Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 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 |
|---|---|---|---|---|
| Contango ORE, Inc. | 342,311 | reported | 19 Mar 2025 | tx 52+1,132,058−263,581 |
| TALOS ENERGY INC. | 90,343 | reported | 10 Mar 2026 | tx 37+224,755−117,844 |
| CONTANGO OIL & GAS CO | 68,872 | reported | 20 Dec 2013 | tx 7+68,872 |
| STONE ENERGY CORP | 0 | reported | 10 May 2018 | tx 4+15,992−15,992 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 10 Mar 2026 | EXERCISE | TALOS ENERGY INC. | 17,759 | — | |
| 10 Mar 2026 | EXERCISE | TALOS ENERGY INC. | 17,759 | 0.00 USD | deriv |
| 05 Mar 2026 | GRANT_AWARD | TALOS ENERGY INC. | 14,018 | 0.00 USD | deriv |
| 19 Mar 2025 | GRANT_AWARD | Contango ORE, Inc. | 22,900 | 0.00 USD | |
| 10 Mar 2025 | GRANT_AWARD | TALOS ENERGY INC. | 17,759 | 0.00 USD | deriv |
| 05 Mar 2025 | EXERCISE | TALOS ENERGY INC. | 12,510 | — | |
| 05 Mar 2025 | OTHER | TALOS ENERGY INC. | 5,004 | 8.47 USD | |
| 05 Mar 2025 | OTHER | TALOS ENERGY INC. | 12,510 | 0.00 USD | deriv |
| 13 Dec 2024 | PURCHASE | Contango ORE, Inc. | 8,300 | 11.83 USD | |
| 09 Dec 2024 | PURCHASE | Contango ORE, Inc. | 4,999 | 12.04 USD | |
| 06 Dec 2024 | PURCHASE | Contango ORE, Inc. | 4,992 | 11.76 USD | |
| 05 Dec 2024 | PURCHASE | Contango ORE, Inc. | 5,000 | 12.22 USD | first after silence |
| 04 Dec 2024 | GRANT_AWARD | Contango ORE, Inc. | 11,257 | 12.16 USD | |
| 05 Mar 2024 | EXERCISE | TALOS ENERGY INC. | 9,066 | — | |
| 05 Mar 2024 | OTHER | TALOS ENERGY INC. | 3,626 | 13.04 USD | |
| 05 Mar 2024 | EXERCISE | TALOS ENERGY INC. | 9,066 | 0.00 USD | deriv |
| 05 Mar 2024 | GRANT_AWARD | TALOS ENERGY INC. | 12,510 | 0.00 USD | deriv |
| 08 Jan 2024 | GRANT_AWARD | Contango ORE, Inc. | 15,000 | 0.00 USD | |
| 02 Jan 2024 | SALE | Contango ORE, Inc. | 72 | 17.91 USD | |
| 05 Mar 2023 | EXERCISE | TALOS ENERGY INC. | 11,612 | — | |
| 05 Mar 2023 | OTHER | TALOS ENERGY INC. | 4,645 | 15.76 USD | |
| 05 Mar 2023 | EXERCISE | TALOS ENERGY INC. | 11,612 | 0.00 USD | deriv |
| 05 Mar 2023 | GRANT_AWARD | TALOS ENERGY INC. | 9,066 | 0.00 USD | deriv |
| 07 Feb 2023 | GRANT_AWARD | Contango ORE, Inc. | 10,000 | 0.00 USD | |
| 16 Dec 2022 | GRANT_AWARD | Contango ORE, Inc. | 25,000 | 0.00 USD |
6 purchases reported after at least 12 months of silence — most recent on 05 Dec 2024.