Transactions
280
Total transactions associated with this filer
Disclosed purchases
157
$4.1M – $11.3M
Average modeled return
+88.8%
102 of 157 purchases modeled
Average vs. S&P 500
-36.6%
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
102 of 157 disclosed purchases have modeled returns for this period. 55 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| COST | COSTCO WHOLESALE CORP /NEW | Apr 27, 2017 | Nov 6, 2026 | +598.8% | +257.2% | +341.6% |
| MAR | MARRIOTT INTERNATIONAL INC /MD/ | May 14, 2020 | Nov 6, 2026 | +448.2% | +182.1% | +266.0% |
| WMT | Walmart Inc. | Jun 28, 2018 | Nov 6, 2026 | +395.6% | +207.3% | +188.2% |
| GOOGL | Alphabet Inc. | Dec 27, 2019 | Nov 6, 2026 | +324.5% | +150.5% | +174.0% |
| GOOGL | Alphabet Inc. | Feb 28, 2020 | Nov 6, 2026 | +329.3% | +173.0% | +156.4% |
| GOOGL | Alphabet Inc. | Feb 28, 2020 | Nov 6, 2026 | +329.3% | +173.0% | +156.4% |
| ABBV | AbbVie Inc. | Nov 16, 2020 | Nov 6, 2026 | +270.7% | +119.9% | +150.8% |
| ABBV | AbbVie Inc. | May 12, 2020 | Nov 6, 2026 | +313.5% | +180.4% | +133.1% |
| MSFT | MICROSOFT CORP | Aug 27, 2019 | Nov 6, 2026 | +315.7% | +184.6% | +131.1% |
| COST | COSTCO WHOLESALE CORP /NEW | Sep 10, 2019 | Nov 6, 2026 | +290.6% | +173.8% | +116.7% |
| PSX | Phillips 66 | Feb 21, 2020 | Nov 6, 2026 | +256.5% | +142.5% | +114.0% |
| WMT | Walmart Inc. | Feb 20, 2020 | Nov 6, 2026 | +250.4% | +140.0% | +110.4% |
| WMT | Walmart Inc. | Jan 25, 2018 | Nov 6, 2026 | +304.0% | +196.4% | +107.7% |
| WMT | Walmart Inc. | Aug 22, 2019 | Nov 6, 2026 | +270.1% | +179.2% | +90.9% |
| MAR | MARRIOTT INTERNATIONAL INC /MD/ | Aug 22, 2019 | Nov 6, 2026 | +241.6% | +179.2% | +62.4% |
| CB | Chubb Ltd | Jul 2, 2020 | Nov 6, 2026 | +218.5% | +156.4% | +62.1% |
| CB | Chubb Ltd | Nov 16, 2020 | Nov 6, 2026 | +162.5% | +119.9% | +42.6% |
| BLK | BlackRock, Inc. | Sep 24, 2019 | Nov 6, 2026 | +215.5% | +174.7% | +40.8% |
| DE | DEERE & CO | Feb 10, 2021 | Nov 6, 2026 | +130.4% | +103.5% | +26.9% |
| AMGN | AMGEN INC | Aug 18, 2022 | Nov 6, 2026 | +108.5% | +81.7% | +26.8% |
| AMGN | AMGEN INC | Sep 27, 2019 | Nov 6, 2026 | +191.8% | +175.1% | +16.7% |
| AMZN | AMAZON COM INC | Sep 10, 2019 | Nov 6, 2026 | +184.9% | +173.8% | +11.0% |
| CB | Chubb Ltd | Aug 18, 2022 | Nov 6, 2026 | +90.3% | +81.7% | +8.6% |
| AXP | AMERICAN EXPRESS CO | May 8, 2026 | Nov 6, 2026 | +2.2% | +0.2% | +2.0% |
| FCX | FREEPORT-MCMORAN INC | Feb 10, 2021 | Nov 6, 2026 | +105.1% | +103.5% | +1.6% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 12 · 280 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| AZO | AUTOZONE INC | Sep 22, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| COST | COSTCO WHOLESALE CORP /NEW | Sep 18, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| AVGO | Broadcom Inc. | Aug 12, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| ROL | ROLLINS INC | Aug 12, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Aug 12, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| ABT | ABBOTT LABORATORIES | Jul 14, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| AVGO | Broadcom Inc. | Jul 14, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| AMD | ADVANCED MICRO DEVICES INC | Jul 14, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| INTU | INTUIT INC. | Jun 10, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| — | US Treasury Note 4% DUE 5/31/30 (91282CNG2) | May 19, 2026 | purchase | $100.0K – $250.0K | Filing ↗ |
| AXP | AMERICAN EXPRESS CO | May 8, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| ACN | Accenture plc | May 8, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | May 8, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | US Treasury Note 4/375% DUE 12/15/26 (91282CJP7) | Apr 16, 2026 | sale | $100.0K – $250.0K | Filing ↗ |
| ABT | ABBOTT LABORATORIES | Apr 16, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| SPGI | S&P Global Inc. | Apr 16, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| INTU | INTUIT INC. | Apr 16, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| — | US Treasury Note 3.75% DUE 12/31/28 (91282CJR3)) | Apr 16, 2026 | sale | $100.0K – $250.0K | Filing ↗ |
| PG | PROCTER & GAMBLE Co | Apr 16, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| AMP | AMERIPRISE FINANCIAL INC | Apr 15, 2026 | sale | $50.0K – $100.0K | Filing ↗ |
| — | US Treasury Note 3.5% DUE 1/31/30 (91282CGJ4) | Mar 24, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| KMI | KINDER MORGAN, INC. | Feb 19, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Feb 19, 2026 | purchase | $1.0K – $15.0K | Filing ↗ |
| INTU | INTUIT INC. | Feb 19, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| INTU | INTUIT INC. | Feb 18, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10074380 | 155 | PARTIAL | 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