Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 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 |
|---|---|---|---|---|
| Johnson Controls International plc | 39,491 | reported | 17 Aug 2012 | tx 68+1,036,968−416,825 |
| FMC CORP | 32,491 | reported | 28 Apr 2026 | tx 34+38,451 |
| TE Connectivity plc | 17,767 | reported | 13 Nov 2025 | tx 22+19,451−5,284 |
| PENTAIR plc | 15,265 | reported | 03 Jan 2018 | tx 38+83,870−121,565 |
| DAVITA INC. | 10,764 | reported | 31 Dec 2017 | tx 81+129,640−108,000 |
| INTERNATIONAL FLAVORS & FRAGRANCES INC | 0 | reported | 03 May 2024 | tx 12+8,724−4,260 |
| LEGG MASON INC | 0 | reported | 31 Jul 2020 | tx 35+27,174.01−27,174.01 |
| Actavis plc | 0 | reported | 08 May 2020 | tx 5+4,049−4,049 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 Apr 2026 | GRANT_AWARD | FMC CORP | 9,175 | 0.00 USD | |
| 15 Jan 2026 | GRANT_AWARD | FMC CORP | 49 | 0.00 USD | |
| 13 Nov 2025 | GRANT_AWARD | TE Connectivity plc | 838 | 0.00 USD | |
| 13 Nov 2025 | TAX_WITHHOLDING | TE Connectivity plc | 403 | 236.28 USD | |
| 05 Nov 2025 | PURCHASE | FMC CORP | 10,000 | 13.60 USD | |
| 16 Oct 2025 | GRANT_AWARD | FMC CORP | 142 | 0.00 USD | |
| 17 Jul 2025 | GRANT_AWARD | FMC CORP | 113 | 0.00 USD | |
| 29 Apr 2025 | GRANT_AWARD | FMC CORP | 3,355 | 0.00 USD | |
| 17 Apr 2025 | GRANT_AWARD | FMC CORP | 78 | 0.00 USD | |
| 05 Mar 2025 | PURCHASE | FMC CORP | 6,000 | 37.33 USD | first after silence |
| 16 Jan 2025 | GRANT_AWARD | FMC CORP | 67 | 0.00 USD | |
| 14 Nov 2024 | TAX_WITHHOLDING | TE Connectivity plc | 556 | 153.25 USD | |
| 14 Nov 2024 | GRANT_AWARD | TE Connectivity plc | 1,327 | 0.00 USD | |
| 17 Oct 2024 | GRANT_AWARD | FMC CORP | 49 | 0.00 USD | |
| 18 Jul 2024 | GRANT_AWARD | FMC CORP | 56 | 0.00 USD | |
| 03 May 2024 | EXERCISE | INTERNATIONAL FLAVORS & FRAGRANCES INC | 1,671 | 0.00 USD | |
| 03 May 2024 | EXERCISE | INTERNATIONAL FLAVORS & FRAGRANCES INC | 1,671 | 0.00 USD | deriv |
| 01 May 2024 | GRANT_AWARD | INTERNATIONAL FLAVORS & FRAGRANCES INC | 1,875 | 0.00 USD | deriv |
| 30 Apr 2024 | GRANT_AWARD | FMC CORP | 2,373 | 0.00 USD | |
| 18 Apr 2024 | GRANT_AWARD | FMC CORP | 40 | 0.00 USD | |
| 18 Jan 2024 | GRANT_AWARD | FMC CORP | 40 | 0.00 USD | |
| 12 Dec 2023 | TAX_WITHHOLDING | TE Connectivity plc | 382 | 135.50 USD | |
| 12 Dec 2023 | GRANT_AWARD | TE Connectivity plc | 1,525 | 0.00 USD | |
| 19 Oct 2023 | GRANT_AWARD | FMC CORP | 37 | 0.00 USD | |
| 20 Jul 2023 | GRANT_AWARD | FMC CORP | 24 | 0.00 USD |
2 purchases reported after at least 12 months of silence — most recent on 05 Mar 2025.