Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 22 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 |
|---|---|---|---|---|
| Shift4 Payments, Inc. | 1,787,455 | reported | 12 May 2026 | tx 105+45,178,690−86,621,624 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 11 May 2026 | PURCHASE | Shift4 Payments, Inc. | 195,500 | 41.41 USD | |
| 12 May 2026 | PURCHASE | Shift4 Payments, Inc. | 193,000 | 40.66 USD | |
| 17 Mar 2026 | GIFT | Shift4 Payments, Inc. | 1,600 | 0.00 USD | |
| 10 Mar 2026 | PURCHASE | Shift4 Payments, Inc. | 43,827 | 45.75 USD | |
| 02 Mar 2026 | PURCHASE | Shift4 Payments, Inc. | 45,693 | 43.83 USD | |
| 26 Feb 2026 | PURCHASE | Shift4 Payments, Inc. | 136,993 | 48.38 USD | |
| 27 Feb 2026 | PURCHASE | Shift4 Payments, Inc. | 159,244 | 44.15 USD | |
| 07 Feb 2026 | GRANT_AWARD | Shift4 Payments, Inc. | 85,911 | — | |
| 07 Feb 2026 | OTHER | Shift4 Payments, Inc. | 85,911 | — | |
| 07 Feb 2026 | GRANT_AWARD | Shift4 Payments, Inc. | 85,911 | — | |
| 07 Feb 2026 | OTHER | Shift4 Payments, Inc. | 19,801,028 | — | |
| 07 Feb 2026 | CONVERSION | Shift4 Payments, Inc. | 19,801,028 | — | |
| 07 Feb 2026 | OTHER | Shift4 Payments, Inc. | 951,487 | — | |
| 07 Feb 2026 | GRANT_AWARD | Shift4 Payments, Inc. | 951,487 | — | |
| 07 Feb 2026 | OTHER | Shift4 Payments, Inc. | 85,911 | — | |
| 07 Feb 2026 | GRANT_AWARD | Shift4 Payments, Inc. | 423,296 | — | deriv |
| 07 Feb 2026 | CONVERSION | Shift4 Payments, Inc. | 19,801,028 | 0.00 USD | deriv |
| 09 Dec 2025 | TAX_WITHHOLDING | Shift4 Payments, Inc. | 54,137 | 68.88 USD | |
| 08 Dec 2025 | GRANT_AWARD | Shift4 Payments, Inc. | 127,620 | 0.00 USD | |
| 08 Dec 2025 | GIFT | Shift4 Payments, Inc. | 130,257 | 0.00 USD | |
| 08 Sept 2025 | GIFT | Shift4 Payments, Inc. | 28,523 | 0.00 USD | |
| 08 Sept 2025 | GIFT | Shift4 Payments, Inc. | 56,818 | 0.00 USD | |
| 11 Aug 2025 | PURCHASE | Shift4 Payments, Inc. | 104,705 | 83.61 USD | |
| 08 Aug 2025 | PURCHASE | Shift4 Payments, Inc. | 91,721 | 81.90 USD | first after silence |
| 12 Jun 2025 | GIFT | Shift4 Payments, Inc. | 8,466 | 0.00 USD |
2 purchases reported after at least 12 months of silence — most recent on 08 Aug 2025.