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 |
|---|---|---|---|---|
| DT Midstream, Inc. | 89,732 | reported | 15 May 2026 | tx 61+320,590.61−211,036.14 |
| DTE ENERGY CO | 15,534.39 | reported | 03 Feb 2019 | tx 8+9,492−7,044 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 May 2026 | PURCHASE | DT Midstream, Inc. | 150 | 147.73 USD | |
| 04 May 2026 | EXERCISE | DT Midstream, Inc. | 16,109 | — | |
| 04 May 2026 | TAX_WITHHOLDING | DT Midstream, Inc. | 16,109 | 138.70 USD | |
| 04 May 2026 | EXERCISE | DT Midstream, Inc. | 13,209.2 | 0.00 USD | deriv |
| 25 Feb 2026 | PURCHASE | DT Midstream, Inc. | 185 | 136.33 USD | |
| 20 Feb 2026 | GRANT_AWARD | DT Midstream, Inc. | 5,287 | 0.00 USD | deriv |
| 17 Feb 2026 | GRANT_AWARD | DT Midstream, Inc. | 35,628 | 0.00 USD | |
| 17 Feb 2026 | TAX_WITHHOLDING | DT Midstream, Inc. | 15,919 | 132.65 USD | |
| 01 Feb 2026 | TAX_WITHHOLDING | DT Midstream, Inc. | 2,326 | 126.02 USD | |
| 01 Feb 2026 | EXERCISE | DT Midstream, Inc. | 7,634.78 | — | |
| 01 Feb 2026 | EXERCISE | DT Midstream, Inc. | 6,769 | 0.00 USD | deriv |
| 07 Aug 2025 | PURCHASE | DT Midstream, Inc. | 150 | 104.38 USD | |
| 02 Aug 2025 | TAX_WITHHOLDING | DT Midstream, Inc. | 28,861 | 105.61 USD | |
| 02 Aug 2025 | EXERCISE | DT Midstream, Inc. | 28,861 | — | |
| 02 Aug 2025 | EXERCISE | DT Midstream, Inc. | 24,166.5 | 0.00 USD | deriv |
| 09 May 2025 | PURCHASE | DT Midstream, Inc. | 65 | 100.15 USD | |
| 03 Mar 2025 | PURCHASE | DT Midstream, Inc. | 170 | 96.69 USD | |
| 25 Feb 2025 | TAX_WITHHOLDING | DT Midstream, Inc. | 8,283 | 95.80 USD | |
| 25 Feb 2025 | GRANT_AWARD | DT Midstream, Inc. | 27,793 | 0.00 USD | |
| 25 Feb 2025 | GRANT_AWARD | DT Midstream, Inc. | 5,111 | 0.00 USD | deriv |
| 04 Feb 2025 | EXERCISE | DT Midstream, Inc. | 5,955 | — | |
| 04 Feb 2025 | TAX_WITHHOLDING | DT Midstream, Inc. | 5,955 | 101.32 USD | |
| 04 Feb 2025 | EXERCISE | DT Midstream, Inc. | 5,955 | 0.00 USD | deriv |
| 24 Dec 2024 | GRANT_AWARD | DT Midstream, Inc. | 3,530 | 0.00 USD | deriv |
| 09 Aug 2024 | PURCHASE | DT Midstream, Inc. | 200 | 74.22 USD |