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 |
|---|---|---|---|---|
| ALLEGRO MICROSYSTEMS, INC. | 12,805 | reported | 14 May 2026 | tx 8+29,516−16,711 |
| V2X, Inc. | 10,760 | reported | 10 Mar 2023 | tx 34+59,272−19,264 |
| ONTO INNOVATION INC. | 3,684 | reported | 20 May 2026 | tx 3+3,684 |
| Crane Co | 2,605 | reported | 27 Apr 2026 | tx 6+2,747 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 May 2026 | GRANT_AWARD | ONTO INNOVATION INC. | 761 | 0.00 USD | |
| 14 May 2026 | SALE | ALLEGRO MICROSYSTEMS, INC. | 16,711 | 45.46 USD | |
| 27 Apr 2026 | GRANT_AWARD | Crane Co | 874 | 0.00 USD | deriv |
| 29 Jan 2026 | PURCHASE | Crane Co | 50 | 177.55 USD | |
| 29 Jan 2026 | PURCHASE | Crane Co | 100 | 184.56 USD | first after silence |
| 07 Aug 2025 | GRANT_AWARD | ALLEGRO MICROSYSTEMS, INC. | 5,932 | 0.00 USD | |
| 21 May 2025 | GRANT_AWARD | ONTO INNOVATION INC. | 2,114 | 0.00 USD | |
| 28 Apr 2025 | GRANT_AWARD | Crane Co | 3 | 0.00 USD | deriv |
| 28 Apr 2025 | GRANT_AWARD | Crane Co | 1,009 | 0.00 USD | deriv |
| 08 Aug 2024 | GRANT_AWARD | ALLEGRO MICROSYSTEMS, INC. | 6,873 | 26.92 USD | |
| 05 Aug 2024 | GRANT_AWARD | Crane Co | 711 | 0.00 USD | deriv |
| 22 May 2024 | GRANT_AWARD | ONTO INNOVATION INC. | 809 | 0.00 USD | |
| 14 Nov 2023 | PURCHASE | ALLEGRO MICROSYSTEMS, INC. | 350 | 27.37 USD | |
| 03 Aug 2023 | GRANT_AWARD | ALLEGRO MICROSYSTEMS, INC. | 3,838 | 0.00 USD | |
| 10 Mar 2023 | TAX_WITHHOLDING | V2X, Inc. | 835 | 39.96 USD | |
| 10 Mar 2023 | EXERCISE | V2X, Inc. | 2,771 | — | |
| 10 Mar 2023 | EXERCISE | V2X, Inc. | 2,771 | 0.00 USD | deriv |
| 10 Mar 2023 | GRANT_AWARD | V2X, Inc. | 12,314 | 0.00 USD | deriv |
| 10 Mar 2023 | GRANT_AWARD | V2X, Inc. | 10,155 | 0.00 USD | deriv |
| 05 Mar 2023 | TAX_WITHHOLDING | V2X, Inc. | 426 | 46.75 USD | |
| 05 Mar 2023 | EXERCISE | V2X, Inc. | 1,413 | — | |
| 04 Mar 2023 | EXERCISE | V2X, Inc. | 1,287 | — | |
| 04 Mar 2023 | TAX_WITHHOLDING | V2X, Inc. | 387 | 46.75 USD | |
| 05 Mar 2023 | EXERCISE | V2X, Inc. | 1,413 | 0.00 USD | deriv |
| 04 Mar 2023 | EXERCISE | V2X, Inc. | 1,287 | 0.00 USD | deriv |
1 purchase reported after at least 12 months of silence — most recent on 29 Jan 2026.