Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 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 |
|---|---|---|---|---|
| BIOVIE INC. | 665,300 | reported | 05 Jan 2026 | tx 34+11,703,172−843,365 |
| Merck & Co., Inc. | 64,412 | reported | 06 May 2013 | tx 5+391,412 |
| TE Connectivity plc | 23,873 | reported | 15 Sept 2011 | tx 23+226,896−145,157 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 05 Jan 2026 | GRANT_AWARD | BIOVIE INC. | 665,300 | 0.00 USD | deriv |
| 07 Aug 2025 | PURCHASE | BIOVIE INC. | 5,000 | — | first after silence |
| 07 Aug 2025 | PURCHASE | BIOVIE INC. | 5,000 | — | deriv |
| 20 Dec 2024 | GRANT_AWARD | BIOVIE INC. | 104,502 | 0.00 USD | deriv |
| 16 Feb 2023 | TAX_WITHHOLDING | BIOVIE INC. | 4,953 | 5.51 USD | |
| 15 Feb 2024 | TAX_WITHHOLDING | BIOVIE INC. | 4,953 | 1.18 USD | |
| 24 Jun 2024 | GRANT_AWARD | BIOVIE INC. | 168,000 | 0.00 USD | |
| 24 Jun 2024 | TAX_WITHHOLDING | BIOVIE INC. | 42,000 | 0.47 USD | |
| 24 Jun 2024 | GRANT_AWARD | BIOVIE INC. | 227,000 | 0.00 USD | deriv |
| 04 Mar 2024 | PURCHASE | BIOVIE INC. | 10,000 | — | |
| 04 Mar 2024 | PURCHASE | BIOVIE INC. | 5,000 | — | deriv |
| 30 Nov 2023 | PURCHASE | BIOVIE INC. | 10,000 | 1.78 USD | |
| 29 Jun 2023 | GRANT_AWARD | BIOVIE INC. | 149,500 | 0.00 USD | |
| 29 Jun 2023 | GRANT_AWARD | BIOVIE INC. | 175,000 | 0.00 USD | deriv |
| 21 Jun 2023 | EXERCISE | BIOVIE INC. | 41,506 | — | |
| 21 Jun 2023 | EXERCISE | BIOVIE INC. | 41,506 | 0.00 USD | deriv |
| 16 Feb 2023 | TAX_WITHHOLDING | BIOVIE INC. | 4,953 | 6.12 USD | |
| 23 Nov 2022 | GRANT_AWARD | BIOVIE INC. | 79,248 | 0.00 USD | |
| 21 Jun 2022 | GRANT_AWARD | BIOVIE INC. | 124,520 | 0.00 USD | deriv |
| 21 Jun 2022 | GRANT_AWARD | BIOVIE INC. | 124,520 | 0.00 USD | deriv |
| 31 Dec 2021 | GRANT_AWARD | BIOVIE INC. | 21,710 | 0.00 USD | |
| 20 Aug 2021 | GRANT_AWARD | BIOVIE INC. | 745,000 | 0.00 USD | deriv |
| 18 Dec 2020 | GRANT_AWARD | BIOVIE INC. | 97,500 | 13.91 USD | deriv |
| 02 Jan 2020 | GRANT_AWARD | BIOVIE INC. | 1,600 | 3.50 USD | |
| 19 Jan 2019 | GRANT_AWARD | BIOVIE INC. | 800 | 3.50 USD | deriv |
1 purchase reported after at least 12 months of silence — most recent on 07 Aug 2025.