Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 18 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 |
|---|---|---|---|---|
| STANDARD BIOTOOLS INC. | 8,576,799 | reported | 29 Dec 2022 | tx 9+1,292,923−2,868,037 |
| Liquidia Corp | 8,133,651 | reported | 19 May 2026 | tx 14+4,501,781−3,596,248 |
| EXELIXIS, INC. | 1,553,262 | reported | 25 Nov 2025 | tx 8+456,701−120,409 |
| ALIMERA SCIENCES INC | 0 | reported | 16 Sept 2024 | tx 3−17,635,155 |
| ADVANCED MAGNETICS INC | 0 | reported | 16 Nov 2020 | tx 1−3,499,428 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 19 May 2026 | SALE | Liquidia Corp | 5,300 | 59.98 USD | |
| 19 May 2026 | PURCHASE | Liquidia Corp | 5,300 | 59.98 USD | |
| 25 Nov 2025 | PURCHASE | EXELIXIS, INC. | 27,532 | 43.12 USD | first after silence |
| 29 May 2025 | GRANT_AWARD | EXELIXIS, INC. | 21,464 | 0.00 USD | deriv |
| 16 Sept 2024 | OTHER | ALIMERA SCIENCES INC | 16,835,154 | — | |
| 16 Sept 2024 | OTHER | ALIMERA SCIENCES INC | 1 | — | deriv |
| 16 Sept 2024 | OTHER | ALIMERA SCIENCES INC | 800,000 | — | deriv |
| 12 Sept 2024 | GRANT_AWARD | Liquidia Corp | 1,123,595 | 8.90 USD | |
| 30 Aug 2024 | SALE | Liquidia Corp | 150,000 | 9.51 USD | |
| 30 Aug 2024 | PURCHASE | Liquidia Corp | 150,000 | 9.51 USD | |
| 30 Aug 2024 | OTHER | Liquidia Corp | 3,440,948 | — | |
| 20 Jun 2024 | GRANT_AWARD | Liquidia Corp | 20,359 | 0.00 USD | |
| 31 May 2024 | GRANT_AWARD | EXELIXIS, INC. | 42,767 | 0.00 USD | deriv |
| 21 Feb 2024 | PURCHASE | EXELIXIS, INC. | 190,000 | 20.70 USD | |
| 14 Dec 2023 | PURCHASE | Liquidia Corp | 1,117,318 | 7.16 USD | |
| 27 Nov 2023 | SALE | EXELIXIS, INC. | 120,409 | 21.61 USD | |
| 27 Nov 2023 | PURCHASE | EXELIXIS, INC. | 120,409 | 21.61 USD | first after silence |
| 19 Jun 2023 | GRANT_AWARD | Liquidia Corp | 20,000 | 0.00 USD | deriv |
| 31 May 2023 | GRANT_AWARD | EXELIXIS, INC. | 18,176 | 0.00 USD | |
| 31 May 2023 | GRANT_AWARD | EXELIXIS, INC. | 36,353 | 0.00 USD | deriv |
| 29 Dec 2022 | OTHER | STANDARD BIOTOOLS INC. | 2,868,037 | — | |
| 13 Jun 2022 | PURCHASE | STANDARD BIOTOOLS INC. | 100,000 | 1.70 USD | |
| 25 May 2022 | PURCHASE | Liquidia Corp | 79,400 | 3.40 USD | |
| 19 May 2022 | PURCHASE | Liquidia Corp | 85,000 | 5.81 USD | |
| 18 May 2022 | PURCHASE | Liquidia Corp | 76,404 | 5.89 USD |
2 purchases reported after at least 12 months of silence — most recent on 25 Nov 2025.