Transactions
348
Total transactions associated with this filer
Disclosed purchases
177
$389.2K – $3.2M
Average modeled return
+140.8%
147 of 177 purchases modeled
Average vs. S&P 500
-68.8%
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
147 of 177 disclosed purchases have modeled returns for this period. 30 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| MPC | Marathon Petroleum Corp | Jul 17, 2017 | Nov 6, 2026 | +804.8% | +245.4% | +559.4% |
| MSFT | MICROSOFT CORP | Jul 17, 2017 | Nov 6, 2026 | +699.7% | +245.4% | +454.3% |
| ASX | ASE Technology Holding Co., Ltd. | Aug 14, 2017 | Nov 6, 2026 | +668.9% | +244.0% | +424.9% |
| VLO | VALERO ENERGY CORP/TX | Jul 10, 2019 | Nov 6, 2026 | +449.4% | +173.4% | +276.0% |
| ABBV | AbbVie Inc. | Jul 17, 2017 | Nov 6, 2026 | +485.1% | +245.4% | +239.6% |
| TPR | TAPESTRY, INC. | Apr 24, 2019 | Nov 6, 2026 | +408.2% | +180.7% | +227.5% |
| WMT | Walmart Inc. | Jul 17, 2017 | Nov 6, 2026 | +470.5% | +245.4% | +225.1% |
| CAT | CATERPILLAR INC | Sep 19, 2019 | Nov 6, 2026 | +394.4% | +171.2% | +223.2% |
| AJG | Arthur J. Gallagher & Co. | Jul 17, 2017 | Nov 6, 2026 | +460.3% | +245.4% | +214.9% |
| ETN | Eaton Corp plc | Jul 17, 2017 | Nov 6, 2026 | +411.9% | +245.4% | +166.5% |
| JPM | JPMORGAN CHASE & CO | Jul 17, 2017 | Nov 6, 2026 | +367.0% | +245.4% | +121.6% |
| TKOMY | TOKIO MARINE HOLDINGS, INC. | Jan 20, 2021 | Nov 6, 2026 | +212.0% | +106.8% | +105.2% |
| MURGY | Muenchener Re Group AG Unsponsored ADR | Dec 3, 2018 | Nov 6, 2026 | +299.0% | +196.7% | +102.3% |
| AMP | AMERIPRISE FINANCIAL INC | Jul 17, 2017 | Nov 6, 2026 | +344.0% | +245.4% | +98.6% |
| IBDRY | Iberdrola Sa Sponsored ADR | Feb 19, 2019 | Nov 6, 2026 | +293.8% | +196.6% | +97.3% |
| MURGY | Muenchener Re Group AG Unsponsored ADR | Jul 11, 2017 | Nov 6, 2026 | +344.5% | +250.2% | +94.3% |
| PSX | Phillips 66 | Aug 16, 2017 | Nov 6, 2026 | +316.1% | +243.4% | +72.7% |
| PWCDF | Power Corporation of Canada | Feb 17, 2022 | Nov 6, 2026 | +151.1% | +79.2% | +71.9% |
| ZURVY | Zurich Insurance Group Limited Sponsored american Depositary Shares | Jul 11, 2017 | Nov 6, 2026 | +321.6% | +250.2% | +71.4% |
| SVNLY | Svenska Handelsbanken Unsponsored ADR representing A Shares | Dec 7, 2020 | Nov 6, 2026 | +183.0% | +116.0% | +67.0% |
| AFL | AFLAC INC | Jul 17, 2017 | Nov 6, 2026 | +295.1% | +245.4% | +49.7% |
| BAESY | BAE SYSTEMS PLC /FI/ | Jul 11, 2017 | Nov 6, 2026 | +297.7% | +250.2% | +47.5% |
| TSCDY | Tesco Plc Ord American Depositary Shares | Feb 17, 2022 | Nov 6, 2026 | +124.0% | +79.2% | +44.8% |
| CSCO | CISCO SYSTEMS, INC. | Jul 17, 2017 | Nov 6, 2026 | +288.7% | +245.4% | +43.3% |
| RTX | RTX Corp | Feb 24, 2022 | Nov 6, 2026 | +121.4% | +82.9% | +38.4% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 14 · 348 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | Sunshine Group Partners, 4% Interest | Apr 28, 2023 | purchase | $1.0K – $15.0K | Filing ↗ |
| DOW | DOW INC. | Mar 23, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| UPMKF | Upm Kymmene Corp Ordinary Shares | Mar 16, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| SVNLY | Svenska Handelsbanken Unsponsored ADR representing A Shares | Mar 16, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| TFC | TRUIST FINANCIAL CORP | Mar 16, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| UOVEY | United Overseas Bk Singapore American Depositary Shares | Mar 16, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| TGOPY | 3i Group Plc Unsponsored ADR | Mar 16, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| RHHBY | Roche Holding AG | Mar 16, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| SMFKY | Smurfit Kappa group Plc American Depositary Shares | Mar 16, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| SO | SOUTHERN CO | Mar 16, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| TTE | TotalEnergies SE | Mar 16, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| TM | TOYOTA MOTOR CORP/ | Mar 16, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| UGI | UGI CORP /PA/ | Mar 16, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| TSN | TYSON FOODS, INC. | Mar 16, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| TSCDY | Tesco Plc Ord American Depositary Shares | Mar 16, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| VALE | Vale S.A. | Mar 16, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| CVS | CVS HEALTH Corp | Mar 16, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| WMT | Walmart Inc. | Mar 16, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| SNY | Sanofi | Mar 16, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| SIEGY | Siemens Aktiengesellschaft | Mar 16, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| SFTBY | SoftBank Group Corp. | Mar 16, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| SKHCY | Sonic Healthcare Ltd Unsponsored ADR | Mar 16, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| BK | Bank of New York Mellon Corp | Mar 16, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| TKOMY | TOKIO MARINE HOLDINGS, INC. | Mar 16, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| VZ | VERIZON COMMUNICATIONS INC | Mar 16, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076796 | 21 | 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