Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 16 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 |
|---|---|---|---|---|
| Ecovyst Inc. | 215,998 | reported | 03 Feb 2026 | tx 6+255,998 |
| Magnera Corp | 12,998 | reported | 09 Mar 2026 | tx 64+475,892−110,949 |
| OPAL Fuels Inc. | 0 | reported | 31 Mar 2025 | tx 18+229,497−56,712 |
| Kraton Performance Polymers, Inc. | 0 | reported | 15 Mar 2022 | tx 133+2,162,511−2,433,620 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 09 Mar 2026 | GRANT_AWARD | Magnera Corp | 12,998 | 0.00 USD | deriv |
| 03 Feb 2026 | GRANT_AWARD | Ecovyst Inc. | 38,798 | 0.00 USD | |
| 14 Nov 2025 | GRANT_AWARD | Magnera Corp | 5,871 | 0.00 USD | deriv |
| 04 Nov 2025 | EXERCISE | Magnera Corp | 9,501 | 8.53 USD | |
| 04 Nov 2025 | EXERCISE | Magnera Corp | 9,501 | 0.00 USD | deriv |
| 10 May 2025 | EXERCISE | Magnera Corp | 5,427 | 14.12 USD | |
| 12 May 2025 | PURCHASE | Magnera Corp | 20,000 | 15.15 USD | first after silence |
| 10 May 2025 | EXERCISE | Magnera Corp | 5,427 | 0.00 USD | deriv |
| 31 Mar 2025 | EXERCISE | OPAL Fuels Inc. | 27,218 | — | |
| 31 Mar 2025 | EXERCISE | OPAL Fuels Inc. | 27,218 | 0.00 USD | deriv |
| 31 Mar 2025 | GRANT_AWARD | OPAL Fuels Inc. | 66,073 | 0.00 USD | deriv |
| 03 Feb 2025 | GRANT_AWARD | Ecovyst Inc. | 51,348 | 0.00 USD | |
| 04 Nov 2024 | GRANT_AWARD | Magnera Corp | 9,501 | 0.00 USD | deriv |
| 10 May 2024 | GRANT_AWARD | Magnera Corp | 70,552 | 0.00 USD | deriv |
| 08 May 2024 | EXERCISE | Magnera Corp | 23,000 | 1.70 USD | |
| 08 May 2024 | EXERCISE | Magnera Corp | 23,000 | 0.00 USD | deriv |
| 31 Mar 2024 | EXERCISE | OPAL Fuels Inc. | 19,369 | — | |
| 31 Mar 2024 | GRANT_AWARD | OPAL Fuels Inc. | 27,218 | 0.00 USD | deriv |
| 31 Mar 2024 | EXERCISE | OPAL Fuels Inc. | 19,369 | 0.00 USD | deriv |
| 22 Jan 2024 | GRANT_AWARD | Ecovyst Inc. | 45,402 | 0.00 USD | |
| 03 Oct 2023 | EXERCISE | OPAL Fuels Inc. | 10,125 | — | |
| 03 Oct 2023 | EXERCISE | OPAL Fuels Inc. | 10,125 | 0.00 USD | deriv |
| 12 May 2023 | EXERCISE | Magnera Corp | 14,896 | 3.64 USD | |
| 12 May 2023 | GRANT_AWARD | Magnera Corp | 321 | 0.00 USD | deriv |
| 12 May 2023 | EXERCISE | Magnera Corp | 14,896 | 0.00 USD | deriv |
3 purchases reported after at least 12 months of silence — most recent on 12 May 2025.