Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 6 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 |
|---|---|---|---|---|
| AMPCO PITTSBURGH CORP | 126,704 | reported | 15 May 2026 | tx 25+185,640−84,154 |
| Fluence Energy, Inc. | 67,250 | reported | 17 Mar 2026 | tx 17+143,458−65,550 |
| Alpha Metallurgical Resources, Inc. | 4,829 | reported | 23 Feb 2024 | tx 10+9,805−4,976 |
| POLYMER GROUP INC | 0 | reported | 28 Jan 2011 | tx 9+14,911−14,911 |
| ARVINMERITOR INC | 0 | reported | 03 Aug 2022 | tx 3+8,662−8,662 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 May 2026 | GRANT_AWARD | AMPCO PITTSBURGH CORP | 7,374 | 0.00 USD | |
| 17 Mar 2026 | EXERCISE | Fluence Energy, Inc. | 32,348 | — | |
| 17 Mar 2026 | EXERCISE | Fluence Energy, Inc. | 32,348 | 0.00 USD | deriv |
| 12 Mar 2026 | GRANT_AWARD | Fluence Energy, Inc. | 10,658 | 0.00 USD | deriv |
| 15 May 2025 | GRANT_AWARD | AMPCO PITTSBURGH CORP | 12,728 | 0.00 USD | |
| 24 Mar 2025 | PURCHASE | AMPCO PITTSBURGH CORP | 1,380 | 2.22 USD | |
| 24 Mar 2025 | PURCHASE | AMPCO PITTSBURGH CORP | 720 | 2.26 USD | |
| 24 Mar 2025 | PURCHASE | AMPCO PITTSBURGH CORP | 300 | 2.27 USD | |
| 25 Mar 2025 | PURCHASE | AMPCO PITTSBURGH CORP | 1,380 | 2.16 USD | |
| 20 Mar 2025 | EXERCISE | Fluence Energy, Inc. | 11,341 | — | |
| 20 Mar 2025 | EXERCISE | Fluence Energy, Inc. | 11,341 | 0.00 USD | deriv |
| 17 Mar 2025 | GRANT_AWARD | Fluence Energy, Inc. | 32,348 | 0.00 USD | deriv |
| 14 Feb 2025 | PURCHASE | Fluence Energy, Inc. | 1,700 | 6.43 USD | first after silence |
| 15 May 2024 | GRANT_AWARD | AMPCO PITTSBURGH CORP | 12,728 | 0.00 USD | |
| 20 Mar 2024 | EXERCISE | Fluence Energy, Inc. | 10,926 | — | |
| 20 Mar 2024 | EXERCISE | Fluence Energy, Inc. | 10,926 | 0.00 USD | deriv |
| 20 Mar 2024 | GRANT_AWARD | Fluence Energy, Inc. | 11,341 | 0.00 USD | deriv |
| 23 Feb 2024 | GIFT | Alpha Metallurgical Resources, Inc. | 200 | 0.00 USD | |
| 29 Aug 2023 | GIFT | Alpha Metallurgical Resources, Inc. | 250 | 0.00 USD | |
| 18 May 2023 | GRANT_AWARD | AMPCO PITTSBURGH CORP | 12,728 | 0.00 USD | |
| 03 May 2023 | GRANT_AWARD | Alpha Metallurgical Resources, Inc. | 812 | 0.00 USD | |
| 19 Mar 2023 | EXERCISE | Fluence Energy, Inc. | 7,364 | — | |
| 20 Mar 2023 | GRANT_AWARD | Fluence Energy, Inc. | 10,926 | 0.00 USD | deriv |
| 19 Mar 2023 | EXERCISE | Fluence Energy, Inc. | 7,364 | 0.00 USD | deriv |
| 13 Mar 2023 | GIFT | Alpha Metallurgical Resources, Inc. | 100 | 0.00 USD |
2 purchases reported after at least 12 months of silence — most recent on 14 Feb 2025.