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Amount-weighted buy-and-hold return of 49 priced purchases
Approximation from disclosed value-range midpoints; it is not a brokerage portfolio, exact cost basis, or verified current ownership.
Data sourced from STOCK Act periodic transaction reports. Return % is stock price change from trade date to today — not a cost-basis return.
14.3% |
| — |
| JPM | $16.00K | 14.3% | — |
| MMC | $16.00K | 14.3% | — |
| COST | $8.00K | 7.1% | — |
| CB | $8.00K | 7.1% | +42.2% |
| KO | $8.00K | 7.1% | — |
Estimated from disclosed trades only. Cost basis uses midpoint of reported ranges.sale_full closes the position entirely.
| $15,001 - $50,000 |
| +3.6% |
| Sep 23, 2026 | MRSH | Sell (Partial)Oversight | $50,001 - $100,000 | +10.5% |
| Sep 23, 2026 | CB | Sell (Partial)Oversight | $1,001 - $15,000 | +7.3% |
| Sep 23, 2026 | DVN | Sell (Partial) | $50,001 - $100,000 | +5.6% |
| Sep 23, 2026 | CVX | Sell (Partial) | $15,001 - $50,000 | +9.5% |
| Sep 23, 2026 | UNH | Sell (Partial)Oversight | $15,001 - $50,000 | +8.1% |
| Sep 23, 2026 | HD | Sell (Partial) | $1,001 - $15,000 | +4.4% |
| Sep 23, 2026 | LMT | Sell (Partial) | $15,001 - $50,000 | +5.2% |
| Sep 23, 2026 | DVN | Sell (Partial) | $15,001 - $50,000 | +5.6% |
| Sep 17, 2026 | ROK | Sell (Partial)Oversight | $15,001 - $50,000 | +3.9% |
| Sep 17, 2026 | LOW | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 17, 2026 | EMR | Sell (Partial) | $15,001 - $50,000 | — |
| Sep 17, 2026 | LMT | Sell (Partial) | $15,001 - $50,000 | +2.6% |
| Sep 17, 2026 | LIN | Sell (Partial) | $15,001 - $50,000 | — |
| Sep 17, 2026 | MRSH | Sell (Partial)Oversight | $50,001 - $100,000 | +7.9% |
| Sep 15, 2026 | TJX | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 15, 2026 | CNP | Sell (Partial) | $15,001 - $50,000 | — |
| Sep 15, 2026 | STE | Sell (Partial)Oversight | $15,001 - $50,000 | — |
| Sep 14, 2026 | HD | Sell (Partial) | $15,001 - $50,000 | -0.4% |
| Sep 14, 2026 | CDNS | Sell (Partial) | $15,001 - $50,000 | — |
| Sep 14, 2026 | IQV | Sell (Partial) | $15,001 - $50,000 | — |
| Sep 14, 2026 | EMR | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 14, 2026 | DVN | Sell (Partial) | $15,001 - $50,000 | +2.0% |
| Sep 14, 2026 | ROK | Sell (Partial)Oversight | $15,001 - $50,000 | +1.8% |
| Sep 14, 2026 | MRSH | Sell (Partial)Oversight | $1,001 - $15,000 | +4.4% |
| Sep 14, 2026 | NEE | Sell (Partial) | $15,001 - $50,000 | -2.2% |
| Sep 14, 2026 | HD | Sell (Partial) | $1,001 - $15,000 | -0.4% |
| Sep 11, 2026 | OKE | Exchange | $100,001 - $250,000 | — |
| Sep 11, 2026 | OKE | Exchange | $500,001 - $1,000,000 | — |
| Sep 10, 2026 | ETN | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 10, 2026 | UNH | Sell (Partial)Oversight | $15,001 - $50,000 | +3.4% |
| Sep 10, 2026 | HD | Sell (Partial) | $15,001 - $50,000 | +1.3% |
| Sep 10, 2026 | NVO | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 9, 2026 | PTC | Sell (Partial) | $50,001 - $100,000 | — |
| Sep 9, 2026 | ITW | Sell (Partial) | $15,001 - $50,000 | — |
