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Amount-weighted buy-and-hold return of 92 priced purchases
Approximation from disclosed value-range midpoints; it is not a brokerage portfolio, exact cost basis, or verified current ownership.
| Date | Ticker | Type | Amount | Return |
|---|---|---|---|---|
| Aug 14, 2026 | IBP | BuyOversight | $1,001 - $15,000 | -2.5% |
| Aug 11, 2026 |
Data sourced from STOCK Act periodic transaction reports. Return % is stock price change from trade date to today — not a cost-basis return.
6.5% |
| +22.1% |
| KR | $32.00K | 6.5% | -10.0% |
| T | $32.00K | 6.5% | — |
| PGR | $32.00K | 6.5% | — |
| RPM | $32.00K | 6.5% | — |
| LLY | $24.50K | 4.9% | — |
| AMZN | $24.00K | 4.8% | +26.6% |
| MEDP | $24.00K | 4.8% | — |
| GOOGL | $24.00K | 4.8% | +9.0% |
| HD | $24.00K | 4.8% | — |
| ETN | $16.00K | 3.2% | — |
| PH | $16.00K | 3.2% | — |
| AVGO | $16.00K | 3.2% | +59.3% |
| MSFT | $15.50K | 3.1% | +4.8% |
| JPM | $8.00K | 1.6% | — |
| AEP | $8.00K | 1.6% | — |
| PLD | $8.00K | 1.6% | — |
| AMGN | $8.00K | 1.6% | — |
| CVX | $8.00K | 1.6% | +17.0% |
| CRM | $7.50K | 1.5% | — |
Estimated from disclosed trades only. Cost basis uses midpoint of reported ranges.sale_full closes the position entirely.
| MSFT |
Sell (Partial) |
| $15,001 - $50,000 |
| -0.6% |
| Aug 11, 2026 | PG | BuyOversight | $1,001 - $15,000 | +0.7% |
| Aug 11, 2026 | GOOGL | Buy | $1,001 - $15,000 | -2.6% |
| Jul 24, 2026 | MSFT | Buy | $1,001 - $15,000 | +31.3% |
| Jul 24, 2026 | MPC | Sell (Partial) | $1,001 - $15,000 | +23.9% |
| Jul 24, 2026 | KR | BuyOversight | $1,001 - $15,000 | +1.9% |
| Jul 24, 2026 | FITB | Sell (Partial) | $1,001 - $15,000 | -7.7% |
| Jul 24, 2026 | AVGO | Buy | $1,001 - $15,000 | -3.2% |
| Jul 17, 2026 | GOOGL | Buy | $1,001 - $15,000 | -3.4% |
| Jun 15, 2026 | CVX | Buy | $1,001 - $15,000 | +17.0% |
| Jun 15, 2026 | IBP | BuyOversight | $1,001 - $15,000 | +12.2% |
| Jun 5, 2026 | AMZN | Sell (Partial)Oversight | $1,001 - $15,000 | +3.6% |
| Jun 5, 2026 | LRCX | Sell (Partial) | $1,001 - $15,000 | — |
| Jun 5, 2026 | KR | BuyOversight | $1,001 - $15,000 | -8.9% |
| Jun 5, 2026 | T | Buy | $1,001 - $15,000 | — |
| Jun 5, 2026 | AMGN | Buy | $1,001 - $15,000 | — |
| Jun 5, 2026 | AEP | Buy | $1,001 - $15,000 | — |
| Jun 5, 2026 | GOOGL | Buy | $1,001 - $15,000 | -9.1% |
| May 15, 2026 | HD | BuyOversight | $1,001 - $15,000 | — |
| May 15, 2026 | T | Buy | $1,001 - $15,000 | — |
| May 15, 2026 | AAPL | Sell (Partial) | $1,001 - $15,000 | — |
| May 15, 2026 | PH | BuyOversight | $1,001 - $15,000 | — |
| May 15, 2026 | MEDP | BuyOversight | $1,001 - $15,000 | — |
| May 15, 2026 | GOOGL | Sell (Partial) | $1,001 - $15,000 | -15.6% |
| May 15, 2026 | GOOGL | Sell (Partial) | $15,001 - $50,000 | -15.6% |
| Apr 27, 2026 | PG | BuyOversight | $1,001 - $15,000 | -1.5% |
| Apr 27, 2026 | PGR | Buy | $1,001 - $15,000 | — |
| Apr 27, 2026 | HD | BuyOversight | $1,001 - $15,000 | — |
