Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 11 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 |
|---|---|---|---|---|
| NERDWALLET, INC. | 562,192 | reported | 02 Mar 2026 | tx 51+44,415,769−43,253,809 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 02 Mar 2026 | TAX_WITHHOLDING | NERDWALLET, INC. | 11,095 | 11.08 USD | |
| 02 Dec 2025 | TAX_WITHHOLDING | NERDWALLET, INC. | 15,309 | 15.41 USD | |
| 24 Nov 2025 | GIFT | NERDWALLET, INC. | 2,740,027 | 0.00 USD | deriv |
| 24 Nov 2025 | GIFT | NERDWALLET, INC. | 1,001,360 | 0.00 USD | deriv |
| 24 Nov 2025 | GIFT | NERDWALLET, INC. | 3,741,387 | 0.00 USD | deriv |
| 02 Sept 2025 | TAX_WITHHOLDING | NERDWALLET, INC. | 15,310 | 10.26 USD | |
| 02 Jun 2025 | TAX_WITHHOLDING | NERDWALLET, INC. | 15,309 | 10.52 USD | |
| 03 Mar 2025 | TAX_WITHHOLDING | NERDWALLET, INC. | 11,077 | 10.09 USD | |
| 02 Dec 2024 | TAX_WITHHOLDING | NERDWALLET, INC. | 15,310 | 14.04 USD | |
| 03 Sept 2024 | TAX_WITHHOLDING | NERDWALLET, INC. | 14,485 | 12.60 USD | |
| 03 Jun 2024 | TAX_WITHHOLDING | NERDWALLET, INC. | 10,779 | 13.89 USD | |
| 01 Mar 2024 | TAX_WITHHOLDING | NERDWALLET, INC. | 10,930 | 16.91 USD | |
| 12 Dec 2023 | GIFT | NERDWALLET, INC. | 4,405,720 | 0.00 USD | deriv |
| 12 Dec 2023 | GIFT | NERDWALLET, INC. | 966,038 | 0.00 USD | deriv |
| 12 Dec 2023 | GIFT | NERDWALLET, INC. | 966,038 | 0.00 USD | deriv |
| 12 Dec 2023 | GIFT | NERDWALLET, INC. | 1,932,076 | 0.00 USD | deriv |
| 12 Dec 2023 | GIFT | NERDWALLET, INC. | 1,319,560 | 0.00 USD | deriv |
| 12 Dec 2023 | GIFT | NERDWALLET, INC. | 1,319,560 | 0.00 USD | deriv |
| 12 Dec 2023 | GIFT | NERDWALLET, INC. | 1,468,574 | 0.00 USD | deriv |
| 12 Dec 2023 | GIFT | NERDWALLET, INC. | 1,468,573 | 0.00 USD | deriv |
| 12 Dec 2023 | GIFT | NERDWALLET, INC. | 1,468,573 | 0.00 USD | deriv |
| 05 Dec 2023 | TAX_WITHHOLDING | NERDWALLET, INC. | 13,377 | 12.08 USD | |
| 11 Sept 2023 | PURCHASE | NERDWALLET, INC. | 23,938 | 8.40 USD | |
| 12 Sept 2023 | PURCHASE | NERDWALLET, INC. | 6,650 | 8.21 USD | |
| 01 Sept 2023 | TAX_WITHHOLDING | NERDWALLET, INC. | 10,446 | 9.14 USD |