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 |
|---|---|---|---|---|
| LifeStance Health Group, Inc. | 3,703,507 | reported | 09 Mar 2026 | tx 24+14,210,341−1,333,976 |
| CENTENE CORP | 277,085.924 | reported | 12 May 2026 | tx 44+1,173,618.93−624,785 |
| COVENTRY HEALTH CARE INC | 46,550 | reported | 15 Feb 2012 | tx 5+48,177−8,397 |
| FIRST HORIZON CORP | 44,253 | reported | 03 May 2022 | tx 7+42,253 |
| WELLCARE HEALTH PLANS, INC. | 0 | reported | 23 Jan 2020 | tx 85+732,852−261,720 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 12 May 2026 | GRANT_AWARD | CENTENE CORP | 3,992 | 0.00 USD | |
| 09 Mar 2026 | TAX_WITHHOLDING | LifeStance Health Group, Inc. | 278,192 | 6.91 USD | |
| 09 Mar 2026 | TAX_WITHHOLDING | LifeStance Health Group, Inc. | 13,201 | 6.91 USD | |
| 09 Mar 2026 | TAX_WITHHOLDING | LifeStance Health Group, Inc. | 35,816 | 6.91 USD | |
| 09 Mar 2026 | GRANT_AWARD | LifeStance Health Group, Inc. | 33,544 | 0.00 USD | |
| 09 Mar 2026 | GRANT_AWARD | LifeStance Health Group, Inc. | 706,960 | 0.00 USD | |
| 06 Mar 2026 | TAX_WITHHOLDING | LifeStance Health Group, Inc. | 424,551 | 7.11 USD | |
| 31 Dec 2025 | GRANT_AWARD | CENTENE CORP | 729 | 0.00 USD | |
| 03 Dec 2025 | SALE | CENTENE CORP | 33,211 | 39.04 USD | |
| 04 Dec 2025 | SALE | CENTENE CORP | 32,796 | 39.00 USD | |
| 30 Sept 2025 | GRANT_AWARD | CENTENE CORP | 852 | 0.00 USD | |
| 11 Aug 2025 | PURCHASE | LifeStance Health Group, Inc. | 1,340 | 4.35 USD | |
| 11 Aug 2025 | PURCHASE | LifeStance Health Group, Inc. | 18,660 | 4.54 USD | |
| 08 Aug 2025 | PURCHASE | LifeStance Health Group, Inc. | 46,511 | 4.30 USD | first after silence |
| 08 Aug 2025 | PURCHASE | LifeStance Health Group, Inc. | 45,870 | 4.36 USD | |
| 08 Aug 2025 | PURCHASE | LifeStance Health Group, Inc. | 1,800 | 4.31 USD | |
| 30 Jun 2025 | GRANT_AWARD | CENTENE CORP | 556 | 0.00 USD | |
| 10 Mar 2025 | TAX_WITHHOLDING | LifeStance Health Group, Inc. | 35,817 | 7.11 USD | |
| 13 May 2025 | GRANT_AWARD | CENTENE CORP | 3,579 | 0.00 USD | |
| 31 Mar 2025 | GRANT_AWARD | CENTENE CORP | 500 | 0.00 USD | |
| 07 Mar 2025 | GRANT_AWARD | LifeStance Health Group, Inc. | 283,172 | 0.00 USD | |
| 07 Mar 2025 | TAX_WITHHOLDING | LifeStance Health Group, Inc. | 166,762 | 7.59 USD | |
| 07 Mar 2025 | GRANT_AWARD | LifeStance Health Group, Inc. | 423,790 | 0.00 USD | |
| 07 Mar 2025 | TAX_WITHHOLDING | LifeStance Health Group, Inc. | 111,430 | 7.59 USD | |
| 06 Mar 2025 | TAX_WITHHOLDING | LifeStance Health Group, Inc. | 53,602 | 7.88 USD |
1 purchase reported after at least 12 months of silence — most recent on 08 Aug 2025.