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 |
|---|---|---|---|---|
| Beneficient | 636,896 | reported | 05 Dec 2025 | tx 15+1,456,333−317 |
| GWG Holdings, Inc. | 8,169 | reported | 18 Jun 2020 | tx 3+16,338−8,169 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 05 Dec 2025 | GRANT_AWARD | Beneficient | 635,690 | 0.00 USD | |
| 22 Nov 2024 | PURCHASE | Beneficient | 25,000 | 0.95 USD | |
| 19 Nov 2024 | PURCHASE | Beneficient | 50,000 | 0.92 USD | |
| 19 Nov 2024 | PURCHASE | Beneficient | 25,000 | 0.94 USD | |
| 11 Sept 2024 | GRANT_AWARD | Beneficient | 150,000 | 1.58 USD | |
| 27 Aug 2024 | PURCHASE | Beneficient | 20,000 | 1.97 USD | |
| 27 Aug 2024 | GRANT_AWARD | Beneficient | 65,000 | 1.97 USD | |
| 27 Aug 2024 | PURCHASE | Beneficient | 10,000 | 1.97 USD | |
| 20 Aug 2024 | GRANT_AWARD | Beneficient | 47,500 | 2.33 USD | |
| 19 Aug 2024 | PURCHASE | Beneficient | 23,002 | 2.28 USD | |
| 20 Aug 2024 | PURCHASE | Beneficient | 4,498 | 2.27 USD | |
| 07 Jun 2024 | TAX_WITHHOLDING | Beneficient | 317 | 5.38 USD | |
| 15 Jul 2023 | GRANT_AWARD | Beneficient | 643 | 0.00 USD | |
| 21 Feb 2024 | PURCHASE | Beneficient | 200,000 | 0.25 USD | |
| 20 Feb 2024 | PURCHASE | Beneficient | 200,000 | 0.26 USD | |
| 18 Jun 2020 | EXERCISE | GWG Holdings, Inc. | 8,169 | 0.00 USD | |
| 18 Jun 2020 | EXERCISE | GWG Holdings, Inc. | 8,169 | 0.00 USD | deriv |
| 18 Jun 2019 | GRANT_AWARD | GWG Holdings, Inc. | 8,169 | 0.00 USD | deriv |