Transactions
19
Total transactions associated with this filer
Disclosed purchases
5
$54.0K – $160.0K
Average modeled return
+91.9%
5 of 5 purchases modeled
Average vs. S&P 500
-40.0%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
5 most recent modeled purchases. The summary and table include all modeled purchases.
MARKET ANALYSIS
Modeled purchase performance · Since purchase
5 of 5 disclosed purchases have modeled returns for this period.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| WMT | Walmart Inc. | May 28, 2020 | Nov 6, 2026 | +230.5% | +165.4% | +65.1% |
| SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Jun 15, 2026 | Nov 6, 2026 | -30.2% | -2.1% | -28.2% |
| JNJ | JOHNSON & JOHNSON | May 28, 2020 | Nov 6, 2026 | +123.1% | +165.4% | -42.2% |
| AMZN | AMAZON COM INC | May 28, 2020 | Nov 6, 2026 | +116.0% | +165.4% | -49.4% |
| CRM | Salesforce, Inc. | May 28, 2020 | Nov 6, 2026 | +20.2% | +165.4% | -145.1% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 19 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Jun 15, 2026 | purchase | $50.0K – $100.0K | Filing ↗ |
| JNJ | JOHNSON & JOHNSON | Jun 29, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | MICROSOFT CORP | Jun 29, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| NKE | NIKE, Inc. | Jun 29, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| CRM | Salesforce, Inc. | Jun 29, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| SFST | SOUTHERN FIRST BANCSHARES INC | Jun 29, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| CVX | CHEVRON CORP | Jun 29, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| BAC | BANK OF AMERICA CORP /DE/ | Jun 29, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | Apple Inc. | Jun 29, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| AMZN | AMAZON COM INC | Jun 29, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| GILD | GILEAD SCIENCES, INC. | Jun 29, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| ABBV | AbbVie Inc. | Jun 29, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| META | Meta Platforms, Inc. | Jun 29, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| WMT | Walmart Inc. | Jun 29, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| AMZN | AMAZON COM INC | May 28, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| WMT | Walmart Inc. | May 28, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| CRM | Salesforce, Inc. | May 28, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| JNJ | JOHNSON & JOHNSON | May 28, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| SBUX | STARBUCKS CORP | May 28, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076954 | 15 | 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