Transactions
838
Total transactions associated with this filer
Disclosed purchases
439
$27.8M – $61.6M
Average modeled return
+383.9%
277 of 439 purchases modeled
Average vs. S&P 500
-39.6%
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
277 of 439 disclosed purchases have modeled returns for this period. 162 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| LLY | ELI LILLY & Co | Jan 14, 2013 | Nov 6, 2026 | +3266.7% | +531.5% | +2735.1% |
| AAPL | Apple Inc. | Oct 21, 2013 | Nov 6, 2026 | +2035.3% | +424.5% | +1610.8% |
| AAPL | Apple Inc. | Oct 24, 2013 | Nov 6, 2026 | +1993.0% | +422.3% | +1570.7% |
| AMZN | AMAZON COM INC | Aug 16, 2012 | Nov 6, 2026 | +2047.0% | +561.8% | +1485.1% |
| AMZN | AMAZON COM INC | Sep 14, 2012 | Nov 6, 2026 | +1884.9% | +538.3% | +1346.7% |
| AMZN | AMAZON COM INC | Jan 31, 2013 | Nov 6, 2026 | +1853.3% | +520.0% | +1333.3% |
| MSFT | MICROSOFT CORP | May 21, 2013 | Nov 6, 2026 | +1773.9% | +452.8% | +1321.1% |
| MSFT | MICROSOFT CORP | Jun 27, 2013 | Nov 6, 2026 | +1786.3% | +470.7% | +1315.6% |
| MSFT | MICROSOFT CORP | Jun 5, 2013 | Nov 6, 2026 | +1777.6% | +473.0% | +1304.6% |
| MSFT | MICROSOFT CORP | Feb 6, 2014 | Nov 6, 2026 | +1678.9% | +412.6% | +1266.2% |
| MSFT | MICROSOFT CORP | Jan 29, 2014 | Nov 6, 2026 | +1655.6% | +413.0% | +1242.6% |
| MSFT | MICROSOFT CORP | Jan 30, 2014 | Nov 6, 2026 | +1646.0% | +407.6% | +1238.4% |
| MSFT | MICROSOFT CORP | Mar 27, 2014 | Nov 6, 2026 | +1523.0% | +390.7% | +1132.2% |
| AMZN | AMAZON COM INC | Sep 24, 2013 | Nov 6, 2026 | +1550.9% | +439.6% | +1111.3% |
| MSFT | MICROSOFT CORP | Apr 3, 2014 | Nov 6, 2026 | +1457.7% | +380.2% | +1077.5% |
| AAPL | Apple Inc. | Nov 10, 2014 | Nov 6, 2026 | +1322.9% | +339.9% | +983.0% |
| AAPL | Apple Inc. | Jan 13, 2015 | Nov 6, 2026 | +1305.0% | +341.6% | +963.4% |
| APH | AMPHENOL CORP /DE/ | Nov 10, 2014 | Nov 6, 2026 | +1216.1% | +339.9% | +876.2% |
| GOOG | Alphabet Inc. | Mar 1, 2013 | Nov 6, 2026 | +1327.4% | +510.2% | +817.2% |
| GOOG | Alphabet Inc. | Mar 13, 2013 | Nov 6, 2026 | +1294.4% | +495.4% | +799.0% |
| GRMN | GARMIN LTD | Jun 13, 2013 | Nov 6, 2026 | +1136.9% | +462.7% | +674.2% |
| TXN | TEXAS INSTRUMENTS INC | Jan 23, 2013 | Nov 6, 2026 | +1118.5% | +521.4% | +597.1% |
| JPM | JPMORGAN CHASE & CO | Sep 26, 2012 | Nov 6, 2026 | +1112.9% | +552.4% | +560.5% |
| GOOGL | Alphabet Inc. | Jun 19, 2014 | Nov 6, 2026 | +917.7% | +361.0% | +556.7% |
| JPM | JPMORGAN CHASE & CO | Oct 1, 2012 | Nov 6, 2026 | +1091.3% | +547.6% | +543.7% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 34 · 838 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | Cumberland Cnty ME 230525LY1 Rate/Coupon: 4.000% Matures: 2035-04-01 | Mar 24, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | Pfizer Inc 717081FE8 Rate/Coupon: 4.500% Matures: 2032-11-15 | Feb 3, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | ME St Health & Higher Ed 56042RG22 Rate/Coupon: 2.500% Matures: 7/1/2029 | Jan 6, 2026 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | ME St Muni Bond Bank 56045RJ75 Rate/Coupon: 5.000% Matures: 11/01/2033 | Sep 30, 2025 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | ME St Health & Higher Ed 56042RXW7 Rate/Coupon: 5.000% Matures: 07/01/2030 | Aug 21, 2024 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | Wells Fargo & Co 95001DGW4 Rate/Coupon: 5.450% Matures: 08/08/2034 | Aug 6, 2024 | purchase | $15.0K – $50.0K | Filing ↗ |
| GL | GLOBE LIFE INC. | Aug 5, 2024 | sale | $15.0K – $50.0K | Filing ↗ |
| — | ME St Muni Bond Bank 56045RYX1 Rate/Coupon: 5.000% Matures: 11/01/2031 | Aug 5, 2024 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | Thermo Fisher Scientific Inc 883556CU4 Rate/Coupon: 4.950% Matures: 11/21/2032 | Jul 17, 2024 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | FIS - Fidelity National Information Services 31620MBW5 Rate/Coupon: 4.700% Matures: 07/15/2027 | Jun 5, 2024 | purchase | $15.0K – $50.0K | Filing ↗ |
| AKAM | AKAMAI TECHNOLOGIES INC | Dec 20, 2022 | sale | $15.0K – $50.0K | Filing ↗ |
| — | York ME 987092HX4 Rate/Coupon: 3.000% Matures: 07/01/2026 | Dec 13, 2022 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | Biogen Inc 09062XAF0 Rate/Coupon: 4.050% Matures: 09/15/2025 | Nov 3, 2022 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | Parker-Hannifin Corp 701094AQ7 Rate/Coupon: 3.650% Matures: 06/15/2024 | Aug 10, 2022 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | Portland ME 736560TV5 Rate/Coupon: 5.000% Matures: 05/01/2025 | Apr 21, 2022 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | Paypal Holdings Inc 70450YAC7 Rate/Coupon: 2.400% Matures: 10/01/2024 | Feb 8, 2022 | purchase | $50.0K – $100.0K | Filing ↗ |
| UL | UNILEVER PLC | Jan 21, 2022 | sale | $15.0K – $50.0K | Filing ↗ |
| HSY | HERSHEY CO | Jan 21, 2022 | purchase | $15.0K – $50.0K | Filing ↗ |
| CARR | CARRIER GLOBAL Corp | Jan 6, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| VFC | V F CORP | Jan 6, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| OTIS | Otis Worldwide Corp | Jan 6, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| HSIC | HENRY SCHEIN INC | Jan 6, 2022 | sale | $15.0K – $50.0K | Filing ↗ |
| NVDA | NVIDIA CORP | Jan 6, 2022 | purchase | $15.0K – $50.0K | Filing ↗ |
| WEX | WEX Inc. | Jan 6, 2022 | sale | $15.0K – $50.0K | Filing ↗ |
| AMZN | AMAZON COM INC | Jan 6, 2022 | purchase | $15.0K – $50.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|
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