Transactions
88
Total transactions associated with this filer
Disclosed purchases
56
$147.1K – $1.0M
Average modeled return
+210.8%
51 of 56 purchases modeled
Average vs. S&P 500
-5.1%
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
51 of 56 disclosed purchases have modeled returns for this period. 5 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. | Feb 26, 2016 | Nov 6, 2026 | +1462.7% | +348.2% | +1114.5% |
| CAT | CATERPILLAR INC | Dec 24, 2014 | Nov 6, 2026 | +696.8% | +329.5% | +367.3% |
| CAT | CATERPILLAR INC | Dec 24, 2014 | Nov 6, 2026 | +696.8% | +329.5% | +367.3% |
| BX | Blackstone Inc. | Jan 24, 2019 | Nov 6, 2026 | +387.3% | +212.6% | +174.7% |
| BX | Blackstone Inc. | Feb 6, 2015 | Nov 6, 2026 | +481.7% | +334.1% | +147.5% |
| BX | Blackstone Inc. | Feb 6, 2015 | Nov 6, 2026 | +481.7% | +334.1% | +147.5% |
| BRK-B | BERKSHIRE HATHAWAY INC | Jun 25, 2020 | Nov 6, 2026 | +219.2% | +160.4% | +58.8% |
| BRK-B | BERKSHIRE HATHAWAY INC | Jun 18, 2020 | Nov 6, 2026 | +215.9% | +157.9% | +58.0% |
| BAC | BANK OF AMERICA CORP /DE/ | Feb 12, 2016 | Nov 6, 2026 | +423.1% | +368.5% | +54.7% |
| BRK-B | BERKSHIRE HATHAWAY INC | May 18, 2020 | Nov 6, 2026 | +225.4% | +172.5% | +52.8% |
| BRK-B | BERKSHIRE HATHAWAY INC | Jul 16, 2020 | Nov 6, 2026 | +198.9% | +149.5% | +49.4% |
| BRK-B | BERKSHIRE HATHAWAY INC | Aug 4, 2020 | Nov 6, 2026 | +185.1% | +142.5% | +42.6% |
| BRK-B | BERKSHIRE HATHAWAY INC | Feb 1, 2021 | Nov 6, 2026 | +148.9% | +111.0% | +37.9% |
| BRK-B | BERKSHIRE HATHAWAY INC | May 4, 2020 | Nov 6, 2026 | +220.8% | +183.5% | +37.3% |
| BRK-B | BERKSHIRE HATHAWAY INC | Jan 4, 2021 | Nov 6, 2026 | +149.9% | +115.3% | +34.6% |
| BRK-B | BERKSHIRE HATHAWAY INC | Oct 5, 2020 | Nov 6, 2026 | +168.8% | +134.6% | +34.2% |
| BRK-B | BERKSHIRE HATHAWAY INC | Feb 17, 2021 | Nov 6, 2026 | +132.8% | +102.3% | +30.5% |
| BRK-B | BERKSHIRE HATHAWAY INC | Sep 25, 2020 | Nov 6, 2026 | +171.3% | +142.5% | +28.8% |
| BRK-B | BERKSHIRE HATHAWAY INC | Nov 16, 2020 | Nov 6, 2026 | +144.9% | +119.9% | +25.0% |
| BRK-B | BERKSHIRE HATHAWAY INC | Sep 21, 2020 | Nov 6, 2026 | +168.0% | +143.8% | +24.2% |
| BRK-B | BERKSHIRE HATHAWAY INC | Mar 15, 2021 | Nov 6, 2026 | +124.2% | +100.3% | +24.0% |
| BRK-B | BERKSHIRE HATHAWAY INC | Mar 31, 2021 | Nov 6, 2026 | +123.5% | +99.6% | +23.8% |
| BRK-B | BERKSHIRE HATHAWAY INC | Jul 16, 2021 | Nov 6, 2026 | +105.4% | +82.8% | +22.6% |
| BRK-B | BERKSHIRE HATHAWAY INC | Apr 9, 2021 | Nov 6, 2026 | +114.6% | +92.3% | +22.3% |
| BRK-B | BERKSHIRE HATHAWAY INC | Apr 13, 2021 | Nov 6, 2026 | +113.7% | +91.7% | +22.1% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 4 · 88 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| BRK-B | BERKSHIRE HATHAWAY INC | Jul 15, 2024 | sale | $15.0K – $50.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | Mar 28, 2024 | sale | $15.0K – $50.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | Jul 16, 2021 | purchase | $1.0K – $15.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | Jun 25, 2021 | purchase | $1.0K – $15.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | Jun 18, 2021 | purchase | $1.0K – $15.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | Jun 14, 2021 | purchase | $1.0K – $15.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | May 21, 2021 | purchase | $1.0K – $15.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | Apr 14, 2021 | purchase | $1.0K – $15.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | Apr 13, 2021 | purchase | $1.0K – $15.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | Apr 9, 2021 | purchase | $1.0K – $15.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | Mar 31, 2021 | purchase | $1.0K – $15.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | Mar 15, 2021 | purchase | $1.0K – $15.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | Feb 17, 2021 | purchase | $1.0K – $15.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | Feb 1, 2021 | purchase | $1.0K – $15.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | Jan 4, 2021 | purchase | $1.0K – $15.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | Nov 16, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | Oct 5, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | Sep 25, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | Sep 21, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | Aug 4, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | Jul 16, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| AAL | American Airlines Group Inc. | Jul 14, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| LUV | SOUTHWEST AIRLINES CO | Jul 14, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| LUV | SOUTHWEST AIRLINES CO | Jul 10, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | Jun 25, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076959 | 61 | PARSED | 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