Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Chubb Ltd | 255,671 | reported | 19 May 2021 | tx 204+1,029,124−818,753 |
| Regional Management Corp. | 35,055 | reported | 25 May 2023 | tx 11+35,055 |
| Brighthouse Financial, Inc. | 3,703 | reported | 08 Jun 2023 | tx 4+5,635−966 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 8 buys in history.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 08 Jun 2023 | EXERCISE | Brighthouse Financial, Inc. | 966 | 0.00 USD | |
| 08 Jun 2023 | EXERCISE | Brighthouse Financial, Inc. | 966 | 0.00 USD | deriv |
| 08 Jun 2023 | GRANT_AWARD | Brighthouse Financial, Inc. | 3,703 | 0.00 USD | deriv |
| 25 May 2023 | GRANT_AWARD | Regional Management Corp. | 5,450 | 0.00 USD |
| 27 Mar 2023 | GRANT_AWARD | Brighthouse Financial, Inc. | 966 | 0.00 USD | deriv |
| 18 Aug 2022 | PURCHASE | Regional Management Corp. | 5,002 | 38.93 USD |
| 19 Aug 2022 | PURCHASE | Regional Management Corp. | 6,500 | 38.75 USD |
| 18 Aug 2022 | PURCHASE | Regional Management Corp. | 1,498 | 39.41 USD |
| 17 Aug 2022 | PURCHASE | Regional Management Corp. | 259 | 39.90 USD |
| 17 Aug 2022 | PURCHASE | Regional Management Corp. | 4,925 | 38.49 USD |
| 17 Aug 2022 | PURCHASE | Regional Management Corp. | 1,316 | 38.99 USD |
| 16 Aug 2022 | PURCHASE | Regional Management Corp. | 1,205 | 38.81 USD |
| 16 Aug 2022 | PURCHASE | Regional Management Corp. | 5,295 | 39.81 USD |
| 26 May 2022 | GRANT_AWARD | Regional Management Corp. | 2,908 | 0.00 USD |
| 26 Jan 2022 | GRANT_AWARD | Regional Management Corp. | 697 | 0.00 USD |
| 19 May 2021 | TAX_WITHHOLDING | Chubb Ltd | 4,836 | 166.10 USD |
| 28 Feb 2021 | TAX_WITHHOLDING | Chubb Ltd | 641 | 162.58 USD |
| 27 Feb 2021 | TAX_WITHHOLDING | Chubb Ltd | 592 | 162.58 USD |
| 25 Feb 2021 | GRANT_AWARD | Chubb Ltd | 7,413 | 0.00 USD |
| 25 Feb 2021 | GRANT_AWARD | Chubb Ltd | 4,818 | 0.00 USD |
| 25 Feb 2021 | GRANT_AWARD | Chubb Ltd | 2,471 | 0.00 USD |
| 25 Feb 2021 | GRANT_AWARD | Chubb Ltd | 13,176 | 0.00 USD | deriv |
| 23 Feb 2021 | TAX_WITHHOLDING | Chubb Ltd | 559 | 168.75 USD |
| 22 Feb 2021 | TAX_WITHHOLDING | Chubb Ltd | 501 | 168.56 USD |
| 08 Feb 2021 | EXERCISE | Chubb Ltd | 1,596 | 62.64 USD |