Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Trinseo PLC | 207,741 | reported | 12 May 2026 | tx 18+267,018−58,153 |
| ALPHARMA INC | 130,475 | reported | 09 May 2006 | tx 16+224,483−312,500 |
| LYDALL INC /DE/ | 79,171 | reported | 19 Apr 2021 | tx 82+190,976−90,210 |
| e.l.f. Beauty, Inc. | 10,820 | reported | 20 Feb 2026 | tx 2+5,980 |
| CHURCH & DWIGHT CO INC /DE/ | 2,890 | reported | 02 May 2025 | tx 478+6,049,890.55−4,455,728.04 |
| NOVANTA INC | 1,799 | reported | 02 Jan 2026 | tx 2+2,040 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 6 buys in history.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 12 May 2026 | OTHER | Trinseo PLC | 42,484 | — | |
| 20 Feb 2026 | PURCHASE | e.l.f. Beauty, Inc. | 5,000 | 92.96 USD | |
| 12 Feb 2026 | GRANT_AWARD | e.l.f. Beauty, Inc. | 980 | 0.00 USD | |
| 02 Jan 2026 | GRANT_AWARD | NOVANTA INC | 1,799 | 0.00 USD | deriv |
| 03 Nov 2025 | GRANT_AWARD | NOVANTA INC | 241 | — | deriv |
| 14 Aug 2025 | PURCHASE | Trinseo PLC | 48,609 | 2.43 USD | |
| 12 Aug 2025 | PURCHASE | Trinseo PLC | 25,000 | 2.29 USD | first after silence |
| 13 Aug 2025 | PURCHASE | Trinseo PLC | 26,391 | 2.45 USD | |
| 25 Jun 2025 | GRANT_AWARD | Trinseo PLC | 42,484 | 0.00 USD | |
| 21 Jun 2025 | TAX_WITHHOLDING | Trinseo PLC | 9,576 | 3.73 USD | |
| 02 May 2025 | GRANT_AWARD | CHURCH & DWIGHT CO INC /DE/ | 860 | 0.00 USD | |
| 02 May 2025 | GRANT_AWARD | CHURCH & DWIGHT CO INC /DE/ | 2,890 | 0.00 USD | deriv |
| 15 Apr 2025 | GRANT_AWARD | CHURCH & DWIGHT CO INC /DE/ | 2.24 | 105.07 USD | deriv |
| 01 Apr 2025 | TAX_WITHHOLDING | CHURCH & DWIGHT CO INC /DE/ | 782 | 109.47 USD | |
| 01 Apr 2025 | TAX_WITHHOLDING | CHURCH & DWIGHT CO INC /DE/ | 2,328 | 109.47 USD | |
| 01 Apr 2025 | TAX_WITHHOLDING | CHURCH & DWIGHT CO INC /DE/ | 1,260 | 109.47 USD | |
| 31 Mar 2025 | GRANT_AWARD | CHURCH & DWIGHT CO INC /DE/ | 23.47 | 110.09 USD | deriv |
| 14 Mar 2025 | GRANT_AWARD | CHURCH & DWIGHT CO INC /DE/ | 23.68 | 109.10 USD | deriv |
| 10 Mar 2025 | GRANT_AWARD | CHURCH & DWIGHT CO INC /DE/ | 98.89 | 111.80 USD | |
| 10 Mar 2025 | GRANT_AWARD | CHURCH & DWIGHT CO INC /DE/ | 2,089.54 | 113.20 USD | deriv |
| 03 Mar 2025 | GRANT_AWARD | CHURCH & DWIGHT CO INC /DE/ | 1,800 | 0.00 USD | |
| 03 Mar 2025 | SALE | CHURCH & DWIGHT CO INC /DE/ | 0.04 | 111.21 USD | anomaly |
| 03 Mar 2025 | GRANT_AWARD | CHURCH & DWIGHT CO INC /DE/ | 45,110 | 0.00 USD | deriv |
| 01 Mar 2025 | TAX_WITHHOLDING | CHURCH & DWIGHT CO INC /DE/ | 1,164 | 111.20 USD | |
| 01 Mar 2025 | TAX_WITHHOLDING | CHURCH & DWIGHT CO INC /DE/ | 1,260 | 111.20 USD |
7 purchases reported after at least 12 months of silence — most recent on 12 Aug 2025.