Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 9 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 |
|---|---|---|---|---|
| PAULSON CAPITAL CORP | 13,026,057 | reported | 19 Sept 2019 | tx 3+10,720,000 |
| Prime Medicine, Inc. | 6,230,300 | reported | 01 Aug 2025 | tx 1+3,030,300 |
| Sienna Biopharmaceuticals, Inc. | 1,865,800 | reported | 22 Feb 2019 | tx 3+2,165,800 |
| bluebird bio, Inc. | 90,675 | reported | 28 Jul 2015 | tx 22+1,827,221−35,721,917 |
| VBI Vaccines Inc/BC | 52,500 | reported | 27 Jul 2023 | tx 19+2,064,217−671,717 |
| Q32 Bio Inc. | 23,000 | reported | 14 Jun 2023 | tx 9+6,192,435−6,068,695 |
| PHASERX, INC. | 14,000 | reported | 25 May 2017 | tx 2+45,023 |
| Ruthigen, Inc. | 12,400 | reported | 28 Aug 2020 | tx 23+233,910−55,602 |
| Trubion Pharmaceuticals, Inc | 0 | reported | 28 Oct 2010 | tx 18+4,751,612−7,058,153 |
| Metsera, Inc. | 0 | reported | 03 Feb 2025 | tx 9+25,752,853−55,290,475 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 Aug 2025 | PURCHASE | Prime Medicine, Inc. | 3,030,300 | 3.30 USD | |
| 03 Feb 2025 | CONVERSION | Metsera, Inc. | 16,006,949 | — | |
| 03 Feb 2025 | PURCHASE | Metsera, Inc. | 789,998 | 18.00 USD | |
| 03 Feb 2025 | PURCHASE | Metsera, Inc. | 1,432,224 | 18.00 USD | |
| 03 Feb 2025 | CONVERSION | Metsera, Inc. | 7,523,682 | — | |
| 03 Feb 2025 | CONVERSION | Metsera, Inc. | 2,678,571 | — | deriv |
| 03 Feb 2025 | CONVERSION | Metsera, Inc. | 15,000,000 | — | deriv |
| 03 Feb 2025 | CONVERSION | Metsera, Inc. | 2,678,571 | — | deriv |
| 03 Feb 2025 | CONVERSION | Metsera, Inc. | 15,000,000 | — | deriv |
| 03 Feb 2025 | CONVERSION | Metsera, Inc. | 19,933,333 | — | deriv |
| 02 Apr 2024 | CONVERSION | Boundless Bio, Inc. | 1,048,433 | — | |
| 02 Apr 2024 | PURCHASE | Boundless Bio, Inc. | 133,333 | 16.00 USD | |
| 02 Apr 2024 | CONVERSION | Boundless Bio, Inc. | 589,743 | — | |
| 02 Apr 2024 | CONVERSION | Boundless Bio, Inc. | 787,545 | — | |
| 02 Apr 2024 | PURCHASE | Boundless Bio, Inc. | 66,667 | 16.00 USD | |
| 02 Apr 2024 | CONVERSION | Boundless Bio, Inc. | 366,301 | — | deriv |
| 02 Apr 2024 | CONVERSION | Boundless Bio, Inc. | 201,465 | — | deriv |
| 02 Apr 2024 | CONVERSION | Boundless Bio, Inc. | 164,835 | — | deriv |
| 02 Apr 2024 | CONVERSION | Boundless Bio, Inc. | 227,920 | — | deriv |
| 02 Apr 2024 | CONVERSION | Boundless Bio, Inc. | 454,212 | — | deriv |
| 02 Apr 2024 | CONVERSION | Boundless Bio, Inc. | 586,080 | — | deriv |
| 02 Apr 2024 | CONVERSION | Boundless Bio, Inc. | 424,908 | — | deriv |
| 27 Jul 2023 | GRANT_AWARD | VBI Vaccines Inc/BC | 52,500 | 0.00 USD | deriv |
| 10 Jul 2023 | PURCHASE | VBI Vaccines Inc/BC | 609,090 | 1.65 USD | |
| 10 Jul 2023 | PURCHASE | VBI Vaccines Inc/BC | 609,090 | — | deriv |
4 purchases reported after at least 12 months of silence — most recent on 13 Sept 2022.