Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 13 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 |
|---|---|---|---|---|
| NewLake Capital Partners, Inc. | 617,844 | reported | 13 May 2026 | tx 41+124,335.7−48,882.7 |
| Atlas Resource Partners, L.P. | 1,035 | reported | 03 Apr 2013 | tx 4+2,121−217 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 13 May 2026 | PURCHASE | NewLake Capital Partners, Inc. | 350 | 14.33 USD | |
| 11 Mar 2026 | GRANT_AWARD | NewLake Capital Partners, Inc. | 16,240 | 16.01 USD | |
| 10 Mar 2026 | TAX_WITHHOLDING | NewLake Capital Partners, Inc. | 1,821 | 16.00 USD | |
| 10 Mar 2026 | GRANT_AWARD | NewLake Capital Partners, Inc. | 1,384 | 0.00 USD | deriv |
| 11 Mar 2026 | OTHER | NewLake Capital Partners, Inc. | 1,384 | 16.00 USD | deriv |
| 02 Mar 2026 | TAX_WITHHOLDING | NewLake Capital Partners, Inc. | 1,710 | 15.46 USD | |
| 02 Mar 2026 | GRANT_AWARD | NewLake Capital Partners, Inc. | 893 | 0.00 USD | deriv |
| 03 Mar 2026 | OTHER | NewLake Capital Partners, Inc. | 893 | 15.46 USD | deriv |
| 17 Feb 2026 | TAX_WITHHOLDING | NewLake Capital Partners, Inc. | 1,654 | 16.25 USD | |
| 17 Feb 2026 | GRANT_AWARD | NewLake Capital Partners, Inc. | 413.4 | 0.00 USD | deriv |
| 18 Feb 2026 | OTHER | NewLake Capital Partners, Inc. | 413.4 | 16.25 USD | deriv |
| 23 Jan 2026 | TAX_WITHHOLDING | NewLake Capital Partners, Inc. | 10,771 | 15.00 USD | |
| 22 Jan 2026 | GRANT_AWARD | NewLake Capital Partners, Inc. | 23,924 | — | |
| 22 Jan 2026 | OTHER | NewLake Capital Partners, Inc. | 7,958.7 | 15.00 USD | deriv |
| 22 Jan 2026 | GRANT_AWARD | NewLake Capital Partners, Inc. | 7,958.7 | 0.00 USD | deriv |
| 07 Nov 2025 | PURCHASE | NewLake Capital Partners, Inc. | 500 | 13.07 USD | |
| 24 Mar 2025 | PURCHASE | NewLake Capital Partners, Inc. | 700 | 15.10 USD | |
| 10 Mar 2025 | TAX_WITHHOLDING | NewLake Capital Partners, Inc. | 2,251 | 15.49 USD | |
| 28 Feb 2025 | TAX_WITHHOLDING | NewLake Capital Partners, Inc. | 2,113 | 15.75 USD | |
| 07 Feb 2025 | GRANT_AWARD | NewLake Capital Partners, Inc. | 11,719 | 16.64 USD | |
| 17 Jan 2025 | GRANT_AWARD | NewLake Capital Partners, Inc. | 15,518 | — | |
| 17 Jan 2025 | TAX_WITHHOLDING | NewLake Capital Partners, Inc. | 8,947 | 16.18 USD | |
| 17 Jan 2025 | OTHER | NewLake Capital Partners, Inc. | 4,814.6 | 16.18 USD | deriv |
| 17 Jan 2025 | GRANT_AWARD | NewLake Capital Partners, Inc. | 4,814.6 | 0.00 USD | deriv |
| 31 Dec 2024 | TAX_WITHHOLDING | NewLake Capital Partners, Inc. | 1,309 | 17.50 USD |