Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 13 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 |
|---|---|---|---|---|
| FS Energy & Power Fund | 43,992.79 | reported | 19 Oct 2016 | tx 16+43,881.69 |
| FS KKR Capital Corp | 31,560 | reported | 10 Mar 2023 | tx 18+59,385.22 |
| FS Specialty Lending Fund | 20,000 | reported | 10 Mar 2026 | tx 5+31,075 |
| Radius Global Infrastructure, Inc. | 0 | reported | 21 Sept 2023 | tx 25+1,680,049−4,518,447 |
| INTELLON CORP | 0 | reported | 15 Dec 2009 | tx 9+106,339−2,241,848 |
| FS Investment Corp III | 0 | reported | 18 Dec 2019 | tx 1−19,719 |
| FS Investment Corp II | 0 | reported | 16 Jun 2021 | tx 2+19,333−7,884 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 10 Mar 2026 | PURCHASE | FS Specialty Lending Fund | 10,000 | 11.92 USD | anomaly |
| 10 Dec 2025 | PURCHASE | FS Specialty Lending Fund | 10,000 | 13.62 USD | anomaly |
| 25 Nov 2025 | PURCHASE | FS Specialty Lending Fund | 1,855 | 13.49 USD | |
| 26 Nov 2025 | PURCHASE | FS Specialty Lending Fund | 7,365 | 13.58 USD | anomaly |
| 25 Nov 2025 | PURCHASE | FS Specialty Lending Fund | 1,855 | 13.47 USD | first after silence |
| 21 Sept 2023 | GRANT_AWARD | Radius Global Infrastructure, Inc. | 1,398,669 | — | |
| 21 Sept 2023 | OTHER | Radius Global Infrastructure, Inc. | 1,541,109 | — | |
| 21 Sept 2023 | OTHER | Radius Global Infrastructure, Inc. | 1,323,669 | — | |
| 21 Sept 2023 | EXERCISE | Radius Global Infrastructure, Inc. | 1,398,669 | — | deriv |
| 21 Sept 2023 | SALE | Radius Global Infrastructure, Inc. | 75,000 | — | deriv |
| 10 Mar 2023 | PURCHASE | FS KKR Capital Corp | 1,085 | 18.65 USD | |
| 28 Feb 2023 | GRANT_AWARD | Radius Global Infrastructure, Inc. | 52,500 | 0.00 USD | |
| 28 Feb 2023 | GRANT_AWARD | Radius Global Infrastructure, Inc. | 52,500 | — | deriv |
| 09 Nov 2022 | PURCHASE | FS KKR Capital Corp | 1,175 | 18.91 USD | |
| 18 May 2022 | PURCHASE | FS KKR Capital Corp | 800 | 21.80 USD | |
| 11 May 2022 | PURCHASE | FS KKR Capital Corp | 2,000 | 21.70 USD | |
| 25 Feb 2022 | GRANT_AWARD | Radius Global Infrastructure, Inc. | 58,190 | 0.00 USD | |
| 25 Feb 2022 | GRANT_AWARD | Radius Global Infrastructure, Inc. | 58,190 | — | deriv |
| 15 Dec 2021 | EXERCISE | Radius Global Infrastructure, Inc. | 15,000 | — | |
| 15 Dec 2021 | SALE | Radius Global Infrastructure, Inc. | 15,000 | 15.94 USD | |
| 15 Dec 2021 | OTHER | Radius Global Infrastructure, Inc. | 15,000 | 0.00 USD | |
| 15 Dec 2021 | EXERCISE | Radius Global Infrastructure, Inc. | 15,000 | — | deriv |
| 01 Dec 2021 | PURCHASE | FS KKR Capital Corp | 1,500 | 21.35 USD | |
| 15 Nov 2021 | OTHER | Radius Global Infrastructure, Inc. | 15,000 | 0.00 USD | |
| 15 Nov 2021 | SALE | Radius Global Infrastructure, Inc. | 15,000 | 18.23 USD |
4 purchases reported after at least 12 months of silence — most recent on 25 Nov 2025.