Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 7 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 |
|---|---|---|---|---|
| NCR Voyix Corp | 37,533 | reported | 02 May 2023 | tx 6+37,533 |
| AFLAC INC | 21,022 | reported | 04 May 2026 | tx 9+20,563 |
| Covista Inc. | 17,481 | reported | 13 Nov 2025 | tx 21+23,045−5,564 |
| JACOBS SOLUTIONS INC. | 12,958 | reported | 29 Jan 2026 | tx 8+12,236 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 04 May 2026 | GRANT_AWARD | AFLAC INC | 1,721 | 0.00 USD | |
| 29 Jan 2026 | GRANT_AWARD | JACOBS SOLUTIONS INC. | 1,468 | 136.29 USD | |
| 12 Nov 2025 | GRANT_AWARD | Covista Inc. | 1,445 | 96.86 USD | |
| 13 Nov 2025 | TAX_WITHHOLDING | Covista Inc. | 425 | 96.26 USD | |
| 05 May 2025 | GRANT_AWARD | AFLAC INC | 1,703 | 0.00 USD | |
| 30 Jan 2025 | GRANT_AWARD | JACOBS SOLUTIONS INC. | 1,359 | 139.82 USD | |
| 08 Nov 2024 | TAX_WITHHOLDING | Covista Inc. | 693 | 91.23 USD | |
| 13 Nov 2024 | GRANT_AWARD | Covista Inc. | 1,560 | 89.85 USD | |
| 06 May 2024 | GRANT_AWARD | AFLAC INC | 2,125 | 0.00 USD | |
| 25 Jan 2024 | GRANT_AWARD | JACOBS SOLUTIONS INC. | 1,401 | 135.71 USD | |
| 08 Nov 2023 | GRANT_AWARD | Covista Inc. | 2,530 | 55.32 USD | |
| 09 Nov 2023 | TAX_WITHHOLDING | Covista Inc. | 814 | 55.19 USD | |
| 02 May 2023 | GRANT_AWARD | NCR Voyix Corp | 10,761 | 20.91 USD | |
| 01 May 2023 | GRANT_AWARD | AFLAC INC | 2,346 | 0.00 USD | |
| 25 Jan 2023 | GRANT_AWARD | JACOBS SOLUTIONS INC. | 1,559 | 121.90 USD | |
| 09 Nov 2022 | GRANT_AWARD | Covista Inc. | 2,930 | 42.69 USD | |
| 10 Nov 2022 | TAX_WITHHOLDING | Covista Inc. | 1,024 | 42.91 USD | |
| 03 May 2022 | GRANT_AWARD | AFLAC INC | 2,849 | 0.00 USD | |
| 02 May 2022 | GRANT_AWARD | NCR Voyix Corp | 6,479 | 34.73 USD | |
| 10 Feb 2022 | PURCHASE | Covista Inc. | 25 | 24.85 USD | |
| 11 Feb 2022 | PURCHASE | Covista Inc. | 75 | 24.43 USD | |
| 26 Jan 2022 | GRANT_AWARD | JACOBS SOLUTIONS INC. | 1,512 | 125.68 USD | |
| 02 Dec 2021 | PURCHASE | Covista Inc. | 50 | 29.06 USD | |
| 17 Nov 2021 | TAX_WITHHOLDING | Covista Inc. | 1,213 | 31.73 USD | |
| 12 Nov 2021 | PURCHASE | Covista Inc. | 50 | 32.99 USD |