Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 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 |
|---|---|---|---|---|
| Lumen Technologies, Inc. | 583,152 | reported | 16 May 2024 | tx 29+621,288 |
| InterDigital, Inc. | 128,854.27 | reported | 29 Apr 2015 | tx 58+214,886.16−307,479.89 |
| LEVEL 3 COMMUNICATIONS INC | 66,356 | reported | 01 Jul 2017 | tx 7+29,856 |
| INTERDIGITAL COMMUNICATIONS CORP | 49,000 | reported | 07 Jun 2007 | tx 2+4,000 |
| EQUINIX INC | 6,524 | reported | 16 May 2013 | tx 22+59,310−66,524 |
| GLOBAL CROSSING LTD | 0 | reported | 04 Oct 2011 | tx 18+33,731−46,707 |
3 purchases reported after at least 12 months of silence — most recent on 04 Nov 2022.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 16 May 2024 | GRANT_AWARD | Lumen Technologies, Inc. | 157,518 | 0.00 USD | |
| 17 May 2023 | GRANT_AWARD | Lumen Technologies, Inc. | 85,605 | 0.00 USD | |
| 29 Nov 2022 | PURCHASE | Lumen Technologies, Inc. | 5,000 | 5.34 USD | |
| 11 Nov 2022 | PURCHASE | Lumen Technologies, Inc. | 5,000 | 6.31 USD | |
| 04 Nov 2022 | PURCHASE | Lumen Technologies, Inc. | 11,500 | 5.90 USD | first after silence |
| 18 May 2022 | GRANT_AWARD | Lumen Technologies, Inc. | 18,514 | 0.00 USD | |
| 23 Aug 2021 | PURCHASE | Lumen Technologies, Inc. | 2,500 | 11.98 USD | first after silence |
| 23 Aug 2021 | PURCHASE | Lumen Technologies, Inc. | 2,500 | 11.98 USD | |
| 20 May 2021 | GRANT_AWARD | Lumen Technologies, Inc. | 14,536 | 0.00 USD | |
| 20 May 2020 | GRANT_AWARD | Lumen Technologies, Inc. | 16,439 | 0.00 USD | |
| 13 Mar 2020 | PURCHASE | Lumen Technologies, Inc. | 400 | 9.77 USD | |
| 13 Mar 2020 | PURCHASE | Lumen Technologies, Inc. | 9,600 | 9.77 USD | |
| 22 May 2019 | GRANT_AWARD | Lumen Technologies, Inc. | 14,706 | 0.00 USD | |
| 10 May 2019 | PURCHASE | Lumen Technologies, Inc. | 25,000 | 11.00 USD | |
| 10 May 2019 | PURCHASE | Lumen Technologies, Inc. | 5,000 | 10.80 USD | |
| 10 May 2019 | PURCHASE | Lumen Technologies, Inc. | 7,000 | 10.75 USD | |
| 06 Mar 2019 | PURCHASE | Lumen Technologies, Inc. | 8,000 | 11.95 USD | |
| 25 May 2018 | PURCHASE | Lumen Technologies, Inc. | 15,000 | 18.33 USD | |
| 11 Dec 2018 | PURCHASE | Lumen Technologies, Inc. | 8,207 | 17.20 USD | |
| 24 May 2018 | GRANT_AWARD | Lumen Technologies, Inc. | 8,744 | 0.00 USD | |
| 11 May 2018 | PURCHASE | Lumen Technologies, Inc. | 10,000 | 19.54 USD | |
| 11 May 2018 | PURCHASE | Lumen Technologies, Inc. | 31,000 | 19.41 USD | |
| 11 Dec 2017 | PURCHASE | Lumen Technologies, Inc. | 5,000 | 15.49 USD | |
| 11 Dec 2017 | PURCHASE | Lumen Technologies, Inc. | 500 | 15.58 USD | |
| 11 Dec 2017 | PURCHASE | Lumen Technologies, Inc. | 30,000 | 15.74 USD |