Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 9 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 |
|---|---|---|---|---|
| HOST HOTELS & RESORTS, INC. | 54,806.359 | reported | 20 May 2026 | tx 6+54,806.36 |
| COMFORT SYSTEMS USA INC | 29,879 | reported | 18 May 2026 | tx 69+208,732−206,353 |
| Johnson Controls International plc | 9,815 | reported | 02 Sept 2016 | tx 8+12,596−2,647 |
| AMERICAN CAMPUS COMMUNITIES INC | 0 | reported | 09 Aug 2022 | tx 9+13,378−13,378 |
| COMPUTER SCIENCES CORP | 0 | reported | 01 Apr 2017 | tx 6+13,200−13,200 |
| Exelis Inc. | 0 | reported | 29 May 2015 | tx 7+34,024−30,017 |
| Fluence Energy, Inc. | 0 | reported | 17 Mar 2026 | tx 25+235,758−65,550 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 May 2026 | GRANT_AWARD | HOST HOTELS & RESORTS, INC. | 8,520 | 0.00 USD | |
| 18 May 2026 | GRANT_AWARD | COMFORT SYSTEMS USA INC | 105 | 0.00 USD | |
| 17 Mar 2026 | EXERCISE | Fluence Energy, Inc. | 32,348 | — | |
| 17 Mar 2026 | EXERCISE | Fluence Energy, Inc. | 32,348 | 0.00 USD | deriv |
| 12 Mar 2026 | GRANT_AWARD | Fluence Energy, Inc. | 10,658 | 0.00 USD | deriv |
| 14 Nov 2025 | GIFT | COMFORT SYSTEMS USA INC | 800 | 0.00 USD | |
| 29 Oct 2025 | SALE | COMFORT SYSTEMS USA INC | 2,000 | 1013.62 USD | |
| 27 Aug 2025 | SALE | COMFORT SYSTEMS USA INC | 3,000 | 710.00 USD | |
| 09 Jun 2025 | SALE | COMFORT SYSTEMS USA INC | 2,500 | 500.01 USD | |
| 16 May 2025 | GRANT_AWARD | COMFORT SYSTEMS USA INC | 342 | 0.00 USD | |
| 14 May 2025 | GRANT_AWARD | HOST HOTELS & RESORTS, INC. | 11,612 | 0.00 USD | |
| 20 Mar 2025 | EXERCISE | Fluence Energy, Inc. | 11,341 | — | |
| 20 Mar 2025 | EXERCISE | Fluence Energy, Inc. | 11,341 | 0.00 USD | deriv |
| 17 Mar 2025 | GRANT_AWARD | Fluence Energy, Inc. | 32,348 | 0.00 USD | deriv |
| 05 Mar 2025 | PURCHASE | Fluence Energy, Inc. | 10,000 | 5.41 USD | |
| 13 Feb 2025 | PURCHASE | Fluence Energy, Inc. | 30,000 | 6.53 USD | |
| 23 Dec 2024 | PURCHASE | Fluence Energy, Inc. | 10,000 | 15.57 USD | |
| 13 Aug 2024 | PURCHASE | Fluence Energy, Inc. | 10,000 | 16.81 USD | first after silence |
| 16 May 2024 | SALE | COMFORT SYSTEMS USA INC | 3,500 | 337.41 USD | |
| 17 May 2024 | GRANT_AWARD | COMFORT SYSTEMS USA INC | 498 | 0.00 USD | |
| 15 May 2024 | GRANT_AWARD | HOST HOTELS & RESORTS, INC. | 9,740 | 0.00 USD | |
| 20 Mar 2024 | EXERCISE | Fluence Energy, Inc. | 10,926 | — | |
| 20 Mar 2024 | EXERCISE | Fluence Energy, Inc. | 10,926 | 0.00 USD | deriv |
| 20 Mar 2024 | GRANT_AWARD | Fluence Energy, Inc. | 11,341 | 0.00 USD | deriv |
| 01 Mar 2024 | GIFT | COMFORT SYSTEMS USA INC | 3,100 | 0.00 USD |
5 purchases reported after at least 12 months of silence — most recent on 13 Aug 2024.