Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 8 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 |
|---|---|---|---|---|
| STIFEL FINANCIAL CORP | 263,287 | reported | 27 Feb 2026 | tx 257+4,264,213−4,754,111 |
| FutureFuel Corp. | 10,000 | reported | 18 Mar 2026 | tx 7+130,000 |
| ANGELICA CORP /NEW/ | 0 | reported | 04 Aug 2008 | tx 13+15,305−17,114 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 18 Mar 2026 | GRANT_AWARD | FutureFuel Corp. | 10,000 | 0.00 USD | deriv |
| 27 Feb 2026 | GRANT_AWARD | STIFEL FINANCIAL CORP | 39,163 | 74.03 USD | deriv |
| 27 Feb 2026 | GRANT_AWARD | STIFEL FINANCIAL CORP | 27,009 | 74.05 USD | deriv |
| 18 Feb 2026 | EXERCISE | STIFEL FINANCIAL CORP | 73,963 | 0.00 USD | |
| 18 Feb 2026 | TAX_WITHHOLDING | STIFEL FINANCIAL CORP | 32,581 | 120.49 USD | |
| 18 Feb 2026 | GRANT_AWARD | STIFEL FINANCIAL CORP | 92,453 | 0.00 USD | deriv |
| 18 Feb 2026 | EXERCISE | STIFEL FINANCIAL CORP | 73,963 | 0.00 USD | deriv |
| 30 Jan 2026 | EXERCISE | STIFEL FINANCIAL CORP | 12,542 | 0.00 USD | |
| 30 Jan 2026 | TAX_WITHHOLDING | STIFEL FINANCIAL CORP | 5,525 | 126.24 USD | |
| 30 Jan 2026 | EXERCISE | STIFEL FINANCIAL CORP | 12,542 | 0.00 USD | deriv |
| 13 Jan 2026 | TAX_WITHHOLDING | STIFEL FINANCIAL CORP | 21,974 | 125.22 USD | |
| 13 Jan 2026 | EXERCISE | STIFEL FINANCIAL CORP | 52,427 | 0.00 USD | |
| 13 Jan 2026 | EXERCISE | STIFEL FINANCIAL CORP | 52,427 | 0.00 USD | deriv |
| 26 Dec 2025 | GIFT | STIFEL FINANCIAL CORP | 10,000 | 0.00 USD | |
| 08 Dec 2025 | GIFT | STIFEL FINANCIAL CORP | 10,000 | 0.00 USD | |
| 18 Nov 2025 | GRANT_AWARD | FutureFuel Corp. | 5,000 | 0.00 USD | |
| 19 Aug 2025 | OTHER | STIFEL FINANCIAL CORP | 40,000 | 112.90 USD | |
| 15 Aug 2025 | OTHER | STIFEL FINANCIAL CORP | 9,000 | 114.20 USD | |
| 25 Jun 2025 | GIFT | STIFEL FINANCIAL CORP | 10,000 | 0.00 USD | |
| 06 Mar 2025 | GRANT_AWARD | STIFEL FINANCIAL CORP | 45,108 | 98.43 USD | deriv |
| 28 Feb 2025 | EXERCISE | STIFEL FINANCIAL CORP | 13,945 | 0.00 USD | |
| 28 Feb 2025 | TAX_WITHHOLDING | STIFEL FINANCIAL CORP | 6,143 | 104.90 USD | |
| 28 Feb 2025 | EXERCISE | STIFEL FINANCIAL CORP | 13,945 | 0.00 USD | deriv |
| 25 Feb 2025 | OTHER | STIFEL FINANCIAL CORP | 1,840 | 104.01 USD | |
| 03 Feb 2025 | EXERCISE | STIFEL FINANCIAL CORP | 50,168 | 0.00 USD |
3 purchases reported after at least 12 months of silence — most recent on 11 Jun 2024.