Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 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 |
|---|---|---|---|---|
| Meta Platforms, Inc. | 7,310,714 | reported | 03 May 2013 | tx 110+417,293,573−609,591,123 |
| BRIGHTCOVE INC | 356,442 | reported | 10 Sept 2012 | tx 47+5,415,452−12,574,148 |
| REALNETWORKS INC | 227,014 | reported | 31 Mar 2008 | tx 19+136,948−119,419 |
| DELL INC | 207,430 | reported | 13 Jul 2012 | tx 53+245,767 |
| IMPERVA INC | 138,534 | reported | 21 May 2012 | tx 39+4,399,694−5,861,790 |
| Walmart Inc. | 95,088.16 | reported | 31 Mar 2013 | tx 125+135,634.79−10,272 |
| IPASS INC | 93,013 | reported | 09 Feb 2004 | tx 6+93,710−1,986,385 |
| Blackstone Inc. | 58,706 | reported | 04 Nov 2025 | tx 15+68,906 |
| COMSCORE, INC. | 2,702 | reported | 11 Aug 2010 | tx 5+6,283−1,475,714 |
| Marvel Entertainment, Inc. | 0 | reported | 31 Dec 2009 | tx 19+165,700−165,700 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 04 Nov 2025 | PURCHASE | Blackstone Inc. | 10,200 | 144.21 USD | |
| 04 Nov 2025 | PURCHASE | Blackstone Inc. | 3,700 | 142.89 USD | |
| 29 Oct 2025 | PURCHASE | Blackstone Inc. | 13,170 | 151.23 USD | first after silence |
| 14 Jul 2025 | GRANT_AWARD | Blackstone Inc. | 1,295 | 0.00 USD | |
| 14 Jul 2024 | GRANT_AWARD | Blackstone Inc. | 1,636 | 0.00 USD | |
| 14 Jul 2023 | GRANT_AWARD | Blackstone Inc. | 2,019 | 0.00 USD | |
| 29 Mar 2023 | OTHER | MSD ACQUISITION CORP. / NEW | 50,000 | 0.00 USD | deriv |
| 14 Jul 2022 | GRANT_AWARD | Blackstone Inc. | 2,364 | 0.00 USD | |
| 25 May 2022 | PURCHASE | Blackstone Inc. | 8,726 | 107.18 USD | first after silence |
| 25 May 2022 | PURCHASE | Blackstone Inc. | 600 | 107.72 USD | |
| 14 Jul 2021 | GRANT_AWARD | Blackstone Inc. | 2,109 | 0.00 USD | |
| 14 Jul 2020 | GRANT_AWARD | Blackstone Inc. | 3,898 | 0.00 USD | |
| 14 Jul 2019 | GRANT_AWARD | Blackstone Inc. | 4,564 | 0.00 USD | |
| 19 Mar 2019 | OTHER | NEWS CORP | 18,554.14 | — | |
| 20 Mar 2019 | OTHER | NEWS CORP | 51,944.86 | — | |
| 14 Mar 2019 | EXERCISE | NEWS CORP | 28,633 | — | |
| 14 Mar 2019 | OTHER | NEWS CORP | 1,134 | 51.20 USD | |
| 14 Mar 2019 | EXERCISE | NEWS CORP | 1,203 | — | deriv |
| 14 Mar 2019 | EXERCISE | NEWS CORP | 1,134 | — | deriv |
| 14 Mar 2019 | EXERCISE | NEWS CORP | 1,122 | — | deriv |
| 14 Mar 2019 | EXERCISE | NEWS CORP | 1,265 | — | deriv |
| 14 Mar 2019 | EXERCISE | NEWS CORP | 1,380 | — | deriv |
| 14 Mar 2019 | EXERCISE | NEWS CORP | 1,654 | — | deriv |
| 14 Mar 2019 | EXERCISE | NEWS CORP | 1,692 | — | deriv |
| 14 Mar 2019 | EXERCISE | NEWS CORP | 1,573 | — | deriv |
4 purchases reported after at least 12 months of silence — most recent on 29 Oct 2025.