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 |
|---|---|---|---|---|
| VALVOLINE INC | 15,528 | reported | 28 May 2026 | tx 107+367,926−70,574 |
| HARLEY-DAVIDSON, INC. | 8,621 | reported | 21 May 2026 | tx 6+26,663−6,015 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 May 2026 | GRANT_AWARD | VALVOLINE INC | 28 | 34.18 USD | deriv |
| 21 May 2026 | GRANT_AWARD | HARLEY-DAVIDSON, INC. | 8,621 | 0.00 USD | deriv |
| 14 May 2026 | EXERCISE | HARLEY-DAVIDSON, INC. | 6,015 | 0.00 USD | |
| 14 May 2026 | EXERCISE | HARLEY-DAVIDSON, INC. | 6,015 | 0.00 USD | deriv |
| 14 May 2026 | GRANT_AWARD | VALVOLINE INC | 30 | 32.38 USD | deriv |
| 19 Mar 2026 | GRANT_AWARD | VALVOLINE INC | 29 | 32.82 USD | deriv |
| 09 Mar 2026 | PURCHASE | HARLEY-DAVIDSON, INC. | 4,000 | 18.89 USD | |
| 05 Mar 2026 | GRANT_AWARD | VALVOLINE INC | 27 | 36.06 USD | deriv |
| 19 Feb 2026 | GRANT_AWARD | VALVOLINE INC | 25 | 38.68 USD | deriv |
| 05 Feb 2026 | GRANT_AWARD | VALVOLINE INC | 26 | 36.76 USD | deriv |
| 22 Jan 2026 | GRANT_AWARD | VALVOLINE INC | 29 | 33.21 USD | deriv |
| 08 Jan 2026 | GRANT_AWARD | VALVOLINE INC | 31 | 31.51 USD | deriv |
| 26 Dec 2025 | GRANT_AWARD | VALVOLINE INC | 59 | 30.09 USD | deriv |
| 11 Dec 2025 | GRANT_AWARD | VALVOLINE INC | 4,778 | 30.53 USD | deriv |
| 28 Nov 2025 | TAX_WITHHOLDING | VALVOLINE INC | 1,219 | 31.31 USD | |
| 28 Nov 2025 | EXERCISE | VALVOLINE INC | 2,643 | — | |
| 28 Nov 2025 | EXERCISE | VALVOLINE INC | 2,643 | 0.00 USD | deriv |
| 28 Nov 2025 | GRANT_AWARD | VALVOLINE INC | 57 | 31.31 USD | deriv |
| 25 Nov 2025 | GRANT_AWARD | VALVOLINE INC | 25,290 | 0.00 USD | deriv |
| 25 Nov 2025 | GRANT_AWARD | VALVOLINE INC | 59,750 | 0.00 USD | deriv |
| 24 Nov 2025 | PURCHASE | VALVOLINE INC | 4,500 | 30.82 USD | |
| 21 Nov 2025 | EXERCISE | VALVOLINE INC | 6,033 | — | |
| 21 Nov 2025 | TAX_WITHHOLDING | VALVOLINE INC | 1,928 | 31.21 USD | |
| 21 Nov 2025 | EXERCISE | VALVOLINE INC | 6,033 | 0.00 USD | deriv |
| 19 Nov 2025 | GRANT_AWARD | VALVOLINE INC | 13,690 | — |
1 purchase reported after at least 12 months of silence — most recent on 27 Nov 2024.