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 |
|---|---|---|---|---|
| DOMINION ENERGY, INC | 170,681.28 | reported | 05 Feb 2019 | tx 87+435,767−564,266 |
| Dominion Midstream Partners, LP | 50,000 | reported | 20 Oct 2014 | tx 1+50,000 |
| SPIRE INC | 7,000 | reported | 08 May 2026 | tx 10+14,965−8,846 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 08 May 2026 | PURCHASE | SPIRE INC | 2,000 | 85.81 USD | first after silence |
| 13 Feb 2026 | OTHER | SPIRE INC | 8,846 | 25.00 USD | |
| 05 Feb 2026 | GRANT_AWARD | SPIRE INC | 1,640 | 85.27 USD | |
| 07 Feb 2025 | GRANT_AWARD | SPIRE INC | 1,750 | 71.38 USD | |
| 02 Dec 2024 | PURCHASE | SPIRE INC | 1,000 | 73.61 USD | |
| 02 Aug 2024 | PURCHASE | SPIRE INC | 500 | 66.13 USD | |
| 05 Feb 2024 | GRANT_AWARD | SPIRE INC | 2,150 | 58.03 USD | |
| 05 Feb 2024 | PURCHASE | SPIRE INC | 425 | 58.66 USD | |
| 20 Nov 2023 | PURCHASE | SPIRE INC | 500 | 60.95 USD | |
| 17 Aug 2023 | PURCHASE | SPIRE INC | 5,000 | 59.27 USD | first after silence |
| 05 Feb 2019 | GRANT_AWARD | DOMINION ENERGY, INC | 11,887 | 0.00 USD | |
| 01 Feb 2019 | TAX_WITHHOLDING | DOMINION ENERGY, INC | 5,406 | 70.97 USD | |
| 28 Jan 2019 | GRANT_AWARD | DOMINION ENERGY, INC | 12,460 | 0.00 USD | |
| 31 Jan 2018 | GRANT_AWARD | DOMINION ENERGY, INC | 11,186 | 0.00 USD | |
| 01 Feb 2018 | TAX_WITHHOLDING | DOMINION ENERGY, INC | 4,275 | 75.90 USD | |
| 03 Feb 2017 | GRANT_AWARD | DOMINION ENERGY, INC | 11,925 | 0.00 USD | |
| 01 Feb 2017 | TAX_WITHHOLDING | DOMINION ENERGY, INC | 4,218 | 71.85 USD | |
| 03 Feb 2016 | GRANT_AWARD | DOMINION ENERGY, INC | 11,985 | 0.00 USD | |
| 01 Feb 2016 | TAX_WITHHOLDING | DOMINION ENERGY, INC | 5,494 | 70.18 USD | |
| 22 Dec 2015 | TAX_WITHHOLDING | DOMINION ENERGY, INC | 147 | 67.14 USD | |
| 20 Dec 2015 | GRANT_AWARD | DOMINION ENERGY, INC | 307 | 0.00 USD | |
| 20 Dec 2015 | TAX_WITHHOLDING | DOMINION ENERGY, INC | 15,134 | 66.90 USD | |
| 01 Oct 2015 | TAX_WITHHOLDING | DOMINION ENERGY, INC | 3,012 | 69.16 USD | |
| 20 Sept 2015 | GRANT_AWARD | DOMINION ENERGY, INC | 294 | 0.00 USD | |
| 20 Jun 2015 | GRANT_AWARD | DOMINION ENERGY, INC | 296 | 0.00 USD |
2 purchases reported after at least 12 months of silence — most recent on 08 May 2026.