Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 12 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 |
|---|---|---|---|---|
| Silver Bay Realty Trust Corp. | 20,930 | reported | 29 Sept 2016 | tx 12+38,934−11,622 |
| CAPITAL SOUTHWEST CORP | 13,215 | reported | 09 Feb 2026 | tx 23+20,496 |
| Bolt Projects Holdings, Inc. | 2,232 | reported | 29 Aug 2025 | tx 3+30,401 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 09 Feb 2026 | PURCHASE | CAPITAL SOUTHWEST CORP | 600 | 23.16 USD | |
| 29 Aug 2025 | GRANT_AWARD | Bolt Projects Holdings, Inc. | 750 | 0.00 USD | |
| 20 Aug 2025 | PURCHASE | CAPITAL SOUTHWEST CORP | 667 | 22.45 USD | |
| 12 Aug 2025 | GRANT_AWARD | CAPITAL SOUTHWEST CORP | 2,193 | 0.00 USD | |
| 27 May 2025 | PURCHASE | CAPITAL SOUTHWEST CORP | 476 | 20.87 USD | |
| 20 Feb 2025 | GRANT_AWARD | Bolt Projects Holdings, Inc. | 7,151 | 0.00 USD | |
| 20 Feb 2025 | GRANT_AWARD | Bolt Projects Holdings, Inc. | 22,500 | 0.00 USD | |
| 08 Nov 2024 | PURCHASE | CAPITAL SOUTHWEST CORP | 256 | 23.13 USD | |
| 09 Aug 2024 | GRANT_AWARD | CAPITAL SOUTHWEST CORP | 2,090 | 0.00 USD | |
| 09 Aug 2024 | PURCHASE | CAPITAL SOUTHWEST CORP | 406 | 23.94 USD | |
| 21 Jun 2024 | PURCHASE | CAPITAL SOUTHWEST CORP | 197 | 24.96 USD | |
| 29 May 2024 | PURCHASE | CAPITAL SOUTHWEST CORP | 192 | 25.25 USD | first after silence |
| 10 Aug 2023 | GRANT_AWARD | CAPITAL SOUTHWEST CORP | 2,240 | 0.00 USD | |
| 03 Nov 2022 | PURCHASE | CAPITAL SOUTHWEST CORP | 510 | 18.99 USD | |
| 10 Aug 2022 | GRANT_AWARD | CAPITAL SOUTHWEST CORP | 2,421 | 0.00 USD | |
| 17 Feb 2022 | PURCHASE | CAPITAL SOUTHWEST CORP | 389 | 25.00 USD | |
| 20 Dec 2021 | PURCHASE | CAPITAL SOUTHWEST CORP | 400 | 24.35 USD | |
| 28 Sept 2021 | PURCHASE | CAPITAL SOUTHWEST CORP | 700 | 25.40 USD | |
| 09 Sept 2021 | PURCHASE | CAPITAL SOUTHWEST CORP | 568 | 27.75 USD | |
| 19 Mar 2021 | PURCHASE | CAPITAL SOUTHWEST CORP | 1,000 | 21.45 USD | first after silence |
| 17 Mar 2020 | PURCHASE | CAPITAL SOUTHWEST CORP | 950 | 10.33 USD | |
| 02 Mar 2020 | PURCHASE | CAPITAL SOUTHWEST CORP | 537 | 18.61 USD | |
| 24 Feb 2020 | PURCHASE | CAPITAL SOUTHWEST CORP | 1,000 | 20.35 USD | |
| 28 Aug 2019 | PURCHASE | CAPITAL SOUTHWEST CORP | 910 | 21.85 USD | |
| 12 Nov 2018 | PURCHASE | CAPITAL SOUTHWEST CORP | 1,000 | 19.53 USD |
3 purchases reported after at least 12 months of silence — most recent on 29 May 2024.