Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 6 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 |
|---|---|---|---|---|
| LiveWire Group, Inc. | 284,768 | reported | 21 May 2026 | tx 9+324,768−40,000 |
| LAUREATE EDUCATION, INC. | 39,965 | reported | 25 May 2022 | tx 6+39,965 |
| Azenta, Inc. | 19,703 | reported | 18 May 2026 | tx 11+46,203−995 |
| BrightView Holdings, Inc. | 11,833 | reported | 04 Mar 2026 | tx 33+195,289−51,031 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 May 2026 | GRANT_AWARD | LiveWire Group, Inc. | 88,029 | 0.00 USD | |
| 18 May 2026 | PURCHASE | Azenta, Inc. | 10,000 | 16.38 USD | |
| 02 Mar 2026 | EXERCISE | BrightView Holdings, Inc. | 10,894 | — | |
| 02 Mar 2026 | EXERCISE | BrightView Holdings, Inc. | 10,894 | 0.00 USD | deriv |
| 04 Mar 2026 | GRANT_AWARD | BrightView Holdings, Inc. | 11,833 | 0.00 USD | deriv |
| 06 Feb 2026 | PURCHASE | BrightView Holdings, Inc. | 5,000 | 13.46 USD | |
| 05 Feb 2026 | GRANT_AWARD | Azenta, Inc. | 5,663 | — | deriv |
| 31 Dec 2025 | GRANT_AWARD | BrightView Holdings, Inc. | 1,825 | 12.67 USD | |
| 02 Dec 2025 | PURCHASE | BrightView Holdings, Inc. | 10,000 | 12.84 USD | |
| 30 Sept 2025 | GRANT_AWARD | BrightView Holdings, Inc. | 1,725 | 13.40 USD | |
| 30 Jun 2025 | GRANT_AWARD | BrightView Holdings, Inc. | 1,388 | 16.65 USD | |
| 10 Jun 2025 | SALE | LiveWire Group, Inc. | 15,000 | 7.57 USD | |
| 10 Jun 2025 | SALE | LiveWire Group, Inc. | 25,000 | 7.65 USD | |
| 20 May 2025 | GRANT_AWARD | Azenta, Inc. | 2,748 | 27.37 USD | |
| 16 May 2025 | GRANT_AWARD | Azenta, Inc. | 100 | 26.50 USD | |
| 19 May 2025 | GRANT_AWARD | Azenta, Inc. | 4,152 | 26.98 USD | |
| 14 May 2025 | GRANT_AWARD | LiveWire Group, Inc. | 121,360 | 0.00 USD | |
| 31 Mar 2025 | GRANT_AWARD | BrightView Holdings, Inc. | 1,654 | 12.84 USD | |
| 03 Mar 2025 | EXERCISE | BrightView Holdings, Inc. | 13,812 | — | |
| 03 Mar 2025 | EXERCISE | BrightView Holdings, Inc. | 13,812 | 0.00 USD | deriv |
| 05 Mar 2025 | GRANT_AWARD | BrightView Holdings, Inc. | 10,894 | 0.00 USD | deriv |
| 21 Feb 2025 | PURCHASE | BrightView Holdings, Inc. | 10,000 | 13.50 USD | |
| 07 Feb 2025 | GRANT_AWARD | Azenta, Inc. | 4,040 | — | deriv |
| 31 Dec 2024 | GRANT_AWARD | BrightView Holdings, Inc. | 1,328 | 15.99 USD | |
| 18 Nov 2024 | PURCHASE | Azenta, Inc. | 12,500 | 39.60 USD |