Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 8 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 |
|---|---|---|---|---|
| Nalco Holding CO | 291,237 | reported | 01 Dec 2011 | tx 49+1,306,805−1,796,079 |
| Univar Inc. | 230,000 | reported | 18 Feb 2016 | tx 3+260,000 |
| ECOLAB INC. | 129,824 | reported | 28 Feb 2012 | tx 27+2,167,750−172,103 |
| INTERNATIONAL FLAVORS & FRAGRANCES INC | 117,439 | reported | 01 May 2026 | tx 15+271,494−47,618 |
| ELI LILLY & Co | 75,279.592 | reported | 18 May 2026 | tx 111+53,057.276 |
| Bunge LTD | 7,349 | reported | 02 Mar 2023 | tx 27+50,431−26,840 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 18 May 2026 | GRANT_AWARD | ELI LILLY & Co | 10.036 | 988.09 USD | |
| 01 May 2026 | EXERCISE | INTERNATIONAL FLAVORS & FRAGRANCES INC | 15,875 | 0.00 USD | |
| 01 May 2026 | TAX_WITHHOLDING | INTERNATIONAL FLAVORS & FRAGRANCES INC | 7,763 | 70.81 USD | |
| 01 May 2026 | EXERCISE | INTERNATIONAL FLAVORS & FRAGRANCES INC | 15,875 | 70.81 USD | deriv |
| 16 Mar 2026 | GRANT_AWARD | ELI LILLY & Co | 10.03 | 989.12 USD | |
| 13 Mar 2026 | PURCHASE | INTERNATIONAL FLAVORS & FRAGRANCES INC | 13,360 | 69.85 USD | |
| 12 Mar 2026 | PURCHASE | INTERNATIONAL FLAVORS & FRAGRANCES INC | 900 | 68.87 USD | |
| 17 Feb 2026 | GRANT_AWARD | ELI LILLY & Co | 9.57 | 1036.05 USD | |
| 20 Jan 2026 | GRANT_AWARD | ELI LILLY & Co | 9.52 | 1041.29 USD | |
| 15 Dec 2025 | GRANT_AWARD | ELI LILLY & Co | 9.34 | 1062.19 USD | |
| 17 Nov 2025 | GRANT_AWARD | ELI LILLY & Co | 9.71 | 1021.70 USD | |
| 17 Nov 2025 | GRANT_AWARD | ELI LILLY & Co | 215.33 | 1021.70 USD | |
| 20 Oct 2025 | GRANT_AWARD | ELI LILLY & Co | 12.26 | 808.96 USD | |
| 15 Sept 2025 | GRANT_AWARD | ELI LILLY & Co | 13.25 | 748.19 USD | |
| 18 Aug 2025 | GRANT_AWARD | ELI LILLY & Co | 14.21 | 698.05 USD | |
| 12 Aug 2025 | PURCHASE | ELI LILLY & Co | 879 | 642.59 USD | |
| 12 Aug 2025 | PURCHASE | ELI LILLY & Co | 686 | 642.00 USD | |
| 07 Aug 2025 | PURCHASE | INTERNATIONAL FLAVORS & FRAGRANCES INC | 15,300 | 64.95 USD | |
| 21 Jul 2025 | GRANT_AWARD | ELI LILLY & Co | 13.01 | 762.18 USD | |
| 16 Jun 2025 | GRANT_AWARD | ELI LILLY & Co | 12.28 | 807.58 USD | |
| 19 May 2025 | GRANT_AWARD | ELI LILLY & Co | 13.13 | 755.11 USD | |
| 08 May 2025 | PURCHASE | INTERNATIONAL FLAVORS & FRAGRANCES INC | 700 | 74.00 USD | |
| 09 May 2025 | PURCHASE | INTERNATIONAL FLAVORS & FRAGRANCES INC | 24,300 | 73.97 USD | |
| 01 May 2025 | EXERCISE | INTERNATIONAL FLAVORS & FRAGRANCES INC | 15,875 | 0.00 USD | |
| 01 May 2025 | TAX_WITHHOLDING | INTERNATIONAL FLAVORS & FRAGRANCES INC | 8,105 | 77.85 USD |
4 purchases reported after at least 12 months of silence — most recent on 04 Mar 2025.