Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 12 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 |
|---|---|---|---|---|
| TRI-ISTHMUS GROUP, INC. | 1,190,400 | reported | 01 Jan 2014 | tx 6+1,190,550−100 |
| Lument Finance Trust, Inc. | 280,732 | reported | 21 May 2026 | tx 44+287,232−94,939 |
| TIPTREE INC. | 18,659 | reported | 02 Apr 2015 | tx 21+20,575−1,916 |
| HUDSON UNITED BANCORP | 258.541 | reported | 08 Jan 2004 | tx 13+4.456−148,458.828 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 May 2026 | PURCHASE | Lument Finance Trust, Inc. | 10,000 | 1.14 USD | |
| 21 May 2026 | PURCHASE | Lument Finance Trust, Inc. | 10,000 | 1.19 USD | |
| 26 Mar 2026 | PURCHASE | Lument Finance Trust, Inc. | 15,000 | 1.29 USD | |
| 25 Nov 2025 | PURCHASE | Lument Finance Trust, Inc. | 3,000 | 1.59 USD | first after silence |
| 13 Aug 2025 | GRANT_AWARD | Lument Finance Trust, Inc. | 10,000 | 2.16 USD | |
| 16 May 2025 | GRANT_AWARD | Lument Finance Trust, Inc. | 4,000 | 2.49 USD | |
| 15 May 2025 | GRANT_AWARD | Lument Finance Trust, Inc. | 6,000 | 2.42 USD | |
| 24 Mar 2025 | GRANT_AWARD | Lument Finance Trust, Inc. | 5,000 | 2.83 USD | |
| 16 Aug 2024 | GRANT_AWARD | Lument Finance Trust, Inc. | 10,000 | 2.52 USD | |
| 20 Jun 2024 | GRANT_AWARD | Lument Finance Trust, Inc. | 10,000 | 2.50 USD | |
| 14 May 2024 | GRANT_AWARD | Lument Finance Trust, Inc. | 4,000 | 2.48 USD | |
| 21 Nov 2023 | PURCHASE | Lument Finance Trust, Inc. | 3,000 | 2.10 USD | |
| 17 Aug 2023 | PURCHASE | Lument Finance Trust, Inc. | 3,000 | 2.11 USD | |
| 30 Mar 2023 | PURCHASE | Lument Finance Trust, Inc. | 1,000 | 1.99 USD | |
| 29 Mar 2023 | PURCHASE | Lument Finance Trust, Inc. | 1,000 | 2.06 USD | |
| 28 Mar 2023 | PURCHASE | Lument Finance Trust, Inc. | 1,000 | 2.00 USD | |
| 16 Jun 2021 | GRANT_AWARD | Lument Finance Trust, Inc. | 1,500 | 0.00 USD | |
| 15 Jun 2022 | GRANT_AWARD | Lument Finance Trust, Inc. | 1,500 | 0.00 USD | |
| 20 Dec 2022 | PURCHASE | Lument Finance Trust, Inc. | 3,000 | 1.90 USD | |
| 11 Aug 2022 | PURCHASE | Lument Finance Trust, Inc. | 500 | 2.70 USD | |
| 11 Aug 2022 | PURCHASE | Lument Finance Trust, Inc. | 1,500 | 2.68 USD | |
| 12 May 2022 | PURCHASE | Lument Finance Trust, Inc. | 2,000 | 2.44 USD | |
| 17 Mar 2022 | PURCHASE | Lument Finance Trust, Inc. | 2,000 | 3.06 USD | |
| 11 Feb 2022 | EXERCISE | Lument Finance Trust, Inc. | 94,939 | 3.06 USD | |
| 11 Feb 2022 | EXERCISE | Lument Finance Trust, Inc. | 94,939 | 0.00 USD | deriv |
3 purchases reported after at least 12 months of silence — most recent on 25 Nov 2025.