Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 23 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 |
|---|---|---|---|---|
| CLOROX CO /DE/ | 18,000 | reported | 05 May 2026 | tx 13+15,747.34 |
| SOUTHWEST AIRLINES CO | 13,537 | reported | 07 May 2026 | tx 22+23,537 |
| PACCAR INC | 4,175.89 | reported | 04 Mar 2026 | tx 29+12,215.1 |
| CHEVRON CORP | 0 | reported | 31 Jan 2024 | tx 186+1,331,863−899,237 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 07 May 2026 | GRANT_AWARD | SOUTHWEST AIRLINES CO | 4,108 | 0.00 USD | |
| 05 May 2026 | PURCHASE | CLOROX CO /DE/ | 5,000 | 85.82 USD | |
| 04 Mar 2026 | OTHER | PACCAR INC | 11 | 124.92 USD | deriv |
| 04 Mar 2026 | OTHER | PACCAR INC | 8.4 | 124.92 USD | deriv |
| 07 Jan 2026 | OTHER | PACCAR INC | 31.14 | 115.30 USD | deriv |
| 07 Jan 2026 | OTHER | PACCAR INC | 32.76 | 115.30 USD | deriv |
| 02 Jan 2026 | OTHER | PACCAR INC | 448.19 | 111.56 USD | deriv |
| 02 Jan 2026 | GRANT_AWARD | PACCAR INC | 1,569 | 111.56 USD | deriv |
| 06 Nov 2025 | GRANT_AWARD | CLOROX CO /DE/ | 8.94 | 0.00 USD | deriv |
| 31 Dec 2025 | GRANT_AWARD | CLOROX CO /DE/ | 1,637.86 | 0.00 USD | deriv |
| 31 Dec 2025 | GRANT_AWARD | CLOROX CO /DE/ | 334.72 | 0.00 USD | deriv |
| 03 Dec 2025 | OTHER | PACCAR INC | 7.87 | 108.54 USD | deriv |
| 03 Dec 2025 | OTHER | PACCAR INC | 7.77 | 108.54 USD | deriv |
| 21 Nov 2025 | PURCHASE | CLOROX CO /DE/ | 4,000 | 104.13 USD | |
| 29 Aug 2025 | GRANT_AWARD | CLOROX CO /DE/ | 5.21 | 0.00 USD | deriv |
| 30 Sept 2025 | GRANT_AWARD | CLOROX CO /DE/ | 263.58 | 0.00 USD | deriv |
| 01 Oct 2025 | OTHER | PACCAR INC | 473.34 | 97.71 USD | deriv |
| 04 Sept 2025 | OTHER | PACCAR INC | 8.56 | 98.21 USD | deriv |
| 04 Sept 2025 | OTHER | PACCAR INC | 7.08 | 98.21 USD | deriv |
| 09 May 2025 | GRANT_AWARD | CLOROX CO /DE/ | 2.29 | 0.00 USD | deriv |
| 30 Jun 2025 | GRANT_AWARD | CLOROX CO /DE/ | 242.07 | 0.00 USD | deriv |
| 01 Jul 2025 | OTHER | PACCAR INC | 470.98 | 98.20 USD | deriv |
| 04 Jun 2025 | OTHER | PACCAR INC | 9.05 | 92.59 USD | deriv |
| 04 Jun 2025 | OTHER | PACCAR INC | 5.81 | 92.59 USD | deriv |
| 14 May 2025 | GRANT_AWARD | SOUTHWEST AIRLINES CO | 5,418 | 0.00 USD |
1 purchase reported after at least 12 months of silence — most recent on 29 Apr 2025.