Transactions
170
Total transactions associated with this filer
Disclosed purchases
55
$153.1K – $1.1M
Average modeled return
+107.4%
54 of 55 purchases modeled
Average vs. S&P 500
+42.4%
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
54 of 55 disclosed purchases have modeled returns for this period. 1 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 | Jan 12, 2023 | Nov 6, 2026 | +1034.2% | +94.2% | +940.0% |
| NVDA | NVIDIA CORP | Feb 1, 2023 | Nov 6, 2026 | +794.2% | +87.7% | +706.5% |
| CRWD | CrowdStrike Holdings, Inc. | May 23, 2023 | Nov 6, 2026 | +502.9% | +85.5% | +417.5% |
| LLY | ELI LILLY & Co | Jan 18, 2023 | Nov 6, 2026 | +295.8% | +96.9% | +198.9% |
| CRWD | CrowdStrike Holdings, Inc. | Dec 18, 2023 | Nov 6, 2026 | +233.9% | +60.9% | +173.1% |
| LLY | ELI LILLY & Co | May 11, 2023 | Nov 6, 2026 | +218.8% | +86.3% | +132.5% |
| PH | Parker-Hannifin Corp | Jan 18, 2023 | Nov 6, 2026 | +211.1% | +96.9% | +114.2% |
| CRWD | CrowdStrike Holdings, Inc. | Feb 26, 2025 | Nov 6, 2026 | +119.9% | +26.1% | +93.8% |
| URI | UNITED RENTALS, INC. | Jan 12, 2023 | Nov 6, 2026 | +179.9% | +94.2% | +85.7% |
| CRWD | CrowdStrike Holdings, Inc. | Feb 18, 2025 | Nov 6, 2026 | +90.5% | +22.6% | +67.9% |
| ANET | Arista Networks, Inc. | Aug 21, 2024 | Nov 6, 2026 | +92.0% | +34.6% | +57.4% |
| ANET | Arista Networks, Inc. | Aug 14, 2024 | Nov 6, 2026 | +96.0% | +38.8% | +57.2% |
| PH | Parker-Hannifin Corp | Jun 3, 2024 | Nov 6, 2026 | +82.7% | +43.4% | +39.2% |
| URI | UNITED RENTALS, INC. | Jan 4, 2024 | Nov 6, 2026 | +97.0% | +62.5% | +34.5% |
| COST | COSTCO WHOLESALE CORP /NEW | Jan 12, 2023 | Nov 6, 2026 | +128.5% | +94.2% | +34.3% |
| GOOGL | Alphabet Inc. | Oct 12, 2023 | Nov 6, 2026 | +106.9% | +75.8% | +31.1% |
| PH | Parker-Hannifin Corp | May 2, 2024 | Nov 6, 2026 | +77.1% | +49.9% | +27.2% |
| ULTA | Ulta Beauty, Inc. | May 29, 2024 | Nov 6, 2026 | +70.4% | +43.9% | +26.6% |
| URI | UNITED RENTALS, INC. | Jun 3, 2024 | Nov 6, 2026 | +68.8% | +43.4% | +25.4% |
| ADI | ANALOG DEVICES INC | Apr 24, 2023 | Nov 6, 2026 | +105.7% | +86.1% | +19.6% |
| UBER | Uber Technologies, Inc | Mar 9, 2023 | Nov 6, 2026 | +112.2% | +96.9% | +15.3% |
| AAPL | Apple Inc. | Jun 6, 2023 | Nov 6, 2026 | +93.9% | +79.4% | +14.5% |
| COR | Cencora, Inc. | May 29, 2024 | Nov 6, 2026 | +55.0% | +43.9% | +11.2% |
| LNG | Cheniere Energy, Inc. | Sep 19, 2023 | Nov 6, 2026 | +77.1% | +72.2% | +4.9% |
| AMZN | AMAZON COM INC | Jun 3, 2024 | Nov 6, 2026 | +45.4% | +43.4% | +2.0% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 7 · 170 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| KR | KROGER CO | May 9, 2025 | sale | $250.0K – $500.0K | Filing ↗ |
| AMP | AMERIPRISE FINANCIAL INC | Mar 27, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| SPG | SIMON PROPERTY GROUP INC. | Mar 27, 2025 | sale | $15.0K – $50.0K | Filing ↗ |
| AMZN | AMAZON COM INC | Mar 27, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| PM | Philip Morris International Inc. | Mar 27, 2025 | sale | $15.0K – $50.0K | Filing ↗ |
| PG | PROCTER & GAMBLE Co | Mar 27, 2025 | sale | $15.0K – $50.0K | Filing ↗ |
| ZTS | Zoetis Inc. | Mar 27, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| ACN | Accenture plc | Mar 27, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| GOOGL | Alphabet Inc. | Mar 27, 2025 | sale | $15.0K – $50.0K | Filing ↗ |
| PH | Parker-Hannifin Corp | Mar 27, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| CRM | Salesforce, Inc. | Mar 27, 2025 | sale | $15.0K – $50.0K | Filing ↗ |
| V | VISA INC. | Mar 27, 2025 | sale | $15.0K – $50.0K | Filing ↗ |
| UBER | Uber Technologies, Inc | Mar 27, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| URI | UNITED RENTALS, INC. | Mar 27, 2025 | sale | $15.0K – $50.0K | Filing ↗ |
| AMP | AMERIPRISE FINANCIAL INC | Mar 27, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| PH | Parker-Hannifin Corp | Mar 27, 2025 | sale | $15.0K – $50.0K | Filing ↗ |
| DHR | DANAHER CORP /DE/ | Mar 27, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| DIS | Walt Disney Co | Mar 27, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| DG | DOLLAR GENERAL CORP | Mar 27, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| FITB | FIFTH THIRD BANCORP | Mar 27, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| EQIX | EQUINIX INC | Mar 27, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| ORLY | O REILLY AUTOMOTIVE INC | Mar 27, 2025 | sale | $15.0K – $50.0K | Filing ↗ |
| TMO | THERMO FISHER SCIENTIFIC INC. | Mar 27, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| NVDA | NVIDIA CORP | Mar 27, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | Apple Inc. | Mar 27, 2025 | sale | $15.0K – $50.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10074384 | 111 | 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