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 |
|---|---|---|---|---|
| Centuri Holdings, Inc. | 24,309 | reported | 19 May 2026 | tx 10+38,551−14,242 |
| STERLING INFRASTRUCTURE, INC. | 18,034 | reported | 07 May 2026 | tx 8+22,534−4,500 |
| Duke Energy CORP | 3,202 | reported | 30 Nov 2006 | tx 12+11,601−824 |
| Spectra Energy Corp. | 0 | reported | 27 Feb 2017 | tx 97+293,652.06−492,470 |
| Spectra Energy Partners, LP | 0 | reported | 02 Jan 2015 | tx 4+15,000−9,651 |
| RAYONIER ADVANCED MATERIALS INC. | 0 | reported | 14 May 2026 | tx 28+350,595−134,051 |
| QEP RESOURCES, INC. | 0 | reported | 17 Mar 2021 | tx 26+196,252−200,597.02 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 18 May 2026 | EXERCISE | Centuri Holdings, Inc. | 7,338 | — | |
| 19 May 2026 | GRANT_AWARD | Centuri Holdings, Inc. | 4,067 | 0.00 USD | |
| 18 May 2026 | EXERCISE | Centuri Holdings, Inc. | 7,338 | 0.00 USD | deriv |
| 14 May 2026 | EXERCISE | RAYONIER ADVANCED MATERIALS INC. | 16,429 | 0.00 USD | |
| 13 May 2026 | GRANT_AWARD | RAYONIER ADVANCED MATERIALS INC. | 12,106 | 0.00 USD | deriv |
| 14 May 2026 | EXERCISE | RAYONIER ADVANCED MATERIALS INC. | 16,429 | 0.00 USD | deriv |
| 07 May 2026 | GRANT_AWARD | STERLING INFRASTRUCTURE, INC. | 181 | 0.00 USD | |
| 09 Mar 2026 | SALE | STERLING INFRASTRUCTURE, INC. | 4,500 | 384.28 USD | |
| 16 May 2025 | EXERCISE | RAYONIER ADVANCED MATERIALS INC. | 16,429 | 0.00 USD | |
| 14 May 2025 | GRANT_AWARD | RAYONIER ADVANCED MATERIALS INC. | 16,429 | 0.00 USD | deriv |
| 16 May 2025 | EXERCISE | RAYONIER ADVANCED MATERIALS INC. | 16,429 | 0.00 USD | deriv |
| 08 May 2025 | GRANT_AWARD | STERLING INFRASTRUCTURE, INC. | 751 | 0.00 USD | |
| 30 Apr 2025 | EXERCISE | Centuri Holdings, Inc. | 6,904 | — | |
| 30 Apr 2025 | EXERCISE | Centuri Holdings, Inc. | 6,904 | 0.00 USD | deriv |
| 16 Apr 2025 | GRANT_AWARD | Centuri Holdings, Inc. | 7,338 | 0.00 USD | deriv |
| 26 Mar 2025 | PURCHASE | Centuri Holdings, Inc. | 500 | 16.63 USD | |
| 28 Mar 2025 | PURCHASE | Centuri Holdings, Inc. | 500 | 16.57 USD | |
| 18 May 2024 | EXERCISE | RAYONIER ADVANCED MATERIALS INC. | 27,316 | 0.00 USD | |
| 16 May 2024 | GRANT_AWARD | RAYONIER ADVANCED MATERIALS INC. | 25,387 | 0.00 USD | deriv |
| 18 May 2024 | EXERCISE | RAYONIER ADVANCED MATERIALS INC. | 27,316 | 0.00 USD | deriv |
| 09 May 2024 | GRANT_AWARD | STERLING INFRASTRUCTURE, INC. | 1,074 | 0.00 USD | |
| 30 Apr 2024 | GRANT_AWARD | Centuri Holdings, Inc. | 6,904 | 0.00 USD | deriv |
| 22 Apr 2024 | PURCHASE | Centuri Holdings, Inc. | 5,000 | 21.00 USD | |
| 17 May 2023 | EXERCISE | RAYONIER ADVANCED MATERIALS INC. | 22,116 | 0.00 USD | |
| 17 May 2023 | EXERCISE | RAYONIER ADVANCED MATERIALS INC. | 22,116 | 0.00 USD | deriv |
4 purchases reported after at least 12 months of silence — most recent on 15 May 2023.