Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 9 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 |
|---|---|---|---|---|
| WaterBridge Infrastructure LLC | 81,500 | reported | 01 Oct 2025 | tx 2+81,500 |
| i3 Verticals, Inc. | 50,000 | reported | 14 May 2026 | tx 20+15,481,033−937,309 |
| IPAYMENT INC | 0 | reported | 10 May 2006 | tx 2−1,972,739 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 14 May 2026 | PURCHASE | i3 Verticals, Inc. | 50,000 | 19.23 USD | |
| 01 Oct 2025 | GRANT_AWARD | WaterBridge Infrastructure LLC | 6,500 | 0.00 USD | |
| 18 Sept 2025 | PURCHASE | WaterBridge Infrastructure LLC | 75,000 | 20.00 USD | |
| 06 Aug 2025 | GIFT | i3 Verticals, Inc. | 335,511 | 0.00 USD | |
| 06 Aug 2025 | GIFT | i3 Verticals, Inc. | 335,511 | 0.00 USD | |
| 06 Aug 2025 | GIFT | i3 Verticals, Inc. | 335,511 | 0.00 USD | deriv |
| 06 Aug 2025 | GIFT | i3 Verticals, Inc. | 335,511 | 0.00 USD | deriv |
| 23 Jan 2025 | OTHER | i3 Verticals, Inc. | 172,513 | 0.00 USD | |
| 23 Jan 2025 | OTHER | i3 Verticals, Inc. | 93,774 | 0.00 USD | |
| 22 Nov 2024 | PURCHASE | i3 Verticals, Inc. | 48,544 | 23.51 USD | first after silence |
| 25 Nov 2024 | PURCHASE | i3 Verticals, Inc. | 40,000 | 24.06 USD | |
| 15 May 2023 | PURCHASE | i3 Verticals, Inc. | 22,377 | 21.90 USD | |
| 12 May 2023 | PURCHASE | i3 Verticals, Inc. | 27,623 | 21.28 USD | first after silence |
| 02 Dec 2021 | PURCHASE | i3 Verticals, Inc. | 37,791 | 18.52 USD | first after silence |
| 03 Dec 2021 | PURCHASE | i3 Verticals, Inc. | 28,717 | 18.94 USD | |
| 02 Dec 2021 | PURCHASE | i3 Verticals, Inc. | 15,579 | 19.06 USD | |
| 11 Jun 2019 | PURCHASE | i3 Verticals, Inc. | 84,800 | 23.49 USD | |
| 25 Jun 2018 | OTHER | i3 Verticals, Inc. | 2,543,211 | — | |
| 25 Jun 2018 | OTHER | i3 Verticals, Inc. | 4,678,681 | — | |
| 25 Jun 2018 | OTHER | i3 Verticals, Inc. | 10,796 | 13.00 USD | |
| 25 Jun 2018 | OTHER | i3 Verticals, Inc. | 2,543,211 | — | deriv |
| 25 Jun 2018 | OTHER | i3 Verticals, Inc. | 4,678,681 | — | deriv |
| 10 May 2006 | OTHER | IPAYMENT INC | 1,925,294 | — | |
| 10 May 2006 | OTHER | IPAYMENT INC | 47,445 | — |
3 purchases reported after at least 12 months of silence — most recent on 22 Nov 2024.