| Sep 9, 2026 | MRSH | Sell (Partial)Oversight | $100,001 - $250,000 | +6.5% |
| Sep 9, 2026 | BSX | Sell (Partial)Oversight | $50,001 - $100,000 | — |
| Sep 8, 2026 | IQV | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 8, 2026 | AAPL | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 8, 2026 | ETV | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 4, 2026 | DVN | Sell (Partial) | $100,001 - $250,000 | +5.6% |
| Sep 4, 2026 | OKE | Sell (Partial) | $15,001 - $50,000 | — |
| Sep 4, 2026 | ITW | Sell (Partial) | $50,001 - $100,000 | — |
| Sep 4, 2026 | BSX | Sell (Partial)Oversight | $50,001 - $100,000 | — |
| Sep 3, 2026 | IQV | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 3, 2026 | BSX | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Sep 3, 2026 | VUZI | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 3, 2026 | AIO | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 2, 2026 | ITW | Sell (Partial) | $15,001 - $50,000 | — |
| Sep 2, 2026 | CDNS | Sell (Partial) | $15,001 - $50,000 | — |
| Sep 2, 2026 | DHR | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 2, 2026 | NEE | Sell (Partial) | $1,001 - $15,000 | -4.0% |
| Sep 2, 2026 | TJX | Sell (Partial) | $15,001 - $50,000 | — |
| Sep 2, 2026 | SBUX | Sell (Partial) | $1,001 - $15,000 | -8.6% |
| Sep 2, 2026 | CL | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 2, 2026 | ROK | Sell (Partial)Oversight | $15,001 - $50,000 | +0.2% |
| Sep 2, 2026 | MRSH | Sell (Partial)Oversight | $1,001 - $15,000 | +0.3% |
| Sep 2, 2026 | LOW | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 2, 2026 | ORLY | Sell (Partial) | $15,001 - $50,000 | — |
| Sep 2, 2026 | HD | Sell (Partial) | $15,001 - $50,000 | -2.8% |
| Sep 2, 2026 | LMT | Sell (Partial) | $15,001 - $50,000 | +3.9% |
| Sep 2, 2026 | LIN | Sell (Partial) | $15,001 - $50,000 | — |
| Aug 31, 2026 | TJX | Sell (Partial) | $15,001 - $50,000 | — |
| Aug 31, 2026 | CB | BuyOversight | $1,001 - $15,000 | +6.3% |
| Aug 31, 2026 | KO | Buy | $1,001 - $15,000 | — |
| Aug 31, 2026 | CL | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 31, 2026 | CR | Sell (Partial) | $50,001 - $100,000 | — |
| Aug 31, 2026 | CXT | Sell (Partial) | $15,001 - $50,000 | — |
| Aug 31, 2026 | CSX | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 31, 2026 | HD | Sell (Partial) | $15,001 - $50,000 | -5.6% |
| Aug 31, 2026 | HON | Sell (Partial) | $15,001 - $50,000 | — |
| Aug 31, 2026 | PRGS | Sell (Partial) | $15,001 - $50,000 | — |
| Aug 31, 2026 | PTC | Sell (Partial) | $50,001 - $100,000 | — |
| Aug 31, 2026 | BSX | Sell (Partial)Oversight | $15,001 - $50,000 | — |
| Aug 31, 2026 | RA | Sell (Partial) | $15,001 - $50,000 | — |
| Aug 31, 2026 | DHR | Sell (Partial) | $15,001 - $50,000 | — |
| Aug 31, 2026 | DVN | Sell (Partial) | $100,001 - $250,000 | +4.6% |
| Aug 31, 2026 | DVN | Sell (Partial) | $15,001 - $50,000 | +4.6% |
| Aug 31, 2026 | XOM | Sell (Partial) | $100,001 - $250,000 | — |
| Aug 31, 2026 | OKE | Sell (Partial) | $50,001 - $100,000 | — |
| Aug 31, 2026 | LIN | Sell (Partial) | $15,001 - $50,000 | — |
