David P. Roe portrait
House

David P. Roe

—

Transactions
4654
Total transactions associated with this filer
Disclosed purchases
2435
$12.2M+
Average modeled return
+214.6%
1,455 of 2,435 purchases modeled
Average vs. S&P 500
+10.1%
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

1,455 of 2,435 disclosed purchases have modeled returns for this period. 980 purchases have missing or excluded market data; no returns are invented for them.

Ticker↑↓Asset↑↓Entry↑↓Latest↑↓Modeled return↑↓S&P 500↑↓Relative↑↓
NVDA
NVIDIA CORP
Aug 23, 2016Nov 6, 2026+11993.1%+295.2%+11697.9%
NVDA
NVIDIA CORP
Aug 23, 2016Nov 6, 2026+11993.1%+295.2%+11697.9%
AVGO
Broadcom Inc.
Apr 4, 2014Nov 6, 2026+6298.3%+386.0%+5912.4%
AVGO
Broadcom Inc.
Apr 4, 2014Nov 6, 2026+6298.3%+386.0%+5912.4%
AVGO
Broadcom Inc.
May 5, 2014Nov 6, 2026+6054.3%+380.7%+5673.6%
AVGO
Broadcom Inc.
May 5, 2014Nov 6, 2026+6054.3%+380.7%+5673.6%
AVGO
Broadcom Inc.
May 5, 2014Nov 6, 2026+6054.3%+380.7%+5673.6%
LLY
ELI LILLY & Co
Dec 11, 2013Nov 6, 2026+3328.0%+411.8%+2916.2%
LLY
ELI LILLY & Co
Dec 11, 2013Nov 6, 2026+3328.0%+411.8%+2916.2%
LLY
ELI LILLY & Co
Dec 11, 2013Nov 6, 2026+3328.0%+411.8%+2916.2%
NVDA
NVIDIA CORP
May 14, 2020Nov 6, 2026+2238.6%+182.1%+2056.5%
AAPL
Apple Inc.
Apr 4, 2014Nov 6, 2026+1968.8%+386.0%+1582.8%
AAPL
Apple Inc.
Apr 4, 2014Nov 6, 2026+1968.8%+386.0%+1582.8%
AAPL
Apple Inc.
Apr 4, 2014Nov 6, 2026+1968.8%+386.0%+1582.8%
LLY
ELI LILLY & Co
Jul 2, 2018Nov 6, 2026+1660.2%+206.2%+1453.9%
LLY
ELI LILLY & Co
Jun 19, 2018Nov 6, 2026+1640.7%+202.2%+1438.5%
AAPL
Apple Inc.
May 5, 2014Nov 6, 2026+1730.8%+380.7%+1350.0%
KLAC
KLA CORP
Nov 19, 2018Nov 6, 2026+1557.3%+208.0%+1349.3%
AVGO
Broadcom Inc.
Sep 11, 2018Nov 6, 2026+1460.5%+188.0%+1272.5%
KLAC
KLA CORP
Apr 27, 2018Nov 6, 2026+1430.0%+213.7%+1216.2%
AVGO
Broadcom Inc.
Dec 3, 2018Nov 6, 2026+1388.0%+196.7%+1191.2%
MRNA
Moderna, Inc.
Jan 6, 2020Nov 6, 2026+1302.0%+149.9%+1152.2%
KLAC
KLA CORP
Feb 14, 2018Nov 6, 2026+1354.7%+211.4%+1143.2%
KLAC
KLA CORP
Jan 31, 2019Nov 6, 2026+1335.9%+205.3%+1130.6%
AAPL
Apple Inc.
Jan 19, 2016Nov 6, 2026+1475.2%+364.9%+1110.3%
DISCLOSED ACTIVITY

Recent transaction history

Showing up to 25 records per page · Page 1 of 187 · 4654 total transactions

Ticker↑↓Asset↑↓Date↑↓Type↑↓Disclosed amount↑↓Source
RTX
RTX Corp
Dec 31, 2020purchase$1.0K – $15.0KFiling ↗
NVS
NOVARTIS AG
Dec 31, 2020purchase$1.0K – $15.0KFiling ↗
RSG
REPUBLIC SERVICES, INC.
Dec 31, 2020purchase$1.0K – $15.0KFiling ↗
AMP
AMERIPRISE FINANCIAL INC
Dec 31, 2020purchase$1.0K – $15.0KFiling ↗
PH
Parker-Hannifin Corp
Dec 31, 2020purchase$1.0K – $15.0KFiling ↗
NEE
NEXTERA ENERGY INC
Dec 31, 2020purchase$1.0K – $15.0KFiling ↗
VFC
V F CORP
Dec 31, 2020purchase$1.0K – $15.0KFiling ↗
UNH
UNITEDHEALTH GROUP INC
Dec 31, 2020purchase$1.0K – $15.0KFiling ↗
ROK
ROCKWELL AUTOMATION, INC
Dec 31, 2020purchase$1.0K – $15.0KFiling ↗
UPS
UNITED PARCEL SERVICE INC
Dec 31, 2020purchase$1.0K – $15.0KFiling ↗
PG
PROCTER & GAMBLE Co
Dec 31, 2020purchase$1.0K – $15.0KFiling ↗
PSX
Phillips 66
Dec 31, 2020purchase$1.0K – $15.0KFiling ↗
ORLY
O REILLY AUTOMOTIVE INC
Dec 31, 2020purchase$1.0K – $15.0KFiling ↗
ADBE
ADOBE INC.
Dec 31, 2020purchase$1.0K – $15.0KFiling ↗
TFC
TRUIST FINANCIAL CORP
Dec 31, 2020purchase$1.0K – $15.0KFiling ↗
SHW
SHERWIN WILLIAMS CO
Dec 31, 2020purchase$1.0K – $15.0KFiling ↗
ACN
Accenture plc
Dec 31, 2020purchase$1.0K – $15.0KFiling ↗
ACN
Accenture plc
Dec 31, 2020purchase$1.0K – $15.0KFiling ↗
TMO
THERMO FISHER SCIENTIFIC INC.
Dec 31, 2020purchase$1.0K – $15.0KFiling ↗
CRM
Salesforce, Inc.
Dec 31, 2020purchase$1.0K – $15.0KFiling ↗
ROK
ROCKWELL AUTOMATION, INC
Dec 31, 2020purchase$1.0K – $15.0KFiling ↗
TJX
TJX COMPANIES INC /DE/
Dec 31, 2020purchase$1.0K – $15.0KFiling ↗
TXN
TEXAS INSTRUMENTS INC
Dec 31, 2020purchase$1.0K – $15.0KFiling ↗
V
VISA INC.
Dec 31, 2020purchase$1.0K – $15.0KFiling ↗
MDT
Medtronic plc
Dec 31, 2020purchase$1.0K – $15.0KFiling ↗
ANNUAL REPORTING

Annual financial disclosures

YearDocumentAssets parsedStatusSource
No annual disclosure is currently associated with this filer.
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