Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 9 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 |
|---|---|---|---|---|
| Global Self Storage, Inc. | 92,027 | reported | 24 Mar 2026 | tx 33+100,602−6,661 |
| CHARTWELL DIVIDEND & INCOME FUND INC | 100 | reported | 20 Nov 2020 | tx 1+100 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 24 Mar 2026 | GRANT_AWARD | Global Self Storage, Inc. | 5,527 | 5.08 USD | |
| 24 Mar 2026 | GRANT_AWARD | Global Self Storage, Inc. | 5,527 | 5.10 USD | |
| 02 Dec 2025 | PURCHASE | Global Self Storage, Inc. | 446 | 5.05 USD | first after silence |
| 25 Mar 2025 | GRANT_AWARD | Global Self Storage, Inc. | 5,527 | 5.08 USD | |
| 25 Mar 2025 | GRANT_AWARD | Global Self Storage, Inc. | 5,527 | 4.32 USD | |
| 24 May 2024 | PURCHASE | Global Self Storage, Inc. | 529 | 4.91 USD | |
| 24 May 2024 | PURCHASE | Global Self Storage, Inc. | 10 | 4.86 USD | |
| 25 Mar 2024 | GRANT_AWARD | Global Self Storage, Inc. | 5,527 | 4.32 USD | |
| 25 Mar 2024 | GRANT_AWARD | Global Self Storage, Inc. | 1,512 | 4.32 USD | |
| 25 Mar 2024 | GRANT_AWARD | Global Self Storage, Inc. | 16,422 | 4.32 USD | |
| 17 Nov 2023 | PURCHASE | Global Self Storage, Inc. | 1,000 | 4.80 USD | |
| 12 May 2023 | PURCHASE | Global Self Storage, Inc. | 100 | 5.08 USD | |
| 15 May 2023 | PURCHASE | Global Self Storage, Inc. | 460 | 5.08 USD | |
| 27 Mar 2023 | GRANT_AWARD | Global Self Storage, Inc. | 913 | 5.52 USD | |
| 27 Mar 2023 | GRANT_AWARD | Global Self Storage, Inc. | 5,527 | 5.11 USD | |
| 16 Nov 2022 | PURCHASE | Global Self Storage, Inc. | 11 | 5.25 USD | first after silence |
| 17 Nov 2022 | PURCHASE | Global Self Storage, Inc. | 113 | 5.25 USD | |
| 17 Nov 2022 | PURCHASE | Global Self Storage, Inc. | 24 | 5.25 USD | |
| 28 Mar 2022 | GRANT_AWARD | Global Self Storage, Inc. | 3,500 | 5.52 USD | |
| 25 Mar 2021 | GRANT_AWARD | Global Self Storage, Inc. | 3,500 | 4.51 USD | |
| 25 Mar 2021 | OTHER | Global Self Storage, Inc. | 3,048 | 0.00 USD | |
| 25 Mar 2021 | GRANT_AWARD | Global Self Storage, Inc. | 10,400 | 4.51 USD | |
| 20 Nov 2020 | PURCHASE | CHARTWELL DIVIDEND & INCOME FUND INC | 100 | 9.99 USD | |
| 20 Nov 2020 | PURCHASE | Global Self Storage, Inc. | 100 | 3.99 USD | |
| 20 Nov 2020 | PURCHASE | Global Self Storage, Inc. | 400 | 3.99 USD |
2 purchases reported after at least 12 months of silence — most recent on 02 Dec 2025.