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 |
|---|---|---|---|---|
| FIVE STAR BANCORP | 13,118 | reported | 29 Jan 2026 | tx 11+13,118 |
| Venoco, Inc. | 2,921 | reported | 03 Oct 2012 | tx 5+42,751−42,751 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 29 Jan 2026 | GRANT_AWARD | FIVE STAR BANCORP | 974 | 0.00 USD | |
| 01 May 2025 | GRANT_AWARD | FIVE STAR BANCORP | 68 | 0.00 USD | |
| 13 Mar 2025 | PURCHASE | FIVE STAR BANCORP | 2,650 | 28.43 USD | |
| 29 Jan 2025 | GRANT_AWARD | FIVE STAR BANCORP | 1,165 | 0.00 USD | |
| 28 Mar 2024 | PURCHASE | FIVE STAR BANCORP | 2,298 | 21.75 USD | |
| 07 Feb 2024 | GRANT_AWARD | FIVE STAR BANCORP | 1,638 | 0.00 USD | |
| 27 Apr 2023 | PURCHASE | FIVE STAR BANCORP | 500 | 21.11 USD | |
| 02 Feb 2023 | GRANT_AWARD | FIVE STAR BANCORP | 1,262 | 0.00 USD | |
| 19 May 2022 | PURCHASE | FIVE STAR BANCORP | 1,000 | 25.15 USD | |
| 07 Feb 2022 | PURCHASE | FIVE STAR BANCORP | 300 | 30.98 USD | |
| 20 Jan 2022 | GRANT_AWARD | FIVE STAR BANCORP | 1,263 | 0.00 USD | |
| 03 Oct 2012 | OTHER | Venoco, Inc. | 2,921 | 12.50 USD | |
| 03 Oct 2012 | OTHER | Venoco, Inc. | 39,830 | 12.50 USD | |
| 23 Feb 2011 | GRANT_AWARD | Venoco, Inc. | 10,317 | 0.00 USD | |
| 03 Feb 2010 | GRANT_AWARD | Venoco, Inc. | 20,752 | 0.00 USD | |
| 03 Feb 2009 | GRANT_AWARD | Venoco, Inc. | 11,682 | 0.00 USD |