Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 6 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 |
|---|---|---|---|---|
| UL Solutions Inc. | 30,935 | reported | 01 May 2026 | tx 31+113,993−6,454 |
| ROCKWELL AUTOMATION, INC | 610 | reported | 10 Dec 2020 | tx 14+11,848−1,283 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 10 Mar 2025 | PURCHASE | UL Solutions Inc. | 45 | 52.32 USD | |
| 09 Jun 2025 | PURCHASE | UL Solutions Inc. | 33 | 70.43 USD | |
| 08 Sept 2025 | PURCHASE | UL Solutions Inc. | 37 | 63.59 USD | |
| 08 Dec 2025 | PURCHASE | UL Solutions Inc. | 30 | 77.82 USD | |
| 12 Mar 2026 | PURCHASE | UL Solutions Inc. | 32 | 83.31 USD | |
| 01 May 2026 | EXERCISE | UL Solutions Inc. | 1,943 | — | |
| 01 May 2026 | TAX_WITHHOLDING | UL Solutions Inc. | 765 | 91.60 USD | |
| 01 May 2026 | EXERCISE | UL Solutions Inc. | 1,943 | 0.00 USD | deriv |
| 12 Mar 2026 | GRANT_AWARD | UL Solutions Inc. | 6 | 0.00 USD | deriv |
| 12 Mar 2026 | GRANT_AWARD | UL Solutions Inc. | 7 | 0.00 USD | deriv |
| 08 Dec 2025 | GRANT_AWARD | UL Solutions Inc. | 6 | 0.00 USD | deriv |
| 08 Dec 2025 | GRANT_AWARD | UL Solutions Inc. | 6 | 0.00 USD | deriv |
| 08 Sept 2025 | GRANT_AWARD | UL Solutions Inc. | 7 | 0.00 USD | deriv |
| 08 Sept 2025 | GRANT_AWARD | UL Solutions Inc. | 8 | 0.00 USD | deriv |
| 09 Jun 2025 | GRANT_AWARD | UL Solutions Inc. | 7 | 0.00 USD | deriv |
| 09 Jun 2025 | GRANT_AWARD | UL Solutions Inc. | 7 | 0.00 USD | deriv |
| 01 May 2025 | TAX_WITHHOLDING | UL Solutions Inc. | 470 | 58.39 USD | |
| 01 May 2025 | EXERCISE | UL Solutions Inc. | 1,912 | — | |
| 01 May 2025 | EXERCISE | UL Solutions Inc. | 17 | — | |
| 01 May 2025 | EXERCISE | UL Solutions Inc. | 1,912 | 0.00 USD | deriv |
| 01 May 2025 | EXERCISE | UL Solutions Inc. | 17 | 0.00 USD | deriv |
| 01 Apr 2025 | GRANT_AWARD | UL Solutions Inc. | 5,530 | 57.85 USD | |
| 01 Apr 2025 | TAX_WITHHOLDING | UL Solutions Inc. | 1,347 | 57.85 USD | |
| 01 Apr 2025 | GRANT_AWARD | UL Solutions Inc. | 4,033 | 0.00 USD | deriv |
| 10 Mar 2025 | GRANT_AWARD | UL Solutions Inc. | 14 | 0.00 USD | deriv |