Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 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 |
|---|---|---|---|---|
| Lucky Strike Entertainment Corp | 4,916,295 | reported | 27 Jun 2024 | tx 10+7,693 |
| TRINET GROUP, INC. | 3,312,246 | reported | 10 Mar 2020 | tx 16+536,123−4,318 |
| COMCAST CORP | 204,400 | reported | 08 Jun 2015 | tx 187+10,016,459−7,735,195 |
| CLARIVATE PLC | 51,148 | reported | 06 May 2025 | tx 12+15,784,879−8,884 |
| EXXON MOBIL CORP | 23,500 | reported | 02 Jan 2026 | tx 10+50,500−27,000 |
| ExlService Holdings, Inc. | 7,118 | reported | 01 Jan 2022 | tx 1+340 |
| Duke Energy CORP | 5,408 | reported | 11 Jul 2017 | tx 13+13,807.73 |
| AMERICAN EXPRESS CO | 1,850.298 | reported | 05 May 2026 | tx 7+5,482.305 |
| Hewlett Packard Enterprise Co | 0 | reported | 01 Apr 2020 | tx 22+157,497.79−137,429.8 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 05 May 2026 | GRANT_AWARD | AMERICAN EXPRESS CO | 742.115 | 0.00 USD | deriv |
| 02 Jan 2026 | GRANT_AWARD | EXXON MOBIL CORP | 2,500 | 0.00 USD | |
| 31 Dec 2025 | GRANT_AWARD | AMERICAN EXPRESS CO | 23.93 | 378.66 USD | deriv |
| 12 Dec 2025 | GIFT | EXXON MOBIL CORP | 17,000 | 0.00 USD | |
| 30 Sept 2025 | GRANT_AWARD | AMERICAN EXPRESS CO | 27.02 | 335.36 USD | deriv |
| 30 Jun 2025 | GRANT_AWARD | AMERICAN EXPRESS CO | 29.99 | 302.15 USD | deriv |
| 06 May 2025 | TAX_WITHHOLDING | CLARIVATE PLC | 4,946 | 4.17 USD | |
| 29 Apr 2025 | GRANT_AWARD | AMERICAN EXPRESS CO | 948.47 | 0.00 USD | deriv |
| 31 Mar 2025 | GRANT_AWARD | AMERICAN EXPRESS CO | 10.78 | 267.80 USD | deriv |
| 07 Mar 2025 | PURCHASE | AMERICAN EXPRESS CO | 3,700 | 269.89 USD | |
| 02 Jan 2025 | GRANT_AWARD | EXXON MOBIL CORP | 2,500 | 0.00 USD | |
| 20 Nov 2024 | PURCHASE | CLARIVATE PLC | 1,500,000 | 5.11 USD | first after silence |
| 22 Nov 2024 | PURCHASE | CLARIVATE PLC | 765,000 | 5.19 USD | |
| 21 Nov 2024 | PURCHASE | CLARIVATE PLC | 1,200,000 | 5.19 USD | |
| 27 Jun 2024 | GRANT_AWARD | Lucky Strike Entertainment Corp | 1,957 | — | deriv |
| 06 May 2024 | TAX_WITHHOLDING | CLARIVATE PLC | 2,206 | 7.05 USD | |
| 07 May 2024 | GRANT_AWARD | CLARIVATE PLC | 23,741 | 0.00 USD | |
| 02 Jan 2024 | GRANT_AWARD | EXXON MOBIL CORP | 2,500 | 0.00 USD | |
| 18 May 2023 | GRANT_AWARD | Lucky Strike Entertainment Corp | 603 | — | deriv |
| 15 May 2023 | GRANT_AWARD | Lucky Strike Entertainment Corp | 48 | — | deriv |
| 15 May 2023 | GRANT_AWARD | Lucky Strike Entertainment Corp | 576 | — | deriv |
| 05 May 2023 | TAX_WITHHOLDING | CLARIVATE PLC | 1,117 | 7.65 USD | |
| 04 May 2023 | GRANT_AWARD | CLARIVATE PLC | 22,058 | 0.00 USD | |
| 11 Apr 2023 | GRANT_AWARD | Lucky Strike Entertainment Corp | 27 | — | deriv |
| 03 Apr 2023 | GRANT_AWARD | Lucky Strike Entertainment Corp | 638 | — | deriv |
4 purchases reported after at least 12 months of silence — most recent on 20 Nov 2024.