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 |
|---|---|---|---|---|
| Klaviyo, Inc. | 3,900 | reported | 09 Apr 2025 | tx 10+36,429.04−1,770,049 |
| Carbon Black, Inc. | 0 | reported | 08 Oct 2019 | tx 28+8,764,912−27,714,407 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 09 Apr 2025 | PURCHASE | Klaviyo, Inc. | 3,900 | 25.77 USD | |
| 12 Aug 2024 | PURCHASE | Klaviyo, Inc. | 1.89 | 31.80 USD | |
| 09 Aug 2024 | PURCHASE | Klaviyo, Inc. | 5 | 29.99 USD | |
| 13 Nov 2024 | PURCHASE | Klaviyo, Inc. | 13,515 | 37.14 USD | |
| 01 Aug 2024 | PURCHASE | Klaviyo, Inc. | 9,485 | 26.43 USD | |
| 22 Sept 2023 | SALE | Klaviyo, Inc. | 1,770,049 | 28.32 USD | |
| 08 Oct 2019 | OTHER | Carbon Black, Inc. | 174,500 | — | |
| 08 Oct 2019 | OTHER | Carbon Black, Inc. | 21,079 | — | |
| 08 Oct 2019 | OTHER | Carbon Black, Inc. | 181,273 | — | |
| 08 Oct 2019 | OTHER | Carbon Black, Inc. | 15,382 | — | |
| 08 Oct 2019 | OTHER | Carbon Black, Inc. | 9,365,231 | — | |
| 08 Oct 2019 | OTHER | Carbon Black, Inc. | 286,392 | — | |
| 08 Oct 2019 | OTHER | Carbon Black, Inc. | 171,480 | — | |
| 13 Jun 2019 | GRANT_AWARD | Carbon Black, Inc. | 9,375 | 0.00 USD | |
| 09 May 2018 | GRANT_AWARD | Carbon Black, Inc. | 6,007 | 0.00 USD | |
| 08 May 2018 | CONVERSION | Carbon Black, Inc. | 181,273 | — | |
| 08 May 2018 | CONVERSION | Carbon Black, Inc. | 21,079 | — | |
| 08 May 2018 | CONVERSION | Carbon Black, Inc. | 249,193 | — | |
| 08 May 2018 | CONVERSION | Carbon Black, Inc. | 149,207 | — | |
| 08 May 2018 | CONVERSION | Carbon Black, Inc. | 8,148,778 | — | |
| 08 May 2018 | CONVERSION | Carbon Black, Inc. | 7,398,761 | — | deriv |
| 08 May 2018 | CONVERSION | Carbon Black, Inc. | 226,258 | — | deriv |
| 08 May 2018 | CONVERSION | Carbon Black, Inc. | 42,158 | — | deriv |
| 08 May 2018 | CONVERSION | Carbon Black, Inc. | 362,548 | — | deriv |
| 08 May 2018 | CONVERSION | Carbon Black, Inc. | 135,475 | — | deriv |