Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Verrica Pharmaceuticals Inc. | 3,958,189 | reported | 25 Nov 2025 | tx 55+69,977,951.25−13,009,758.25 |
| Taysha Gene Therapies, Inc. | 2,841,704 | reported | 30 May 2025 | tx 23+25,743,111−4,940,311 |
| Candel Therapeutics, Inc. | 2,763,527 | reported | 23 Feb 2026 | tx 20+7,074,901−6,097,496 |
| Acumen Pharmaceuticals, Inc. | 657,985 | reported | 06 Jul 2021 | tx 6+3,920,969 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 36 buys in history.
| Dova Pharmaceuticals, Inc. | 0 | reported | 12 Nov 2019 | tx 21+814,063−14,762,242 |
| Liquidia Corp | 0 | reported | 11 Feb 2026 | tx 22+10,229,290−9,107,336 |
| AveXis, Inc. | 0 | reported | 15 May 2018 | tx 24+1,969,385−3,953,971 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 23 Feb 2026 | PURCHASE | Candel Therapeutics, Inc. | 550,458 | 5.45 USD | |
| 11 Feb 2026 | OTHER | Liquidia Corp | 55,116 | 42.63 USD | |
| 11 Feb 2026 | OTHER | Liquidia Corp | 55,116 | 42.63 USD | |
| 25 Nov 2025 | PURCHASE | Verrica Pharmaceuticals Inc. | 1,375,380 | 4.24 USD | |
| 25 Nov 2025 | PURCHASE | Verrica Pharmaceuticals Inc. | 2,750,762 | 4.24 USD | |
| 25 Nov 2025 | PURCHASE | Verrica Pharmaceuticals Inc. | 343,845 | — | deriv |
| 25 Nov 2025 | PURCHASE | Verrica Pharmaceuticals Inc. | 687,690 | — | deriv |
| 02 Sept 2025 | SALE | Liquidia Corp | 74,230 | 29.14 USD | |
| 02 Sept 2025 | SALE | Liquidia Corp | 254,038 | 28.67 USD | |
| 28 Aug 2025 | SALE | Liquidia Corp | 154,337 | 27.94 USD | |
| 29 Aug 2025 | SALE | Liquidia Corp | 188,232 | 27.62 USD | |
| 25 Jun 2025 | GRANT_AWARD | Candel Therapeutics, Inc. | 1,070,663 | 4.67 USD | |
| 17 Jun 2025 | GRANT_AWARD | Liquidia Corp | 18,396 | 0.00 USD | |
| 17 Jun 2025 | GRANT_AWARD | Candel Therapeutics, Inc. | 14,240 | 0.00 USD | deriv |
| 30 May 2025 | PURCHASE | Taysha Gene Therapies, Inc. | 750,000 | 2.75 USD | |
| 16 Dec 2024 | PURCHASE | Candel Therapeutics, Inc. | 500,000 | 6.00 USD | |
| 16 Dec 2024 | PURCHASE | Candel Therapeutics, Inc. | 750,000 | 6.00 USD | |
| 22 Nov 2024 | PURCHASE | Verrica Pharmaceuticals Inc. | 4,494,382 | — | |
| 22 Nov 2024 | PURCHASE | Verrica Pharmaceuticals Inc. | 18,426,966 | — | |
| 26 Nov 2024 | GIFT | Verrica Pharmaceuticals Inc. | 450,000 | 0.00 USD | |
| 22 Nov 2024 | PURCHASE | Verrica Pharmaceuticals Inc. | 2,247,191 | — | deriv |
| 22 Nov 2024 | PURCHASE | Verrica Pharmaceuticals Inc. | 2,247,191 | — | deriv |
| 22 Nov 2024 | PURCHASE | Verrica Pharmaceuticals Inc. | 9,213,483 | — | deriv |
| 22 Nov 2024 | PURCHASE | Verrica Pharmaceuticals Inc. | 9,213,483 | — | deriv |
| 19 Sept 2024 | GIFT | Verrica Pharmaceuticals Inc. | 891,870.42 | 0.00 USD |