Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 10 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 |
|---|---|---|---|---|
| Ivanhoe Electric Inc. | 9,549,770 | reported | 06 Mar 2026 | tx 19+5,929,219−3,316,627 |
| SES AI Corp | 273,519 | reported | 18 Apr 2022 | tx 10+631,851−279,166 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 06 Mar 2026 | GRANT_AWARD | Ivanhoe Electric Inc. | 79,208 | 0.00 USD | |
| 13 Feb 2026 | EXERCISE | Ivanhoe Electric Inc. | 816,667 | 7.00 USD | |
| 13 Feb 2026 | EXERCISE | Ivanhoe Electric Inc. | 816,667 | — | deriv |
| 06 Mar 2025 | GRANT_AWARD | Ivanhoe Electric Inc. | 133,562 | 0.00 USD | |
| 14 Feb 2025 | PURCHASE | Ivanhoe Electric Inc. | 816,667 | — | first after silence |
| 14 Feb 2025 | PURCHASE | Ivanhoe Electric Inc. | 816,667 | — | deriv |
| 08 Apr 2024 | GRANT_AWARD | Ivanhoe Electric Inc. | 415,170 | 0.00 USD | deriv |
| 14 Mar 2024 | GRANT_AWARD | Ivanhoe Electric Inc. | 3,032 | 8.74 USD | |
| 08 Mar 2024 | GRANT_AWARD | Ivanhoe Electric Inc. | 9,869 | 8.75 USD | |
| 08 Mar 2024 | GRANT_AWARD | Ivanhoe Electric Inc. | 673 | 8.74 USD | |
| 06 Feb 2024 | GRANT_AWARD | Ivanhoe Electric Inc. | 3,778 | — | |
| 27 Sept 2023 | CONVERSION | Ivanhoe Electric Inc. | 553,960 | 4.69 USD | |
| 27 Sept 2023 | CONVERSION | Ivanhoe Electric Inc. | 2,499,960 | 0.00 USD | deriv |
| 29 Nov 2022 | PURCHASE | Ivanhoe Electric Inc. | 422,767 | 9.85 USD | |
| 21 Nov 2022 | GRANT_AWARD | Ivanhoe Electric Inc. | 583,334 | 0.00 USD | deriv |
| 16 Sept 2022 | PURCHASE | Ivanhoe Electric Inc. | 416,666 | 8.00 USD | |
| 30 Jun 2022 | CONVERSION | Ivanhoe Electric Inc. | 677,682 | — | |
| 30 Jun 2022 | PURCHASE | Ivanhoe Electric Inc. | 179,517 | 8.60 USD | |
| 30 Jun 2022 | CONVERSION | Ivanhoe Electric Inc. | — | 0.00 USD | deriv |
| 18 Apr 2022 | GRANT_AWARD | SES AI Corp | 33,519 | 0.00 USD | |
| 03 Feb 2022 | CONVERSION | SES AI Corp | 200,000 | — | |
| 04 Feb 2022 | PURCHASE | SES AI Corp | 40,000 | 7.57 USD | |
| 03 Feb 2022 | CONVERSION | SES AI Corp | 200,000 | — | deriv |
| 03 Feb 2022 | CONVERSION | SES AI Corp | 79,166 | — | deriv |
| 03 Feb 2022 | CONVERSION | SES AI Corp | 79,166 | — | deriv |
1 purchase reported after at least 12 months of silence — most recent on 14 Feb 2025.