Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 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 |
|---|---|---|---|---|
| MIMEDX GROUP, INC. | 212,771 | reported | 18 Jun 2025 | tx 7+212,771 |
| Sarepta Therapeutics, Inc. | 203,976 | reported | 27 Jan 2026 | tx 62+577,131−97,240 |
| IGM Biosciences, Inc. | 0 | reported | 14 Aug 2025 | tx 54+515,455−412,535 |
| ABGENIX INC | 0 | reported | 01 Apr 2006 | tx 11+15,000−356,217 |
| AMYLIN PHARMACEUTICALS INC | 0 | reported | 08 Aug 2012 | tx 11+96,000−96,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 27 Jan 2026 | EXERCISE | Sarepta Therapeutics, Inc. | 10,500 | 13.71 USD | |
| 27 Jan 2026 | TAX_WITHHOLDING | Sarepta Therapeutics, Inc. | 6,494 | 22.17 USD | |
| 27 Jan 2026 | EXERCISE | Sarepta Therapeutics, Inc. | 10,500 | 0.00 USD | deriv |
| 14 Aug 2025 | OTHER | IGM Biosciences, Inc. | 22,222 | — | |
| 14 Aug 2025 | OTHER | IGM Biosciences, Inc. | 29,806 | — | |
| 14 Aug 2025 | OTHER | IGM Biosciences, Inc. | 29,807 | — | |
| 14 Aug 2025 | OTHER | IGM Biosciences, Inc. | 330,700 | — | |
| 30 Jun 2025 | GRANT_AWARD | IGM Biosciences, Inc. | 1,471 | 0.00 USD | |
| 18 Jun 2025 | GRANT_AWARD | MIMEDX GROUP, INC. | 28,609 | 6.47 USD | |
| 31 Mar 2025 | GRANT_AWARD | IGM Biosciences, Inc. | 1,471 | 0.00 USD | |
| 10 Mar 2025 | GRANT_AWARD | Sarepta Therapeutics, Inc. | 2,383 | — | |
| 10 Mar 2025 | GRANT_AWARD | Sarepta Therapeutics, Inc. | 4,792 | 0.00 USD | deriv |
| 31 Dec 2024 | GRANT_AWARD | IGM Biosciences, Inc. | 3,078 | 0.00 USD | |
| 30 Sept 2024 | GRANT_AWARD | IGM Biosciences, Inc. | 3,078 | 0.00 USD | |
| 04 Sept 2024 | GIFT | Sarepta Therapeutics, Inc. | 746 | 0.00 USD | |
| 03 Jul 2024 | EXERCISE | Sarepta Therapeutics, Inc. | 15,000 | 13.90 USD | |
| 03 Jul 2024 | EXERCISE | Sarepta Therapeutics, Inc. | 15,000 | 0.00 USD | deriv |
| 28 Jun 2024 | GRANT_AWARD | IGM Biosciences, Inc. | 3,078 | 0.00 USD | |
| 05 Jun 2024 | GRANT_AWARD | MIMEDX GROUP, INC. | 23,190 | 7.26 USD | |
| 29 Mar 2024 | GRANT_AWARD | IGM Biosciences, Inc. | 3,078 | 0.00 USD | |
| 12 Mar 2024 | GRANT_AWARD | IGM Biosciences, Inc. | 29,400 | 0.00 USD | deriv |
| 01 Mar 2024 | GRANT_AWARD | Sarepta Therapeutics, Inc. | 1,846 | 0.00 USD | |
| 01 Mar 2024 | GRANT_AWARD | Sarepta Therapeutics, Inc. | 3,679 | 0.00 USD | deriv |
| 29 Dec 2023 | GRANT_AWARD | IGM Biosciences, Inc. | 800 | 0.00 USD | |
| 03 Nov 2023 | EXERCISE | Sarepta Therapeutics, Inc. | 15,000 | 29.03 USD |
5 purchases reported after at least 12 months of silence — most recent on 01 Apr 2022.