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 |
|---|---|---|---|---|
| SmileDirectClub, Inc. | 456,896 | reported | 01 Jun 2023 | tx 3+466,896 |
| Sotera Health Co | 326,784 | reported | 02 Mar 2026 | tx 11+1,092,260−56,587 |
| Synchrony Financial | 10,000 | reported | 31 Jul 2014 | tx 1+10,000 |
| Eos Energy Enterprises, Inc. | 0 | reported | 19 May 2026 | tx 40+858,687−338,377 |
| GENERAL ELECTRIC CO | 0 | reported | 31 Jan 2019 | tx 63+1,132,454−264,822 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 19 May 2026 | EXERCISE | Eos Energy Enterprises, Inc. | 26,963 | 0.00 USD | |
| 19 May 2026 | OTHER | Eos Energy Enterprises, Inc. | 10,785 | 6.88 USD | |
| 19 May 2026 | EXERCISE | Eos Energy Enterprises, Inc. | 26,963 | 0.00 USD | deriv |
| 02 Mar 2026 | TAX_WITHHOLDING | Sotera Health Co | 7,941 | 15.91 USD | |
| 02 Mar 2026 | TAX_WITHHOLDING | Sotera Health Co | 23,619 | 15.91 USD | |
| 02 Mar 2026 | EXERCISE | Sotera Health Co | 16,816 | — | |
| 02 Mar 2026 | EXERCISE | Sotera Health Co | 16,816 | — | deriv |
| 02 Mar 2026 | PURCHASE | Eos Energy Enterprises, Inc. | 15,000 | 6.04 USD | first after silence |
| 05 Dec 2025 | TAX_WITHHOLDING | Eos Energy Enterprises, Inc. | 17,704 | 15.03 USD | |
| 05 Dec 2025 | EXERCISE | Eos Energy Enterprises, Inc. | 18,473 | 14.43 USD | |
| 05 Dec 2025 | EXERCISE | Eos Energy Enterprises, Inc. | 18,473 | 0.00 USD | deriv |
| 04 Aug 2025 | SALE | Eos Energy Enterprises, Inc. | 45,000 | 6.00 USD | |
| 19 May 2025 | GRANT_AWARD | Eos Energy Enterprises, Inc. | 26,963 | 0.00 USD | deriv |
| 14 May 2025 | EXERCISE | Eos Energy Enterprises, Inc. | 92,105 | 0.00 USD | |
| 14 May 2025 | EXERCISE | Eos Energy Enterprises, Inc. | 92,105 | 0.00 USD | deriv |
| 02 Mar 2025 | TAX_WITHHOLDING | Sotera Health Co | 8,211 | 12.47 USD | |
| 03 Mar 2025 | GRANT_AWARD | Sotera Health Co | 56,053 | 0.00 USD | |
| 03 Mar 2025 | GRANT_AWARD | Sotera Health Co | 28,026 | 0.00 USD | deriv |
| 16 Aug 2024 | PURCHASE | Eos Energy Enterprises, Inc. | 2,000 | 1.91 USD | |
| 15 Aug 2024 | PURCHASE | Eos Energy Enterprises, Inc. | 1,000 | 1.87 USD | |
| 13 Aug 2024 | PURCHASE | Eos Energy Enterprises, Inc. | 2,000 | 1.68 USD | |
| 25 Jul 2024 | GRANT_AWARD | Eos Energy Enterprises, Inc. | 92,105 | 0.00 USD | deriv |
| 30 Apr 2024 | EXERCISE | Eos Energy Enterprises, Inc. | 32,328 | 0.00 USD | |
| 30 Apr 2024 | EXERCISE | Eos Energy Enterprises, Inc. | 32,328 | 0.00 USD | deriv |
| 08 Mar 2024 | PURCHASE | Eos Energy Enterprises, Inc. | 5,000 | 1.13 USD |
4 purchases reported after at least 12 months of silence — most recent on 02 Mar 2026.