Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Cole Credit Property Trust II Inc | 190,409 | reported | 01 Mar 2016 | tx 11+140,010−63,410 |
| NETSTREIT Corp. | 171,317 | reported | 08 Mar 2026 | tx 142+1,255,929−750,924 |
| SPIRIT FINANCE CORP | 59,749 | reported | 17 Jul 2013 | tx 3+59,749−59,749 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 11 buys in history.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 08 Mar 2026 | EXERCISE | NETSTREIT Corp. | 4,842 | — | |
| 08 Mar 2026 | TAX_WITHHOLDING | NETSTREIT Corp. | 1,906 | 20.91 USD | |
| 08 Mar 2026 | EXERCISE | NETSTREIT Corp. | 4,842 | 0.00 USD | deriv |
| 28 Feb 2026 | TAX_WITHHOLDING | NETSTREIT Corp. | 7,877 | 20.77 USD | |
| 28 Feb 2026 | GRANT_AWARD | NETSTREIT Corp. | 20,017 | 0.00 USD | |
| 28 Feb 2026 | TAX_WITHHOLDING | NETSTREIT Corp. | 11,033 | 20.77 USD | |
| 28 Feb 2026 | GRANT_AWARD | NETSTREIT Corp. | 28,036 | 0.00 USD | |
| 28 Feb 2026 | TAX_WITHHOLDING | NETSTREIT Corp. | 5,978 | 20.77 USD | |
| 28 Feb 2026 | TAX_WITHHOLDING | NETSTREIT Corp. | 2,792 | 20.77 USD | |
| 28 Feb 2026 | EXERCISE | NETSTREIT Corp. | 15,190 | — | |
| 28 Feb 2026 | EXERCISE | NETSTREIT Corp. | 7,093 | — | |
| 28 Feb 2026 | EXERCISE | NETSTREIT Corp. | 15,190 | 0.00 USD | deriv |
| 28 Feb 2026 | EXERCISE | NETSTREIT Corp. | 7,093 | 0.00 USD | deriv |
| 26 Feb 2026 | TAX_WITHHOLDING | NETSTREIT Corp. | 10,780 | 20.61 USD | |
| 26 Feb 2026 | EXERCISE | NETSTREIT Corp. | 27,394 | — | |
| 26 Feb 2026 | TAX_WITHHOLDING | NETSTREIT Corp. | 7,005 | 20.61 USD | |
| 26 Feb 2026 | EXERCISE | NETSTREIT Corp. | 17,801 | — | |
| 26 Feb 2026 | EXERCISE | NETSTREIT Corp. | 27,394 | 0.00 USD | deriv |
| 26 Feb 2026 | EXERCISE | NETSTREIT Corp. | 17,801 | 0.00 USD | deriv |
| 16 Feb 2026 | EXERCISE | NETSTREIT Corp. | 11,762 | — | |
| 16 Feb 2026 | TAX_WITHHOLDING | NETSTREIT Corp. | 4,713 | 20.20 USD | |
| 16 Feb 2026 | EXERCISE | NETSTREIT Corp. | 23,081 | — | |
| 16 Feb 2026 | TAX_WITHHOLDING | NETSTREIT Corp. | 9,250 | 20.20 USD | |
| 16 Feb 2026 | EXERCISE | NETSTREIT Corp. | 23,081 | 0.00 USD | deriv |
| 16 Feb 2026 | EXERCISE | NETSTREIT Corp. | 11,762 | 0.00 USD | deriv |
2 purchases reported after at least 12 months of silence — most recent on 07 Mar 2025.