Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 8 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 |
|---|---|---|---|---|
| Mistras Group, Inc. | 248,820 | reported | 19 May 2026 | tx 50+269,220 |
| EXELON CORP | 57,781 | reported | 31 Mar 2021 | tx 69+52,349−4,631 |
| MET PRO CORP | 49,001 | reported | 11 Dec 2009 | tx 30+173,726.45−67,486 |
| Essential Utilities, Inc. | 26,377.79 | reported | 31 Mar 2021 | tx 307+4,160,791.64−4,797,018.53 |
| Magnera Corp | 7,592 | reported | 09 May 2020 | tx 106+178,699.177−92,643.86 |
| HARLEYSVILLE GROUP INC | 0 | reported | 01 May 2012 | tx 11+18,646−28,707 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 19 May 2026 | GRANT_AWARD | Mistras Group, Inc. | 6,862 | 0.00 USD | |
| 19 May 2025 | GRANT_AWARD | Mistras Group, Inc. | 14,447 | 0.00 USD | |
| 20 Mar 2025 | PURCHASE | Mistras Group, Inc. | 1,038 | 10.01 USD | |
| 18 Mar 2025 | PURCHASE | Mistras Group, Inc. | 10,000 | 9.84 USD | first after silence |
| 19 Mar 2025 | PURCHASE | Mistras Group, Inc. | 8,962 | 10.04 USD | |
| 07 Aug 2024 | GRANT_AWARD | Mistras Group, Inc. | 5,705 | 0.00 USD | |
| 13 Mar 2024 | GRANT_AWARD | Mistras Group, Inc. | 6,279 | 0.00 USD | |
| 20 Dec 2023 | PURCHASE | Mistras Group, Inc. | 3,000 | 7.05 USD | |
| 13 Dec 2023 | PURCHASE | Mistras Group, Inc. | 2,000 | 6.60 USD | |
| 11 Dec 2023 | PURCHASE | Mistras Group, Inc. | 100 | 6.50 USD | anomaly |
| 09 Nov 2023 | PURCHASE | Mistras Group, Inc. | 3,684 | 5.94 USD | |
| 08 Nov 2023 | PURCHASE | Mistras Group, Inc. | 120 | 5.80 USD | first after silenceanomaly |
| 09 Aug 2023 | GRANT_AWARD | Mistras Group, Inc. | 10,223 | 0.00 USD | |
| 15 Mar 2023 | GRANT_AWARD | Mistras Group, Inc. | 9,666 | 0.00 USD | |
| 18 Aug 2022 | GRANT_AWARD | Mistras Group, Inc. | 7,111 | 0.00 USD | |
| 16 Mar 2022 | GRANT_AWARD | Mistras Group, Inc. | 6,870 | 0.00 USD | |
| 09 Aug 2021 | GRANT_AWARD | Mistras Group, Inc. | 4,357 | 0.00 USD | |
| 31 Mar 2021 | GRANT_AWARD | EXELON CORP | 894 | 43.36 USD | |
| 31 Mar 2021 | GRANT_AWARD | Essential Utilities, Inc. | 561 | 44.54 USD | |
| 23 Mar 2021 | GRANT_AWARD | Mistras Group, Inc. | 4,110 | 0.00 USD | |
| 31 Dec 2020 | GRANT_AWARD | Essential Utilities, Inc. | 533 | 46.87 USD | |
| 31 Dec 2020 | GRANT_AWARD | EXELON CORP | 941 | 41.20 USD | |
| 30 Sept 2020 | GRANT_AWARD | Essential Utilities, Inc. | 624 | 40.05 USD | |
| 30 Sept 2020 | GRANT_AWARD | EXELON CORP | 1,081 | 35.84 USD | |
| 25 Aug 2020 | GRANT_AWARD | Mistras Group, Inc. | 8,753 | 0.00 USD |
7 purchases reported after at least 12 months of silence — most recent on 18 Mar 2025.