Transactions
170
Total transactions associated with this filer
Disclosed purchases
103
$4.4M – $10.4M
Average modeled return
+5.4%
87 of 103 purchases modeled
Average vs. S&P 500
-5.4%
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
87 of 103 disclosed purchases have modeled returns for this period. 16 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. | Aug 19, 2026 | Nov 6, 2026 | +45.8% | -4.2% | +49.9% |
| DTM | DT Midstream, Inc. | May 1, 2024 | Nov 6, 2026 | +99.4% | +51.3% | +48.1% |
| URI | UNITED RENTALS, INC. | Mar 25, 2026 | Nov 6, 2026 | +41.7% | +12.5% | +29.2% |
| PTON | PELOTON INTERACTIVE, INC. | Mar 19, 2026 | Nov 6, 2026 | +38.2% | +12.3% | +25.9% |
| PTON | PELOTON INTERACTIVE, INC. | Mar 19, 2026 | Nov 6, 2026 | +38.2% | +12.3% | +25.9% |
| BIIB | BIOGEN INC. | May 11, 2026 | Nov 6, 2026 | +25.5% | -0.0% | +25.5% |
| BIIB | BIOGEN INC. | May 11, 2026 | Nov 6, 2026 | +25.5% | -0.0% | +25.5% |
| BIIB | BIOGEN INC. | May 12, 2026 | Nov 6, 2026 | +24.6% | +0.1% | +24.5% |
| MSFT | MICROSOFT CORP | Apr 17, 2026 | Nov 6, 2026 | +26.0% | +4.1% | +21.9% |
| AMGN | AMGEN INC | Mar 24, 2026 | Nov 6, 2026 | +33.9% | +13.1% | +20.8% |
| CWEN | Clearway Energy, Inc. | Apr 26, 2024 | Nov 6, 2026 | +69.5% | +48.9% | +20.5% |
| MRVL | Marvell Technology, Inc. | Apr 6, 2026 | Nov 6, 2026 | +29.1% | +12.2% | +16.9% |
| BRK-B | BERKSHIRE HATHAWAY INC | Aug 7, 2026 | Nov 6, 2026 | +9.4% | -4.7% | +14.1% |
| BRK-B | BERKSHIRE HATHAWAY INC | Jul 28, 2026 | Nov 6, 2026 | +11.4% | -0.5% | +11.9% |
| BRK-B | BERKSHIRE HATHAWAY INC | Jul 28, 2026 | Nov 6, 2026 | +11.4% | -0.5% | +11.9% |
| CRM | Salesforce, Inc. | Jun 2, 2026 | Nov 6, 2026 | +6.8% | -2.7% | +9.5% |
| UNH | UNITEDHEALTH GROUP INC | Apr 22, 2026 | Nov 6, 2026 | +12.8% | +3.9% | +8.9% |
| UNH | UNITEDHEALTH GROUP INC | Apr 22, 2026 | Nov 6, 2026 | +12.8% | +3.9% | +8.9% |
| CSCO | CISCO SYSTEMS, INC. | Mar 19, 2026 | Nov 6, 2026 | +21.1% | +12.3% | +8.8% |
| CSCO | CISCO SYSTEMS, INC. | Mar 19, 2026 | Nov 6, 2026 | +21.1% | +12.3% | +8.8% |
| ULTA | Ulta Beauty, Inc. | Mar 19, 2026 | Nov 6, 2026 | +20.7% | +12.3% | +8.4% |
| AR | ANTERO RESOURCES Corp | Oct 31, 2024 | Nov 6, 2026 | +39.4% | +32.3% | +7.1% |
| PG | PROCTER & GAMBLE Co | Oct 23, 2026 | Nov 6, 2026 | +2.7% | -3.2% | +6.0% |
| PG | PROCTER & GAMBLE Co | Oct 23, 2026 | Nov 6, 2026 | +2.7% | -3.2% | +6.0% |
| CB | Chubb Ltd | Jul 1, 2026 | Nov 6, 2026 | +4.1% | -1.2% | +5.3% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 7 · 170 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| CSCO | CISCO SYSTEMS, INC. | Oct 23, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| PG | PROCTER & GAMBLE Co | Oct 23, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| NVDA | NVIDIA CORP | Oct 23, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| PG | PROCTER & GAMBLE Co | Oct 23, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| NVDA | NVIDIA CORP | Oct 23, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| BEP | Brookfield Renewable Partners L.P. | Sep 24, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| CSCO | CISCO SYSTEMS, INC. | Sep 24, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| GLW | CORNING INC /NY | Sep 24, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| PTON | PELOTON INTERACTIVE, INC. | Sep 24, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| RH | RH | Sep 24, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| URI | UNITED RENTALS, INC. | Sep 24, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | Sep 24, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| CSCO | CISCO SYSTEMS, INC. | Sep 24, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| BIIB | BIOGEN INC. | Sep 24, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| BA | BOEING CO | Sep 24, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | MICROSOFT CORP | Sep 24, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| OKTA | Okta, Inc. | Sep 24, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| CRM | Salesforce, Inc. | Sep 24, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| CB | Chubb Ltd | Sep 24, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| UNH | UNITEDHEALTH GROUP INC | Sep 24, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| MRNA | Moderna, Inc. | Sep 24, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| SNOW | Snowflake Inc. | Sep 24, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| C | CITIGROUP INC | Sep 24, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Sep 24, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| DDOG | Datadog, Inc. | Sep 24, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075495 | 59 | 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