Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 20 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 |
|---|---|---|---|---|
| Crexendo, Inc. | 99,795 | reported | 27 May 2026 | tx 81+425,343−290,342 |
| MITEL NETWORKS CORP | 80,717 | reported | 06 Mar 2018 | tx 42+133,750−243,485 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 02 Jun 2026 | SALE | Crexendo, Inc. | 10,000 | 9.99 USD | |
| 02 Jun 2026 | SALE | Crexendo, Inc. | 20,000 | 10.69 USD | |
| 27 May 2026 | SALE | Crexendo, Inc. | 5,000 | 9.85 USD | |
| 18 May 2026 | SALE | Crexendo, Inc. | 10,000 | 9.65 USD | |
| 07 May 2026 | SALE | Crexendo, Inc. | 114,795 | 9.14 USD | |
| 04 Mar 2026 | TAX_WITHHOLDING | Crexendo, Inc. | 923 | 6.47 USD | |
| 05 Mar 2026 | TAX_WITHHOLDING | Crexendo, Inc. | 843 | 6.88 USD | |
| 05 Mar 2026 | EXERCISE | Crexendo, Inc. | 2,917 | 0.00 USD | |
| 04 Mar 2026 | EXERCISE | Crexendo, Inc. | 2,916 | 0.00 USD | |
| 04 Mar 2026 | GRANT_AWARD | Crexendo, Inc. | 40,000 | 0.00 USD | deriv |
| 05 Mar 2026 | EXERCISE | Crexendo, Inc. | 2,917 | 0.00 USD | deriv |
| 04 Mar 2026 | EXERCISE | Crexendo, Inc. | 2,916 | 0.00 USD | deriv |
| 04 Dec 2025 | EXERCISE | Crexendo, Inc. | 2,917 | 0.00 USD | |
| 05 Dec 2025 | EXERCISE | Crexendo, Inc. | 2,916 | 0.00 USD | |
| 05 Dec 2025 | TAX_WITHHOLDING | Crexendo, Inc. | 769 | 6.64 USD | |
| 04 Dec 2025 | TAX_WITHHOLDING | Crexendo, Inc. | 769 | 6.71 USD | |
| 04 Dec 2025 | EXERCISE | Crexendo, Inc. | 2,917 | 0.00 USD | deriv |
| 05 Dec 2025 | EXERCISE | Crexendo, Inc. | 2,916 | 0.00 USD | deriv |
| 04 Sept 2025 | EXERCISE | Crexendo, Inc. | 2,917 | 0.00 USD | |
| 05 Sept 2025 | TAX_WITHHOLDING | Crexendo, Inc. | 769 | 6.59 USD | |
| 05 Sept 2025 | EXERCISE | Crexendo, Inc. | 2,917 | 0.00 USD | |
| 04 Sept 2025 | TAX_WITHHOLDING | Crexendo, Inc. | 769 | 6.49 USD | |
| 04 Sept 2025 | EXERCISE | Crexendo, Inc. | 2,917 | 0.00 USD | deriv |
| 05 Sept 2025 | EXERCISE | Crexendo, Inc. | 2,917 | 0.00 USD | deriv |
| 05 Jun 2025 | EXERCISE | Crexendo, Inc. | 2,917 | 0.00 USD |