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 |
|---|---|---|---|---|
| ACV Auctions Inc. | 127,178 | reported | 27 May 2026 | tx 145+28,711,025−43,122,368 |
| Katapult Holdings, Inc. | 0 | reported | 06 Jun 2023 | tx 14+5,430,569−47,619 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 27 May 2026 | GRANT_AWARD | ACV Auctions Inc. | 27,500 | 0.00 USD | |
| 14 Nov 2025 | PURCHASE | ACV Auctions Inc. | 80,571 | 6.21 USD | first after silence |
| 28 May 2025 | GRANT_AWARD | ACV Auctions Inc. | 9,868 | 0.00 USD | |
| 31 Dec 2024 | CONVERSION | ACV Auctions Inc. | 1,397,090 | — | |
| 31 Dec 2024 | CONVERSION | ACV Auctions Inc. | 465,697 | — | |
| 31 Dec 2024 | CONVERSION | ACV Auctions Inc. | 465,697 | — | deriv |
| 31 Dec 2024 | CONVERSION | ACV Auctions Inc. | 1,397,090 | — | deriv |
| 12 Nov 2024 | SALE | ACV Auctions Inc. | 146,681 | 20.69 USD | |
| 11 Nov 2024 | CONVERSION | ACV Auctions Inc. | 465,697 | — | |
| 11 Nov 2024 | CONVERSION | ACV Auctions Inc. | 1,397,090 | — | |
| 11 Nov 2024 | OTHER | ACV Auctions Inc. | 465,697 | 0.00 USD | |
| 11 Nov 2024 | OTHER | ACV Auctions Inc. | 356,377 | 0.00 USD | |
| 11 Nov 2024 | OTHER | ACV Auctions Inc. | 356,377 | 0.00 USD | |
| 11 Nov 2024 | OTHER | ACV Auctions Inc. | 146,681 | 0.00 USD | |
| 11 Nov 2024 | OTHER | ACV Auctions Inc. | 1,397,090 | 0.00 USD | |
| 11 Nov 2024 | CONVERSION | ACV Auctions Inc. | 1,397,090 | — | deriv |
| 11 Nov 2024 | CONVERSION | ACV Auctions Inc. | 465,697 | — | deriv |
| 23 Aug 2024 | SALE | ACV Auctions Inc. | 61,666 | 18.63 USD | |
| 22 Aug 2024 | OTHER | ACV Auctions Inc. | 310,465 | 0.00 USD | |
| 22 Aug 2024 | OTHER | ACV Auctions Inc. | 148,773 | 0.00 USD | |
| 22 Aug 2024 | OTHER | ACV Auctions Inc. | 148,773 | 0.00 USD | |
| 22 Aug 2024 | OTHER | ACV Auctions Inc. | 61,666 | 0.00 USD | |
| 21 Aug 2024 | CONVERSION | ACV Auctions Inc. | 310,465 | — | |
| 21 Aug 2024 | CONVERSION | ACV Auctions Inc. | 931,394 | — | |
| 22 Aug 2024 | OTHER | ACV Auctions Inc. | 931,394 | 0.00 USD |
1 purchase reported after at least 12 months of silence — most recent on 14 Nov 2025.