Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 7 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 |
|---|---|---|---|---|
| ASURE SOFTWARE INC | 1,547,362 | reported | 07 May 2026 | tx 108+3,719,210−898,762 |
| Clearfield, Inc. | 43,407 | reported | 23 Feb 2024 | tx 32+21,014−78,166 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 07 May 2026 | EXERCISE | ASURE SOFTWARE INC | 60,000 | 7.86 USD | |
| 07 May 2026 | TAX_WITHHOLDING | ASURE SOFTWARE INC | 54,768 | 9.18 USD | |
| 07 May 2026 | EXERCISE | ASURE SOFTWARE INC | 90,000 | 6.74 USD | |
| 07 May 2026 | TAX_WITHHOLDING | ASURE SOFTWARE INC | 75,492 | 9.18 USD | |
| 07 May 2026 | EXERCISE | ASURE SOFTWARE INC | 60,000 | 0.00 USD | deriv |
| 07 May 2026 | EXERCISE | ASURE SOFTWARE INC | 90,000 | 0.00 USD | deriv |
| 27 Feb 2026 | GRANT_AWARD | ASURE SOFTWARE INC | 120,000 | 0.00 USD | |
| 01 Jan 2026 | GRANT_AWARD | ASURE SOFTWARE INC | 100,000 | 0.00 USD | |
| 06 Aug 2025 | PURCHASE | ASURE SOFTWARE INC | 5,250 | 8.16 USD | first after silence |
| 27 Jun 2025 | TAX_WITHHOLDING | ASURE SOFTWARE INC | 118,293 | 9.87 USD | |
| 27 Jun 2025 | EXERCISE | ASURE SOFTWARE INC | 150,000 | 6.43 USD | |
| 27 Jun 2025 | EXERCISE | ASURE SOFTWARE INC | 150,000 | 0.00 USD | deriv |
| 11 Mar 2025 | GRANT_AWARD | ASURE SOFTWARE INC | 48,668 | 0.00 USD | |
| 01 Jan 2025 | GRANT_AWARD | ASURE SOFTWARE INC | 80,000 | 0.00 USD | |
| 07 May 2024 | PURCHASE | ASURE SOFTWARE INC | 100 | 7.28 USD | |
| 07 May 2024 | PURCHASE | ASURE SOFTWARE INC | 1,009 | 7.28 USD | |
| 23 Feb 2024 | GRANT_AWARD | Clearfield, Inc. | 2,039 | 0.00 USD | |
| 26 Feb 2024 | GRANT_AWARD | ASURE SOFTWARE INC | 100,000 | 0.00 USD | |
| 01 Jan 2024 | GRANT_AWARD | ASURE SOFTWARE INC | 70,000 | 0.00 USD | |
| 14 Dec 2023 | PURCHASE | ASURE SOFTWARE INC | 3,000 | 7.83 USD | first after silence |
| 24 Feb 2023 | GRANT_AWARD | Clearfield, Inc. | 974 | 0.00 USD | |
| 01 Jan 2023 | GRANT_AWARD | ASURE SOFTWARE INC | 50,000 | 0.00 USD | |
| 12 Aug 2022 | PURCHASE | ASURE SOFTWARE INC | 82,000 | 5.82 USD | |
| 15 Aug 2022 | PURCHASE | ASURE SOFTWARE INC | 18,000 | 5.56 USD | |
| 03 Aug 2022 | SALE | Clearfield, Inc. | 10,000 | 102.46 USD |
6 purchases reported after at least 12 months of silence — most recent on 06 Aug 2025.