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Amount-weighted buy-and-hold return of 48 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.
| — |
| PLD | $24.00K | 6.2% | — |
| CP | $24.00K | 6.2% | — |
| AMCR | $24.00K | 6.2% | — |
| BDX | $16.00K | 4.2% | — |
| ILMN | $16.00K | 4.2% | — |
| AON | $16.00K | 4.2% | — |
| FI | $16.00K | 4.2% | — |
| DHR | $16.00K | 4.2% | — |
| TXN | $16.00K | 4.2% | — |
| LIN | $16.00K | 4.2% | — |
| ESAB | $16.00K | 4.2% | -13.6% |
| PRNDY | $8.00K | 2.1% | — |
| BERY | $8.00K | 2.1% | — |
| FTV | $8.00K | 2.1% | — |
| MDLZ | $8.00K | 2.1% | — |
| NVT | $8.00K | 2.1% | — |
| FCNCA | $8.00K | 2.1% | — |
| TMO | $8.00K | 2.1% | — |
| FNV | $8.00K | 2.1% | — |
| ICE | $8.00K | 2.1% | — |
| EQT | $8.00K | 2.1% | — |
| WPM | $8.00K | 2.1% | -12.8% |
Estimated from disclosed trades only. Cost basis uses midpoint of reported ranges.sale_full closes the position entirely.
| $1,001 - $15,000 |
| +3.0% |
| Jun 29, 2026 | SPGI | Sell (Partial) | $1,001 - $15,000 | +9.7% |
| Jun 29, 2026 | JNJ | Sell (Partial)Oversight | $1,001 - $15,000 | +2.9% |
| Jun 24, 2026 | GOOGL | Sell (Partial)Oversight | $15,001 - $50,000 | -5.4% |
| Jun 24, 2026 | ESAB | Buy | $1,001 - $15,000 | -8.8% |
| Jun 22, 2026 | ESAB | Buy | $1,001 - $15,000 | -13.6% |
| Jun 17, 2026 | GIL | Sell (Partial) | $1,001 - $15,000 | -4.6% |
| Jun 4, 2026 | WPM | Buy | $1,001 - $15,000 | -12.8% |
| Jun 2, 2026 | GOOGL | Sell (Partial)Oversight | $1,001 - $15,000 | -9.8% |
| Jun 2, 2026 | JNJ | Sell (Partial)Oversight | $1,001 - $15,000 | +19.3% |
| Jun 2, 2026 | GIL | Buy | $1,001 - $15,000 | -13.2% |
| Jun 2, 2026 | SYK | Sell (Partial)Oversight | $1,001 - $15,000 | +14.8% |
| Jun 2, 2026 | MSFT | Sell (Partial) | $1,001 - $15,000 | -11.8% |
| Jun 2, 2026 | MKL | Sell (Partial) | $1,001 - $15,000 | +12.7% |
| Jun 1, 2026 | CHKP | Sell (Partial) | $1,001 - $15,000 | — |
| Jun 1, 2026 | EQT | BuyOversight | $1,001 - $15,000 | — |
| May 21, 2026 | BDX | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| May 14, 2026 | AMCR | Buy | $1,001 - $15,000 | — |
| Apr 29, 2026 | ADI | Sell (Partial) | $1,001 - $15,000 | -4.5% |
| Apr 21, 2026 | TTWO | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Apr 15, 2026 | NVT | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 14, 2026 | TXN | Buy | $1,001 - $15,000 | — |
| Apr 14, 2026 | FCNCA | Sell (Partial) | $1,001 - $15,000 | — |
| Mar 31, 2026 | AMCR | Buy | $1,001 - $15,000 | — |
| Mar 26, 2026 | JNJ | Sell (Partial)Oversight | $1,001 - $15,000 | +11.2% |
| Mar 26, 2026 | SPGI | Sell (Partial) | $15,001 - $50,000 | +8.7% |
| Mar 26, 2026 | LIN | Buy | $1,001 - $15,000 | — |
| Mar 26, 2026 | FCNCA | Sell (Partial) | $1,001 - $15,000 | — |
| Mar 26, 2026 | CB | Sell (Partial) | $15,001 - $50,000 | — |
| Mar 26, 2026 | PEP | Sell (Partial) | $15,001 - $50,000 | — |
| Mar 10, 2026 | WAT | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Feb 18, 2026 | LIN | Buy | $1,001 - $15,000 | — |
