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 |
|---|---|---|---|---|
| DocGo Inc. | 791,560 | reported | 12 Dec 2025 | tx 18+1,414,487−766,298 |
| Five9, Inc. | 40,832 | reported | 20 May 2026 | tx 25+88,101−47,269 |
| CalAmp Corp. | 0 | reported | 13 Jan 2020 | tx 223+2,297,374−1,044,551 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 May 2026 | GRANT_AWARD | Five9, Inc. | 8,972 | 0.00 USD | |
| 12 Dec 2025 | GRANT_AWARD | DocGo Inc. | 150,000 | 0.00 USD | |
| 12 Aug 2025 | PURCHASE | Five9, Inc. | 1,000 | 24.15 USD | |
| 23 May 2025 | PURCHASE | DocGo Inc. | 10,000 | 1.33 USD | |
| 21 May 2025 | GRANT_AWARD | Five9, Inc. | 7,840 | 0.00 USD | |
| 15 May 2025 | PURCHASE | DocGo Inc. | 15,000 | 1.43 USD | first after silence |
| 13 Dec 2024 | GRANT_AWARD | DocGo Inc. | 34,965 | 0.00 USD | |
| 14 May 2024 | GRANT_AWARD | Five9, Inc. | 3,755 | 0.00 USD | |
| 14 May 2024 | PURCHASE | DocGo Inc. | 10,000 | 3.40 USD | |
| 14 Mar 2024 | PURCHASE | DocGo Inc. | 10,000 | 3.61 USD | first after silence |
| 15 Dec 2023 | EXERCISE | DocGo Inc. | 23,088 | 0.00 USD | |
| 15 Dec 2023 | EXERCISE | DocGo Inc. | 23,088 | 0.00 USD | deriv |
| 12 Dec 2023 | GRANT_AWARD | DocGo Inc. | 32,946 | 0.00 USD | |
| 16 May 2023 | GRANT_AWARD | Five9, Inc. | 3,669 | 0.00 USD | |
| 16 Sept 2022 | GRANT_AWARD | DocGo Inc. | 97,010 | — | |
| 04 Nov 2022 | OTHER | DocGo Inc. | 6,986 | 0.00 USD | |
| 16 Sept 2022 | EXERCISE | DocGo Inc. | 434,437 | — | deriv |
| 15 Dec 2022 | GRANT_AWARD | DocGo Inc. | 23,088 | 0.00 USD | deriv |
| 05 Aug 2022 | SALE | Five9, Inc. | 1,234 | 115.00 USD | |
| 27 Jul 2022 | OTHER | DocGo Inc. | 415,537 | 0.00 USD | |
| 27 Jul 2022 | OTHER | DocGo Inc. | 434,437 | 0.00 USD | deriv |
| 18 May 2022 | GRANT_AWARD | Five9, Inc. | 2,132 | 0.00 USD | |
| 07 Dec 2021 | GRANT_AWARD | DocGo Inc. | 79,208 | 0.00 USD | deriv |
| 07 Dec 2021 | GRANT_AWARD | DocGo Inc. | 79,208 | 0.00 USD | deriv |
| 05 Nov 2021 | OTHER | DocGo Inc. | 301,787 | 0.00 USD |
3 purchases reported after at least 12 months of silence — most recent on 15 May 2025.