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 |
|---|---|---|---|---|
| CS Disco, Inc. | 171,090 | reported | 04 Nov 2025 | tx 8+171,090 |
| CITRIX SYSTEMS INC | 94,765 | reported | 01 Jun 2015 | tx 67+243,665−223,500 |
| Workday, Inc. | 48,754 | reported | 04 Jun 2025 | tx 5+10,035 |
| PTC INC. | 7,136 | reported | 04 Mar 2015 | tx 11+68,769−14,807 |
| Aspen Technology, Inc. | 0 | reported | 12 Mar 2025 | tx 9+6,964−4,460 |
| Rally Software Development Corp | 0 | reported | 08 Jul 2015 | tx 12+163,774−124,560 |
| Apptio Inc | 0 | reported | 10 Jan 2019 | tx 10+333,015−608,633 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 04 Nov 2025 | PURCHASE | CS Disco, Inc. | 7,001 | 5.98 USD | |
| 20 Oct 2025 | PURCHASE | CS Disco, Inc. | 6,929 | 5.98 USD | |
| 17 Oct 2025 | PURCHASE | CS Disco, Inc. | 17,902 | 5.94 USD | |
| 07 Oct 2025 | PURCHASE | CS Disco, Inc. | 13,680 | 5.95 USD | |
| 16 Sept 2025 | PURCHASE | CS Disco, Inc. | 6,500 | 5.99 USD | |
| 15 Sept 2025 | PURCHASE | CS Disco, Inc. | 17,988 | 5.98 USD | |
| 12 Sept 2025 | PURCHASE | CS Disco, Inc. | 30,000 | 5.80 USD | first after silence |
| 04 Jun 2025 | GRANT_AWARD | Workday, Inc. | 1,481 | 0.00 USD | |
| 13 Mar 2025 | GRANT_AWARD | CS Disco, Inc. | 71,090 | 0.00 USD | |
| 11 Mar 2025 | OTHER | Aspen Technology, Inc. | 3,209 | — | |
| 12 Mar 2025 | OTHER | Aspen Technology, Inc. | 1,251 | — | |
| 01 Jul 2024 | GRANT_AWARD | Aspen Technology, Inc. | 1,196 | 0.00 USD | |
| 18 Jun 2024 | GRANT_AWARD | Workday, Inc. | 1,555 | 0.00 USD | |
| 01 Sept 2023 | GRANT_AWARD | Aspen Technology, Inc. | 1,252 | 0.00 USD | |
| 01 Sept 2023 | GRANT_AWARD | Aspen Technology, Inc. | 1,252 | 0.00 USD | |
| 22 Jun 2023 | GRANT_AWARD | Workday, Inc. | 1,634 | 0.00 USD | |
| 01 Sept 2022 | GRANT_AWARD | Aspen Technology, Inc. | 90 | 0.00 USD | |
| 22 Jun 2022 | GRANT_AWARD | Workday, Inc. | 2,077 | 0.00 USD | |
| 23 May 2022 | GRANT_AWARD | Aspen Technology, Inc. | 670 | 0.00 USD | |
| 15 Mar 2022 | GRANT_AWARD | Workday, Inc. | 3,288 | 0.00 USD | |
| 10 Jan 2019 | OTHER | Apptio Inc | 258,952 | — | |
| 10 Jan 2019 | OTHER | Apptio Inc | 30,000 | — | deriv |
| 30 May 2018 | GRANT_AWARD | Apptio Inc | 4,649 | 0.00 USD | |
| 10 May 2018 | CONVERSION | Apptio Inc | 245,618 | 0.00 USD | |
| 10 May 2018 | CONVERSION | Apptio Inc | 245,618 | 0.00 USD | deriv |
3 purchases reported after at least 12 months of silence — most recent on 12 Sept 2025.