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Amount-weighted buy-and-hold return of 25 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.
| $4.00M |
15.4% |
| -13.2% |
| PANW | $3.75M | 14.5% | — |
| BE | $3.75M | 14.5% | +19.7% |
| NVDA | $1.30M | 5.0% | +69.4% |
| GOOGL | $1.13M | 4.3% | +79.6% |
| VST | $925.00K | 3.6% | -10.8% |
| AMZN | $925.00K | 3.6% | +14.8% |
Estimated from disclosed trades only. Cost basis uses midpoint of reported ranges.sale_full closes the position entirely.
| $1,000,001 - $5,000,000 |
| +19.7% |
| Jul 24, 2026 | INTC | Buy | $500,001 - $1,000,000 | -2.7% |
| Jul 24, 2026 | INTC | Buy | $250,001 - $500,000 | -2.7% |
| May 29, 2026 | UBER | BuyOption | $500,001 - $1,000,000 | — |
| May 29, 2026 | INTC | Buy | $1,000,001 - $5,000,000 | -21.7% |
| Jan 16, 2026 | NVDA | Buy | $250,001 - $500,000 | +15.0% |
| Jan 16, 2026 | AB | Buy | $1,000,001 - | -13.2% |
| Jan 16, 2026 | VST | Buy | $100,001 - $250,000 | -8.8% |
| Jan 16, 2026 | GOOGL | Buy | $500,001 - $1,000,000 | +3.2% |
| Jan 16, 2026 | AB | Buy | $1,000,001 - $5,000,000 | -13.2% |
| Jan 16, 2026 | AMZN | Buy | $500,001 - $1,000,000 | +4.6% |
| Jan 2, 2026 | VSNT | Exchange | $15.00 | -31.9% |
| Dec 30, 2025 | GOOGL | Sell (Partial) | $1,000,001 - $5,000,000 | +8.5% |
| Dec 30, 2025 | AMZN | Buy | $100,001 - $250,000 | +7.5% |
| Dec 30, 2025 | AAPL | Buy | $250,001 - $500,000 | +25.8% |
| Dec 30, 2025 | PYPL | Sell (Partial) | $250,001 - $500,000 | — |
| Dec 30, 2025 | DIS | Sell (Partial) | $1,000,001 - $5,000,000 | — |
| Dec 30, 2025 | GOOGL | Buy | $250,001 - $500,000 | +8.5% |
| Dec 30, 2025 | AAPL | Sell (Partial) | $5,000,001 - $25,000,000 | +25.8% |
| Dec 30, 2025 | NVDA | Buy | $100,001 - $250,000 | +14.2% |
| Dec 24, 2025 | AMZN | Sell (Partial) | $1,000,001 - $5,000,000 | +7.6% |
| Dec 24, 2025 | AAPL | Sell (Partial) | $5,000,001 - $25,000,000 | +25.4% |
| Dec 24, 2025 | NVDA | Sell (Partial) | $1,000,001 - $5,000,000 | +13.5% |
| Oct 22, 2025 | AAPL | Sell (Partial) | $100,001 - $250,000 | +32.9% |
| Jun 20, 2025 | AVGO | Buy | $1,000,001 - $5,000,000 | — |
| Jan 14, 2025 | VST | Buy | $500,001 - $1,000,000 | -10.8% |
| Jan 14, 2025 | GOOGL | Buy | $250,001 - $500,000 | +79.6% |
| Jan 14, 2025 | AMZN | BuyOption | $250,001 - $500,000 | — |
| Jan 14, 2025 | NVDA | BuyOption | $250,001 - $500,000 | — |
| Jan 14, 2025 | TEM | BuyOption | $50,001 - $100,000 | — |
| Dec 31, 2024 | NVDA | Sell (Partial) | $1,000,001 - $5,000,000 | +59.5% |
| Dec 31, 2024 | AAPL | Sell (Partial) | $5,000,001 - $25,000,000 | +37.2% |
| Dec 20, 2024 | PANW | Buy | $1,000,001 - $5,000,000 | — |
| Dec 20, 2024 | NVDA | Buy | $500,001 - $1,000,000 | +59.0% |
| Jul 26, 2024 | MSFT | Sell (Partial) | $1,000,001 - $5,000,000 | — |
| Jul 26, 2024 | NVDA | Buy | $1,000,001 - $5,000,000 | +89.4% |
| Jul 1, 2024 | V | Sell (Partial) | $500,001 - $1,000,000 | — |
| Jun 26, 2024 | NVDA | Buy | $1,000,001 - $5,000,000 | +69.4% |
| Jun 24, 2024 | TSLA | Sell (Partial) | $250,001 - $500,000 | — |
| Jun 24, 2024 | AVGO | Buy | $1,000,001 - $5,000,000 | — |
| Feb 21, 2024 | PANW | BuyOption | $100,001 - $250,000 | — |
| Feb 12, 2024 | PANW | Buy | $500,001 - $1,000,000 | — |