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Amount-weighted buy-and-hold return of 18 priced purchases
Data sourced from STOCK Act periodic transaction reports. Return % is stock price change from trade date to today — not a cost-basis return.
| — |
| GOOGL | $8.00K | 6.7% | — |
| CTAS | $8.00K | 6.7% | — |
| NEE | $8.00K | 6.7% | — |
| AEP | $8.00K | 6.7% | — |
| WMT | $8.00K | 6.7% | — |
| DRI | $8.00K | 6.7% | — |
| META | $8.00K | 6.7% | — |
| CASY | $8.00K | 6.7% | +15.8% |
| WAB | $8.00K | 6.7% | +2.4% |
| CARR | $8.00K | 6.7% | — |
| APH | $8.00K | 6.7% | -4.4% |
| MCK | $8.00K | 6.7% | +2.8% |
Estimated from disclosed trades only. Cost basis uses midpoint of reported ranges.sale_full closes the position entirely.
| $1,001 - $15,000 |
| +4.7% |
| Jul 8, 2026 | MCK | Buy | $1,001 - $15,000 | +2.8% |
| Jul 8, 2026 | ABT | Sell (Partial) | $1,001 - $15,000 | +5.8% |
| Apr 7, 2026 | CASY | Buy | $1,001 - $15,000 | +15.8% |
| Apr 7, 2026 | PAYX | Sell (Partial)Oversight | $1,001 - $15,000 | +24.9% |
| Apr 7, 2026 | WAB | BuyOversight | $1,001 - $15,000 | +2.4% |
| Apr 7, 2026 | BR | Sell (Partial)Oversight | $1,001 - $15,000 | -6.2% |
| Apr 7, 2026 | AWK | Sell (Partial) | $1,001 - $15,000 | -0.2% |
| Apr 7, 2026 | AXP | Sell (Partial) | $1,001 - $15,000 | +15.7% |
| Apr 7, 2026 | NEE | Buy | $1,001 - $15,000 | — |
| Apr 7, 2026 | CARR | BuyOversight | $1,001 - $15,000 | — |
| Apr 7, 2026 | SNDA | Sell (Partial) | $1,001 - $15,000 | — |
| Mar 31, 2026 | SNDA | Exchange | $1,001 - $15,000 | — |
| Jan 7, 2026 | DRI | Buy | $1,001 - $15,000 | — |
| Jan 7, 2026 | META | Buy | $1,001 - $15,000 | — |
| Jan 7, 2026 | ESS | Sell (Partial) | $1,001 - $15,000 | — |
| Jan 7, 2026 | WM | BuyOversight | $1,001 - $15,000 | — |
| Jan 7, 2026 | MDLZ | Sell (Partial) | $1,001 - $15,000 | — |
| Jan 7, 2026 | VRSK | Sell (Partial) | $1,001 - $15,000 | — |
| Oct 6, 2025 | AEP | Buy | $1,001 - $15,000 | — |
| Oct 6, 2025 | ABT | Buy | $1,001 - $15,000 | -24.7% |
| Oct 6, 2025 | CL | Sell (Partial) | $1,001 - $15,000 | — |
| Oct 6, 2025 | ODFL | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Oct 6, 2025 | WMT | Buy | $1,001 - $15,000 | — |
| Oct 6, 2025 | ZTS | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 9, 2025 | NEE | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 9, 2025 | AXP | Buy | $1,001 - $15,000 | +35.4% |
| Jan 7, 2025 | GOOGL | Buy | $1,001 - $15,000 | — |
| Jan 7, 2025 | VRSK | Buy | $1,001 - $15,000 | — |
| Jan 7, 2025 | UNH | Sell (Partial) | $1,001 - $15,000 | — |
| Jan 7, 2025 | GD | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Jan 7, 2025 | CMCSA | Sell (Partial) | $1,001 - $15,000 | — |
| Jan 7, 2025 | CTAS | Buy | $1,001 - $15,000 | — |
| Jan 7, 2025 | BR | BuyOversight | $1,001 - $15,000 | -33.8% |
| Jan 7, 2025 | BAH | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Jul 2, 2024 | ODFL | BuyOversight | $1,001 - $15,000 | — |
| Jul 2, 2024 | GS | Buy | $1,001 - $15,000 | — |
| Jul 2, 2024 | HIG | Sell (Partial) | $1,001 - $15,000 | — |
| Jul 2, 2024 | WM | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Apr 4, 2024 | FDX | BuyOversight | $1,001 - $15,000 | — |
| Apr 4, 2024 | UPS | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Jan 9, 2024 | BMY | Sell (Partial) | $1,001 - $15,000 | — |
| Jan 9, 2024 | HSY | Sell (Partial) | $1,001 - $15,000 | — |
| Jan 9, 2024 | ZTS | Buy | $1,001 - $15,000 | — |
| Jan 9, 2024 | CL | Buy | $1,001 - $15,000 | — |