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 |
|---|---|---|---|---|
| Hercules Capital, Inc. | 14,050 | reported | 26 Mar 2026 | tx 50+69,829−24,459 |
| Guidance Software, Inc. | 0 | reported | 14 Sept 2017 | tx 5+46,532−46,532 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 26 Mar 2026 | PURCHASE | Hercules Capital, Inc. | 7,317 | 14.35 USD | |
| 25 Feb 2026 | PURCHASE | Hercules Capital, Inc. | 3,300 | 14.98 USD | |
| 18 Jun 2025 | OTHER | Hercules Capital, Inc. | 5,999 | 0.00 USD | |
| 18 Jun 2025 | GRANT_AWARD | Hercules Capital, Inc. | 5,999 | 0.00 USD | |
| 18 Jun 2025 | GRANT_AWARD | Hercules Capital, Inc. | 3,329 | 18.02 USD | |
| 08 May 2025 | PURCHASE | Hercules Capital, Inc. | 5,999 | 17.49 USD | |
| 08 May 2025 | GRANT_AWARD | Hercules Capital, Inc. | 5,645 | 0.00 USD | |
| 08 May 2025 | OTHER | Hercules Capital, Inc. | 5,645 | 0.00 USD | |
| 06 Aug 2024 | GRANT_AWARD | Hercules Capital, Inc. | 1,596 | 0.00 USD | |
| 06 Aug 2024 | PURCHASE | Hercules Capital, Inc. | 5,645 | 18.54 USD | first after silence |
| 06 Aug 2024 | OTHER | Hercules Capital, Inc. | 1,596 | 0.00 USD | |
| 22 Nov 2023 | GRANT_AWARD | Hercules Capital, Inc. | 5,744 | 0.00 USD | |
| 22 Nov 2023 | GRANT_AWARD | Hercules Capital, Inc. | 499 | 15.56 USD | |
| 22 Nov 2023 | GRANT_AWARD | Hercules Capital, Inc. | 91 | 15.87 USD | |
| 22 Nov 2023 | OTHER | Hercules Capital, Inc. | 5,744 | 0.00 USD | |
| 08 Sept 2023 | GRANT_AWARD | Hercules Capital, Inc. | 5,656 | 15.90 USD | |
| 25 Aug 2023 | GRANT_AWARD | Hercules Capital, Inc. | 296 | 16.45 USD | |
| 25 Aug 2023 | GRANT_AWARD | Hercules Capital, Inc. | 1,667 | 0.00 USD | |
| 25 Aug 2023 | GRANT_AWARD | Hercules Capital, Inc. | 88 | 16.41 USD | |
| 25 Aug 2023 | OTHER | Hercules Capital, Inc. | 1,667 | 0.00 USD | |
| 23 May 2023 | OTHER | Hercules Capital, Inc. | 138 | 0.00 USD | |
| 23 May 2023 | GRANT_AWARD | Hercules Capital, Inc. | 162 | 13.09 USD | |
| 23 May 2023 | GRANT_AWARD | Hercules Capital, Inc. | 138 | 0.00 USD | |
| 23 May 2023 | GRANT_AWARD | Hercules Capital, Inc. | 276 | 13.91 USD | |
| 17 Mar 2023 | PURCHASE | Hercules Capital, Inc. | 4,000 | 11.95 USD |
1 purchase reported after at least 12 months of silence — most recent on 06 Aug 2024.