| Apr 27, 2026 | HD | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Apr 27, 2026 | V | Buy | $1,001 - $15,000 | — |
| Apr 27, 2026 | AVGO | Sell (Partial) | $1,001 - $15,000 | -11.6% |
| Apr 27, 2026 | LRCX | Sell (Partial) | $1,001 - $15,000 | — |
| Mar 24, 2026 | IBP | BuyOversight | $1,001 - $15,000 | -12.6% |
| Mar 24, 2026 | KR | Sell (Partial)Oversight | $1,001 - $15,000 | -19.4% |
| Mar 12, 2026 | HD | BuyOversight | $1,001 - $15,000 | — |
| Mar 12, 2026 | RPM | BuyOversight | $1,001 - $15,000 | — |
| Mar 12, 2026 | PH | BuyOversight | $1,001 - $15,000 | — |
| Mar 12, 2026 | LRCX | Buy | $1,001 - $15,000 | — |
| Mar 12, 2026 | IBP | BuyOversight | $1,001 - $15,000 | -14.0% |
| Mar 12, 2026 | CVX | Sell (Partial) | $1,001 - $15,000 | +7.1% |
| Mar 11, 2026 | MPC | Sell (Partial) | $1,001 - $15,000 | +68.9% |
| Mar 11, 2026 | RPM | BuyOversight | $1,001 - $15,000 | — |
| Mar 11, 2026 | CVX | Sell (Partial) | $1,001 - $15,000 | +10.0% |
| Mar 11, 2026 | FITB | Buy | $1,001 - $15,000 | +17.6% |
| Feb 26, 2026 | FITB | Sell (Partial) | $1,001 - $15,000 | +2.0% |
| Feb 26, 2026 | IBP | Sell (Partial)Oversight | $1,001 - $15,000 | -27.3% |
| Feb 26, 2026 | CRM | Sell (Partial) | $1,001 - $15,000 | — |
| Feb 26, 2026 | V | Buy | $1,001 - $15,000 | — |
| Feb 26, 2026 | RPM | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Feb 26, 2026 | MPC | Sell (Partial) | $1,001 - $15,000 | +90.5% |
| Feb 26, 2026 | LRCX | Sell (Partial) | $1,001 - $15,000 | — |
| Feb 26, 2026 | IBM | Sell (Partial) | $15,001 - $50,000 | — |
| Feb 26, 2026 | IBM | Sell (Partial) | $1,001 - $15,000 | — |
| Feb 26, 2026 | AVGO | Buy | $1,001 - $15,000 | +14.9% |
| Feb 26, 2026 | AAPL | Sell (Partial) | $1,001 - $15,000 | — |
| Feb 26, 2026 | AMGN | Sell (Partial) | $1,001 - $15,000 | — |
| Feb 26, 2026 | AEP | Sell (Partial) | $1,001 - $15,000 | — |
| Feb 26, 2026 | CRM | Sell (Partial) | $15,001 - $50,000 | — |
| Feb 26, 2026 | AMZN | BuyOversight | $1,001 - $15,000 | +22.6% |
| Feb 26, 2026 | GOOGL | Buy | $1,001 - $15,000 | +9.0% |
| Feb 26, 2026 | T | Sell (Partial) | $1,001 - $15,000 | — |
| Feb 26, 2026 | MEDP | BuyOversight | $1,001 - $15,000 | — |
| Feb 26, 2026 | MSFT | Buy | $1,001 - $15,000 | +24.7% |
| Feb 26, 2026 | PH | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Feb 26, 2026 | PG | Sell (Partial)Oversight | $1,001 - $15,000 | -10.7% |
| Feb 26, 2026 | PLD | Sell (Partial) | $1,001 - $15,000 | — |
| Feb 26, 2026 | CVX | Sell (Partial) | $1,001 - $15,000 | +14.6% |
| Feb 26, 2026 | ETN | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Feb 26, 2026 | LLY | Buy | $1,001 - $15,000 | — |
| Feb 10, 2026 | PGR | Buy | $1,001 - $15,000 | — |
| Feb 9, 2026 | LLY | Sell (Partial) | $1,001 - $15,000 | — |
| Feb 9, 2026 | V | Buy | $1,001 - $15,000 | — |
| Feb 9, 2026 | PG | BuyOversight | $1,001 - $15,000 | -7.1% |
| Feb 9, 2026 | AMZN | BuyOversight | $1,001 - $15,000 | +22.1% |
| Feb 9, 2026 | CRM | Buy | $1,001 - $15,000 | — |
| Feb 9, 2026 | MSFT | Buy | $1,001 - $15,000 | +21.1% |
