Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 8 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 |
|---|---|---|---|---|
| MASIMO CORP | 8,543 | reported | 29 Apr 2026 | tx 17+28,403−17,975 |
| CARDINAL HEALTH INC | 8,086 | reported | 05 Nov 2025 | tx 8+8,086 |
| Coupa Software Inc | 0 | reported | 28 Feb 2023 | tx 18+5,529−5,529 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 29 Apr 2026 | EXERCISE | MASIMO CORP | 1,225 | 0.00 USD | |
| 29 Apr 2026 | EXERCISE | MASIMO CORP | 1,225 | 0.00 USD | deriv |
| 23 Apr 2026 | GRANT_AWARD | MASIMO CORP | 1,119 | 178.71 USD | deriv |
| 05 Nov 2025 | GRANT_AWARD | CARDINAL HEALTH INC | 1,067 | 0.00 USD | |
| 13 Aug 2025 | PURCHASE | MASIMO CORP | 100 | 155.25 USD | |
| 12 Aug 2025 | PURCHASE | MASIMO CORP | 100 | 150.35 USD | first after silence |
| 29 Apr 2025 | GRANT_AWARD | MASIMO CORP | 766 | 0.00 USD | deriv |
| 29 Apr 2025 | EXERCISE | MASIMO CORP | 1,790 | 0.00 USD | |
| 29 Apr 2025 | GRANT_AWARD | MASIMO CORP | 1,225 | 0.00 USD | deriv |
| 29 Apr 2025 | EXERCISE | MASIMO CORP | 1,790 | 0.00 USD | deriv |
| 12 Feb 2025 | TAX_WITHHOLDING | MASIMO CORP | 4,816 | 179.51 USD | |
| 12 Feb 2025 | GRANT_AWARD | MASIMO CORP | 8,916 | 0.00 USD | |
| 12 Feb 2025 | EXERCISE | MASIMO CORP | 8,916 | 0.00 USD | deriv |
| 11 Nov 2024 | GRANT_AWARD | MASIMO CORP | 8,916 | 0.00 USD | deriv |
| 06 Nov 2024 | GRANT_AWARD | CARDINAL HEALTH INC | 1,730 | 0.00 USD | |
| 26 Jun 2024 | EXERCISE | MASIMO CORP | 1,228 | 0.00 USD | |
| 26 Jun 2023 | EXERCISE | MASIMO CORP | 1,228 | 0.00 USD | deriv |
| 19 Sept 2024 | GRANT_AWARD | MASIMO CORP | 1,790 | 0.00 USD | deriv |
| 15 Nov 2023 | GRANT_AWARD | CARDINAL HEALTH INC | 1,965 | 0.00 USD | |
| 26 Jun 2023 | GRANT_AWARD | MASIMO CORP | 1,228 | 0.00 USD | deriv |
| 28 Feb 2023 | OTHER | Coupa Software Inc | 804 | — | |
| 28 Feb 2023 | OTHER | Coupa Software Inc | 1,038 | — | |
| 28 Feb 2023 | OTHER | Coupa Software Inc | 2,470 | 81.00 USD | deriv |
| 15 Nov 2022 | PURCHASE | CARDINAL HEALTH INC | 200 | 74.72 USD | |
| 14 Nov 2022 | PURCHASE | CARDINAL HEALTH INC | 200 | 76.30 USD |
1 purchase reported after at least 12 months of silence — most recent on 12 Aug 2025.