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 |
|---|---|---|---|---|
| Mativ Holdings, Inc. | 58,023 | reported | 01 Jan 2026 | tx 38+69,712 |
| IDEX CORP /DE/ | 24,114 | reported | 06 May 2022 | tx 39+59,770−27,811 |
| Neenah Paper Inc | 0 | reported | 06 Jul 2022 | tx 8+9,568−9,131 |
| VALSPAR CORP | 0 | reported | 01 Jun 2017 | tx 32+20,839−20,557 |
| DONALDSON Co INC | 0 | reported | 22 Mar 2016 | tx 388+2,730,268.555−2,342,090 |
| Axalta Coating Systems Ltd. | 0 | reported | 04 Mar 2026 | tx 25+100,231−43,959 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 04 Mar 2026 | EXERCISE | Axalta Coating Systems Ltd. | 5,832 | — | |
| 03 Mar 2026 | GRANT_AWARD | Axalta Coating Systems Ltd. | 6,313 | 0.00 USD | deriv |
| 04 Mar 2026 | EXERCISE | Axalta Coating Systems Ltd. | 5,832 | 0.00 USD | deriv |
| 01 Jan 2026 | GRANT_AWARD | Mativ Holdings, Inc. | 793 | 11.82 USD | deriv |
| 01 Jan 2026 | GRANT_AWARD | Mativ Holdings, Inc. | 306 | 12.49 USD | deriv |
| 01 Oct 2025 | GRANT_AWARD | Mativ Holdings, Inc. | 1,271 | 11.31 USD | deriv |
| 01 Jul 2025 | GRANT_AWARD | Mativ Holdings, Inc. | 2,108 | 6.82 USD | deriv |
| 01 Oct 2025 | GRANT_AWARD | Mativ Holdings, Inc. | 439 | 12.57 USD | deriv |
| 01 Jul 2025 | GRANT_AWARD | Mativ Holdings, Inc. | 18,328 | 6.82 USD | deriv |
| 01 Jul 2025 | GRANT_AWARD | Mativ Holdings, Inc. | 615 | 5.55 USD | deriv |
| 29 May 2025 | PURCHASE | Mativ Holdings, Inc. | 5,000 | 5.84 USD | |
| 01 Apr 2025 | GRANT_AWARD | Mativ Holdings, Inc. | 5,008 | 6.24 USD | deriv |
| 01 Apr 2025 | GRANT_AWARD | Mativ Holdings, Inc. | 2,103 | 6.24 USD | deriv |
| 01 Apr 2025 | GRANT_AWARD | Mativ Holdings, Inc. | 438 | 6.07 USD | deriv |
| 04 Mar 2025 | GRANT_AWARD | Axalta Coating Systems Ltd. | 5,832 | 0.00 USD | deriv |
| 28 Feb 2025 | EXERCISE | Axalta Coating Systems Ltd. | 6,157 | — | |
| 28 Feb 2025 | EXERCISE | Axalta Coating Systems Ltd. | 6,157 | 0.00 USD | deriv |
| 03 Jan 2025 | GRANT_AWARD | Mativ Holdings, Inc. | 2,866 | 10.90 USD | deriv |
| 03 Jan 2025 | GRANT_AWARD | Mativ Holdings, Inc. | 171 | 13.15 USD | deriv |
| 03 Jan 2025 | GRANT_AWARD | Mativ Holdings, Inc. | 1,060 | 10.90 USD | deriv |
| 15 Nov 2024 | PURCHASE | Mativ Holdings, Inc. | 2,500 | 12.45 USD | first after silence |
| 01 Oct 2024 | GRANT_AWARD | Mativ Holdings, Inc. | 1,839 | 16.99 USD | deriv |
| 01 Oct 2024 | GRANT_AWARD | Mativ Holdings, Inc. | 1,617 | 16.99 USD | deriv |
| 01 Oct 2024 | GRANT_AWARD | Mativ Holdings, Inc. | 102 | 18.56 USD | deriv |
| 01 Jul 2024 | GRANT_AWARD | Mativ Holdings, Inc. | 85 | 18.72 USD | deriv |
3 purchases reported after at least 12 months of silence — most recent on 15 Nov 2024.