Transactions
102
Total transactions associated with this filer
Disclosed purchases
38
$3.1M – $9.8M
Average modeled return
+5.0%
32 of 38 purchases modeled
Average vs. S&P 500
-8.8%
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
32 of 38 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↑↓ |
|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | Mar 31, 2025 | Nov 6, 2026 | +337.1% | +33.6% | +303.4% |
| LRCX | LAM RESEARCH CORP | Apr 30, 2025 | Nov 6, 2026 | +182.2% | +34.8% | +147.4% |
| MU | MICRON TECHNOLOGY INC | Feb 19, 2026 | Nov 6, 2026 | +65.4% | +8.3% | +57.2% |
| V | VISA INC. | Feb 19, 2026 | Nov 6, 2026 | +33.0% | +8.3% | +24.8% |
| LH | LABCORP HOLDINGS INC. | Feb 19, 2026 | Nov 6, 2026 | +30.7% | +8.3% | +22.5% |
| CRM | Salesforce, Inc. | Jun 9, 2026 | Nov 6, 2026 | +22.4% | +0.3% | +22.1% |
| CRM | Salesforce, Inc. | Aug 14, 2026 | Nov 6, 2026 | +9.1% | -5.1% | +14.1% |
| MSFT | MICROSOFT CORP | Feb 28, 2025 | Nov 6, 2026 | +35.2% | +26.2% | +9.0% |
| XYZ | Block, Inc. | Feb 28, 2025 | Nov 6, 2026 | +30.9% | +26.2% | +4.7% |
| SCHO | Schwab Short-Term US Treasury ETF | Jul 22, 2026 | Nov 6, 2026 | +0.6% | -1.4% | +2.0% |
| HUBS | HUBSPOT INC | Jun 9, 2026 | Nov 6, 2026 | +1.5% | +0.3% | +1.2% |
| ADBE | ADOBE INC. | Jun 9, 2026 | Nov 6, 2026 | +0.6% | +0.3% | +0.3% |
| NOW | ServiceNow, Inc. | Jun 9, 2026 | Nov 6, 2026 | -4.7% | +0.3% | -4.9% |
| HUBS | HUBSPOT INC | Aug 14, 2026 | Nov 6, 2026 | -10.5% | -5.1% | -5.4% |
| HIMS | Hims & Hers Health, Inc. | Feb 3, 2026 | Nov 6, 2026 | +1.8% | +7.5% | -5.7% |
| SCHW | SCHWAB CHARLES CORP | Feb 19, 2026 | Nov 6, 2026 | -1.9% | +8.3% | -10.2% |
| NOW | ServiceNow, Inc. | Aug 14, 2026 | Nov 6, 2026 | -17.8% | -5.1% | -12.7% |
| NOW | ServiceNow, Inc. | Feb 4, 2026 | Nov 6, 2026 | -8.2% | +8.0% | -16.2% |
| CRM | Salesforce, Inc. | Oct 27, 2025 | Nov 6, 2026 | -15.7% | +8.5% | -24.1% |
| HUBS | HUBSPOT INC | Feb 3, 2026 | Nov 6, 2026 | -18.2% | +7.5% | -25.6% |
| UPST | Upstart Holdings, Inc. | Jul 14, 2026 | Nov 6, 2026 | -31.0% | -2.0% | -29.0% |
| TTD | Trade Desk, Inc. | Jun 9, 2026 | Nov 6, 2026 | -35.0% | +0.3% | -35.3% |
| KNSL | Kinsale Capital Group, Inc. | Apr 30, 2025 | Nov 6, 2026 | -11.5% | +34.8% | -46.3% |
| NOW | ServiceNow, Inc. | Oct 27, 2025 | Nov 6, 2026 | -46.1% | +8.5% | -54.6% |
| RH | RH | Apr 4, 2025 | Nov 6, 2026 | -10.1% | +47.9% | -58.0% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 5 · 102 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| NOW | ServiceNow, Inc. | Sep 17, 2026 | sale | $50.0K – $100.0K | Filing ↗ |
| UPST | Upstart Holdings, Inc. | Sep 17, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| CMG | CHIPOTLE MEXICAN GRILL INC | Sep 17, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| TTD | Trade Desk, Inc. | Sep 17, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| — | US TREASURY BILL27U S T BILL DUE 02/25/27 | Aug 31, 2026 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | US TREASUR NT 1 5 / 08XXX**MATURED | Aug 15, 2026 | sale | $250.0K – $500.0K | Filing ↗ |
| NOW | ServiceNow, Inc. | Aug 14, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| TTD | Trade Desk, Inc. | Aug 14, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| SCHO | Schwab Short-Term US Treasury ETF | Aug 14, 2026 | sale | $50.0K – $100.0K | Filing ↗ |
| CRM | Salesforce, Inc. | Aug 14, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| UPST | Upstart Holdings, Inc. | Aug 14, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| HUBS | HUBSPOT INC | Aug 14, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| SCHO | Schwab Short-Term US Treasury ETF | Jul 22, 2026 | purchase | $50.0K – $100.0K | Filing ↗ |
| CRM | Salesforce, Inc. | Jul 14, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| UPST | Upstart Holdings, Inc. | Jul 14, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| ADBE | ADOBE INC. | Jul 14, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| HUBS | HUBSPOT INC | Jul 14, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| NOW | ServiceNow, Inc. | Jul 14, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| TTD | Trade Desk, Inc. | Jul 14, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| TTD | Trade Desk, Inc. | Jun 9, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| CRM | Salesforce, Inc. | Jun 9, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| UPST | Upstart Holdings, Inc. | Jun 9, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| HUBS | HUBSPOT INC | Jun 9, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| ADBE | ADOBE INC. | Jun 9, 2026 | purchase | $50.0K – $100.0K | Filing ↗ |
| NOW | ServiceNow, Inc. | Jun 9, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076758 | 99 | 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