Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 8 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 |
|---|---|---|---|---|
| Cadre Holdings, Inc. | 9,917,039 | reported | 23 Mar 2026 | tx 108+4,875,939−10,105,962 |
| NET PERCEPTIONS INC | 8,545,871 | reported | 05 Sept 2008 | tx 2+8,504,790 |
| Clarus Corp | 4,444,326 | reported | 06 Aug 2025 | tx 75+13,812,685−2,863,662 |
| Highlands Acquisition Corp | 500,000 | reported | 09 Oct 2007 | tx 2+1,000,000 |
| LANGER INC | 0 | reported | 30 Sept 2009 | tx 14+4,274,051−15,000 |
| ARMOR HOLDINGS INC | 0 | reported | 31 Jul 2007 | tx 20+751,760−3,585,407 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 23 Mar 2026 | SALE | Cadre Holdings, Inc. | 100,000 | 31.93 USD | |
| 20 Mar 2026 | SALE | Cadre Holdings, Inc. | 100,000 | 31.40 USD | |
| 18 Mar 2026 | TAX_WITHHOLDING | Cadre Holdings, Inc. | 4,400 | 32.22 USD | |
| 18 Mar 2026 | EXERCISE | Cadre Holdings, Inc. | 11,180 | — | |
| 18 Mar 2026 | EXERCISE | Cadre Holdings, Inc. | 11,180 | 0.00 USD | deriv |
| 13 Mar 2026 | TAX_WITHHOLDING | Cadre Holdings, Inc. | 4,508 | 31.65 USD | |
| 13 Mar 2026 | TAX_WITHHOLDING | Cadre Holdings, Inc. | 4,941 | 31.65 USD | |
| 13 Mar 2026 | EXERCISE | Cadre Holdings, Inc. | 12,556 | — | |
| 13 Mar 2026 | EXERCISE | Cadre Holdings, Inc. | 11,455 | — | |
| 13 Mar 2026 | EXERCISE | Cadre Holdings, Inc. | 11,455 | 0.00 USD | deriv |
| 13 Mar 2026 | EXERCISE | Cadre Holdings, Inc. | 12,556 | 0.00 USD | deriv |
| 24 Dec 2025 | GIFT | Cadre Holdings, Inc. | 12,250 | 0.00 USD | |
| 17 Nov 2025 | SALE | Cadre Holdings, Inc. | 1,257,038 | 39.00 USD | |
| 17 Nov 2025 | SALE | Cadre Holdings, Inc. | 86,903 | 39.00 USD | |
| 10 Nov 2025 | EXERCISE | Cadre Holdings, Inc. | 2,000,000 | — | |
| 10 Nov 2025 | TAX_WITHHOLDING | Cadre Holdings, Inc. | 787,000 | 43.32 USD | |
| 10 Nov 2025 | EXERCISE | Cadre Holdings, Inc. | 2,000,000 | 0.00 USD | deriv |
| 06 Aug 2025 | PURCHASE | Clarus Corp | 89,000 | 3.23 USD | |
| 05 Aug 2025 | PURCHASE | Clarus Corp | 200,000 | 3.24 USD | |
| 23 Jun 2025 | SALE | Cadre Holdings, Inc. | 25,000 | 32.78 USD | |
| 20 Jun 2025 | PURCHASE | Clarus Corp | 1,005 | 3.50 USD | |
| 23 Jun 2025 | PURCHASE | Clarus Corp | 10,394 | 3.48 USD | |
| 20 Jun 2025 | SALE | Cadre Holdings, Inc. | 50,000 | 33.01 USD | |
| 18 Jun 2025 | SALE | Cadre Holdings, Inc. | 50,000 | 33.95 USD | |
| 03 Jun 2025 | SALE | Cadre Holdings, Inc. | 100,000 | 33.51 USD |
3 purchases reported after at least 12 months of silence — most recent on 06 Sept 2024.