| Aug 31, 2026 | NVO | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 31, 2026 | F | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 31, 2026 | ORLY | Sell (Partial) | $15,001 - $50,000 | — |
| Aug 31, 2026 | ITW | Sell (Partial) | $15,001 - $50,000 | — |
| Aug 31, 2026 | AIO | Sell (Partial) | $15,001 - $50,000 | — |
| Aug 27, 2026 | TJX | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 27, 2026 | HD | Sell (Partial) | $1,001 - $15,000 | -5.8% |
| Aug 27, 2026 | PBA | Sell (Partial) | $15,001 - $50,000 | — |
| Aug 27, 2026 | NVS | Sell (Partial) | $15,001 - $50,000 | — |
| Aug 27, 2026 | CSX | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 27, 2026 | CL | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 27, 2026 | WMT | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 24, 2026 | MRSH | Sell (Partial)Oversight | $1,001 - $15,000 | -3.2% |
| Aug 24, 2026 | MDT | Sell (Partial)Oversight | $15,001 - $50,000 | — |
| Aug 24, 2026 | HD | Sell (Partial) | $50,001 - $100,000 | -8.2% |
| Aug 24, 2026 | PG | Sell (Partial) | $50,001 - $100,000 | — |
| Aug 24, 2026 | LOW | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 21, 2026 | VLTO | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 21, 2026 | MSFT | Sell (Partial) | $15,001 - $50,000 | — |
| Aug 19, 2026 | CL | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 19, 2026 | HONA | Sell (Partial) | $15,001 - $50,000 | — |
| Aug 18, 2026 | BIIB | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Aug 18, 2026 | KMB | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 18, 2026 | BUD | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 14, 2026 | CARR | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 14, 2026 | ICLR | Sell (Partial) | $15,001 - $50,000 | — |
| Aug 14, 2026 | ADBE | Sell (Partial) | $15,001 - $50,000 | — |
| Aug 14, 2026 | VLTO | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 13, 2026 | BA | Sell (Partial) | $15,001 - $50,000 | — |
| Aug 13, 2026 | GAP | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 13, 2026 | WAT | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Aug 13, 2026 | BA | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 13, 2026 | NKE | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 13, 2026 | HRL | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 10, 2026 | OTIS | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 10, 2026 | DIS | Sell (Partial) | $15,001 - $50,000 | — |
| Aug 5, 2026 | VSNT | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 5, 2026 | SOLS | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 5, 2026 | CMCSA | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 5, 2026 | KVUE | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 5, 2026 | MDLZ | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 5, 2026 | ALC | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Aug 5, 2026 | DEO | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 5, 2026 | OGN | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 5, 2026 | PG | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 5, 2026 | EL | Sell (Partial) | $1,001 - $15,000 | — |
