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 |
|---|---|---|---|---|
| Intercontinental Exchange, Inc. | 141,452 | reported | 21 Apr 2021 | tx 159+1,032,299−1,130,492 |
| Cardlytics, Inc. | 68,748 | reported | 20 May 2026 | tx 11+108,496−28,748 |
| CS Disco, Inc. | 50,000 | reported | 03 Mar 2026 | tx 14+420,054−73,296 |
| INTERCONTINENTALEXCHANGE INC | 0 | reported | 13 Nov 2013 | tx 61+130,002−125,920 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 May 2026 | EXERCISE | Cardlytics, Inc. | 11,000 | 0.00 USD | |
| 20 May 2026 | GRANT_AWARD | Cardlytics, Inc. | 11,000 | 0.00 USD | deriv |
| 20 May 2026 | EXERCISE | Cardlytics, Inc. | 11,000 | 0.00 USD | deriv |
| 03 Mar 2026 | PURCHASE | CS Disco, Inc. | 8,918 | 3.73 USD | |
| 02 Mar 2026 | PURCHASE | CS Disco, Inc. | 41,082 | 3.31 USD | first after silence |
| 10 Jun 2025 | GRANT_AWARD | CS Disco, Inc. | 34,169 | 0.00 USD | |
| 23 May 2025 | EXERCISE | Cardlytics, Inc. | 11,000 | 0.00 USD | |
| 23 May 2025 | EXERCISE | Cardlytics, Inc. | 11,000 | 0.00 USD | deriv |
| 20 May 2025 | GRANT_AWARD | Cardlytics, Inc. | 11,000 | 0.00 USD | deriv |
| 05 Sept 2024 | EXERCISE | Cardlytics, Inc. | 6,748 | 0.00 USD | |
| 05 Sept 2024 | EXERCISE | Cardlytics, Inc. | 6,748 | 0.00 USD | deriv |
| 13 Aug 2024 | PURCHASE | CS Disco, Inc. | 23,554 | 5.39 USD | |
| 14 Aug 2024 | PURCHASE | CS Disco, Inc. | 1,446 | 5.43 USD | |
| 12 Aug 2024 | PURCHASE | Cardlytics, Inc. | 40,000 | 3.58 USD | first after silence |
| 13 Jun 2024 | GRANT_AWARD | CS Disco, Inc. | 24,958 | 0.00 USD | |
| 23 May 2024 | GRANT_AWARD | Cardlytics, Inc. | 11,000 | 0.00 USD | deriv |
| 17 May 2024 | SALE | CS Disco, Inc. | 73,296 | 6.65 USD | |
| 21 Feb 2024 | GRANT_AWARD | CS Disco, Inc. | 218,484 | 0.00 USD | |
| 11 Sept 2023 | GRANT_AWARD | CS Disco, Inc. | 32,052 | 0.00 USD | |
| 05 Sept 2023 | GRANT_AWARD | Cardlytics, Inc. | 6,748 | 0.00 USD | deriv |
| 15 Jun 2023 | GRANT_AWARD | CS Disco, Inc. | 18,473 | 0.00 USD | |
| 12 Jul 2022 | GRANT_AWARD | CS Disco, Inc. | 6,834 | 0.00 USD | |
| 04 Oct 2021 | GRANT_AWARD | CS Disco, Inc. | 7,340 | 0.00 USD | |
| 23 Jul 2021 | PURCHASE | CS Disco, Inc. | 700 | 32.00 USD | |
| 23 Jul 2021 | PURCHASE | CS Disco, Inc. | 2,044 | 32.00 USD |
2 purchases reported after at least 12 months of silence — most recent on 02 Mar 2026.