Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| SmartRent, Inc. | 131,578 | reported | 12 May 2026 | tx 10+923,702−146,062 |
| Healthcare Realty Trust Inc | 92,203 | reported | 19 May 2026 | tx 12+87,203 |
| Apartment Income REIT Corp. | 0 | reported | 28 Jun 2024 | tx 7+15,750−20,750 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 18 buys in history.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 19 May 2026 | GRANT_AWARD | Healthcare Realty Trust Inc | 6,683 | 20.20 USD | |
| 11 May 2026 | EXERCISE | SmartRent, Inc. | 146,062 | — | |
| 11 May 2026 | EXERCISE | SmartRent, Inc. | 146,062 | 0.00 USD | deriv |
| 12 May 2026 | GRANT_AWARD | SmartRent, Inc. | 131,578 | 0.00 USD | deriv |
| 12 Mar 2026 | PURCHASE | SmartRent, Inc. | 150,000 | 1.74 USD | |
| 06 Mar 2026 | PURCHASE | Healthcare Realty Trust Inc | 10,000 | 18.09 USD | |
| 02 Dec 2025 | PURCHASE | SmartRent, Inc. | 50,000 | 1.68 USD | |
| 19 Aug 2025 | PURCHASE | SmartRent, Inc. | 100,000 | 1.50 USD | |
| 18 Aug 2025 | PURCHASE | SmartRent, Inc. | 25,000 | 1.49 USD | |
| 13 Aug 2025 | PURCHASE | Healthcare Realty Trust Inc | 10,000 | 16.46 USD | |
| 11 Aug 2025 | PURCHASE | SmartRent, Inc. | 150,000 | 1.26 USD | |
| 12 Aug 2025 | PURCHASE | SmartRent, Inc. | 25,000 | 1.37 USD | |
| 24 Jun 2025 | GRANT_AWARD | SmartRent, Inc. | 146,062 | 0.00 USD | deriv |
| 20 May 2025 | GRANT_AWARD | Healthcare Realty Trust Inc | 9,018 | 14.97 USD | |
| 13 May 2025 | PURCHASE | Healthcare Realty Trust Inc | 2,500 | 14.71 USD | |
| 22 Nov 2024 | PURCHASE | Healthcare Realty Trust Inc | 6,750 | 17.34 USD | |
| 22 Nov 2024 | PURCHASE | Healthcare Realty Trust Inc | 1,000 | 17.75 USD | |
| 22 Nov 2024 | PURCHASE | Healthcare Realty Trust Inc | 4,000 | 17.20 USD | |
| 04 Sept 2024 | PURCHASE | Healthcare Realty Trust Inc | 14,000 | 17.88 USD | |
| 20 Aug 2024 | PURCHASE | Healthcare Realty Trust Inc | 6,000 | 17.45 USD | |
| 12 Aug 2024 | PURCHASE | Healthcare Realty Trust Inc | 9,000 | 17.39 USD | |
| 28 Jun 2024 | OTHER | Apartment Income REIT Corp. | 20,750 | 39.12 USD | |
| 25 Jun 2024 | GRANT_AWARD | Healthcare Realty Trust Inc | 8,252 | 16.36 USD | |
| 23 Feb 2024 | PURCHASE | Apartment Income REIT Corp. | 750 | 31.00 USD | |
| 14 Feb 2024 | PURCHASE | Apartment Income REIT Corp. | 889 | 31.50 USD | first after silence |
1 purchase reported after at least 12 months of silence — most recent on 14 Feb 2024.