Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 16 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 |
|---|---|---|---|---|
| Oncology Institute, Inc. | 2,635,881 | reported | 24 Jul 2025 | tx 43+4,682,042−1,515,681 |
| AdaptHealth Corp. | 438,355 | reported | 18 Jun 2024 | tx 22+4,503,009−5,047,224 |
| Deerfield Healthcare Technology Acquisitions Corp. | 50,000 | reported | 08 Jun 2021 | tx 2+50,000−50,000 |
| UNIVERSAL AMERICAN FINANCIAL CORP | 0 | reported | 29 Apr 2011 | tx 174+2,213,829 |
| UNIVERSAL AMERICAN CORP. | 0 | reported | 28 Apr 2017 | tx 77+4,274,364−6,878,033 |
4 purchases reported after at least 12 months of silence — most recent on 26 Mar 2025.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 24 Jul 2025 | OTHER | Oncology Institute, Inc. | 287,756 | 0.00 USD | |
| 17 Jun 2025 | TAX_WITHHOLDING | Oncology Institute, Inc. | 311,128 | 2.62 USD | |
| 17 Jun 2025 | EXERCISE | Oncology Institute, Inc. | 679,224 | 1.20 USD | |
| 17 Jun 2025 | EXERCISE | Oncology Institute, Inc. | 679,224 | 0.00 USD | deriv |
| 17 Jun 2025 | CONVERSION | Oncology Institute, Inc. | 159,500 | 0.00 USD | |
| 18 Jun 2025 | CONVERSION | Oncology Institute, Inc. | 620,400 | 0.00 USD | |
| 18 Jun 2025 | CONVERSION | Oncology Institute, Inc. | 6,204 | 0.00 USD | deriv |
| 17 Jun 2025 | CONVERSION | Oncology Institute, Inc. | 1,595 | 0.00 USD | deriv |
| 26 Mar 2025 | PURCHASE | Oncology Institute, Inc. | 1,358,448 | 1.04 USD | first after silence |
| 26 Mar 2025 | PURCHASE | Oncology Institute, Inc. | 679,224 | 0.13 USD | deriv |
| 22 Nov 2024 | GRANT_AWARD | Oncology Institute, Inc. | 80,000 | 0.00 USD | |
| 18 Jun 2024 | TAX_WITHHOLDING | AdaptHealth Corp. | 3,559 | 9.89 USD | |
| 07 May 2024 | TAX_WITHHOLDING | AdaptHealth Corp. | 8,547 | 9.85 USD | |
| 30 Apr 2024 | GRANT_AWARD | AdaptHealth Corp. | 8,829 | 0.00 USD | |
| 18 Nov 2022 | GIFT | AdaptHealth Corp. | 10,000 | 0.00 USD | |
| 29 Feb 2024 | TAX_WITHHOLDING | AdaptHealth Corp. | 8,984 | 10.23 USD | |
| 02 Mar 2024 | GRANT_AWARD | AdaptHealth Corp. | 21,206 | 0.00 USD | |
| 29 Dec 2023 | GRANT_AWARD | AdaptHealth Corp. | 22,291 | 0.00 USD | |
| 02 Jan 2024 | TAX_WITHHOLDING | AdaptHealth Corp. | 9,226 | 7.26 USD | |
| 26 Dec 2023 | GRANT_AWARD | Oncology Institute, Inc. | 80,000 | 0.00 USD | |
| 31 Oct 2023 | GRANT_AWARD | AdaptHealth Corp. | 22,891 | 0.00 USD | |
| 31 Aug 2023 | TAX_WITHHOLDING | AdaptHealth Corp. | 6,908 | 11.93 USD | |
| 31 Aug 2023 | GRANT_AWARD | AdaptHealth Corp. | 13,698 | 0.00 USD | |
| 26 Jun 2023 | GRANT_AWARD | AdaptHealth Corp. | 17,143 | 0.00 USD | |
| 22 Jun 2023 | GRANT_AWARD | AdaptHealth Corp. | 25,614 | 0.00 USD |