Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 7 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 |
|---|---|---|---|---|
| Grocery Outlet Holding Corp. | 92,235 | reported | 01 Jun 2026 | tx 13+92,235 |
| Childrens Place, Inc. | 30,449 | reported | 05 Feb 2024 | tx 13+30,372 |
| SCANA CORP | 0 | reported | 01 Jan 2019 | tx 2+3,288.29−3,296.32 |
| WEX Inc. | 0 | reported | 14 May 2021 | tx 12+8,572−4,286 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 Jun 2026 | GRANT_AWARD | Grocery Outlet Holding Corp. | 18,868 | 0.00 USD | |
| 06 Mar 2026 | PURCHASE | Grocery Outlet Holding Corp. | 4,558 | 6.45 USD | |
| 06 Mar 2026 | PURCHASE | Grocery Outlet Holding Corp. | 11,442 | 6.46 USD | first after silence |
| 03 Jun 2025 | GRANT_AWARD | Grocery Outlet Holding Corp. | 10,692 | 0.00 USD | |
| 04 Mar 2025 | PURCHASE | Grocery Outlet Holding Corp. | 14,000 | 11.36 USD | |
| 03 Jun 2024 | GRANT_AWARD | Grocery Outlet Holding Corp. | 6,803 | 0.00 USD | |
| 14 May 2024 | PURCHASE | Grocery Outlet Holding Corp. | 5,000 | 20.24 USD | |
| 14 May 2024 | PURCHASE | Grocery Outlet Holding Corp. | 5,000 | 19.95 USD | first after silence |
| 05 Feb 2024 | GRANT_AWARD | Childrens Place, Inc. | 6,980 | 0.00 USD | |
| 21 Jun 2023 | GRANT_AWARD | Grocery Outlet Holding Corp. | 5,837 | 0.00 USD | |
| 30 Jan 2023 | GRANT_AWARD | Childrens Place, Inc. | 3,287 | 0.00 USD | |
| 29 Jun 2022 | PURCHASE | Childrens Place, Inc. | 1,500 | 38.50 USD | |
| 12 May 2022 | GRANT_AWARD | Grocery Outlet Holding Corp. | 705 | 0.00 USD | |
| 23 Mar 2022 | PURCHASE | Childrens Place, Inc. | 2,500 | 48.83 USD | first after silence |
| 03 Mar 2022 | GRANT_AWARD | Grocery Outlet Holding Corp. | 3,448 | 0.00 USD | |
| 31 Jan 2022 | GRANT_AWARD | Childrens Place, Inc. | 1,979 | 0.00 USD | |
| 14 May 2021 | EXERCISE | WEX Inc. | 1,261 | 0.00 USD | |
| 14 May 2021 | EXERCISE | WEX Inc. | 1,261 | 0.00 USD | deriv |
| 04 Mar 2021 | GRANT_AWARD | Grocery Outlet Holding Corp. | 2,821 | 0.00 USD | |
| 01 Feb 2021 | GRANT_AWARD | Childrens Place, Inc. | 1,855 | 0.00 USD | |
| 13 May 2020 | GRANT_AWARD | Grocery Outlet Holding Corp. | 3,061 | 0.00 USD | |
| 14 May 2020 | GRANT_AWARD | WEX Inc. | 1,261 | 0.00 USD | deriv |
| 09 May 2020 | EXERCISE | WEX Inc. | 662 | 0.00 USD | |
| 09 May 2020 | EXERCISE | WEX Inc. | 662 | 0.00 USD | deriv |
| 09 Apr 2020 | PURCHASE | Childrens Place, Inc. | 3,200 | 24.94 USD |
3 purchases reported after at least 12 months of silence — most recent on 06 Mar 2026.