Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 36 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 |
|---|---|---|---|---|
| PHYSICIANS FORMULA HOLDINGS, INC. | 2,266,343 | reported | 30 Dec 2008 | tx 1+48,801 |
| LIFETIME BRANDS, INC | 1,454,747 | reported | 26 Sept 2016 | tx 2+771 |
| MOTHERS WORK INC | 684,693 | reported | 29 Dec 2008 | tx 1+4,880 |
| Celsius Holdings, Inc. | 92,181 | reported | 14 Jun 2021 | tx 14+347,195−280,000 |
| NOODLES & Co | 78,982 | reported | 15 May 2024 | tx 22+292,407−398,718 |
| Golub Capital BDC, Inc. | 9,677 | reported | 20 Apr 2010 | tx 1+9,677 |
| ECOLOGY & ENVIRONMENT INC | 4,693 | reported | 02 Aug 2019 | tx 4+5,497 |
| SCHOOL SPECIALTY INC | 3,870 | reported | 18 Jun 2018 | tx 1+3,870 |
| SM&A | 0 | reported | 29 Dec 2008 | tx 1−2,086,414 |
| 1st United Bancorp, Inc. | 0 | reported | 31 Oct 2014 | tx 15+157,000−379,942 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 Aug 2024 | EXERCISE | ALTA EQUIPMENT GROUP INC. | 86,700 | 12.50 USD | |
| 15 Aug 2024 | EXERCISE | ALTA EQUIPMENT GROUP INC. | 14,900 | 10.00 USD | |
| 16 Aug 2024 | EXERCISE | ALTA EQUIPMENT GROUP INC. | 5,600 | 12.50 USD | |
| 15 Aug 2024 | EXERCISE | ALTA EQUIPMENT GROUP INC. | 104 | 0.00 USD | deriv |
| 15 Aug 2024 | EXERCISE | ALTA EQUIPMENT GROUP INC. | 54 | 0.00 USD | deriv |
| 15 Aug 2024 | EXERCISE | ALTA EQUIPMENT GROUP INC. | 763 | 0.00 USD | deriv |
| 15 Aug 2024 | EXERCISE | ALTA EQUIPMENT GROUP INC. | 95 | 0.00 USD | deriv |
| 16 Aug 2024 | EXERCISE | ALTA EQUIPMENT GROUP INC. | 56 | 0.00 USD | deriv |
| 02 Aug 2024 | PURCHASE | ALTA EQUIPMENT GROUP INC. | 54,200 | 9.14 USD | |
| 01 Aug 2024 | PURCHASE | ALTA EQUIPMENT GROUP INC. | 40,014 | 10.23 USD | |
| 31 Jul 2024 | PURCHASE | ALTA EQUIPMENT GROUP INC. | 75,486 | 10.35 USD | |
| 29 Jul 2024 | SALE | ALTA EQUIPMENT GROUP INC. | 50 | 110.08 USD | deriv |
| 30 Jul 2024 | SALE | ALTA EQUIPMENT GROUP INC. | 100 | 215.00 USD | deriv |
| 10 Jul 2024 | PURCHASE | ALTA EQUIPMENT GROUP INC. | 179,414 | 8.05 USD | first after silence |
| 15 May 2024 | OTHER | NOODLES & Co | 27,027 | 0.00 USD | |
| 20 Oct 2023 | EXERCISE | SUPERIOR INDUSTRIES INTERNATIONAL INC | 32,300 | 5.00 USD | |
| 20 Oct 2023 | EXERCISE | SUPERIOR INDUSTRIES INTERNATIONAL INC | 323 | 0.00 USD | deriv |
| 08 Sept 2023 | EXERCISE | SUPERIOR INDUSTRIES INTERNATIONAL INC | 15,000 | 5.00 USD | |
| 08 Sept 2023 | EXERCISE | SUPERIOR INDUSTRIES INTERNATIONAL INC | 150 | 0.00 USD | deriv |
| 05 Sept 2023 | EXERCISE | NOODLES & Co | 100 | 5.00 USD | |
| 05 Sept 2023 | EXERCISE | NOODLES & Co | 1 | 0.00 USD | deriv |
| 28 Aug 2023 | OTHER | NOODLES & Co | 29,569 | 2.79 USD | |
| 29 Aug 2023 | EXERCISE | NOODLES & Co | 2,200 | 5.00 USD | |
| 28 Aug 2023 | EXERCISE | NOODLES & Co | 142,100 | 5.00 USD | |
| 28 Aug 2023 | EXERCISE | NOODLES & Co | 1,290 | 0.00 USD | deriv |
3 purchases reported after at least 12 months of silence — most recent on 10 Jul 2024.