Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 7 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 |
|---|---|---|---|---|
| Exzeo Group, Inc. | 127,335 | reported | 09 Mar 2026 | tx 2+12,500 |
| Alight, Inc. / Delaware | 117,219 | reported | 16 Mar 2026 | tx 11+107,219 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 16 Mar 2026 | PURCHASE | Alight, Inc. / Delaware | 30,000 | 0.82 USD | |
| 09 Mar 2026 | PURCHASE | Exzeo Group, Inc. | 2,500 | 15.35 USD | |
| 31 Dec 2025 | GRANT_AWARD | Alight, Inc. / Delaware | 7,051 | 1.95 USD | |
| 26 Nov 2025 | PURCHASE | Alight, Inc. / Delaware | 10,000 | 2.39 USD | |
| 06 Nov 2025 | PURCHASE | Exzeo Group, Inc. | 10,000 | 21.00 USD | |
| 30 Sept 2025 | GRANT_AWARD | Alight, Inc. / Delaware | 4,217 | 3.26 USD | |
| 06 Aug 2025 | PURCHASE | Alight, Inc. / Delaware | 3,000 | 4.40 USD | |
| 07 Aug 2025 | PURCHASE | Alight, Inc. / Delaware | 2,000 | 4.40 USD | |
| 02 Jul 2025 | GRANT_AWARD | Alight, Inc. / Delaware | 33,783 | 0.00 USD | |
| 30 Jun 2025 | GRANT_AWARD | Alight, Inc. / Delaware | 2,429 | 5.66 USD | |
| 31 Mar 2025 | GRANT_AWARD | Alight, Inc. / Delaware | 798 | 5.93 USD | |
| 13 Mar 2025 | PURCHASE | Alight, Inc. / Delaware | 3,000 | 6.25 USD | |
| 10 Mar 2025 | GRANT_AWARD | Alight, Inc. / Delaware | 10,941 | 0.00 USD |