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 |
|---|---|---|---|---|
| INNOVATIVE SOLUTIONS & SUPPORT INC | 153,655 | reported | 20 May 2026 | tx 61+264,188−129,675 |
| Tabula Rasa HealthCare, Inc. | 27,559 | reported | 15 Jun 2018 | tx 25+2,678,645−8,305,021 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 May 2026 | GRANT_AWARD | INNOVATIVE SOLUTIONS & SUPPORT INC | 6,300 | 15.93 USD | |
| 16 Apr 2026 | GRANT_AWARD | INNOVATIVE SOLUTIONS & SUPPORT INC | 5,618 | 0.00 USD | |
| 17 Apr 2025 | GRANT_AWARD | INNOVATIVE SOLUTIONS & SUPPORT INC | 13,536 | 0.00 USD | |
| 13 Aug 2024 | PURCHASE | INNOVATIVE SOLUTIONS & SUPPORT INC | 5,000 | 6.53 USD | |
| 15 Aug 2024 | PURCHASE | INNOVATIVE SOLUTIONS & SUPPORT INC | 4,000 | 6.83 USD | |
| 14 Aug 2024 | PURCHASE | INNOVATIVE SOLUTIONS & SUPPORT INC | 1,000 | 6.71 USD | |
| 22 May 2024 | PURCHASE | INNOVATIVE SOLUTIONS & SUPPORT INC | 2,109 | 5.63 USD | |
| 21 May 2024 | PURCHASE | INNOVATIVE SOLUTIONS & SUPPORT INC | 12,891 | 5.55 USD | |
| 18 Apr 2024 | GRANT_AWARD | INNOVATIVE SOLUTIONS & SUPPORT INC | 11,244 | 0.00 USD | |
| 13 Apr 2024 | EXERCISE | INNOVATIVE SOLUTIONS & SUPPORT INC | 6,868 | 0.00 USD | |
| 15 May 2023 | PURCHASE | INNOVATIVE SOLUTIONS & SUPPORT INC | 3,681 | 7.15 USD | first after silence |
| 16 May 2023 | PURCHASE | INNOVATIVE SOLUTIONS & SUPPORT INC | 1,319 | 7.21 USD | |
| 13 Apr 2023 | GRANT_AWARD | INNOVATIVE SOLUTIONS & SUPPORT INC | 6,868 | 0.00 USD | deriv |
| 08 Sept 2023 | PURCHASE | INNOVATIVE SOLUTIONS & SUPPORT INC | 10,000 | 7.85 USD | |
| 18 May 2023 | SALE | INNOVATIVE SOLUTIONS & SUPPORT INC | 1,319 | 7.15 USD | |
| 18 Apr 2023 | GRANT_AWARD | INNOVATIVE SOLUTIONS & SUPPORT INC | 1,742 | 0.00 USD | |
| 03 Jan 2023 | GRANT_AWARD | INNOVATIVE SOLUTIONS & SUPPORT INC | 6,088 | 0.00 USD | |
| 16 May 2022 | SALE | INNOVATIVE SOLUTIONS & SUPPORT INC | 15,000 | 9.48 USD | |
| 16 May 2022 | SALE | INNOVATIVE SOLUTIONS & SUPPORT INC | 30,000 | 9.48 USD | |
| 03 Jan 2022 | GRANT_AWARD | INNOVATIVE SOLUTIONS & SUPPORT INC | 6,349 | 0.00 USD | |
| 22 Feb 2021 | SALE | INNOVATIVE SOLUTIONS & SUPPORT INC | 1,139 | 6.86 USD | |
| 19 Feb 2021 | SALE | INNOVATIVE SOLUTIONS & SUPPORT INC | 8,279 | 6.88 USD | |
| 18 Feb 2021 | SALE | INNOVATIVE SOLUTIONS & SUPPORT INC | 1,200 | 6.75 USD | |
| 16 Feb 2021 | SALE | INNOVATIVE SOLUTIONS & SUPPORT INC | 6,500 | 6.78 USD | |
| 17 Feb 2021 | SALE | INNOVATIVE SOLUTIONS & SUPPORT INC | 900 | 6.77 USD |
2 purchases reported after at least 12 months of silence — most recent on 15 May 2023.