Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 12 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 |
|---|---|---|---|---|
| Hennessy Capital Acquisition Corp IV | 92,765 | reported | 15 Jul 2024 | tx 1+92,765 |
| Primis Financial Corp. | 21,122 | reported | 06 Mar 2026 | tx 15+21,122 |
| Archer Aviation Inc. | 19,102 | reported | 27 Jun 2025 | tx 14+379,673−158,380 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 06 Mar 2026 | PURCHASE | Primis Financial Corp. | 1,050 | 12.77 USD | |
| 10 Dec 2025 | PURCHASE | Primis Financial Corp. | 1,608 | 12.34 USD | |
| 27 Jun 2025 | GRANT_AWARD | Archer Aviation Inc. | 19,102 | 0.00 USD | deriv |
| 21 Jun 2025 | EXERCISE | Archer Aviation Inc. | 54,644 | 0.00 USD | |
| 21 Jun 2025 | EXERCISE | Archer Aviation Inc. | 54,644 | 0.00 USD | deriv |
| 12 Dec 2024 | PURCHASE | Primis Financial Corp. | 2,000 | 12.42 USD | |
| 25 Nov 2024 | PURCHASE | Archer Aviation Inc. | 5,150 | 7.48 USD | |
| 15 Mar 2024 | PURCHASE | Primis Financial Corp. | 1,650 | 12.01 USD | |
| 15 Jul 2024 | GRANT_AWARD | Hennessy Capital Acquisition Corp IV | 92,765 | 0.00 USD | |
| 21 Jun 2024 | EXERCISE | Archer Aviation Inc. | 59,347 | 0.00 USD | |
| 21 Jun 2024 | GRANT_AWARD | Archer Aviation Inc. | 54,644 | 0.00 USD | deriv |
| 21 Jun 2024 | EXERCISE | Archer Aviation Inc. | 59,347 | 0.00 USD | deriv |
| 23 Jun 2023 | GRANT_AWARD | Archer Aviation Inc. | 59,347 | 0.00 USD | deriv |
| 13 Jun 2023 | PURCHASE | Archer Aviation Inc. | 12,000 | 4.47 USD | |
| 24 Feb 2023 | PURCHASE | Primis Financial Corp. | 2,080 | 11.83 USD | |
| 16 Feb 2023 | PURCHASE | Primis Financial Corp. | 1,650 | 11.92 USD | |
| 22 Sept 2022 | SALE | Archer Aviation Inc. | 11,000 | 2.96 USD | |
| 16 Sept 2022 | EXERCISE | Archer Aviation Inc. | 33,389 | 0.00 USD | |
| 16 Sept 2022 | EXERCISE | Archer Aviation Inc. | 33,389 | 0.00 USD | deriv |
| 17 Jun 2022 | PURCHASE | Primis Financial Corp. | 1,925 | 12.84 USD | |
| 17 Jun 2022 | PURCHASE | Primis Financial Corp. | 1,500 | 12.85 USD | |
| 10 Jun 2022 | GRANT_AWARD | Archer Aviation Inc. | 48,661 | 0.00 USD | deriv |
| 08 Dec 2021 | GRANT_AWARD | Archer Aviation Inc. | 33,389 | 0.00 USD | deriv |
| 15 Jun 2021 | PURCHASE | Primis Financial Corp. | 1,606 | 15.59 USD | |
| 14 Jun 2021 | PURCHASE | Primis Financial Corp. | 1,290 | 15.51 USD |