
Transactions
170
Total transactions associated with this filer
Disclosed purchases
176
$0 – $0
Average modeled return
-14.7%
1 modeled purchases
Average vs. S&P 500
-103.5%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
MARKET ANALYSIS
Modeled purchase performance · Since purchase
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 |
|---|---|---|---|---|---|
| PL | Planet Labs PBC Class A Common Stock (PL) | Mar 27, 2025 | Sale | $50.0K – $100.0K | Filing ↗ |
| NFLX | F S : New S O : George Whitesides Individual D : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. C : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. Netflix, Inc. - Common Stock (NFLX) | Mar 27, 2025 | Sale | $100.0K – $250.0K | Filing ↗ |
| INVA | SP Innoviva, Inc. - Common Stock (INVA) | Mar 25, 2025 | Sale | $250.0K – $500.0K | Filing ↗ |
| MSFT | F S : New S O : George Whitesides Individual D : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. C : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. Microsoft Corporation - Common Stock (MSFT) | Mar 24, 2025 | Sale | $250.0K – $500.0K | Filing ↗ |
| MCD | F S : New S O : George Whitesides Individual D : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. C : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. McDonald's Corporation Common Stock (MCD) | Mar 24, 2025 | Sale | $100.0K – $250.0K | Filing ↗ |
| MMC | F S : New S O : George Whitesides Individual D : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. C : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. Marsh & McLennan Companies, Inc. Common Stock (MMC) | Mar 24, 2025 | Sale | $100.0K – $250.0K | Filing ↗ |
| MDT | F S : New S O : George Whitesides Individual D : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. C : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. Medtronic plc. Ordinary Shares (MDT) | Mar 24, 2025 | Sale | $50.0K – $100.0K | Filing ↗ |
| JPM | F S : New S O : George Whitesides Individual D : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. C : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. JP Morgan Chase & Co. Common Stock (JPM) | Mar 24, 2025 | Sale | $50.0K – $100.0K | Filing ↗ |
| KO | S O : George Whitesides Individual D : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. C : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. Coca-Cola Company (KO) | Mar 24, 2025 | Sale | $100.0K – $250.0K | Filing ↗ |
| CB | F S : New S O : George Whitesides Individual D : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. C : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. Chubb Limited Common Stock (CB) | Mar 24, 2025 | Sale | $100.0K – $250.0K | Filing ↗ |
| INTC | F S : New S O : Loretta Whitesides Individual D : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. C : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. Intel Corporation - Common Stock (INTC) | Mar 24, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| AEP | American Electric Power Company, Inc. (AEP) | Mar 24, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| INVA | F S : New S O : George Whitesides Individual D : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. C : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. Innoviva, Inc. - Common Stock (INVA) | Mar 24, 2025 | Sale | $50.0K – $100.0K | Filing ↗ |
| LMT | F S : New S O : George Whitesides Individual D : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. C : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. Lockheed Martin Corporation Common Stock (LMT) | Mar 24, 2025 | Sale | $50.0K – $100.0K | Filing ↗ |
| HD | F S : New S O : George Whitesides Individual D : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. C : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. Home Depot, Inc. (HD) | Mar 24, 2025 | Sale | $100.0K – $250.0K | Filing ↗ |
| DIS | F S : New S O : George Whitesides Individual D : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. C : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. Walt Disney Company (DIS) | Mar 24, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| NEE | F S : New S O : Hummingbird Circle Trust D : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. C : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. NextEra Energy, Inc. Common Stock (NEE) | Mar 24, 2025 | Sale | $50.0K – $100.0K | Filing ↗ |
| LIN | F S : New S O : George Whitesides Individual D : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. C : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. Linde plc - Ordinary Shares (LIN) | Mar 24, 2025 | Sale | $100.0K – $250.0K | Filing ↗ |
| C | F S : New S O : George Whitesides Individual D : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. C : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. Citigroup, Inc. Common Stock (C) | Mar 24, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| JNJ | F S : New S O : George Whitesides Individual D : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. C : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. Johnson & Johnson Common Stock (JNJ) | Mar 24, 2025 | Sale | $100.0K – $250.0K | Filing ↗ |
| NVS | F S : New S O : George Whitesides Individual D : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. C : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. Novartis AG Common Stock (NVS) | Mar 24, 2025 | Sale | $100.0K – $250.0K | Filing ↗ |
| DEO | F S : New S O : George Whitesides Individual D : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. C : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. Diageo plc Common Stock (DEO) | Mar 24, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| CMCSA | F S : New S O : George Whitesides Individual D : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. C : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. Comcast Corporation - Class A Common Stock (CMCSA) | Mar 24, 2025 | Sale | $50.0K – $100.0K | Filing ↗ |
| BAC | F S : New S O : George Whitesides Individual D : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. C : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. Bank of America Corporation Common Stock (BAC) | Mar 24, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| PG | F S : New S O : George Whitesides Individual D : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. C : To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. Procter & Gamble Company (PG) | Mar 24, 2025 | Sale | $100.0K – $250.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 9116304 | 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.