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 |
|---|---|---|---|---|
| LM FUNDING AMERICA, INC. | 157,140 | reported | 27 Aug 2025 | tx 18+405,122−1,000 |
| HCI Group, Inc. | 0 | reported | 22 May 2026 | tx 60+115,565−73,463 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 22 May 2026 | TAX_WITHHOLDING | HCI Group, Inc. | 13,379 | 157.79 USD | |
| 19 Dec 2025 | GRANT_AWARD | HCI Group, Inc. | 1,251 | — | |
| 27 Aug 2025 | GRANT_AWARD | LM FUNDING AMERICA, INC. | 157,140 | 0.00 USD | deriv |
| 15 Nov 2024 | PURCHASE | LM FUNDING AMERICA, INC. | 10,000 | 2.58 USD | first after silence |
| 20 May 2024 | TAX_WITHHOLDING | HCI Group, Inc. | 214 | 102.33 USD | |
| 03 Apr 2024 | SALE | HCI Group, Inc. | 29,008 | 117.01 USD | |
| 04 Apr 2024 | SALE | HCI Group, Inc. | 2,839 | 116.10 USD | |
| 03 Apr 2024 | SALE | HCI Group, Inc. | 235 | 116.03 USD | |
| 26 Mar 2024 | SALE | HCI Group, Inc. | 406 | 116.66 USD | |
| 26 Mar 2024 | SALE | HCI Group, Inc. | 800 | 116.42 USD | |
| 27 Mar 2024 | SALE | HCI Group, Inc. | 6,803 | 118.01 USD | |
| 13 Apr 2023 | PURCHASE | LM FUNDING AMERICA, INC. | 10,900 | 0.93 USD | |
| 29 Dec 2022 | GRANT_AWARD | LM FUNDING AMERICA, INC. | 167,797 | 0.00 USD | deriv |
| 20 Dec 2022 | PURCHASE | HCI Group, Inc. | 165 | 36.10 USD | |
| 05 Oct 2022 | TAX_WITHHOLDING | HCI Group, Inc. | 13,379 | 39.07 USD | |
| 09 Jun 2022 | PURCHASE | LM FUNDING AMERICA, INC. | 9,200 | 1.07 USD | |
| 19 May 2022 | PURCHASE | LM FUNDING AMERICA, INC. | 15,000 | 1.25 USD | |
| 20 May 2022 | PURCHASE | LM FUNDING AMERICA, INC. | 8,680 | 1.21 USD | |
| 21 Mar 2022 | PURCHASE | HCI Group, Inc. | 200 | 70.15 USD | first after silence |
| 26 Feb 2022 | TAX_WITHHOLDING | HCI Group, Inc. | 223 | 64.17 USD | |
| 24 Jan 2022 | OTHER | HCI Group, Inc. | 784 | 68.89 USD | |
| 21 Jan 2022 | SALE | HCI Group, Inc. | 784 | 68.89 USD | |
| 28 Oct 2021 | GRANT_AWARD | LM FUNDING AMERICA, INC. | 12,605 | 0.00 USD | deriv |
| 26 Feb 2021 | GRANT_AWARD | HCI Group, Inc. | 3,000 | — | |
| 26 Feb 2021 | GRANT_AWARD | HCI Group, Inc. | 34,000 | — |
6 purchases reported after at least 12 months of silence — most recent on 15 Nov 2024.