Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 9 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 |
|---|---|---|---|---|
| TIPTREE INC. | 193,011 | reported | 27 May 2026 | tx 152+4,328,593−1,498,693 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 27 May 2026 | PURCHASE | TIPTREE INC. | 990 | 17.45 USD | first after silence |
| 15 Sept 2025 | EXERCISE | TIPTREE INC. | 351,155 | 6.65 USD | |
| 15 Sept 2025 | TAX_WITHHOLDING | TIPTREE INC. | 98,531 | 23.70 USD | |
| 15 Sept 2025 | TAX_WITHHOLDING | TIPTREE INC. | 124,787 | 23.70 USD | |
| 15 Sept 2025 | EXERCISE | TIPTREE INC. | 351,155 | 6.65 USD | deriv |
| 02 Sept 2025 | TAX_WITHHOLDING | TIPTREE INC. | 33,262 | 23.36 USD | |
| 02 Sept 2025 | EXERCISE | TIPTREE INC. | 137,038 | 5.67 USD | |
| 02 Sept 2025 | TAX_WITHHOLDING | TIPTREE INC. | 3,444 | 23.36 USD | |
| 02 Sept 2025 | EXERCISE | TIPTREE INC. | 13,704 | 5.87 USD | |
| 02 Sept 2025 | TAX_WITHHOLDING | TIPTREE INC. | 53,128 | 23.36 USD | |
| 02 Sept 2025 | EXERCISE | TIPTREE INC. | 137,038 | 5.67 USD | deriv |
| 02 Sept 2025 | EXERCISE | TIPTREE INC. | 13,704 | 5.87 USD | deriv |
| 25 Feb 2025 | TAX_WITHHOLDING | TIPTREE INC. | 65,781 | 21.67 USD | |
| 25 Feb 2025 | GRANT_AWARD | TIPTREE INC. | 151,778 | 0.00 USD | |
| 17 Oct 2024 | EXERCISE | TIPTREE INC. | 200,000 | — | |
| 17 Oct 2024 | GIFT | TIPTREE INC. | 200,000 | 0.00 USD | |
| 17 Oct 2024 | EXERCISE | TIPTREE INC. | 200,000 | 0.00 USD | deriv |
| 28 May 2024 | PURCHASE | TIPTREE INC. | 1,550 | 17.50 USD | |
| 05 Mar 2024 | PURCHASE | TIPTREE INC. | 2,900 | 16.95 USD | |
| 09 Jan 2024 | GIFT | TIPTREE INC. | 17,863 | 0.00 USD | |
| 01 Jan 2024 | GRANT_AWARD | TIPTREE INC. | 550,000 | 0.00 USD | deriv |
| 07 Jun 2023 | PURCHASE | TIPTREE INC. | 1,600 | 14.27 USD | |
| 13 Mar 2023 | PURCHASE | TIPTREE INC. | 2,900 | 15.00 USD | |
| 10 Aug 2022 | PURCHASE | TIPTREE INC. | 1,916 | 11.99 USD | |
| 01 Jun 2022 | PURCHASE | TIPTREE INC. | 400 | 10.59 USD |
1 purchase reported after at least 12 months of silence — most recent on 27 May 2026.