Transactions
314
Total transactions associated with this filer
Disclosed purchases
135
$672.1K+
Average modeled return
+190.5%
79 of 135 purchases modeled
Average vs. S&P 500
-75.5%
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
79 of 135 disclosed purchases have modeled returns for this period. 56 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| WSM | WILLIAMS SONOMA INC | Jun 21, 2016 | Nov 6, 2026 | +1139.0% | +315.2% | +823.8% |
| PANW | Palo Alto Networks Inc | Nov 29, 2018 | Nov 6, 2026 | +969.6% | +202.5% | +767.1% |
| PANW | Palo Alto Networks Inc | Oct 24, 2018 | Nov 6, 2026 | +913.7% | +212.4% | +701.4% |
| GOOG | Alphabet Inc. | Oct 15, 2014 | Nov 6, 2026 | +984.5% | +381.3% | +603.2% |
| COST | COSTCO WHOLESALE CORP /NEW | Aug 24, 2015 | Nov 6, 2026 | +848.2% | +366.5% | +481.7% |
| KAI | KADANT INC | Sep 11, 2014 | Nov 6, 2026 | +702.6% | +350.1% | +352.6% |
| GWW | W.W. GRAINGER, INC. | Dec 12, 2014 | Nov 6, 2026 | +604.6% | +346.7% | +258.0% |
| FSLR | FIRST SOLAR, INC. | May 3, 2017 | Nov 6, 2026 | +493.2% | +257.4% | +235.8% |
| HUBB | HUBBELL INC | Oct 30, 2018 | Nov 6, 2026 | +402.6% | +209.5% | +193.1% |
| AMP | AMERIPRISE FINANCIAL INC | Oct 24, 2018 | Nov 6, 2026 | +373.8% | +212.4% | +161.5% |
| FSLR | FIRST SOLAR, INC. | Dec 18, 2018 | Nov 6, 2026 | +365.3% | +224.9% | +140.4% |
| VAIAF | 2000052768 Vaisala Oy Ordinary Shares -A- | Jul 16, 2019 | Nov 6, 2026 | +304.5% | +172.3% | +132.2% |
| AMP | AMERIPRISE FINANCIAL INC | Jul 20, 2018 | Nov 6, 2026 | +319.0% | +197.7% | +121.3% |
| RBC | RBC Bearings INC | Jan 8, 2018 | Nov 6, 2026 | +303.3% | +206.5% | +96.8% |
| EWT | iShares Taiwan (EWT) call 9/16/16 at $15 | Sep 16, 2016 | Nov 6, 2026 | +396.0% | +303.5% | +92.5% |
| EWT | iShares Taiwan (EWT) call 10/21/16 at $15 | Oct 21, 2016 | Nov 6, 2026 | +373.6% | +302.4% | +71.3% |
| VAIAF | 2000052768 Vaisala Oy Ordinary Shares -A- | Jul 16, 2018 | Nov 6, 2026 | +213.9% | +198.0% | +15.9% |
| NVS | NOVARTIS AG | Jan 24, 2017 | Nov 6, 2026 | +273.4% | +276.1% | -2.7% |
| STT | STATE STREET CORP | Nov 15, 2018 | Nov 6, 2026 | +195.5% | +203.6% | -8.1% |
| A | AGILENT TECHNOLOGIES, INC. | May 23, 2019 | Nov 6, 2026 | +172.6% | +190.8% | -18.2% |
| FTDR | Frontdoor, Inc. | Feb 19, 2020 | Nov 6, 2026 | +113.1% | +139.0% | -26.0% |
| FSLR | FIRST SOLAR, INC. | May 4, 2016 | Nov 6, 2026 | +288.5% | +324.3% | -35.8% |
| ORCL | ORACLE CORP | Jun 12, 2017 | Nov 6, 2026 | +198.0% | +250.2% | -52.2% |
| ABT | ABBOTT LABORATORIES | May 19, 2016 | Nov 6, 2026 | +260.7% | +326.0% | -65.2% |
| STT | STATE STREET CORP | Jul 19, 2018 | Nov 6, 2026 | +130.2% | +197.3% | -67.1% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 13 · 314 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| GE | GENERAL ELECTRIC CO | Nov 26, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| UNP | UNION PACIFIC CORP | Nov 26, 2021 | sale | $15.0K – $50.0K | Filing ↗ |
| IBM | INTERNATIONAL BUSINESS MACHINES CORP | Nov 26, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| — | SwedenCare AB | Nov 19, 2021 | sale | $15.0K – $50.0K | Filing ↗ |
| PYPL | PayPal Holdings, Inc. | Nov 18, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| CERN | Cerner Corporation | Nov 18, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| CSCO | CISCO SYSTEMS, INC. | Nov 18, 2021 | sale | $15.0K – $50.0K | Filing ↗ |
| UN | Unilever N.V. | Nov 18, 2021 | sale | $15.0K – $50.0K | Filing ↗ |
| USB | US BANCORP DE | Nov 18, 2021 | sale | $15.0K – $50.0K | Filing ↗ |
| GE | GENERAL ELECTRIC CO | Nov 18, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| QCOM | QUALCOMM INC/DE | Nov 18, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| A | AGILENT TECHNOLOGIES, INC. | Nov 18, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| KUBTY | Kubota Corporation | Nov 18, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| ADSK | Autodesk, Inc. | Nov 18, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| TNC | TENNANT CO | Nov 18, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| CHD | CHURCH & DWIGHT CO INC /DE/ | Nov 18, 2021 | sale | $15.0K – $50.0K | Filing ↗ |
| VAIAF | 2000052768 Vaisala Oy Ordinary Shares -A- | Nov 18, 2021 | sale | $15.0K – $50.0K | Filing ↗ |
| KYOCF | KYOCERA CORP | Nov 18, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| MITK | MITEK SYSTEMS INC | Nov 18, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| WFC | WELLS FARGO & COMPANY/MN | Nov 3, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| XOM | ExxonMobil Holdings Corp | Sep 17, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Cloetta AB | Sep 2, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| CTRCF | Centrotec Sustainable Ag, brilonOrdinary Shares | Nov 26, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| UPS | UNITED PARCEL SERVICE INC | Nov 16, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| DBX | DROPBOX, INC. | Nov 16, 2020 | 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