Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 19 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Key Hospitality Acquisition CORP | 55,289 | reported | 14 Mar 2006 | tx 9+55,289 |
| MAUI LAND & PINEAPPLE CO INC | 22,963 | reported | 03 Mar 2026 | tx 11+159,338 |
| SIMON PROPERTY GROUP INC. | 20,824 | reported | 13 May 2026 | tx 35+20,185 |
| AVALONBAY COMMUNITIES INC | 15,514.238 | reported | 28 May 2026 | tx 14+12,472 |
| SUNRISE SENIOR LIVING INC | 0 | reported | 09 Jan 2013 | tx 5+23,644−23,644 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 May 2026 | GRANT_AWARD | AVALONBAY COMMUNITIES INC | 1,082 | 0.00 USD | |
| 13 May 2026 | GRANT_AWARD | SIMON PROPERTY GROUP INC. | 1,122 | — | |
| 03 Mar 2026 | GRANT_AWARD | MAUI LAND & PINEAPPLE CO INC | 5,804 | 0.00 USD | |
| 31 Dec 2025 | PURCHASE | SIMON PROPERTY GROUP INC. | 216 | 186.00 USD | |
| 30 Sept 2025 | PURCHASE | SIMON PROPERTY GROUP INC. | 208 | 185.95 USD | |
| 30 Jun 2025 | PURCHASE | SIMON PROPERTY GROUP INC. | 234 | 159.29 USD | |
| 29 May 2025 | GRANT_AWARD | AVALONBAY COMMUNITIES INC | 971 | 0.00 USD | |
| 14 May 2025 | GRANT_AWARD | SIMON PROPERTY GROUP INC. | 1,192 | — | |
| 31 Mar 2025 | PURCHASE | SIMON PROPERTY GROUP INC. | 209 | 164.80 USD | |
| 14 Mar 2025 | GRANT_AWARD | MAUI LAND & PINEAPPLE CO INC | 1,932 | 0.00 USD | |
| 30 Dec 2024 | PURCHASE | SIMON PROPERTY GROUP INC. | 202 | 168.59 USD | |
| 16 Dec 2024 | GRANT_AWARD | MAUI LAND & PINEAPPLE CO INC | 2,476 | 0.00 USD | |
| 30 Sept 2024 | PURCHASE | SIMON PROPERTY GROUP INC. | 196 | 167.30 USD | |
| 28 Jun 2024 | PURCHASE | SIMON PROPERTY GROUP INC. | 210 | 150.17 USD | |
| 23 May 2024 | GRANT_AWARD | AVALONBAY COMMUNITIES INC | 980 | 0.00 USD | |
| 16 May 2024 | GRANT_AWARD | MAUI LAND & PINEAPPLE CO INC | 65,375 | 0.00 USD | deriv |
| 08 May 2024 | GRANT_AWARD | SIMON PROPERTY GROUP INC. | 1,312 | — | |
| 01 Apr 2024 | PURCHASE | SIMON PROPERTY GROUP INC. | 181 | 154.19 USD | |
| 26 Feb 2024 | GRANT_AWARD | MAUI LAND & PINEAPPLE CO INC | 3,124 | 19.23 USD | |
| 29 Dec 2023 | PURCHASE | SIMON PROPERTY GROUP INC. | 186 | 143.85 USD | |
| 29 Sept 2023 | PURCHASE | SIMON PROPERTY GROUP INC. | 239 | 110.04 USD | |
| 16 May 2023 | GRANT_AWARD | MAUI LAND & PINEAPPLE CO INC | 50,000 | 0.00 USD | deriv |
| 16 May 2023 | GRANT_AWARD | MAUI LAND & PINEAPPLE CO INC | 21,000 | 0.00 USD | deriv |
| 11 Jul 2023 | GRANT_AWARD | MAUI LAND & PINEAPPLE CO INC | 3,949 | 9.44 USD | |
| 30 Jun 2023 | PURCHASE | SIMON PROPERTY GROUP INC. | 217 | 116.16 USD |
1 purchase reported after at least 12 months of silence — most recent on 15 May 2020.