Transactions
487
Total transactions associated with this filer
Disclosed purchases
180
$207.2K+
Average modeled return
+297.2%
93 of 180 purchases modeled
Average vs. S&P 500
-24.1%
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
93 of 180 disclosed purchases have modeled returns for this period. 87 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| FTNT | Fortinet, Inc. | Mar 28, 2014 | Nov 6, 2026 | +2624.4% | +388.3% | +2236.1% |
| AAPL | Apple Inc. | Feb 10, 2014 | Nov 6, 2026 | +1979.8% | +405.4% | +1574.4% |
| MSFT | MICROSOFT CORP | May 26, 2015 | Nov 6, 2026 | +1226.4% | +321.6% | +904.8% |
| APH | AMPHENOL CORP /DE/ | Aug 19, 2014 | Nov 6, 2026 | +1208.5% | +354.4% | +854.1% |
| STX | Seagate Technology Holdings plc | Nov 14, 2014 | Nov 6, 2026 | +1124.9% | +339.3% | +785.6% |
| WSM | WILLIAMS SONOMA INC | Jan 11, 2016 | Nov 6, 2026 | +1127.7% | +355.1% | +772.6% |
| MPC | Marathon Petroleum Corp | Nov 14, 2014 | Nov 6, 2026 | +1049.4% | +339.3% | +710.1% |
| COST | COSTCO WHOLESALE CORP /NEW | May 16, 2014 | Nov 6, 2026 | +1042.1% | +381.7% | +660.4% |
| CTAS | CINTAS CORP | Aug 24, 2017 | Nov 6, 2026 | +634.9% | +247.6% | +387.3% |
| PGR | PROGRESSIVE CORP/OH/ | May 11, 2017 | Nov 6, 2026 | +634.1% | +256.0% | +378.0% |
| WSM | WILLIAMS SONOMA INC | Aug 17, 2015 | Nov 6, 2026 | +644.4% | +319.8% | +324.5% |
| AMZN | AMAZON COM INC | Feb 10, 2017 | Nov 6, 2026 | +526.7% | +269.7% | +257.0% |
| GWW | W.W. GRAINGER, INC. | Jun 12, 2014 | Nov 6, 2026 | +572.0% | +368.0% | +204.0% |
| TMO | THERMO FISHER SCIENTIFIC INC. | Dec 3, 2015 | Nov 6, 2026 | +441.4% | +327.8% | +113.6% |
| RMD | RESMED INC | Dec 11, 2013 | Nov 6, 2026 | +511.4% | +411.8% | +99.6% |
| ORLY | O REILLY AUTOMOTIVE INC | Dec 6, 2016 | Nov 6, 2026 | +385.6% | +288.4% | +97.2% |
| HD | HOME DEPOT, INC. | Mar 7, 2014 | Nov 6, 2026 | +462.2% | +383.3% | +78.9% |
| NVR | NVR INC | Jan 26, 2015 | Nov 6, 2026 | +412.8% | +334.4% | +78.5% |
| IWF | iShares Russell 1000 Growth ETF | Dec 8, 2015 | Nov 6, 2026 | +384.6% | +325.0% | +59.6% |
| NVR | NVR INC | Feb 5, 2015 | Nov 6, 2026 | +388.6% | +332.9% | +55.6% |
| CME | CME GROUP INC. | Jul 25, 2016 | Nov 6, 2026 | +345.0% | +299.4% | +45.6% |
| WOR | WORTHINGTON ENTERPRISES, INC. | Apr 30, 2015 | Nov 6, 2026 | +357.2% | +326.2% | +31.0% |
| ADP | AUTOMATIC DATA PROCESSING INC | Nov 10, 2014 | Nov 6, 2026 | +365.6% | +339.9% | +25.7% |
| CCJ | CAMECO CORP | Apr 30, 2015 | Nov 6, 2026 | +351.7% | +326.2% | +25.5% |
| ETR | ENTERGY CORP /DE/ | Apr 30, 2015 | Nov 6, 2026 | +347.2% | +326.2% | +21.0% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 20 · 487 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| EA | ELECTRONIC ARTS INC | Aug 5, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Redeemed New York St Rev Rfdg Ser 2016A 5 000 Due 6/15/33 Full Call | Jun 15, 2026 | sale | Not disclosed | Filing ↗ |
| SPY | SPDR S&P 500 ETF TRUST | Mar 31, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| T | AT&T INC. | Nov 24, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Sell Bridge Builder Core Bond @ 9.10 | Sep 26, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Sell Bridge Builder INTL Equity @ 15.12 | Sep 26, 2025 | sale | Not disclosed | Filing ↗ |
| — | Sell Blackrock High Yield K @ 7.25 | Sep 26, 2025 | sale | Not disclosed | Filing ↗ |
| — | Sell Vng FTSE Dev Mkt @ 59.09 | Sep 26, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Sell Bridge Builder Small/Mid Grw @ 17.15 | Sep 26, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| IVV | iShares Core S&P 500 ETF | Sep 26, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Sell Amrc Avnt SC ETF @ 87.68 | Sep 26, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Sell Bridge Builder Core Plus Bond @ 8.97 | Sep 26, 2025 | sale | Not disclosed | Filing ↗ |
| IWB | ISHARES TR RUSSELL 1000 ETF | Sep 26, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Sell Vng Growth Index @ 473.42 | Sep 26, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Sell Vng Value Index @ 185.62 | Sep 26, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Sell Bridge BuilderSm/Mid Value @ 15.13 | Sep 26, 2025 | sale | Not disclosed | Filing ↗ |
| — | Sell Bridge Builder Large Growth @ 28.08 | Sep 26, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Sell Bridge Builder Large Value @ 18.32 | Sep 26, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Sell Grandeur Peak INTL Stalwarts I @ 17.76 | Sep 25, 2025 | sale | Not disclosed | Filing ↗ |
| — | Sell Bridge Builder INTL Equity @ 15.28 | Sep 22, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Sell Vng Growth Index @ 478.6892 | Sep 22, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| YUMC | Yum China Holdings, Inc. | Jul 1, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| VEA | Vanguard FTSE Developed Markets ETF | Mar 27, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| IVV | iShares Core S&P 500 ETF | Mar 27, 2025 | purchase | $1.0K – $15.0K | Filing ↗ |
| VTV | Vanguard Value Index Fund ETF Shares | Mar 27, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 9116232 | 0 | UNPARSED | 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