Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| UNITED NATURAL FOODS INC | 481,665 | reported | 21 Dec 2025 | tx 25+557,789−75,524 |
| COCA COLA CO | 265,469 | reported | 29 Dec 2017 | tx 202+5,579,854−5,051,536 |
| COCA COLA ENTERPRISES INC | 3,344 | reported | 24 Jul 2006 | tx 8+1,498 |
| RADIANT SYSTEMS INC | 0 | reported | 22 Aug 2011 | tx 26+98,372−138,372 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 buys in history.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 19 Dec 2025 | TAX_WITHHOLDING | UNITED NATURAL FOODS INC | 14,469 | 33.59 USD | |
| 21 Dec 2025 | TAX_WITHHOLDING | UNITED NATURAL FOODS INC | 18,360 | 33.59 USD | |
| 18 Dec 2025 | GRANT_AWARD | UNITED NATURAL FOODS INC | 94,024 | 0.00 USD | |
| 30 Sept 2025 | GRANT_AWARD | UNITED NATURAL FOODS INC | 38,265 | 0.00 USD | |
| 19 Dec 2024 | GRANT_AWARD | UNITED NATURAL FOODS INC | 97,291 | 0.00 USD | |
| 12 Oct 2024 | TAX_WITHHOLDING | UNITED NATURAL FOODS INC | 2,589 | 20.63 USD | |
| 12 Oct 2024 | TAX_WITHHOLDING | UNITED NATURAL FOODS INC | 5,049 | 20.63 USD | |
| 12 Oct 2024 | TAX_WITHHOLDING | UNITED NATURAL FOODS INC | 3,493 | 20.63 USD | |
| 12 Oct 2024 | TAX_WITHHOLDING | UNITED NATURAL FOODS INC | 7,417 | 20.63 USD | |
| 06 Oct 2024 | TAX_WITHHOLDING | UNITED NATURAL FOODS INC | 5,643 | 19.76 USD | |
| 01 Oct 2024 | GRANT_AWARD | UNITED NATURAL FOODS INC | 22,752 | 0.00 USD | |
| 01 Oct 2024 | GRANT_AWARD | UNITED NATURAL FOODS INC | 11,668 | 0.00 USD | |
| 21 Dec 2023 | GRANT_AWARD | UNITED NATURAL FOODS INC | 123,304 | 0.00 USD | |
| 12 Oct 2023 | TAX_WITHHOLDING | UNITED NATURAL FOODS INC | 3,391 | 15.06 USD | |
| 12 Oct 2023 | TAX_WITHHOLDING | UNITED NATURAL FOODS INC | 1,739 | 15.06 USD | |
| 06 Oct 2023 | TAX_WITHHOLDING | UNITED NATURAL FOODS INC | 5,690 | 13.69 USD | |
| 04 Oct 2023 | PURCHASE | UNITED NATURAL FOODS INC | 11,265 | 13.32 USD | |
| 24 Mar 2023 | PURCHASE | UNITED NATURAL FOODS INC | 45,168 | 22.22 USD | |
| 12 Oct 2022 | TAX_WITHHOLDING | UNITED NATURAL FOODS INC | 7,684 | 36.44 USD | |
| 06 Oct 2022 | GRANT_AWARD | UNITED NATURAL FOODS INC | 56,689 | 0.00 USD | |
| 29 Sept 2022 | PURCHASE | UNITED NATURAL FOODS INC | 2,932 | 33.98 USD | |
| 11 Mar 2022 | PURCHASE | UNITED NATURAL FOODS INC | 2,838 | 35.23 USD | |
| 11 Mar 2022 | PURCHASE | UNITED NATURAL FOODS INC | 600 | 35.11 USD | first after silence |
| 12 Oct 2021 | GRANT_AWARD | UNITED NATURAL FOODS INC | 33,707 | 0.00 USD | deriv |
| 12 Oct 2021 | GRANT_AWARD | UNITED NATURAL FOODS INC | 17,286 | 0.00 USD | deriv |
1 purchase reported after at least 12 months of silence — most recent on 11 Mar 2022.