Transactions
651
Total transactions associated with this filer
Disclosed purchases
283
$1.6M – $6.8M
Average modeled return
+36.1%
262 of 283 purchases modeled
Average vs. S&P 500
+3.0%
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
262 of 283 disclosed purchases have modeled returns for this period. 21 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| MRNA | Moderna, Inc. | Feb 25, 2025 | Nov 6, 2026 | +663.8% | +26.2% | +637.6% |
| DELL | Dell Technologies Inc. | Apr 8, 2025 | Nov 6, 2026 | +363.8% | +50.6% | +313.3% |
| AMD | ADVANCED MICRO DEVICES INC | May 15, 2025 | Nov 6, 2026 | +290.5% | +26.6% | +263.9% |
| INTC | INTEL CORP | Feb 3, 2025 | Nov 6, 2026 | +190.4% | +25.4% | +165.0% |
| INTC | INTEL CORP | Feb 3, 2025 | Nov 6, 2026 | +190.4% | +25.4% | +165.0% |
| INTC | INTEL CORP | Feb 3, 2025 | Nov 6, 2026 | +190.4% | +25.4% | +165.0% |
| VLO | VALERO ENERGY CORP/TX | May 15, 2025 | Nov 6, 2026 | +165.7% | +26.6% | +139.1% |
| LRCX | LAM RESEARCH CORP | Jan 16, 2025 | Nov 6, 2026 | +156.1% | +26.7% | +129.4% |
| GLW | CORNING INC /NY | Apr 8, 2025 | Nov 6, 2026 | +175.9% | +50.6% | +125.3% |
| NEM | NEWMONT Corp /DE/ | Apr 8, 2025 | Nov 6, 2026 | +173.6% | +50.6% | +123.1% |
| CRL | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. | Apr 8, 2025 | Nov 6, 2026 | +173.1% | +50.6% | +122.5% |
| INTC | INTEL CORP | Mar 3, 2025 | Nov 6, 2026 | +147.5% | +28.4% | +119.1% |
| INTC | INTEL CORP | Feb 14, 2025 | Nov 6, 2026 | +138.5% | +23.0% | +115.5% |
| MPWR | MONOLITHIC POWER SYSTEMS, INC. | Apr 8, 2025 | Nov 6, 2026 | +164.3% | +50.6% | +113.7% |
| INTC | INTEL CORP | Feb 26, 2025 | Nov 6, 2026 | +139.3% | +26.1% | +113.2% |
| MPC | Marathon Petroleum Corp | May 15, 2025 | Nov 6, 2026 | +131.9% | +26.6% | +105.3% |
| INTC | INTEL CORP | Mar 13, 2025 | Nov 6, 2026 | +137.5% | +36.0% | +101.5% |
| APH | AMPHENOL CORP /DE/ | Apr 8, 2025 | Nov 6, 2026 | +150.9% | +50.6% | +100.3% |
| DAL | DELTA AIR LINES, INC. | Apr 8, 2025 | Nov 6, 2026 | +148.0% | +50.6% | +97.4% |
| INTC | INTEL CORP | Feb 20, 2025 | Nov 6, 2026 | +115.7% | +22.8% | +92.9% |
| CRWD | CrowdStrike Holdings, Inc. | Jan 28, 2025 | Nov 6, 2026 | +112.3% | +24.0% | +88.3% |
| CRWD | CrowdStrike Holdings, Inc. | Jan 28, 2025 | Nov 6, 2026 | +112.3% | +24.0% | +88.3% |
| CRWD | CrowdStrike Holdings, Inc. | Jan 28, 2025 | Nov 6, 2026 | +112.3% | +24.0% | +88.3% |
| PWR | QUANTA SERVICES, INC. | Feb 25, 2025 | Nov 6, 2026 | +104.9% | +26.2% | +78.8% |
| BIIB | BIOGEN INC. | May 15, 2025 | Nov 6, 2026 | +100.8% | +26.6% | +74.2% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 27 · 651 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | US Treasury Note 06/30/27 | Jul 1, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | Pennsylvania State Turnpike Commission Bond | Mar 6, 2026 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | Parkland, PA School District Municipal Bond | Feb 20, 2026 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | US Treasury Note 01/31/27 | Feb 3, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | Philadelphia, PA Municipal Bond | Feb 3, 2026 | purchase | $50.0K – $100.0K | Filing ↗ |
| K | KELLANOVA | Dec 11, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Pennsylvania State Turnpike Commission Bond | Dec 4, 2025 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | Souderton, PA Municipal Bond | Nov 25, 2025 | sale | $50.0K – $100.0K | Filing ↗ |
| — | BRKB Option | Nov 19, 2025 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | BRKB Option | Nov 19, 2025 | purchase | $15.0K – $50.0K | Filing ↗ |
| SPY | SPDR S&P 500 ETF TRUST | Nov 19, 2025 | purchase | $15.0K – $50.0K | Filing ↗ |
| SPY | SPDR S&P 500 ETF TRUST | Nov 19, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| SPY | SPDR S&P 500 ETF TRUST | Nov 19, 2025 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | BRKB Option | Nov 19, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | BRKB Option | Nov 19, 2025 | purchase | $15.0K – $50.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | Nov 19, 2025 | sale | $50.0K – $100.0K | Filing ↗ |
| SPY | SPDR S&P 500 ETF TRUST | Nov 19, 2025 | purchase | $15.0K – $50.0K | Filing ↗ |
| SPY | SPDR S&P 500 ETF TRUST | Sep 16, 2025 | purchase | $15.0K – $50.0K | Filing ↗ |
| QQQ | Invesco QQQ | Sep 16, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| SPY | SPDR S&P 500 ETF TRUST | Sep 16, 2025 | purchase | $15.0K – $50.0K | Filing ↗ |
| SPY | SPDR S&P 500 ETF TRUST | Sep 16, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| QQQ | Invesco QQQ | Sep 15, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| IWM | iShares Russell 2000 ETF | Sep 15, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| IWM | iShares Russell 2000 ETF | Sep 15, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | Arlington, TX Municipal Bond | Aug 18, 2025 | purchase | $50.0K – $100.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075331 | 624 | 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