Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 7 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 |
|---|---|---|---|---|
| Oportun Financial Corp | 220,509 | reported | 10 Mar 2025 | tx 159+1,082,116−745,751 |
| MRU HOLDINGS INC | 200,000 | reported | 07 May 2008 | tx 7+350,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 10 Mar 2025 | TAX_WITHHOLDING | Oportun Financial Corp | 2,577 | — | |
| 10 Mar 2025 | TAX_WITHHOLDING | Oportun Financial Corp | 5,831 | — | |
| 10 Mar 2025 | TAX_WITHHOLDING | Oportun Financial Corp | 1,385 | — | |
| 10 Mar 2025 | TAX_WITHHOLDING | Oportun Financial Corp | 2,180 | — | |
| 27 Nov 2024 | PURCHASE | Oportun Financial Corp | 24,700 | 3.91 USD | first after silence |
| 29 Nov 2024 | PURCHASE | Oportun Financial Corp | 800 | 3.88 USD | |
| 10 Sept 2024 | TAX_WITHHOLDING | Oportun Financial Corp | 3,706 | — | |
| 14 Jun 2024 | GRANT_AWARD | Oportun Financial Corp | 24,667 | — | |
| 14 Jun 2024 | GRANT_AWARD | Oportun Financial Corp | 24,667 | 0.00 USD | deriv |
| 15 Mar 2024 | EXERCISE | Oportun Financial Corp | 7,895 | — | |
| 15 Mar 2024 | TAX_WITHHOLDING | Oportun Financial Corp | 3,236 | 3.52 USD | |
| 15 Mar 2024 | TAX_WITHHOLDING | Oportun Financial Corp | 2,335 | 3.52 USD | |
| 15 Mar 2024 | TAX_WITHHOLDING | Oportun Financial Corp | 6,210 | 3.52 USD | |
| 15 Mar 2024 | TAX_WITHHOLDING | Oportun Financial Corp | 1,446 | 3.52 USD | |
| 15 Mar 2024 | EXERCISE | Oportun Financial Corp | 7,895 | 0.00 USD | deriv |
| 06 Dec 2023 | GRANT_AWARD | Oportun Financial Corp | 20,101 | — | |
| 06 Dec 2023 | GRANT_AWARD | Oportun Financial Corp | 20,101 | 0.00 USD | deriv |
| 10 Sept 2023 | TAX_WITHHOLDING | Oportun Financial Corp | 3,732 | 7.51 USD | |
| 20 Jul 2023 | EXERCISE | Oportun Financial Corp | 4,545 | 4.40 USD | |
| 20 Jul 2023 | EXERCISE | Oportun Financial Corp | 4,545 | 4.40 USD | deriv |
| 16 Mar 2023 | PURCHASE | Oportun Financial Corp | 10,000 | 2.63 USD | |
| 17 Mar 2023 | PURCHASE | Oportun Financial Corp | 50,000 | 3.10 USD | |
| 20 Mar 2023 | PURCHASE | Oportun Financial Corp | 40,000 | 3.62 USD | |
| 10 Mar 2023 | EXERCISE | Oportun Financial Corp | 7,895 | — | |
| 10 Mar 2023 | TAX_WITHHOLDING | Oportun Financial Corp | 5,309 | 4.32 USD |
2 purchases reported after at least 12 months of silence — most recent on 27 Nov 2024.