Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 11 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 |
|---|---|---|---|---|
| LINCOLN EDUCATIONAL SERVICES CORP | 212,458 | reported | 07 May 2026 | tx 10+59,443−192,038 |
| Bioventus Inc. | 79,620 | reported | 06 Jun 2025 | tx 25+2,537,416−79,620 |
| Obagi Medical Products, Inc. | 0 | reported | 25 Apr 2013 | tx 9+17,953−2,706,621 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 07 May 2026 | GRANT_AWARD | LINCOLN EDUCATIONAL SERVICES CORP | 3,515 | 44.10 USD | |
| 06 Jun 2025 | EXERCISE | Bioventus Inc. | 7,575 | 0.00 USD | |
| 06 Jun 2025 | EXERCISE | Bioventus Inc. | 7,575 | 0.00 USD | deriv |
| 02 Jun 2025 | EXERCISE | Bioventus Inc. | 26,493 | 0.00 USD | |
| 03 Jun 2025 | GRANT_AWARD | Bioventus Inc. | 32,282 | 0.00 USD | deriv |
| 02 Jun 2025 | EXERCISE | Bioventus Inc. | 26,493 | 0.00 USD | deriv |
| 07 May 2025 | GRANT_AWARD | LINCOLN EDUCATIONAL SERVICES CORP | 5,628 | 18.66 USD | |
| 14 Mar 2025 | SALE | LINCOLN EDUCATIONAL SERVICES CORP | 36,350 | 14.82 USD | |
| 16 Aug 2024 | PURCHASE | Bioventus Inc. | 80,000 | 8.55 USD | first after silence |
| 19 Aug 2024 | PURCHASE | Bioventus Inc. | 25,500 | 8.55 USD | |
| 11 Jun 2024 | GRANT_AWARD | Bioventus Inc. | 26,493 | 0.00 USD | deriv |
| 07 Jun 2024 | EXERCISE | Bioventus Inc. | 30,400 | 0.00 USD | |
| 07 Jun 2024 | EXERCISE | Bioventus Inc. | 30,400 | 0.00 USD | deriv |
| 06 Jun 2024 | EXERCISE | Bioventus Inc. | 7,576 | 0.00 USD | |
| 06 Jun 2024 | EXERCISE | Bioventus Inc. | 7,576 | 0.00 USD | deriv |
| 02 May 2024 | GRANT_AWARD | LINCOLN EDUCATIONAL SERVICES CORP | 9,350 | 11.23 USD | |
| 11 Aug 2023 | PURCHASE | Bioventus Inc. | 50,037 | 4.60 USD | |
| 14 Aug 2023 | PURCHASE | Bioventus Inc. | 14,985 | 4.79 USD | |
| 10 Aug 2023 | PURCHASE | Bioventus Inc. | 111,848 | 4.47 USD | |
| 14 Jun 2023 | PURCHASE | Bioventus Inc. | 181,946 | 3.24 USD | |
| 15 Jun 2023 | PURCHASE | Bioventus Inc. | 110,180 | 3.61 USD | |
| 13 Jun 2023 | SALE | LINCOLN EDUCATIONAL SERVICES CORP | 46,849 | 6.47 USD | |
| 12 Jun 2023 | SALE | LINCOLN EDUCATIONAL SERVICES CORP | 108,839 | 6.50 USD | |
| 13 Jun 2023 | PURCHASE | Bioventus Inc. | 60,324 | 3.05 USD | |
| 12 Jun 2023 | PURCHASE | Bioventus Inc. | 395,401 | 2.92 USD |
1 purchase reported after at least 12 months of silence — most recent on 16 Aug 2024.