |
| VEEV | VEEVA SYSTEMS INC | Apr 8, 2015 | Nov 6, 2026 | +1044.4% | +327.2% | +717.3% |
| GOOG | Alphabet Inc. | Dec 19, 2014 | Nov 6, 2026 | +1013.2% | +332.1% | +681.1% |
| JBL | JABIL INC | Dec 20, 2017 | Nov 6, 2026 | +836.1% | +214.4% | +621.7% |
| PI | IMPINJ INC | Sep 26, 2018 | Nov 6, 2026 | +592.1% | +185.9% | +406.2% |
| IYW | Ishares US Technology ETF | Apr 26, 2017 | Nov 6, 2026 | +596.8% | +257.5% | +339.4% |
| TWLO | TWILIO INC | Apr 18, 2017 | Nov 6, 2026 | +555.9% | +264.4% | +291.5% |
| FAST | FASTENAL CO | Mar 19, 2015 | Nov 6, 2026 | +575.7% | +326.0% | +249.8% |
| GS | GOLDMAN SACHS GROUP INC | Nov 14, 2018 | Nov 6, 2026 | +412.7% | +206.7% | +206.0% |
| AXP | AMERICAN EXPRESS CO | Mar 31, 2016 | Nov 6, 2026 | +507.7% | +323.2% | +184.5% |
| CAH | CARDINAL HEALTH INC | Aug 29, 2017 | Nov 6, 2026 | +429.4% | +246.4% | +183.0% |
| V | VISA INC. | Aug 8, 2016 | Nov 6, 2026 | +468.3% | +296.9% | +171.4% |
| XLK | Select Sector SPDR Tr Technology | Apr 18, 2019 | Nov 6, 2026 | +351.8% | +182.9% | +169.0% |
| ZS | Zscaler, Inc. | Sep 12, 2019 | Nov 6, 2026 | +298.6% | +171.0% | +127.6% |
| PRGTX | T Rowe Price Global Technology | Apr 8, 2015 | Nov 6, 2026 | +450.5% | +327.2% | +123.4% |
| GRMN | GARMIN LTD | Apr 10, 2023 | Nov 6, 2026 | +210.1% | +87.5% | +122.7% |
| DXJ | WISDOMTREE TR JAPAN HEDGED E (DXJ) | Apr 25, 2022 | Nov 6, 2026 | +203.3% | +82.3% | +121.0% |
| SNOW | Snowflake Inc. | Jul 9, 2024 | Nov 6, 2026 | +100.7% | +35.8% | +64.9% |
| MMM | 3M CO | Apr 10, 2023 | Nov 6, 2026 | +141.1% | +87.5% | +53.6% |
| IVW | iShares S&P 500 Growth ETF | Jan 25, 2018 | Nov 6, 2026 | +241.6% | +196.4% | +45.2% |
| GLDM | World Gold Trust | Jan 26, 2024 | Nov 6, 2026 | +100.8% | +55.8% | +45.0% |
| IAU | ISHARES GOLD TRUST | Apr 22, 2021 | Nov 6, 2026 | +124.6% | +91.9% | +32.7% |
| UNH | UNITEDHEALTH GROUP INC | Feb 20, 2026 | Nov 6, 2026 | +38.6% | +7.5% | +31.1% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 32 · 799 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| TLH | iShares 10-20 Year Treasury Bond ETF | Jul 28, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| IEUR | Ishares Tr Ishares Core MSCI Europe IEUR | Jul 28, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| VPL | Vanguard Intl Equity Pacific ETF VPL | Jul 28, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| REGL | Proshares Tr S&P Mid Cap 400 REGL | Jul 28, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| GDX | VanEck Vectors Gold Miners ETF | Jul 28, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| XSHQ | Invesco ETF TR II S&P Small Cap XSHQ | Jul 28, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| SPYG | SPDR Portfolio S&P 500 Growth ETF | Jul 28, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| XAR | Spdr Ser Tr Aerospace & Defense XAR | Jul 28, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| SPTI | Spdr Ser Tr Inter Tern Treas ETF SPTI | Jul 28, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| GLDM | World Gold Trust | Jul 28, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| SHLD | GlobalXFds GlobalXDefense Tech ETF SHLD | Jul 28, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| ZTS | Zoetis Inc. | Jun 9, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| TSCO | TRACTOR SUPPLY CO /DE/ | Jun 9, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| SPDW | SPDR Index Shs Fds State Str Spdr - SPDW | Apr 28, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| SHLD | Global X Fds Global X Def Tech ETF - SHLD | Apr 28, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| VPL | Vanguard Intl Equity Index - VPL | Apr 28, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| XLE | Energy Select Sector SPDR Fund | Apr 28, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| SPYG | SPDR Portfolio S&P 500 Growth ETF | Apr 28, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| SPYV | SPDR Ser Tr State STR Spdr - SPYV | Apr 28, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| GLDM | World Gold Trust | Apr 28, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| IEI | iShares 3-7 Year Treasury Bond ETF | Apr 28, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| HYBB | Ishares Tr BB Rated Corp Bd ETF - HYBB | Apr 28, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| SDY | SPDR S&P Dividend ETF | Apr 28, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| SPMB | SPDR Ser Tr State Str Spdr - SPMB | Apr 28, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| ACN | Accenture plc | Feb 23, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 9116159 | 0 | UNPARSED | 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