Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 13 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 |
|---|---|---|---|---|
| BON TON STORES INC | 200,594 | reported | 15 Apr 2017 | tx 34+385,434−117,321 |
| Barings BDC, Inc. | 64,572.35 | reported | 09 Dec 2025 | tx 14+59,481.07−5,671 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 09 Dec 2025 | PURCHASE | Barings BDC, Inc. | 6,761 | 8.97 USD | |
| 09 Dec 2025 | SALE | Barings BDC, Inc. | 5,671 | 8.98 USD | |
| 06 Jun 2025 | PURCHASE | Barings BDC, Inc. | 8,700 | 8.89 USD | |
| 13 Dec 2024 | PURCHASE | Barings BDC, Inc. | 8,485 | 9.73 USD | |
| 11 Dec 2024 | PURCHASE | Barings BDC, Inc. | 1,063.07 | 9.89 USD | |
| 15 Nov 2024 | PURCHASE | Barings BDC, Inc. | 13,565 | 9.95 USD | |
| 08 Nov 2024 | PURCHASE | Barings BDC, Inc. | 1,350 | 9.63 USD | |
| 28 Feb 2024 | PURCHASE | Barings BDC, Inc. | 570 | 9.70 USD | |
| 18 Jul 2023 | PURCHASE | Barings BDC, Inc. | 400 | 8.03 USD | |
| 25 Jan 2023 | PURCHASE | Barings BDC, Inc. | 466 | 8.55 USD | |
| 17 Jun 2022 | PURCHASE | Barings BDC, Inc. | 236 | 9.27 USD | |
| 03 Jun 2022 | PURCHASE | Barings BDC, Inc. | 1,850 | 10.38 USD | |
| 09 May 2022 | PURCHASE | Barings BDC, Inc. | 15,800 | 10.25 USD | |
| 09 May 2022 | PURCHASE | Barings BDC, Inc. | 235 | 10.22 USD | |
| 15 Apr 2017 | TAX_WITHHOLDING | BON TON STORES INC | 9,045 | 0.00 USD | |
| 17 Apr 2016 | TAX_WITHHOLDING | BON TON STORES INC | 6,721 | 0.00 USD | |
| 15 Apr 2016 | GRANT_AWARD | BON TON STORES INC | 10,800 | 0.00 USD | |
| 17 Apr 2015 | TAX_WITHHOLDING | BON TON STORES INC | 2,444 | 0.00 USD | |
| 15 Apr 2015 | GRANT_AWARD | BON TON STORES INC | 22,500 | 0.00 USD | |
| 16 Mar 2015 | EXERCISE | BON TON STORES INC | 30,000 | 4.96 USD | |
| 16 Mar 2015 | EXERCISE | BON TON STORES INC | 30,000 | 0.00 USD | deriv |
| 18 Apr 2014 | TAX_WITHHOLDING | BON TON STORES INC | 4,654 | 0.00 USD | |
| 15 Apr 2014 | GRANT_AWARD | BON TON STORES INC | 22,500 | 0.00 USD | |
| 17 Apr 2013 | GRANT_AWARD | BON TON STORES INC | 15,000 | 0.00 USD | |
| 12 Apr 2013 | TAX_WITHHOLDING | BON TON STORES INC | 1,582 | 0.00 USD |