Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| PROSPECT STREET INCOME SHARES INC | 21,973.85 | reported | 22 Dec 2006 | tx 7+25,818.92−10,209.89 |
| Triumph Financial, Inc. | 10,434 | reported | 01 May 2026 | tx 15+12,541−1,657 |
| PROSPECT STREET HIGH INCOME PORTFOLIO INC | 0 | reported | 22 Dec 2006 | tx 7+68,958.51−27,251.35 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 7 buys in history.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 May 2026 | GRANT_AWARD | Triumph Financial, Inc. | 1,258 | 0.00 USD | |
| 16 Dec 2025 | GIFT | Triumph Financial, Inc. | 1,657 | 0.00 USD | |
| 01 Jul 2025 | GRANT_AWARD | Triumph Financial, Inc. | 613 | 0.00 USD | |
| 02 May 2025 | PURCHASE | Triumph Financial, Inc. | 601 | 21.70 USD | |
| 05 May 2025 | PURCHASE | Triumph Financial, Inc. | 399 | 21.50 USD | |
| 25 Apr 2025 | PURCHASE | Triumph Financial, Inc. | 1,500 | 53.50 USD | first after silence |
| 03 Feb 2025 | GRANT_AWARD | Triumph Financial, Inc. | 493 | 0.00 USD | |
| 01 Jul 2024 | GRANT_AWARD | Triumph Financial, Inc. | 468 | 0.00 USD | |
| 01 Feb 2024 | GRANT_AWARD | Triumph Financial, Inc. | 538 | 0.00 USD | |
| 03 Jul 2023 | GRANT_AWARD | Triumph Financial, Inc. | 571 | 0.00 USD | |
| 30 May 2023 | PURCHASE | Triumph Financial, Inc. | 1,500 | 18.14 USD | |
| 10 May 2023 | PURCHASE | Triumph Financial, Inc. | 1,750 | 17.60 USD | |
| 08 May 2023 | PURCHASE | Triumph Financial, Inc. | 1,500 | 18.00 USD | |
| 09 May 2023 | PURCHASE | Triumph Financial, Inc. | 750 | 17.80 USD | |
| 01 Feb 2023 | GRANT_AWARD | Triumph Financial, Inc. | 600 | 0.00 USD | |
| 22 Dec 2006 | TAX_WITHHOLDING | PROSPECT STREET HIGH INCOME PORTFOLIO INC | 11,182.68 | 3.22 USD | |
| 22 Dec 2006 | EXERCISE | PROSPECT STREET HIGH INCOME PORTFOLIO INC | 28,303.16 | 1.61 USD | |
| 22 Dec 2006 | GRANT_AWARD | PROSPECT STREET HIGH INCOME PORTFOLIO INC | 13,680.9 | 0.00 USD | |
| 22 Dec 2006 | EXERCISE | PROSPECT STREET HIGH INCOME PORTFOLIO INC | 1 | 0.00 USD | deriv |
| 22 Dec 2006 | TAX_WITHHOLDING | PROSPECT STREET INCOME SHARES INC | 4,414.38 | 6.10 USD | |
| 22 Dec 2006 | EXERCISE | PROSPECT STREET INCOME SHARES INC | 14,285.72 | 3.05 USD | |
| 22 Dec 2006 | GRANT_AWARD | PROSPECT STREET INCOME SHARES INC | 3,844.07 | 0.00 USD | |
| 22 Dec 2006 | EXERCISE | PROSPECT STREET INCOME SHARES INC | 1 | 0.00 USD | deriv |
| 29 Jun 2001 | OTHER | PROSPECT STREET HIGH INCOME PORTFOLIO INC | 1 | 0.00 USD | deriv |
| 28 Feb 2002 | OTHER | PROSPECT STREET INCOME SHARES INC | 1 | 0.00 USD | deriv |
1 purchase reported after at least 12 months of silence — most recent on 25 Apr 2025.