Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 255 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 |
|---|---|---|---|---|
| CUMBERLAND PHARMACEUTICALS INC | 63,656 | reported | 18 Mar 2026 | tx 506+57,371 |
| PINNACLE FINANCIAL PARTNERS INC | 23,179 | reported | 01 Mar 2024 | tx 23+17,785−5,462 |
| Avenue Financial Holdings, Inc. | 0 | reported | 01 Jul 2016 | tx 4+3,269−41,515 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 18 Mar 2026 | GRANT_AWARD | CUMBERLAND PHARMACEUTICALS INC | 1,800 | 2.80 USD | |
| 17 Mar 2025 | GRANT_AWARD | CUMBERLAND PHARMACEUTICALS INC | 1,000 | 5.17 USD | |
| 25 Mar 2024 | GRANT_AWARD | CUMBERLAND PHARMACEUTICALS INC | 1,000 | 1.71 USD | |
| 01 Mar 2024 | TAX_WITHHOLDING | PINNACLE FINANCIAL PARTNERS INC | 239 | 82.72 USD | |
| 01 Mar 2024 | GRANT_AWARD | PINNACLE FINANCIAL PARTNERS INC | 989 | 0.00 USD | |
| 24 Mar 2023 | GRANT_AWARD | CUMBERLAND PHARMACEUTICALS INC | 1,000 | 1.92 USD | |
| 01 Mar 2023 | TAX_WITHHOLDING | PINNACLE FINANCIAL PARTNERS INC | 174 | 74.09 USD | |
| 01 Mar 2023 | GRANT_AWARD | PINNACLE FINANCIAL PARTNERS INC | 1,084 | 0.00 USD | |
| 20 Jan 2023 | PURCHASE | PINNACLE FINANCIAL PARTNERS INC | 1,000 | 72.26 USD | anomaly |
| 22 Nov 2022 | PURCHASE | CUMBERLAND PHARMACEUTICALS INC | 65 | 2.37 USD | |
| 29 Nov 2022 | PURCHASE | CUMBERLAND PHARMACEUTICALS INC | 65 | 2.34 USD | |
| 28 Nov 2022 | PURCHASE | CUMBERLAND PHARMACEUTICALS INC | 65 | 2.37 USD | |
| 02 Nov 2022 | PURCHASE | CUMBERLAND PHARMACEUTICALS INC | 65 | 2.54 USD | |
| 03 Nov 2022 | PURCHASE | CUMBERLAND PHARMACEUTICALS INC | 65 | 2.44 USD | |
| 04 Nov 2022 | PURCHASE | CUMBERLAND PHARMACEUTICALS INC | 65 | 2.42 USD | |
| 07 Nov 2022 | PURCHASE | CUMBERLAND PHARMACEUTICALS INC | 65 | 2.45 USD | |
| 01 Nov 2022 | PURCHASE | CUMBERLAND PHARMACEUTICALS INC | 65 | 2.53 USD | |
| 08 Nov 2022 | PURCHASE | CUMBERLAND PHARMACEUTICALS INC | 65 | 2.42 USD | |
| 09 Nov 2022 | PURCHASE | CUMBERLAND PHARMACEUTICALS INC | 65 | 2.37 USD | |
| 10 Nov 2022 | PURCHASE | CUMBERLAND PHARMACEUTICALS INC | 65 | 2.37 USD | |
| 11 Nov 2022 | PURCHASE | CUMBERLAND PHARMACEUTICALS INC | 65 | 2.32 USD | |
| 14 Nov 2022 | PURCHASE | CUMBERLAND PHARMACEUTICALS INC | 65 | 2.32 USD | |
| 15 Nov 2022 | PURCHASE | CUMBERLAND PHARMACEUTICALS INC | 65 | 2.35 USD | |
| 16 Nov 2022 | PURCHASE | CUMBERLAND PHARMACEUTICALS INC | 65 | 2.31 USD | |
| 17 Nov 2022 | PURCHASE | CUMBERLAND PHARMACEUTICALS INC | 65 | 2.29 USD |
1 purchase reported after at least 12 months of silence — most recent on 17 May 2017.