Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 6 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 |
|---|---|---|---|---|
| LifeStance Health Group, Inc. | 107,288 | reported | 11 Jun 2025 | tx 3+107,288 |
| Surgery Partners, Inc. | 56,843 | reported | 05 Jun 2026 | tx 25+103,779−46,936 |
| ETHZilla Corp | 15,000 | reported | 04 Sept 2023 | tx 7+127,500 |
1 purchase reported after at least 12 months of silence — most recent on 10 Aug 2021.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 05 Jun 2026 | GRANT_AWARD | Surgery Partners, Inc. | 11,670 | 13.71 USD | |
| 11 Aug 2025 | SALE | Surgery Partners, Inc. | 20,018 | 22.74 USD | |
| 11 Jun 2025 | GRANT_AWARD | LifeStance Health Group, Inc. | 35,714 | 0.00 USD | |
| 10 Jun 2025 | GRANT_AWARD | Surgery Partners, Inc. | 6,861 | 23.32 USD | |
| 14 Aug 2024 | GRANT_AWARD | LifeStance Health Group, Inc. | 35,211 | 0.00 USD | |
| 21 Jul 2024 | GRANT_AWARD | LifeStance Health Group, Inc. | 36,363 | 0.00 USD | |
| 06 Jun 2024 | GRANT_AWARD | Surgery Partners, Inc. | 6,170 | 25.93 USD | |
| 01 Jun 2023 | GRANT_AWARD | Surgery Partners, Inc. | 4,192 | 38.16 USD | |
| 04 Sept 2023 | GRANT_AWARD | ETHZilla Corp | 15,000 | 0.00 USD | deriv |
| 21 Nov 2022 | PURCHASE | Surgery Partners, Inc. | 20,000 | 24.50 USD | |
| 20 May 2022 | GRANT_AWARD | Surgery Partners, Inc. | 4,030 | 39.70 USD | |
| 19 May 2022 | GRANT_AWARD | ETHZilla Corp | 21,000 | 0.00 USD | deriv |
| 24 Mar 2022 | SALE | Surgery Partners, Inc. | 1,535 | 53.50 USD | |
| 09 Dec 2021 | PURCHASE | ETHZilla Corp | 5,000 | 4.00 USD | |
| 09 Dec 2021 | PURCHASE | ETHZilla Corp | 2,500 | 3.99 USD | |
| 09 Dec 2021 | PURCHASE | ETHZilla Corp | 2,500 | 3.98 USD | |
| 09 Dec 2021 | PURCHASE | ETHZilla Corp | 2,500 | 3.95 USD | |
| 10 Aug 2021 | PURCHASE | Surgery Partners, Inc. | 2,000 | 46.70 USD | first after silence |
| 04 Aug 2021 | GRANT_AWARD | ETHZilla Corp | 79,000 | 0.00 USD | deriv |
| 09 Jun 2021 | SALE | Surgery Partners, Inc. | 5,035 | 63.67 USD | |
| 08 Jun 2021 | SALE | Surgery Partners, Inc. | 2,633 | 63.05 USD | |
| 10 Mar 2021 | GRANT_AWARD | Surgery Partners, Inc. | 3,330 | 0.00 USD | |
| 14 Dec 2020 | SALE | Surgery Partners, Inc. | 1,000 | 27.15 USD | |
| 04 Dec 2020 | SALE | Surgery Partners, Inc. | 915 | 27.75 USD | |
| 01 Dec 2020 | TAX_WITHHOLDING | Surgery Partners, Inc. | 3,284 | 25.88 USD |