Transactions
8
Total transactions associated with this filer
Disclosed purchases
3
$31.0K – $115.0K
Average modeled return
+57.0%
3 of 3 purchases modeled
Average vs. S&P 500
-132.3%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
3 most recent modeled purchases. The summary and table include all modeled purchases.
MARKET ANALYSIS
Modeled purchase performance · Since purchase
3 of 3 disclosed purchases have modeled returns for this period.
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 8 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| GEHC | GE HealthCare Technologies Inc. | Mar 23, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| CLF | CLEVELAND-CLIFFS INC. | Sep 21, 2020 | sale | $15.0K – $50.0K | Filing ↗ |
| WKHS | Workhorse Group Inc. | Sep 21, 2020 | purchase | $15.0K – $50.0K | Filing ↗ |
| WKHS | Workhorse Group Inc. | Aug 28, 2020 | sale | $50.0K – $100.0K | Filing ↗ |
| CLF | CLEVELAND-CLIFFS INC. | Mar 16, 2020 | exchange | $15.0K – $50.0K | Filing ↗ |
| XOM | ExxonMobil Holdings Corp | May 17, 2018 | sale | $15.0K – $50.0K | Filing ↗ |
| GE | GENERAL ELECTRIC CO | Feb 6, 2018 | purchase | $15.0K – $50.0K | Filing ↗ |
| WKHS | Workhorse Group Inc. | Feb 6, 2018 | purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10077347 | 21 | 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