| Jul 2, 2026 | XOM | Exchange | $100,001 - $250,000 | — |
| Jun 29, 2026 | HONAV | Exchange | $15,001 - $50,000 | — |
| May 8, 2026 | DVN | Exchange | $15,001 - $50,000 | +11.2% |
| May 8, 2026 | CTRA | Exchange | $15,001 - $50,000 | — |
| Mar 24, 2026 | EXAS | Sell (Partial) | $1,001 - $15,000 | — |
| Mar 20, 2026 | PLD | Sell (Partial) | $50,001 - $100,000 | — |
| Mar 20, 2026 | MDT | Sell (Partial)Oversight | $15,001 - $50,000 | — |
| Mar 18, 2026 | SMA | Sell (Partial) | $500,001 - $1,000,000 | — |
| Mar 18, 2026 | TXN | Sell (Partial) | $500,001 - $1,000,000 | — |
| Mar 17, 2026 | CMCSA | Sell (Partial) | $15,001 - $50,000 | — |
| Mar 17, 2026 | KVUE | Sell (Partial) | $15,001 - $50,000 | — |
| Mar 17, 2026 | IVZ | Sell (Partial)Oversight | $15,001 - $50,000 | — |
| Mar 17, 2026 | CTSH | Sell (Partial) | $15,001 - $50,000 | — |
| Mar 17, 2026 | MUA | Sell (Partial) | $50,001 - $100,000 | — |
| Mar 17, 2026 | BDX | Sell (Partial)Oversight | $15,001 - $50,000 | — |
| Mar 16, 2026 | PRGS | Sell (Partial) | $50,001 - $100,000 | — |
| Mar 16, 2026 | IQV | Sell (Partial) | $50,001 - $100,000 | — |
| Mar 16, 2026 | ACN | Sell (Partial) | $250,001 - $500,000 | — |
| Mar 5, 2026 | ICLR | Sell (Partial) | $100,001 - $250,000 | — |
| Feb 9, 2026 | WAT | ExchangeOversight | $1,001 - $15,000 | — |
| Dec 23, 2025 | UNH | Sell (Partial)Oversight | $250,001 - | +23.6% |
| Dec 23, 2025 | UNH | Sell (Partial)Oversight | $250,001 - $500,000 | +23.6% |
| Oct 28, 2025 | BSX | Sell (Partial)Oversight | $15,001 - $50,000 | — |
| Oct 28, 2025 | CSX | Sell (Partial) | $15,001 - $50,000 | — |
| Oct 28, 2025 | STX | Sell (Partial) | $15,001 - $50,000 | — |
| Oct 28, 2025 | ORLY | Sell (Partial) | $1,001 - $15,000 | — |
| Oct 28, 2025 | MSFT | Sell (Partial) | $15,001 - $50,000 | — |
| Oct 28, 2025 | HD | Sell (Partial) | $1,001 - $15,000 | -19.7% |
| Oct 27, 2025 | ACN | Sell (Partial) | $100,001 - $250,000 | — |
| Oct 23, 2025 | MCD | Sell (Partial) | $100,001 - $250,000 | — |
| Oct 23, 2025 | MCD | Sell (Partial) | $1,001 - $15,000 | — |
| Oct 6, 2025 | ETN | Sell (Partial) | $15,001 - $50,000 | — |
| Sep 26, 2025 | HD | Sell (Partial) | $15,001 - $50,000 | -24.5% |
| Sep 26, 2025 | MASI | Sell (Partial) | $15,001 - $50,000 | — |
| Sep 26, 2025 | MSFT | Sell (Partial) | $15,001 - $50,000 | — |
| Sep 26, 2025 | ACN | Sell (Partial) | $15,001 - $50,000 | — |
| Dec 31, 2024 | JNJ | Sell (Partial)Oversight | $100,001 - $250,000 | — |
| Dec 31, 2024 | INTC | Sell (Partial) | $50,001 - $100,000 | — |
| Dec 31, 2024 | EL | Sell (Partial) | $15,001 - $50,000 | — |
| Dec 31, 2024 | DXCM | Sell (Partial)Oversight | $50,001 - $100,000 | — |
| Dec 31, 2024 | DVN | Sell (Partial) | $250,001 - $500,000 | +55.0% |
| Dec 31, 2024 | AGCO | Sell (Partial) | $50,001 - $100,000 | — |
| Dec 12, 2024 | HD | Buy | $1,001 - $15,000 | -25.3% |
| Dec 10, 2024 | XOM | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | MCD | Buy | $100,001 - $250,000 | — |
| Jul 8, 2024 | CB | BuyOversight | $1,001 - $15,000 | +42.2% |
