Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 10 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 |
|---|---|---|---|---|
| TELLABS INC | 405,750 | reported | 28 Jan 2004 | tx 1+100,000 |
| ZEBRA TECHNOLOGIES CORP | 228,443 | reported | 19 May 2026 | tx 212+2,262,541−1,982,126 |
| INTERNATIONAL PAPER CO /NEW/ | 66,746 | reported | 12 May 2026 | tx 11+92,176 |
| DYCOM INDUSTRIES INC | 18,617 | reported | 27 Apr 2020 | tx 34+21,319 |
| NetApp, Inc. | 2,307 | reported | 10 Sept 2025 | tx 10+19,679−5,924 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 19 May 2026 | GRANT_AWARD | ZEBRA TECHNOLOGIES CORP | 951 | 247.15 USD | |
| 12 May 2026 | GRANT_AWARD | INTERNATIONAL PAPER CO /NEW/ | 11,112 | 0.00 USD | |
| 11 Mar 2026 | PURCHASE | INTERNATIONAL PAPER CO /NEW/ | 12,875 | 38.84 USD | |
| 12 Mar 2026 | PURCHASE | INTERNATIONAL PAPER CO /NEW/ | 13,217 | 37.83 USD | |
| 09 Sept 2025 | EXERCISE | NetApp, Inc. | 2,377 | — | |
| 10 Sept 2025 | GRANT_AWARD | NetApp, Inc. | 2,307 | — | deriv |
| 09 Sept 2025 | EXERCISE | NetApp, Inc. | 2,377 | — | deriv |
| 12 May 2025 | GRANT_AWARD | INTERNATIONAL PAPER CO /NEW/ | 8,177 | 0.00 USD | |
| 08 May 2025 | GRANT_AWARD | ZEBRA TECHNOLOGIES CORP | 830 | 265.37 USD | |
| 05 May 2025 | TAX_WITHHOLDING | ZEBRA TECHNOLOGIES CORP | 3,498 | 249.87 USD | |
| 02 May 2025 | TAX_WITHHOLDING | ZEBRA TECHNOLOGIES CORP | 4,112 | 256.03 USD | |
| 02 May 2025 | EXERCISE | ZEBRA TECHNOLOGIES CORP | 10,484 | 149.57 USD | |
| 02 May 2025 | EXERCISE | ZEBRA TECHNOLOGIES CORP | 25,214 | 0.00 USD | deriv |
| 27 Mar 2025 | PURCHASE | NetApp, Inc. | 2,800 | 91.00 USD | |
| 28 Mar 2025 | PURCHASE | NetApp, Inc. | 1,324 | 89.43 USD | |
| 28 Mar 2025 | PURCHASE | NetApp, Inc. | 1,400 | 90.28 USD | |
| 24 Feb 2025 | PURCHASE | ZEBRA TECHNOLOGIES CORP | 500 | 311.00 USD | first after silence |
| 25 Feb 2025 | PURCHASE | ZEBRA TECHNOLOGIES CORP | 2,727 | 309.77 USD | |
| 06 Feb 2025 | GRANT_AWARD | ZEBRA TECHNOLOGIES CORP | 3,914 | 0.00 USD | |
| 07 Dec 2024 | TAX_WITHHOLDING | ZEBRA TECHNOLOGIES CORP | 177 | 409.32 USD | |
| 01 Nov 2024 | GIFT | ZEBRA TECHNOLOGIES CORP | 248 | 0.00 USD | |
| 10 Sept 2024 | EXERCISE | NetApp, Inc. | 3,547 | — | |
| 10 Sept 2024 | EXERCISE | NetApp, Inc. | 3,547 | — | deriv |
| 11 Sept 2024 | GRANT_AWARD | NetApp, Inc. | 2,377 | — | deriv |
| 13 May 2024 | GRANT_AWARD | INTERNATIONAL PAPER CO /NEW/ | 8,606 | 0.00 USD |
2 purchases reported after at least 12 months of silence — most recent on 24 Feb 2025.