Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 6 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 |
|---|---|---|---|---|
| Vera Therapeutics, Inc. | 14,000 | reported | 14 May 2025 | tx 16+3,410,582−3,021,963 |
| Jade Biosciences, Inc. | 12,500 | reported | 05 Jun 2024 | tx 13+13,083,442−10,565,238 |
| RayzeBio, Inc. | 0 | reported | 26 Feb 2024 | tx 10+2,437,763−4,385,069 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 14 May 2025 | GRANT_AWARD | Vera Therapeutics, Inc. | 14,000 | 0.00 USD | deriv |
| 05 Jun 2024 | GRANT_AWARD | Jade Biosciences, Inc. | 12,500 | 0.00 USD | deriv |
| 15 May 2024 | GRANT_AWARD | Vera Therapeutics, Inc. | 14,000 | 0.00 USD | deriv |
| 21 Mar 2024 | SALE | Vera Therapeutics, Inc. | 21,918 | 44.00 USD | |
| 21 Mar 2024 | SALE | Vera Therapeutics, Inc. | 12,617 | 45.52 USD | |
| 21 Mar 2024 | SALE | Vera Therapeutics, Inc. | 13,718 | 46.18 USD | |
| 21 Mar 2024 | SALE | Vera Therapeutics, Inc. | 32,756 | 43.00 USD | |
| 22 Mar 2024 | SALE | Vera Therapeutics, Inc. | 413,450 | 40.51 USD | |
| 25 Mar 2024 | SALE | Vera Therapeutics, Inc. | 340,000 | 40.50 USD | |
| 26 Feb 2024 | OTHER | RayzeBio, Inc. | 1,209,764 | 62.50 USD | |
| 26 Feb 2024 | OTHER | RayzeBio, Inc. | 1,209,764 | 62.50 USD | |
| 26 Feb 2024 | OTHER | RayzeBio, Inc. | 18,235 | — | deriv |
| 30 Jan 2024 | PURCHASE | Vera Therapeutics, Inc. | 161,290 | 31.00 USD | |
| 02 Jan 2024 | GRANT_AWARD | Jade Biosciences, Inc. | 3,519 | 13.49 USD | deriv |
| 17 Nov 2023 | GRANT_AWARD | RayzeBio, Inc. | 18,235 | 0.00 USD | deriv |
| 19 Sept 2023 | CONVERSION | RayzeBio, Inc. | 973,653 | — | |
| 19 Sept 2023 | PURCHASE | RayzeBio, Inc. | 236,111 | 18.00 USD | first after silence |
| 19 Sept 2023 | PURCHASE | RayzeBio, Inc. | 236,111 | 18.00 USD | |
| 19 Sept 2023 | CONVERSION | RayzeBio, Inc. | 973,653 | — | |
| 19 Sept 2023 | CONVERSION | RayzeBio, Inc. | 973,653 | — | deriv |
| 19 Sept 2023 | CONVERSION | RayzeBio, Inc. | 973,653 | — | deriv |
| 06 Jun 2023 | GRANT_AWARD | Jade Biosciences, Inc. | 12,500 | 0.00 USD | deriv |
| 10 May 2023 | GRANT_AWARD | Vera Therapeutics, Inc. | 20,000 | 0.00 USD | deriv |
| 03 Jan 2023 | GRANT_AWARD | Jade Biosciences, Inc. | 2,627 | 18.08 USD | deriv |
| 21 Jun 2022 | GRANT_AWARD | Jade Biosciences, Inc. | 12,500 | 0.00 USD | deriv |
1 purchase reported after at least 12 months of silence — most recent on 19 Sept 2023.