Transactions
174
Total transactions associated with this filer
Disclosed purchases
69
$97.1K – $1.1M
Average modeled return
+237.0%
63 of 69 purchases modeled
Average vs. S&P 500
-31.2%
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
63 of 69 disclosed purchases have modeled returns for this period. 6 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 30, 2015 | Nov 6, 2026 | +1318.8% | +324.6% | +994.2% |
| MSFT | MICROSOFT CORP | Mar 31, 2016 | Nov 6, 2026 | +996.3% | +323.2% | +673.1% |
| AAPL | Apple Inc. | Jan 25, 2019 | Nov 6, 2026 | +815.5% | +210.0% | +605.4% |
| AAPL | Apple Inc. | Dec 7, 2018 | Nov 6, 2026 | +757.2% | +214.4% | +542.7% |
| CAT | CATERPILLAR INC | Aug 27, 2015 | Nov 6, 2026 | +862.0% | +343.7% | +518.3% |
| GWW | W.W. GRAINGER, INC. | Oct 31, 2016 | Nov 6, 2026 | +702.6% | +305.1% | +397.5% |
| CMI | CUMMINS INC | Dec 30, 2015 | Nov 6, 2026 | +568.0% | +324.6% | +243.5% |
| WMT | Walmart Inc. | Mar 31, 2016 | Nov 6, 2026 | +559.0% | +323.2% | +235.7% |
| PSX | Phillips 66 | Mar 9, 2020 | Nov 6, 2026 | +412.4% | +194.9% | +217.5% |
| JPM | JPMORGAN CHASE & CO | Dec 7, 2018 | Nov 6, 2026 | +301.6% | +214.4% | +87.2% |
| AFL | AFLAC INC | Mar 31, 2016 | Nov 6, 2026 | +401.1% | +323.2% | +77.9% |
| NSC | NORFOLK SOUTHERN CORP | Mar 31, 2016 | Nov 6, 2026 | +376.5% | +323.2% | +53.3% |
| AMGN | AMGEN INC | Oct 31, 2016 | Nov 6, 2026 | +339.5% | +305.1% | +34.4% |
| CSCO | CISCO SYSTEMS, INC. | Mar 31, 2016 | Nov 6, 2026 | +353.5% | +323.2% | +30.2% |
| BLK | BlackRock, Inc. | Mar 31, 2016 | Nov 6, 2026 | +348.2% | +323.2% | +24.9% |
| AFL | AFLAC INC | Apr 23, 2018 | Nov 6, 2026 | +233.5% | +213.7% | +19.8% |
| TGT | TARGET CORP | Mar 29, 2017 | Nov 6, 2026 | +281.0% | +261.8% | +19.2% |
| XOM | ExxonMobil Holdings Corp | Jan 25, 2019 | Nov 6, 2026 | +226.6% | +210.0% | +16.6% |
| QCOM | QUALCOMM INC/DE | Mar 31, 2016 | Nov 6, 2026 | +331.4% | +323.2% | +8.1% |
| LOW | LOWES COMPANIES INC | Oct 31, 2016 | Nov 6, 2026 | +307.0% | +305.1% | +1.9% |
| XOM | ExxonMobil Holdings Corp | Apr 25, 2018 | Nov 6, 2026 | +203.8% | +217.2% | -13.4% |
| NVS | NOVARTIS AG | Jan 25, 2019 | Nov 6, 2026 | +183.2% | +210.0% | -26.8% |
| PG | PROCTER & GAMBLE Co | Apr 23, 2018 | Nov 6, 2026 | +183.4% | +213.7% | -30.3% |
| XOM | ExxonMobil Holdings Corp | Nov 7, 2017 | Nov 6, 2026 | +194.6% | +226.3% | -31.7% |
| EMR | EMERSON ELECTRIC CO | Mar 31, 2016 | Nov 6, 2026 | +288.0% | +323.2% | -35.3% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 7 · 174 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| IBM | INTERNATIONAL BUSINESS MACHINES CORP | Nov 5, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| SBUX | STARBUCKS CORP | Nov 5, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | Apple Inc. | Nov 5, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| UPS | UNITED PARCEL SERVICE INC | Nov 5, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| LOW | LOWES COMPANIES INC | Nov 5, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| MDT | Medtronic plc | Nov 5, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| CMCSA | COMCAST CORP | Nov 5, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| DOW | DOW INC. | Nov 5, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | MICROSOFT CORP | Nov 5, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| BLK | BlackRock, Inc. | Nov 5, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| WMT | Walmart Inc. | Nov 5, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| AMGN | AMGEN INC | Nov 5, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| CSCO | CISCO SYSTEMS, INC. | Nov 5, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| JPM | JPMORGAN CHASE & CO | Nov 5, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| PLD | Prologis, Inc. | Nov 5, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| PG | PROCTER & GAMBLE Co | Nov 5, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| CVS | CVS HEALTH Corp | Nov 5, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| DIS | Walt Disney Co | Nov 5, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | Apple Inc. | Sep 11, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| SBUX | STARBUCKS CORP | Aug 19, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| LOW | LOWES COMPANIES INC | Aug 19, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | MICROSOFT CORP | Aug 19, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | Apple Inc. | Aug 19, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| CSCO | CISCO SYSTEMS, INC. | Aug 19, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| CMCSA | COMCAST CORP | Aug 19, 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