| Feb 13, 2026 | WAT | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Feb 5, 2026 | GOOGL | Sell (Partial)Oversight | $15,001 - | -1.4% |
| Feb 5, 2026 | FCNCA | Buy | $1,001 - $15,000 | — |
| Feb 5, 2026 | GOOGL | Sell (Partial)Oversight | $15,001 - $50,000 | -1.4% |
| Jan 29, 2026 | ABT | BuyOversight | $1,001 - $15,000 | — |
| Jan 23, 2026 | SYK | Sell (Partial)Oversight | $15,001 - $50,000 | -5.2% |
| Jan 23, 2026 | JNJ | Sell (Partial)Oversight | $15,001 - | +20.8% |
| Jan 23, 2026 | JNJ | Sell (Partial)Oversight | $15,001 - $50,000 | +20.8% |
| Jan 23, 2026 | MKL | Sell (Partial) | $15,001 - $50,000 | -0.7% |
| Jan 23, 2026 | MSFT | Sell (Partial) | $1,001 - $15,000 | -16.5% |
| Jan 7, 2026 | GM | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 16, 2025 | LLYVA | Exchange | $1,001 - $15,000 | — |
| Dec 16, 2025 | LLYVK | Exchange | $1,001 - $15,000 | — |
| Dec 2, 2025 | SNREY | Sell (Partial) | $1,001 - $15,000 | — |
| Nov 26, 2025 | TXN | Buy | $1,001 - $15,000 | — |
| Nov 20, 2025 | JNJ | Sell (Partial)Oversight | $15,001 - $50,000 | +31.0% |
| Nov 20, 2025 | SYK | Sell (Partial)Oversight | $15,001 - $50,000 | -6.6% |
| Oct 31, 2025 | FISV | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 25, 2025 | ICE | Buy | $1,001 - $15,000 | — |
| Sep 15, 2025 | ORCL | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 12, 2025 | ORCL | Sell (Partial) | $15,001 - $50,000 | — |
| Sep 12, 2025 | SYK | Sell (Partial)Oversight | $15,001 - $50,000 | -12.2% |
| Sep 12, 2025 | MKL | Sell (Partial) | $15,001 - $50,000 | +3.1% |
| Sep 3, 2025 | BEN | Sell (Partial) | $15,001 - $50,000 | — |
| Sep 3, 2025 | FNV | BuyOversight | $1,001 - $15,000 | — |
| Sep 3, 2025 | DHR | Buy | $1,001 - $15,000 | — |
| Aug 25, 2025 | SYK | Sell (Partial)Oversight | $1,001 - $15,000 | -13.9% |
| Aug 25, 2025 | MSFT | Sell (Partial) | $1,001 - $15,000 | -22.8% |
| Aug 22, 2025 | CP | Buy | $1,001 - $15,000 | — |
| Aug 15, 2025 | AMCR | Buy | $1,001 - $15,000 | — |
| Aug 4, 2025 | CHKP | Buy | $1,001 - $15,000 | — |
| Jul 31, 2025 | JNJ | Sell (Partial)Oversight | $15,001 - $50,000 | +61.4% |
| Jul 31, 2025 | SYK | Sell (Partial)Oversight | $15,001 - $50,000 | -14.3% |
| Jul 29, 2025 | ADBE | Sell (Partial) | $1,001 - $15,000 | — |
| Jul 29, 2025 | CHKP | Buy | $15,001 - $50,000 | — |
| Jul 21, 2025 | ABT | BuyOversight | $1,001 - $15,000 | — |
| Jul 15, 2025 | LBRDK | Exchange | $1,001 - $15,000 | — |
| Jun 30, 2025 | PLD | Buy | $1,001 - $15,000 | — |
| Jun 26, 2025 | SYK | Sell (Partial)Oversight | $15,001 - $50,000 | -13.7% |
| Jun 23, 2025 | WCC | Sell (Partial) | $1,001 - $15,000 | — |
| Jun 11, 2025 | DHR | Buy | $1,001 - $15,000 | — |
| May 27, 2025 | AON | Buy | $1,001 - $15,000 | — |
| May 13, 2025 | BDX | BuyOversight | $1,001 - $15,000 | — |
| May 8, 2025 | CCK | Sell (Partial) | $1,001 - $15,000 | — |
| May 8, 2025 | AMZN | Buy | $1,001 - $15,000 | — |
| May 5, 2025 | TMO | BuyOversight | $1,001 - $15,000 | — |
