Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Repay Holdings Corp | 1,670,070 | reported | 12 Jun 2025 | tx 12+367,114 |
| HUNTINGTON BANCSHARES INC /MD/ | 280,382 | reported | 01 May 2019 | tx 27+291,726 |
| BLACKBAUD INC | 86,738 | reported | 05 Aug 2019 | tx 25+86,866 |
| FISERV INC | 72,680 | reported | 27 Feb 2012 | tx 26+484,680−184,896 |
| BILL Holdings, Inc. | 34,081 | reported | 05 Dec 2024 | tx 27+109,285−167,415 |
| MANHATTAN ASSOCIATES INC | 18,263 | reported | 19 May 2011 | tx 22+40,852−89 |
| AKAMAI TECHNOLOGIES INC | 3,079 | reported | 18 May 2012 | tx 59+221,571−71,564 |
| CHECKFREE CORP \GA\ | 0 | reported | 03 Dec 2007 | tx 111+727,168−7,067,287 |
| indie Semiconductor, Inc. | 0 | reported | 13 Jun 2024 | tx 20+1,252,860−126,430 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 buys in history.
4 purchases reported after at least 12 months of silence — most recent on 16 Jun 2022.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 12 Jun 2025 | GRANT_AWARD | Repay Holdings Corp | 50,000 | 0.00 USD | |
| 05 Dec 2024 | EXERCISE | BILL Holdings, Inc. | 2,883 | — | |
| 05 Dec 2024 | GRANT_AWARD | BILL Holdings, Inc. | 2,095 | 0.00 USD | deriv |
| 05 Dec 2024 | EXERCISE | BILL Holdings, Inc. | 2,883 | 0.00 USD | deriv |
| 13 Jun 2024 | EXERCISE | indie Semiconductor, Inc. | 18,919 | 0.00 USD | |
| 13 Jun 2024 | EXERCISE | indie Semiconductor, Inc. | 18,919 | 0.00 USD | deriv |
| 10 Jun 2024 | EXERCISE | indie Semiconductor, Inc. | 25,000 | 0.00 USD | |
| 10 Jun 2024 | EXERCISE | indie Semiconductor, Inc. | 25,000 | 0.00 USD | deriv |
| 01 Jun 2024 | EXERCISE | indie Semiconductor, Inc. | 2,812 | 0.00 USD | |
| 01 Jun 2024 | GRANT_AWARD | indie Semiconductor, Inc. | 2,812 | 0.00 USD | deriv |
| 01 Jun 2024 | EXERCISE | indie Semiconductor, Inc. | 2,812 | 0.00 USD | deriv |
| 30 May 2024 | GRANT_AWARD | Repay Holdings Corp | 25,773 | 0.00 USD | |
| 01 Mar 2024 | EXERCISE | indie Semiconductor, Inc. | 2,734 | 0.00 USD | |
| 01 Mar 2024 | EXERCISE | indie Semiconductor, Inc. | 2,734 | 0.00 USD | deriv |
| 01 Mar 2024 | GRANT_AWARD | indie Semiconductor, Inc. | 2,734 | 0.00 USD | deriv |
| 07 Dec 2023 | EXERCISE | BILL Holdings, Inc. | 1,733 | — | |
| 07 Dec 2023 | GRANT_AWARD | BILL Holdings, Inc. | 2,883 | 0.00 USD | deriv |
| 07 Dec 2023 | EXERCISE | BILL Holdings, Inc. | 1,733 | 0.00 USD | deriv |
| 10 Dec 2021 | GRANT_AWARD | indie Semiconductor, Inc. | 1,000,000 | 0.00 USD | |
| 22 Jun 2023 | EXERCISE | indie Semiconductor, Inc. | 26,965 | — | |
| 22 Jun 2023 | GRANT_AWARD | indie Semiconductor, Inc. | 18,919 | 0.00 USD | deriv |
| 22 Jun 2023 | EXERCISE | indie Semiconductor, Inc. | 26,965 | 0.00 USD | deriv |
| 14 Jun 2023 | GRANT_AWARD | Repay Holdings Corp | 33,738 | 0.00 USD | |
| 10 Jun 2023 | EXERCISE | indie Semiconductor, Inc. | 25,000 | — | |
| 10 Jun 2023 | EXERCISE | indie Semiconductor, Inc. | 25,000 | 0.00 USD | deriv |