| Feb 9, 2026 | PH | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Jan 29, 2026 | AMZN | BuyOversight | $1,001 - $15,000 | +5.5% |
| Jan 29, 2026 | CRM | Buy | $1,001 - $15,000 | — |
| Jan 29, 2026 | RPM | BuyOversight | $1,001 - $15,000 | — |
| Jan 29, 2026 | PLD | Buy | $1,001 - $15,000 | — |
| Jan 29, 2026 | PG | Sell (Partial)Oversight | $1,001 - $15,000 | -2.5% |
| Jan 29, 2026 | MEDP | BuyOversight | $1,001 - $15,000 | — |
| Jan 29, 2026 | MSFT | Buy | $1,001 - $15,000 | +15.6% |
| Jan 29, 2026 | JPM | Buy | $1,001 - $15,000 | — |
| Jan 29, 2026 | IBP | BuyOversight | $1,001 - $15,000 | -20.0% |
| Jan 29, 2026 | VRTX | Sell (Partial) | $1,001 - $15,000 | — |
| Jan 29, 2026 | AMGN | Sell (Partial) | $1,001 - $15,000 | — |
| Jan 29, 2026 | AVGO | Buy | $1,001 - $15,000 | +11.8% |
| Jan 29, 2026 | T | Buy | $1,001 - $15,000 | — |
| Jan 16, 2026 | LLY | Sell (Partial) | $1,001 - $15,000 | — |
| Jan 16, 2026 | V | Buy | $1,001 - $15,000 | — |
| Jan 16, 2026 | LRCX | Sell (Partial) | $1,001 - $15,000 | — |
| Jan 16, 2026 | MEDP | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Jan 16, 2026 | GOOGL | Sell (Partial) | $1,001 - $15,000 | +1.5% |
| Jan 16, 2026 | AAPL | Buy | $1,001 - $15,000 | — |
| Jan 16, 2026 | AVGO | Sell (Partial) | $1,001 - $15,000 | +5.1% |
| Jan 16, 2026 | ETN | BuyOversight | $1,001 - $15,000 | — |
| Jan 16, 2026 | HD | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Jan 16, 2026 | IBP | Sell (Partial)Oversight | $1,001 - $15,000 | -24.4% |
| Jan 16, 2026 | KR | BuyOversight | $1,001 - $15,000 | -8.3% |
| Jan 16, 2026 | MSFT | Buy | $1,001 - $15,000 | +9.0% |
| Jan 16, 2026 | PH | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Jan 16, 2026 | PLD | Sell (Partial) | $1,001 - $15,000 | — |
| Jan 16, 2026 | RPM | BuyOversight | $1,001 - $15,000 | — |
| Jan 16, 2026 | AMGN | Buy | $1,001 - $15,000 | — |
| Jan 16, 2026 | AEP | Buy | $1,001 - $15,000 | — |
| Jan 9, 2026 | PG | BuyOversight | $1,001 - $15,000 | +3.1% |
| Jan 8, 2026 | IBM | Buy | $15,001 - $50,000 | — |
| Jan 8, 2026 | IBM | Buy | $1,001 - $15,000 | — |
| Jan 8, 2026 | LRCX | Sell (Partial) | $15,001 - $50,000 | — |
| Jan 8, 2026 | MSFT | Buy | $1,001 - $15,000 | +4.8% |
| Jan 8, 2026 | AVGO | Sell (Partial) | $1,001 - $15,000 | +11.2% |
| Dec 10, 2025 | HD | BuyOversight | $1,001 - $15,000 | — |
| Dec 10, 2025 | ETN | BuyOversight | $1,001 - $15,000 | — |
| Dec 10, 2025 | LLY | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 3, 2025 | AMGN | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 3, 2025 | V | Buy | $1,001 - $15,000 | — |
| Nov 12, 2025 | V | Buy | $1,001 - $15,000 | — |
| Nov 11, 2025 | RPM | BuyOversight | $1,001 - $15,000 | — |
| Nov 11, 2025 | HD | BuyOversight | $1,001 - $15,000 | — |
| Nov 3, 2025 | AEP | Sell (Partial) | $1,001 - $15,000 | — |
| Nov 3, 2025 | PGR | Buy | $1,001 - $15,000 | — |
| Nov 3, 2025 | IBP | BuyOversight | $1,001 - $15,000 | -2.5% |