| Apr 28, 2025 | BEN | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 24, 2025 | ADI | Buy | $1,001 - $15,000 | +90.5% |
| Apr 24, 2025 | PLD | Buy | $1,001 - $15,000 | — |
| Apr 24, 2025 | AMZN | Buy | $1,001 - $15,000 | — |
| Apr 24, 2025 | FI | Buy | $1,001 - $15,000 | — |
| Apr 11, 2025 | FCNCA | Buy | $1,001 - $15,000 | — |
| Apr 10, 2025 | FCNCA | Buy | $1,001 - $15,000 | — |
| Apr 10, 2025 | CP | Buy | $1,001 - $15,000 | — |
| Apr 10, 2025 | FTV | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | ILMN | BuyOversight | $1,001 - $15,000 | — |
| Apr 1, 2025 | NVT | Buy | $1,001 - $15,000 | — |
| Mar 7, 2025 | NVT | Buy | $1,001 - $15,000 | — |
| Feb 26, 2025 | AMZN | Buy | $1,001 - $15,000 | — |
| Feb 26, 2025 | SYK | Sell (Partial)Oversight | $15,001 - $50,000 | -14.0% |
| Feb 12, 2025 | MAGN | Sell (Partial) | $1,001 - $15,000 | — |
| Feb 7, 2025 | MDLZ | Buy | $1,001 - $15,000 | — |
| Feb 7, 2025 | PRNDY | Sell (Partial) | $1,001 - $15,000 | — |
| Jan 31, 2025 | MSFT | Buy | $1,001 - $15,000 | -6.3% |
| Jan 16, 2025 | AMZN | Buy | $1,001 - $15,000 | — |
| Jan 7, 2025 | CCK | Buy | $1,001 - $15,000 | — |
| Dec 27, 2024 | PRNDY | Buy | $1,001 - $15,000 | — |
| Dec 27, 2024 | CP | Buy | $1,001 - $15,000 | — |
| Dec 19, 2024 | GOOG | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Dec 16, 2024 | BEN | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 16, 2024 | ABT | BuyOversight | $1,001 - $15,000 | — |
| Dec 16, 2024 | PLD | Buy | $1,001 - $15,000 | — |
| Dec 13, 2024 | ADI | Buy | $1,001 - $15,000 | +71.7% |
| Nov 13, 2024 | LBTYK | Exchange | $1,001 - $15,000 | — |
| Nov 13, 2024 | SNRE | Exchange | $1,001 - $15,000 | — |
| Nov 13, 2024 | LBTYK | Exchange | $15,001 - $50,000 | — |
| Nov 4, 2024 | FTV | Buy | $1,001 - $15,000 | — |
| Nov 4, 2024 | PDRDF | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 30, 2024 | J | Exchange | $1,001 - $15,000 | — |
| Sep 30, 2024 | AMTM | Exchange | $1,001 - $15,000 | — |
| Sep 30, 2024 | J | Exchange | $15,001 - $50,000 | — |
| Sep 11, 2024 | NKE | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 10, 2024 | SIRI | ExchangeOversight | $1,001 - $15,000 | — |
| Sep 10, 2024 | LSXMK | Exchange | $1,001 - $15,000 | — |
| Aug 2, 2024 | FTV | Buy | $1,001 - $15,000 | — |
| Jul 23, 2024 | ABT | BuyOversight | $1,001 - $15,000 | — |
| Jun 6, 2024 | NKE | Buy | $1,001 - $15,000 | — |
| May 24, 2024 | BDX | BuyOversight | $1,001 - $15,000 | — |
| May 22, 2024 | FI | Buy | $1,001 - $15,000 | — |
| May 6, 2024 | AON | Buy | $1,001 - $15,000 | — |
| Apr 19, 2024 | ILMN | BuyOversight | $1,001 - $15,000 | — |
| Apr 19, 2024 | NKE | Sell (Partial) | $1,001 - $15,000 | — |
| Feb 22, 2024 | NKE | Buy | $1,001 - $15,000 | — |
| Feb 12, 2024 | BERY | Buy | $1,001 - $15,000 | — |
| Jan 30, 2024 | PRNDY | Buy | $1,001 - $15,000 | — |
| Jan 11, 2024 | BDX | BuyOversight | $1,001 - $15,000 | — |
| Dec 14, 2023 | ORCL | Buy | $1,001 - $15,000 | — |
| Sep 19, 2023 | RGBM | Sell (Partial) | $1,001 - $15,000 | — |