Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 7 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 |
|---|---|---|---|---|
| Sonendo, Inc. | 325,998 | reported | 17 Sept 2024 | tx 9+408,104 |
| Nuvectra Corp | 30,394 | reported | 21 Dec 2019 | tx 47+81,040−12,118 |
| Bioventus Inc. | 26,595 | reported | 18 Aug 2023 | tx 5+438,885 |
| Integer Holdings Corp | 11,727 | reported | 04 Jan 2016 | tx 13+46,948 |
| MERIDIAN BIOSCIENCE INC | 0 | reported | 31 Jan 2023 | tx 13+36,050−31,455 |
| AMERICAN MEDICAL SYSTEMS HOLDINGS INC | 0 | reported | 17 Jun 2011 | tx 22+1,076,060−1,076,060 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 17 Sept 2024 | GRANT_AWARD | Sonendo, Inc. | 200,000 | 0.00 USD | |
| 18 Aug 2023 | PURCHASE | Bioventus Inc. | 26,595 | 4.14 USD | |
| 18 Aug 2023 | PURCHASE | Bioventus Inc. | 13,290 | 4.14 USD | |
| 16 Jun 2023 | GRANT_AWARD | Sonendo, Inc. | 25,316 | 0.00 USD | |
| 16 Jun 2023 | GRANT_AWARD | Sonendo, Inc. | 32,520 | 0.00 USD | deriv |
| 23 May 2023 | PURCHASE | Bioventus Inc. | 125,000 | 2.33 USD | first after silence |
| 10 Apr 2023 | GRANT_AWARD | Bioventus Inc. | 76,000 | 0.00 USD | deriv |
| 10 Apr 2023 | GRANT_AWARD | Bioventus Inc. | 198,000 | 0.00 USD | deriv |
| 31 Jan 2023 | OTHER | MERIDIAN BIOSCIENCE INC | 15,408 | — | |
| 31 Jan 2023 | OTHER | MERIDIAN BIOSCIENCE INC | 5,656 | 13.25 USD | deriv |
| 31 Jan 2023 | OTHER | MERIDIAN BIOSCIENCE INC | 4,595 | 10.50 USD | deriv |
| 31 Jan 2023 | OTHER | MERIDIAN BIOSCIENCE INC | 5,796 | 12.64 USD | deriv |
| 29 Jun 2022 | GRANT_AWARD | Sonendo, Inc. | 34,682 | 0.00 USD | |
| 29 Jun 2022 | GRANT_AWARD | Sonendo, Inc. | 49,586 | 0.00 USD | deriv |
| 17 May 2022 | PURCHASE | Sonendo, Inc. | 20,000 | 2.90 USD | |
| 16 May 2022 | PURCHASE | Sonendo, Inc. | 15,000 | 2.85 USD | |
| 13 May 2022 | PURCHASE | Sonendo, Inc. | 15,000 | 2.67 USD | |
| 26 Jan 2022 | GRANT_AWARD | MERIDIAN BIOSCIENCE INC | 3,012 | 0.00 USD | |
| 26 Jan 2022 | GRANT_AWARD | MERIDIAN BIOSCIENCE INC | 5,656 | 0.00 USD | deriv |
| 02 Nov 2021 | PURCHASE | Sonendo, Inc. | 16,000 | 12.00 USD | |
| 27 Jan 2021 | GRANT_AWARD | MERIDIAN BIOSCIENCE INC | 1,545 | 0.00 USD | |
| 27 Jan 2021 | GRANT_AWARD | MERIDIAN BIOSCIENCE INC | 5,796 | 0.00 USD | deriv |
| 25 Nov 2020 | PURCHASE | MERIDIAN BIOSCIENCE INC | 5,000 | 17.65 USD | |
| 28 Jul 2020 | GRANT_AWARD | MERIDIAN BIOSCIENCE INC | 851 | 0.00 USD | |
| 28 Jul 2020 | GRANT_AWARD | MERIDIAN BIOSCIENCE INC | 4,595 | 0.00 USD | deriv |
2 purchases reported after at least 12 months of silence — most recent on 23 May 2023.