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 |
|---|---|---|---|---|
| Heritage Insurance Holdings, Inc. | 276,469 | reported | 10 Jun 2025 | tx 6+40,237 |
| BayFirst Financial Corp. | 214,810.792 | reported | 15 May 2026 | tx 87+13,336.61−5,513 |
| UTEK CORP | 200,000 | reported | 19 Nov 2012 | tx 10+659,372 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 May 2026 | TAX_WITHHOLDING | BayFirst Financial Corp. | 99 | 6.49 USD | |
| 16 Jun 2025 | OTHER | BayFirst Financial Corp. | 3.98 | 15.02 USD | |
| 16 Jun 2025 | OTHER | BayFirst Financial Corp. | 43.53 | 15.02 USD | |
| 16 Jun 2025 | OTHER | BayFirst Financial Corp. | 1.49 | 15.02 USD | |
| 16 Jun 2025 | OTHER | BayFirst Financial Corp. | 0.4 | 15.02 USD | |
| 10 Jun 2025 | GRANT_AWARD | Heritage Insurance Holdings, Inc. | 2,550 | 0.00 USD | |
| 30 May 2025 | OTHER | BayFirst Financial Corp. | 591.07 | 16.20 USD | |
| 29 May 2025 | OTHER | BayFirst Financial Corp. | 495.53 | 16.00 USD | |
| 20 May 2025 | OTHER | BayFirst Financial Corp. | 249.24 | 16.05 USD | |
| 15 May 2025 | GRANT_AWARD | BayFirst Financial Corp. | 450 | 15.20 USD | |
| 17 Mar 2025 | OTHER | BayFirst Financial Corp. | 1.16 | 19.19 USD | |
| 17 Mar 2025 | OTHER | BayFirst Financial Corp. | 30.84 | 19.19 USD | |
| 17 Mar 2025 | OTHER | BayFirst Financial Corp. | 0.31 | 19.19 USD | |
| 17 Mar 2025 | OTHER | BayFirst Financial Corp. | 3.1 | 19.19 USD | |
| 21 Feb 2025 | OTHER | BayFirst Financial Corp. | 159.83 | 18.77 USD | |
| 23 Jan 2025 | TAX_WITHHOLDING | BayFirst Financial Corp. | 204 | 15.29 USD | |
| 16 Dec 2024 | OTHER | BayFirst Financial Corp. | 0.44 | 13.60 USD | |
| 16 Dec 2024 | OTHER | BayFirst Financial Corp. | 4.35 | 13.60 USD | |
| 16 Dec 2024 | OTHER | BayFirst Financial Corp. | 42.33 | 13.60 USD | |
| 16 Dec 2024 | OTHER | BayFirst Financial Corp. | 1.63 | 13.60 USD | |
| 06 Nov 2024 | OTHER | BayFirst Financial Corp. | 178.57 | 14.00 USD | |
| 15 Sept 2024 | OTHER | BayFirst Financial Corp. | 4.32 | 13.61 USD | |
| 15 Sept 2024 | OTHER | BayFirst Financial Corp. | 0.43 | 13.61 USD | |
| 15 Sept 2024 | OTHER | BayFirst Financial Corp. | 1.62 | 13.61 USD | |
| 15 Sept 2024 | OTHER | BayFirst Financial Corp. | 41.01 | 13.61 USD |
2 purchases reported after at least 12 months of silence — most recent on 25 May 2022.