Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 21 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 |
|---|---|---|---|---|
| ALLIENT INC | 32,590 | reported | 06 May 2026 | tx 20+20,589−4,864 |
| HEARTLAND FINANCIAL USA INC | 0 | reported | 31 Jan 2025 | tx 65+51,251−55,107.93 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 06 May 2026 | GRANT_AWARD | ALLIENT INC | 353 | 77.52 USD | |
| 05 Mar 2026 | GRANT_AWARD | ALLIENT INC | 374 | 62.07 USD | |
| 09 Dec 2025 | GIFT | ALLIENT INC | 4,500 | — | |
| 05 Nov 2025 | GRANT_AWARD | ALLIENT INC | 443 | 53.51 USD | |
| 06 Aug 2025 | GRANT_AWARD | ALLIENT INC | 597 | 39.79 USD | |
| 07 May 2025 | GRANT_AWARD | ALLIENT INC | 1,087 | 21.85 USD | |
| 05 Mar 2025 | GRANT_AWARD | ALLIENT INC | 953 | 23.22 USD | |
| 31 Jan 2025 | OTHER | HEARTLAND FINANCIAL USA INC | 18,548.93 | — | |
| 31 Jan 2025 | OTHER | HEARTLAND FINANCIAL USA INC | 11,000 | — | |
| 31 Jan 2025 | OTHER | HEARTLAND FINANCIAL USA INC | 1,671 | — | deriv |
| 06 Nov 2024 | GRANT_AWARD | ALLIENT INC | 1,178 | 18.78 USD | |
| 30 Aug 2024 | GIFT | HEARTLAND FINANCIAL USA INC | 278 | 0.00 USD | |
| 07 Aug 2024 | GRANT_AWARD | ALLIENT INC | 905 | 23.86 USD | |
| 23 Jun 2024 | EXERCISE | HEARTLAND FINANCIAL USA INC | 2,272 | 0.00 USD | |
| 23 Jun 2024 | EXERCISE | HEARTLAND FINANCIAL USA INC | 2,272 | 0.00 USD | deriv |
| 11 Jun 2024 | SALE | HEARTLAND FINANCIAL USA INC | 71 | 25.20 USD | |
| 10 Jun 2024 | SALE | HEARTLAND FINANCIAL USA INC | 1 | 25.20 USD | |
| 12 Jun 2024 | SALE | HEARTLAND FINANCIAL USA INC | 5,928 | 25.20 USD | |
| 22 May 2024 | GRANT_AWARD | HEARTLAND FINANCIAL USA INC | 1,671 | 0.00 USD | deriv |
| 08 May 2024 | GRANT_AWARD | ALLIENT INC | 705 | 31.20 USD | |
| 07 May 2024 | SALE | HEARTLAND FINANCIAL USA INC | 7,600 | 25.26 USD | |
| 27 Dec 2023 | GIFT | ALLIENT INC | 364 | — | |
| 20 Jun 2023 | EXERCISE | HEARTLAND FINANCIAL USA INC | 1,396 | 0.00 USD | |
| 20 Jun 2023 | EXERCISE | HEARTLAND FINANCIAL USA INC | 1,396 | 0.00 USD | deriv |
| 14 Jun 2023 | GRANT_AWARD | HEARTLAND FINANCIAL USA INC | 2,272 | 0.00 USD | deriv |