| Jun 28, 2024 | LMT | Buy | $1,001 - $15,000 | +18.2% |
| Jun 28, 2024 | DVN | Buy | $1,001 - $15,000 | +7.0% |
| Jun 25, 2024 | UNH | BuyOversight | $1,001 - $15,000 | -17.1% |
| Jun 24, 2024 | WMB | Buy | $1,001 - $15,000 | — |
| Jun 21, 2024 | LIN | Buy | $1,001 - $15,000 | — |
| Jun 20, 2024 | AGCO | Buy | $1,001 - $15,000 | — |
| Jun 17, 2024 | NEE | Buy | $1,001 - $15,000 | +10.4% |
| Jun 13, 2024 | RTX | Buy | $1,001 - $15,000 | — |
| Jun 13, 2024 | HD | Buy | $1,001 - $15,000 | -11.0% |
| Jun 10, 2024 | EMR | Buy | $1,001 - $15,000 | — |
| Jun 10, 2024 | XOM | Buy | $1,001 - $15,000 | — |
| Jun 4, 2024 | JNJ | BuyOversight | $1,001 - $15,000 | — |
| May 21, 2024 | TXN | Buy | $1,001 - $15,000 | — |
| May 17, 2024 | ACN | Buy | $1,001 - $15,000 | — |
| May 15, 2024 | MMC | Buy | $1,001 - $15,000 | — |
| May 15, 2024 | OKE | Buy | $1,001 - $15,000 | — |
| May 3, 2024 | PXD | Exchange | $100,001 - $250,000 | — |
| May 3, 2024 | XOM | Exchange | $100,001 - $250,000 | — |
| Apr 30, 2024 | JPM | BuyOversight | $1,001 - $15,000 | — |
| Mar 29, 2024 | LMT | Buy | $1,001 - $15,000 | +21.9% |
| Mar 28, 2024 | LIN | Buy | $1,001 - $15,000 | — |
| Mar 28, 2024 | DVN | Buy | $1,001 - $15,000 | +1.1% |
| Mar 28, 2024 | DVN | Buy | $15,001 - $50,000 | +1.1% |
| Mar 25, 2024 | WMB | Buy | $1,001 - $15,000 | — |
| Mar 22, 2024 | PXD | Buy | $1,001 - $15,000 | — |
| Mar 21, 2024 | HD | Buy | $1,001 - $15,000 | -21.7% |
| Mar 19, 2024 | UNH | BuyOversight | $1,001 - $15,000 | -18.6% |
| Mar 15, 2024 | NEE | Buy | $1,001 - $15,000 | +32.8% |
| Mar 11, 2024 | ROK | BuyOversight | $1,001 - $15,000 | +49.7% |
| Mar 11, 2024 | XOM | Buy | $1,001 - $15,000 | — |
| Mar 11, 2024 | EMR | Buy | $1,001 - $15,000 | — |
| Mar 5, 2024 | JNJ | BuyOversight | $1,001 - $15,000 | — |
| Feb 20, 2024 | ACN | Buy | $1,001 - $15,000 | — |
| Feb 15, 2024 | MMC | Buy | $1,001 - $15,000 | — |
| Feb 14, 2024 | OKE | Buy | $1,001 - $15,000 | — |
| Feb 13, 2024 | TXN | Buy | $1,001 - $15,000 | — |
| Jan 31, 2024 | JPM | BuyOversight | $1,001 - $15,000 | — |
| Jan 12, 2024 | COST | Buy | $1,001 - $15,000 | — |
| Jan 2, 2024 | VUZI | Sell (Partial) | $1,001 - $15,000 | — |
| Jan 2, 2024 | EXAS | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 29, 2023 | LMT | Buy | $1,001 - $15,000 | +21.8% |
| Dec 29, 2023 | DVN | Buy | $15,001 - $50,000 | +12.0% |
| Dec 29, 2023 | DVN | Buy | $1,001 - $15,000 | +12.0% |
| Dec 26, 2023 | WMB | Buy | $1,001 - $15,000 | — |
| Dec 22, 2023 | PXD | Buy | $1,001 - $15,000 | — |
| Dec 18, 2023 | LIN | Buy | $1,001 - $15,000 | — |
| Dec 15, 2023 | NEE | Buy | $1,001 - $15,000 | +29.8% |
| Dec 14, 2023 | RTX | Buy | $1,001 - $15,000 | — |
| Dec 14, 2023 | HD | Buy | $1,001 - $15,000 | -12.0% |
| Dec 12, 2023 | UNH | BuyOversight | $1,001 - $15,000 | -26.4% |
| Dec 11, 2023 | ROK | BuyOversight | $1,001 - $15,000 | +52.3% |
| Dec 11, 2023 | XOM | Buy | $1,001 - $15,000 | — |
| Dec 11, 2023 | EMR | Buy | $1,001 - $15,000 | — |
| Dec 8, 2023 | CCLD | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 5, 2023 | JNJ | BuyOversight | $1,001 - $15,000 | — |