Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 13 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 |
|---|---|---|---|---|
| Hagerty, Inc. | 68,648 | reported | 15 May 2026 | tx 10+54,777 |
| Skyward Specialty Insurance Group, Inc. | 14,177 | reported | 21 May 2026 | tx 16+22,610−4,576 |
| RYAN SPECIALTY HOLDINGS, INC. | 10,072 | reported | 28 Apr 2026 | tx 4+10,072 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 May 2026 | PURCHASE | Skyward Specialty Insurance Group, Inc. | 200 | 47.00 USD | |
| 21 May 2026 | PURCHASE | Skyward Specialty Insurance Group, Inc. | 800 | 47.00 USD | |
| 21 May 2026 | PURCHASE | Skyward Specialty Insurance Group, Inc. | 1,000 | 47.20 USD | |
| 15 May 2026 | PURCHASE | Hagerty, Inc. | 9,500 | 10.46 USD | |
| 07 May 2026 | EXERCISE | Skyward Specialty Insurance Group, Inc. | 1,797 | — | |
| 06 May 2026 | GRANT_AWARD | Skyward Specialty Insurance Group, Inc. | 3,334 | 0.00 USD | deriv |
| 07 May 2026 | EXERCISE | Skyward Specialty Insurance Group, Inc. | 1,797 | 0.00 USD | deriv |
| 28 Apr 2026 | GRANT_AWARD | RYAN SPECIALTY HOLDINGS, INC. | 5,757 | 0.00 USD | |
| 12 Mar 2026 | PURCHASE | Hagerty, Inc. | 4,000 | 9.50 USD | |
| 03 Mar 2026 | PURCHASE | Hagerty, Inc. | 15,000 | 10.72 USD | |
| 03 Mar 2026 | PURCHASE | Skyward Specialty Insurance Group, Inc. | 1,000 | 48.13 USD | |
| 02 Mar 2026 | PURCHASE | Skyward Specialty Insurance Group, Inc. | 2,000 | 48.79 USD | |
| 27 Feb 2026 | PURCHASE | Skyward Specialty Insurance Group, Inc. | 2,000 | 46.88 USD | |
| 05 Sept 2025 | PURCHASE | Hagerty, Inc. | 1,000 | 11.62 USD | |
| 30 May 2025 | GRANT_AWARD | RYAN SPECIALTY HOLDINGS, INC. | 2,323 | 0.00 USD | |
| 14 May 2025 | PURCHASE | Hagerty, Inc. | 1,000 | 9.75 USD | |
| 12 May 2025 | PURCHASE | Hagerty, Inc. | 2,000 | 9.44 USD | |
| 12 May 2025 | PURCHASE | RYAN SPECIALTY HOLDINGS, INC. | 300 | 70.37 USD | |
| 09 May 2025 | EXERCISE | Skyward Specialty Insurance Group, Inc. | 2,779 | — | |
| 07 May 2025 | GRANT_AWARD | Skyward Specialty Insurance Group, Inc. | 1,797 | 0.00 USD | deriv |
| 09 May 2025 | EXERCISE | Skyward Specialty Insurance Group, Inc. | 2,779 | 0.00 USD | deriv |
| 01 Apr 2025 | GRANT_AWARD | Hagerty, Inc. | 13,828 | 0.00 USD | |
| 11 Mar 2025 | PURCHASE | Hagerty, Inc. | 1,135 | 9.53 USD | |
| 10 Mar 2025 | PURCHASE | Hagerty, Inc. | 865 | 9.68 USD | first after silence |
| 01 Oct 2024 | GRANT_AWARD | Hagerty, Inc. | 6,449 | 0.00 USD |
1 purchase reported after at least 12 months of silence — most recent on 10 Mar 2025.