| Nov 3, 2025 | GOOGL | Sell (Partial) | $1,001 - $15,000 | +18.1% |
| Oct 30, 2025 | AAPL | Sell (Partial) | $1,001 - $15,000 | — |
| Oct 30, 2025 | T | Buy | $1,001 - $15,000 | — |
| Sep 22, 2025 | LRCX | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 22, 2025 | KR | BuyOversight | $1,001 - $15,000 | -10.2% |
| Sep 22, 2025 | AEP | Buy | $1,001 - $15,000 | — |
| Sep 22, 2025 | PG | BuyOversight | $1,001 - $15,000 | -4.5% |
| Sep 3, 2025 | GOOGL | Sell (Partial) | $1,001 - $15,000 | +45.2% |
| Sep 3, 2025 | CRM | Buy | $1,001 - $15,000 | — |
| Aug 14, 2025 | MPC | Buy | $1,001 - $15,000 | +136.0% |
| Aug 14, 2025 | LLY | Buy | $15,001 - $50,000 | — |
| Aug 14, 2025 | PLD | Buy | $1,001 - $15,000 | — |
| Aug 14, 2025 | LLY | Buy | $1,001 - $15,000 | — |
| Aug 13, 2025 | PG | BuyOversight | $1,001 - $15,000 | -5.9% |
| Aug 13, 2025 | V | Buy | $1,001 - $15,000 | — |
| Aug 13, 2025 | IBP | Sell (Partial)Oversight | $1,001 - $15,000 | -14.1% |
| Aug 7, 2025 | CRM | Buy | $1,001 - $15,000 | — |
| Aug 7, 2025 | VRTX | Buy | $1,001 - $15,000 | — |
| Aug 7, 2025 | PLD | Buy | $1,001 - $15,000 | — |
| Aug 7, 2025 | PG | BuyOversight | $1,001 - $15,000 | -4.7% |
| Aug 7, 2025 | IBP | Sell (Partial)Oversight | $1,001 - $15,000 | -8.3% |
| Jul 23, 2025 | MEDP | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Jul 18, 2025 | PGR | Buy | $1,001 - $15,000 | — |
| Jul 18, 2025 | MPC | Sell (Partial) | $1,001 - $15,000 | +119.8% |
| Jul 18, 2025 | LRCX | Sell (Partial) | $1,001 - $15,000 | — |
| Jul 18, 2025 | T | Buy | $1,001 - $15,000 | — |
| Jun 11, 2025 | CRM | Buy | $1,001 - $15,000 | — |
| Jun 11, 2025 | JPM | Sell (Partial) | $1,001 - $15,000 | — |
| May 15, 2025 | IBP | BuyOversight | $1,001 - $15,000 | +44.1% |
| May 14, 2025 | FITB | Buy | $1,001 - $15,000 | +34.6% |
| May 14, 2025 | UNH | Sell (Partial) | $15,001 - $50,000 | — |
| May 14, 2025 | UNH | Sell (Partial) | $1,001 - $15,000 | — |
| May 14, 2025 | AVGO | Buy | $1,001 - $15,000 | +59.3% |
| May 13, 2025 | MSFT | Sell (Partial) | $1,001 - $15,000 | +11.6% |
| May 12, 2025 | MSFT | Sell (Partial) | $1,001 - $15,000 | +11.5% |
| May 12, 2025 | CRM | Buy | $1,001 - $15,000 | — |
| Mar 27, 2025 | AMZN | BuyOversight | $1,001 - $15,000 | +26.6% |
| Mar 10, 2025 | AEP | Sell (Partial) | $1,001 - $15,000 | — |
| Mar 10, 2025 | T | Sell (Partial) | $1,001 - $15,000 | — |
| Mar 10, 2025 | ETN | BuyOversight | $1,001 - $15,000 | — |
| Mar 10, 2025 | JPM | Buy | $1,001 - $15,000 | — |
| Mar 10, 2025 | PH | BuyOversight | $1,001 - $15,000 | — |
| Feb 20, 2025 | KR | BuyOversight | $1,001 - $15,000 | -10.0% |
| Feb 20, 2025 | SJM | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Feb 10, 2025 | PG | BuyOversight | $1,001 - $15,000 | -12.7% |
| Feb 10, 2025 | SJM | BuyOversight | $1,001 - $15,000 | — |
| Feb 5, 2025 | IBP | BuyOversight | $1,001 - $15,000 | +22.1% |
| Jan 30, 2025 | JPM | Sell (Partial) | $1,001 - $15,000 | — |
| Jan 30, 2025 | V | Sell (Partial) | $1,001 - $15,000 | — |