Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 15 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 |
|---|---|---|---|---|
| Bancorp Bank | 311,215 | reported | 07 Dec 2017 | tx 2+21,885−40,400 |
| INSU Acquisition Corp. II | 80,000 | reported | 08 Sept 2020 | tx 4+121,666 |
| Gen Digital Inc. | 28,419 | reported | 13 Nov 2025 | tx 5+28,419 |
| INSU ACQUISITION CORP III | 15,000 | reported | 22 Dec 2020 | tx 1+15,000 |
| Apollo Asset Backed Credit Co LLC | 4,029.92 | reported | 29 Sept 2025 | tx 2+3,964.27 |
| Fusion Acquisition Corp. | 0 | reported | 17 Apr 2025 | tx 26+981,126−68,387 |
| JAVELIN MORTGAGE INVESTMENT CORP. | 0 | reported | 06 Apr 2016 | tx 14+20,728−20,728 |
| Insurance Acquisition Corp. | 0 | reported | 13 Oct 2020 | tx 4+141,341−139,888 |
| Bancorp, Inc. | 0 | reported | 25 May 2021 | tx 34+709,748−221,084 |
4 purchases reported after at least 12 months of silence — most recent on 13 Aug 2025.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 13 Nov 2025 | PURCHASE | Gen Digital Inc. | 5,000 | 27.14 USD | |
| 29 Sept 2025 | GRANT_AWARD | Apollo Asset Backed Credit Co LLC | 1,987.6 | 0.00 USD | |
| 09 Sept 2025 | GRANT_AWARD | Gen Digital Inc. | 8,822 | 0.00 USD | |
| 09 Sept 2025 | GRANT_AWARD | Gen Digital Inc. | 1,696 | 29.47 USD | |
| 13 Aug 2025 | PURCHASE | Gen Digital Inc. | 10,000 | 32.10 USD | first after silence |
| 15 May 2025 | GRANT_AWARD | Gen Digital Inc. | 2,901 | 0.00 USD | |
| 17 Apr 2025 | OTHER | Fusion Acquisition Corp. | 49,550 | — | |
| 17 Apr 2025 | OTHER | Fusion Acquisition Corp. | 417 | — | |
| 17 Apr 2025 | OTHER | Fusion Acquisition Corp. | 1,173 | 0.00 USD | deriv |
| 25 Sept 2024 | GRANT_AWARD | Apollo Asset Backed Credit Co LLC | 1,976.67 | 0.00 USD | |
| 09 Aug 2024 | PURCHASE | Fusion Acquisition Corp. | 600 | 47.24 USD | |
| 09 Aug 2024 | PURCHASE | Fusion Acquisition Corp. | 2,400 | 43.05 USD | |
| 09 Aug 2024 | PURCHASE | Fusion Acquisition Corp. | 600 | 43.99 USD | |
| 09 Aug 2024 | PURCHASE | Fusion Acquisition Corp. | 300 | 45.22 USD | |
| 09 Aug 2024 | PURCHASE | Fusion Acquisition Corp. | 400 | 46.01 USD | |
| 08 Aug 2024 | PURCHASE | Fusion Acquisition Corp. | 1,740 | 46.71 USD | |
| 08 Aug 2024 | PURCHASE | Fusion Acquisition Corp. | 3,260 | 47.26 USD | |
| 09 Aug 2024 | PURCHASE | Fusion Acquisition Corp. | 700 | 47.67 USD | |
| 09 Jul 2024 | EXERCISE | Fusion Acquisition Corp. | 12,500 | 17.70 USD | |
| 09 Jul 2024 | EXERCISE | Fusion Acquisition Corp. | 4,747 | 6.60 USD | |
| 09 Jul 2024 | EXERCISE | Fusion Acquisition Corp. | 12,500 | 0.00 USD | deriv |
| 09 Jul 2024 | EXERCISE | Fusion Acquisition Corp. | 4,747 | 0.00 USD | deriv |
| 13 Jun 2024 | GRANT_AWARD | Fusion Acquisition Corp. | 1,668 | 0.00 USD | |
| 15 Aug 2023 | PURCHASE | Fusion Acquisition Corp. | 1,000 | 15.75 USD | |
| 14 Aug 2023 | PURCHASE | Fusion Acquisition Corp. | 1,000 | 16.20 USD |