Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 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 |
|---|---|---|---|---|
| Lineage, Inc. | 67,711 | reported | 23 Feb 2026 | tx 5+398,079−3,995 |
| AGREE REALTY CORP | 33,714.748 | reported | 14 May 2026 | tx 25+26,994 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 14 May 2026 | GRANT_AWARD | AGREE REALTY CORP | 2,159 | 0.00 USD | |
| 14 May 2026 | GRANT_AWARD | AGREE REALTY CORP | 2,159 | 75.28 USD | |
| 14 May 2026 | PURCHASE | AGREE REALTY CORP | 750 | 75.09 USD | |
| 23 Feb 2026 | TAX_WITHHOLDING | Lineage, Inc. | 3,995 | 38.30 USD | |
| 23 Feb 2026 | GRANT_AWARD | Lineage, Inc. | 13,756 | 0.00 USD | |
| 05 Sept 2025 | PURCHASE | AGREE REALTY CORP | 750 | 72.84 USD | first after silence |
| 17 Apr 2025 | GRANT_AWARD | Lineage, Inc. | 57,950 | 0.00 USD | |
| 17 Apr 2025 | GRANT_AWARD | Lineage, Inc. | 57,951 | 0.00 USD | deriv |
| 23 Feb 2025 | GRANT_AWARD | AGREE REALTY CORP | 1,648 | 72.83 USD | |
| 23 Feb 2025 | GRANT_AWARD | AGREE REALTY CORP | 1,579 | 0.00 USD | |
| 26 Jul 2024 | GRANT_AWARD | Lineage, Inc. | 268,422 | 0.00 USD | deriv |
| 23 May 2024 | PURCHASE | AGREE REALTY CORP | 1,000 | 58.99 USD | |
| 23 Feb 2024 | GRANT_AWARD | AGREE REALTY CORP | 4,086 | 0.00 USD | |
| 15 Dec 2023 | PURCHASE | AGREE REALTY CORP | 1,700 | 61.17 USD | first after silence |
| 23 Feb 2023 | GRANT_AWARD | AGREE REALTY CORP | 2,457 | 0.00 USD | |
| 23 Feb 2022 | GRANT_AWARD | AGREE REALTY CORP | 2,012 | 62.62 USD | |
| 23 Feb 2022 | GRANT_AWARD | AGREE REALTY CORP | 1,054 | 0.00 USD | |
| 02 Dec 2021 | PURCHASE | AGREE REALTY CORP | 250 | 66.91 USD | |
| 17 Nov 2021 | PURCHASE | AGREE REALTY CORP | 500 | 68.35 USD | |
| 22 Feb 2021 | PURCHASE | AGREE REALTY CORP | 300 | 62.93 USD | |
| 23 Feb 2021 | GRANT_AWARD | AGREE REALTY CORP | 937 | 64.56 USD | |
| 13 May 2020 | PURCHASE | AGREE REALTY CORP | 400 | 58.92 USD | |
| 03 Apr 2020 | PURCHASE | AGREE REALTY CORP | 350 | 57.74 USD | |
| 16 Mar 2020 | PURCHASE | AGREE REALTY CORP | 200 | 60.50 USD | |
| 16 Mar 2020 | PURCHASE | AGREE REALTY CORP | 200 | 61.95 USD |
2 purchases reported after at least 12 months of silence — most recent on 05 Sept 2025.