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 |
|---|---|---|---|---|
| CHART INDUSTRIES INC | 133,464 | reported | 02 Jan 2026 | tx 58+381,520−78,836 |
| GREIF, INC | 6,276 | reported | 23 Feb 2026 | tx 3+6,276 |
| Parker-Hannifin Corp | 2,233 | reported | 25 Oct 2023 | tx 4+2,209 |
| ALLIANT ENERGY CORP | 794.85 | reported | 08 Jan 2021 | tx 5+783 |
1 purchase reported after at least 12 months of silence — most recent on 10 May 2024.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 23 Feb 2026 | GRANT_AWARD | GREIF, INC | 2,143 | 0.00 USD | |
| 02 Jan 2026 | TAX_WITHHOLDING | CHART INDUSTRIES INC | 4,202 | 206.23 USD | |
| 06 Mar 2025 | PURCHASE | CHART INDUSTRIES INC | 350 | 150.35 USD | |
| 27 Feb 2025 | GRANT_AWARD | CHART INDUSTRIES INC | 9,651 | 0.00 USD | |
| 27 Feb 2025 | TAX_WITHHOLDING | CHART INDUSTRIES INC | 3,798 | 182.25 USD | |
| 24 Feb 2025 | GRANT_AWARD | GREIF, INC | 2,668 | 0.00 USD | |
| 03 Jan 2025 | TAX_WITHHOLDING | CHART INDUSTRIES INC | 2,119 | 198.96 USD | |
| 02 Jan 2025 | TAX_WITHHOLDING | CHART INDUSTRIES INC | 1,869 | 189.88 USD | |
| 02 Jan 2025 | GRANT_AWARD | CHART INDUSTRIES INC | 9,700 | 0.00 USD | |
| 02 Jan 2025 | GRANT_AWARD | CHART INDUSTRIES INC | 15,970 | 0.00 USD | deriv |
| 15 Nov 2024 | PURCHASE | CHART INDUSTRIES INC | 303 | 164.35 USD | |
| 05 Sept 2024 | PURCHASE | CHART INDUSTRIES INC | 440 | 114.31 USD | |
| 04 Jun 2024 | GRANT_AWARD | GREIF, INC | 1,465 | 0.00 USD | |
| 10 May 2024 | PURCHASE | CHART INDUSTRIES INC | 490 | 153.44 USD | first after silence |
| 13 Feb 2024 | GRANT_AWARD | CHART INDUSTRIES INC | 17,033 | 0.00 USD | |
| 13 Feb 2024 | TAX_WITHHOLDING | CHART INDUSTRIES INC | 6,703 | 122.04 USD | |
| 04 Jan 2024 | TAX_WITHHOLDING | CHART INDUSTRIES INC | 1,630 | 133.07 USD | |
| 03 Jan 2024 | TAX_WITHHOLDING | CHART INDUSTRIES INC | 1,288 | 131.62 USD | |
| 03 Jan 2024 | TAX_WITHHOLDING | CHART INDUSTRIES INC | 1,002 | 131.62 USD | |
| 02 Jan 2024 | GRANT_AWARD | CHART INDUSTRIES INC | 13,880 | 0.00 USD | |
| 02 Jan 2024 | GRANT_AWARD | CHART INDUSTRIES INC | 22,780 | 0.00 USD | deriv |
| 25 Oct 2023 | GRANT_AWARD | Parker-Hannifin Corp | 453 | 0.00 USD | |
| 20 Mar 2023 | PURCHASE | CHART INDUSTRIES INC | 2,375 | 104.29 USD | |
| 14 Feb 2023 | GRANT_AWARD | CHART INDUSTRIES INC | 17,120 | 0.00 USD | |
| 14 Feb 2023 | TAX_WITHHOLDING | CHART INDUSTRIES INC | 6,737 | 134.09 USD |