Transactions
17
Total transactions associated with this filer
Disclosed purchases
11
$25.0K – $200.0K
Average modeled return
+58.4%
5 of 11 purchases modeled
Average vs. S&P 500
-17.8%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
5 most recent modeled purchases. The summary and table include all modeled purchases.
MARKET ANALYSIS
Modeled purchase performance · Since purchase
5 of 11 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↑↓ |
|---|---|---|---|---|---|---|
| MRVL | Marvell Technology, Inc. | Feb 10, 2022 | Nov 6, 2026 | +94.5% | +74.4% | +20.2% |
| CVX | CHEVRON CORP | Feb 10, 2022 | Nov 6, 2026 | +88.8% | +74.4% | +14.4% |
| WFC | WELLS FARGO & COMPANY/MN | Feb 16, 2022 | Nov 6, 2026 | +61.7% | +75.4% | -13.7% |
| HON | HONEYWELL INTERNATIONAL INC | Mar 4, 2022 | Nov 6, 2026 | +30.3% | +81.3% | -50.9% |
| VZ | VERIZON COMMUNICATIONS INC | Feb 16, 2022 | Nov 6, 2026 | +16.4% | +75.4% | -59.0% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 17 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | US Treasury Savings Bond | Apr 17, 2023 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | US Treasury Savings Bond | Apr 17, 2023 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | US Treasury Savings Bond | Apr 17, 2023 | purchase | $1.0K – $15.0K | Filing ↗ |
| MRVL | Marvell Technology, Inc. | Sep 27, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| — | US Treasury Savings Bond | Aug 1, 2022 | purchase | $1.0K – $15.0K | Filing ↗ |
| CVX | CHEVRON CORP | Jul 19, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| VZ | VERIZON COMMUNICATIONS INC | Jul 12, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| WFC | WELLS FARGO & COMPANY/MN | Jul 5, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| SPR | F S : New Spirit Aerosystems Holdings, Inc. | Jul 5, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| — | US Treasury Savings Bond | Jun 17, 2022 | purchase | $1.0K – $15.0K | Filing ↗ |
| HON | HONEYWELL INTERNATIONAL INC | May 31, 2022 | sale | $15.0K – $50.0K | Filing ↗ |
| SPR | F S : New Spirit Aerosystems Holdings, Inc. | Mar 4, 2022 | purchase | $1.0K – $15.0K | Filing ↗ |
| HON | HONEYWELL INTERNATIONAL INC | Mar 4, 2022 | purchase | $15.0K – $50.0K | Filing ↗ |
| VZ | VERIZON COMMUNICATIONS INC | Feb 16, 2022 | purchase | $1.0K – $15.0K | Filing ↗ |
| WFC | WELLS FARGO & COMPANY/MN | Feb 16, 2022 | purchase | $1.0K – $15.0K | Filing ↗ |
| CVX | CHEVRON CORP | Feb 10, 2022 | purchase | $1.0K – $15.0K | Filing ↗ |
| MRVL | Marvell Technology, Inc. | Feb 10, 2022 | purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076698 | 35 | 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