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 |
|---|---|---|---|---|
| Hercules Capital, Inc. | 97,589 | reported | 26 Mar 2026 | tx 41+83,174.6 |
| PLIANT THERAPEUTICS, INC. | 30,000 | reported | 05 Jun 2025 | tx 5+99,050 |
| SCIENTIFIC LEARNING CORP | 1,500 | reported | 20 May 2012 | tx 19+41,703−2,125 |
| ENVESTNET, INC. | 0 | reported | 25 Nov 2024 | tx 37+29,712−40,901 |
| YODLEE INC | 0 | reported | 19 Nov 2015 | tx 24+27,020−128,244 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 26 Mar 2026 | PURCHASE | Hercules Capital, Inc. | 7,317 | 14.35 USD | |
| 23 Feb 2026 | PURCHASE | Hercules Capital, Inc. | 6,600 | 15.20 USD | |
| 03 Nov 2025 | PURCHASE | Hercules Capital, Inc. | 6,000 | 17.77 USD | |
| 05 Jun 2025 | GRANT_AWARD | PLIANT THERAPEUTICS, INC. | 30,000 | 0.00 USD | deriv |
| 08 May 2025 | PURCHASE | Hercules Capital, Inc. | 5,999 | 17.49 USD | |
| 25 Nov 2024 | OTHER | ENVESTNET, INC. | 17,075 | 63.15 USD | |
| 25 Nov 2024 | OTHER | ENVESTNET, INC. | 3,852 | 63.15 USD | |
| 25 Nov 2024 | OTHER | ENVESTNET, INC. | 1,745 | — | deriv |
| 06 Aug 2024 | PURCHASE | Hercules Capital, Inc. | 5,790 | 18.06 USD | |
| 25 Jun 2024 | PURCHASE | Hercules Capital, Inc. | 701.6 | 20.05 USD | first after silence |
| 20 Jun 2024 | GRANT_AWARD | Hercules Capital, Inc. | 3,030 | 19.80 USD | |
| 13 Jun 2024 | GRANT_AWARD | PLIANT THERAPEUTICS, INC. | 26,764 | 0.00 USD | deriv |
| 29 Feb 2024 | GRANT_AWARD | ENVESTNET, INC. | 3,987 | 0.00 USD | |
| 22 Nov 2023 | GRANT_AWARD | Hercules Capital, Inc. | 1,051 | 15.72 USD | |
| 22 Nov 2023 | GRANT_AWARD | Hercules Capital, Inc. | 149 | 15.87 USD | |
| 08 Sept 2023 | GRANT_AWARD | Hercules Capital, Inc. | 5,656 | 15.90 USD | |
| 25 Aug 2023 | GRANT_AWARD | Hercules Capital, Inc. | 144 | 16.41 USD | |
| 25 Aug 2023 | GRANT_AWARD | Hercules Capital, Inc. | 812 | 16.44 USD | |
| 07 Jun 2023 | GRANT_AWARD | PLIANT THERAPEUTICS, INC. | 14,000 | 0.00 USD | deriv |
| 23 May 2023 | GRANT_AWARD | Hercules Capital, Inc. | 218 | 13.09 USD | |
| 23 May 2023 | GRANT_AWARD | Hercules Capital, Inc. | 865 | 13.87 USD | |
| 08 May 2023 | PURCHASE | Hercules Capital, Inc. | 7,200 | 13.66 USD | first after silence |
| 09 Mar 2023 | GRANT_AWARD | Hercules Capital, Inc. | 755 | 15.33 USD | |
| 09 Mar 2023 | GRANT_AWARD | Hercules Capital, Inc. | 187 | 15.32 USD | |
| 28 Feb 2023 | GRANT_AWARD | ENVESTNET, INC. | 3,208 | 0.00 USD |
3 purchases reported after at least 12 months of silence — most recent on 25 Jun 2024.