Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 56 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 |
|---|---|---|---|---|
| UPBOUND GROUP, INC. | 165,557 | reported | 28 Apr 2026 | tx 83+278,384.81 |
| MEDIFAST INC | 29,128.19 | reported | 25 Jun 2025 | tx 77+117,559.26−64,748 |
| RCS Capital Corp | 23,346 | reported | 18 Dec 2015 | tx 6+27,137−3,791 |
| CADIZ INC | 8,868 | reported | 02 Jan 2020 | tx 10+8,868 |
| COINSTAR INC | 0 | reported | 27 Sept 2016 | tx 4+2,835−2,835 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 Apr 2026 | PURCHASE | UPBOUND GROUP, INC. | 461 | 19.41 USD | |
| 28 Apr 2026 | PURCHASE | UPBOUND GROUP, INC. | 1,868 | 19.41 USD | |
| 28 Apr 2026 | GRANT_AWARD | UPBOUND GROUP, INC. | 2,636 | 19.17 USD | deriv |
| 06 Jan 2026 | PURCHASE | UPBOUND GROUP, INC. | 2,007 | 17.68 USD | |
| 06 Jan 2026 | PURCHASE | UPBOUND GROUP, INC. | 495 | 17.68 USD | |
| 06 Jan 2026 | GRANT_AWARD | UPBOUND GROUP, INC. | 2,271 | 17.64 USD | deriv |
| 02 Jan 2026 | GRANT_AWARD | UPBOUND GROUP, INC. | 13,818 | 17.56 USD | deriv |
| 21 Oct 2025 | PURCHASE | UPBOUND GROUP, INC. | 1,565 | 22.27 USD | |
| 21 Oct 2025 | PURCHASE | UPBOUND GROUP, INC. | 386 | 22.27 USD | |
| 21 Oct 2025 | GRANT_AWARD | UPBOUND GROUP, INC. | 1,664 | 22.37 USD | deriv |
| 01 Oct 2025 | GRANT_AWARD | UPBOUND GROUP, INC. | 4,133 | 23.63 USD | deriv |
| 08 Jul 2025 | PURCHASE | UPBOUND GROUP, INC. | 1,326 | 25.90 USD | |
| 08 Jul 2025 | PURCHASE | UPBOUND GROUP, INC. | 327 | 25.90 USD | |
| 08 Jul 2025 | GRANT_AWARD | UPBOUND GROUP, INC. | 1,351 | 25.66 USD | deriv |
| 01 Jul 2025 | GRANT_AWARD | UPBOUND GROUP, INC. | 3,891 | 25.10 USD | deriv |
| 25 Jun 2025 | GRANT_AWARD | MEDIFAST INC | 9,449.46 | 13.39 USD | |
| 25 Jun 2025 | GRANT_AWARD | MEDIFAST INC | 11,167.54 | 0.00 USD | |
| 06 May 2025 | PURCHASE | UPBOUND GROUP, INC. | 21,730 | 23.75 USD | |
| 22 Apr 2025 | PURCHASE | UPBOUND GROUP, INC. | 1,694 | 19.89 USD | |
| 22 Apr 2025 | GRANT_AWARD | UPBOUND GROUP, INC. | 1,693 | 19.99 USD | deriv |
| 01 Apr 2025 | GRANT_AWARD | UPBOUND GROUP, INC. | 4,076 | 23.96 USD | deriv |
| 07 Jan 2025 | PURCHASE | UPBOUND GROUP, INC. | 1,146 | 29.01 USD | |
| 07 Jan 2025 | GRANT_AWARD | UPBOUND GROUP, INC. | 944 | 28.97 USD | deriv |
| 02 Jan 2025 | GRANT_AWARD | UPBOUND GROUP, INC. | 8,318 | 29.17 USD | deriv |
| 22 Oct 2024 | PURCHASE | UPBOUND GROUP, INC. | 1,065 | 29.25 USD |
1 purchase reported after at least 12 months of silence — most recent on 09 Nov 2016.