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 |
|---|---|---|---|---|
| DELUXE CORP | 483,776 | reported | 19 Feb 2026 | tx 119+2,365,829−977,549 |
| FIRST DATA CORP | 79,092 | reported | 08 Nov 2018 | tx 54+892,712−1,076,207 |
1 purchase reported after at least 12 months of silence — most recent on 13 Mar 2024.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 19 Feb 2026 | TAX_WITHHOLDING | DELUXE CORP | 25,252 | 27.32 USD | |
| 19 Feb 2026 | EXERCISE | DELUXE CORP | 51,325 | 0.00 USD | |
| 19 Feb 2026 | EXERCISE | DELUXE CORP | 51,325 | 0.00 USD | deriv |
| 14 Feb 2026 | EXERCISE | DELUXE CORP | 45,948 | 0.00 USD | |
| 14 Feb 2026 | TAX_WITHHOLDING | DELUXE CORP | 22,607 | 26.21 USD | |
| 15 Feb 2026 | EXERCISE | DELUXE CORP | 46,889 | 0.00 USD | |
| 15 Feb 2026 | TAX_WITHHOLDING | DELUXE CORP | 23,070 | 26.21 USD | |
| 16 Feb 2026 | EXERCISE | DELUXE CORP | 17,345 | 0.00 USD | |
| 16 Feb 2026 | TAX_WITHHOLDING | DELUXE CORP | 8,534 | 26.21 USD | |
| 14 Feb 2026 | EXERCISE | DELUXE CORP | 45,948 | 0.00 USD | deriv |
| 15 Feb 2026 | EXERCISE | DELUXE CORP | 46,889 | 0.00 USD | deriv |
| 16 Feb 2026 | EXERCISE | DELUXE CORP | 17,345 | 0.00 USD | deriv |
| 09 Feb 2026 | GRANT_AWARD | DELUXE CORP | 204,386 | 27.80 USD | |
| 09 Feb 2026 | TAX_WITHHOLDING | DELUXE CORP | 100,757 | 27.80 USD | |
| 09 Feb 2026 | GRANT_AWARD | DELUXE CORP | 113,385 | 27.12 USD | deriv |
| 10 Mar 2025 | PURCHASE | DELUXE CORP | 3,926 | 16.45 USD | |
| 28 Feb 2025 | EXERCISE | DELUXE CORP | 6,058 | 0.00 USD | |
| 28 Feb 2025 | TAX_WITHHOLDING | DELUXE CORP | 2,981 | 16.46 USD | |
| 28 Feb 2025 | EXERCISE | DELUXE CORP | 6,058 | 0.00 USD | deriv |
| 19 Feb 2025 | GRANT_AWARD | DELUXE CORP | 153,975 | 0.00 USD | deriv |
| 14 Feb 2025 | EXERCISE | DELUXE CORP | 45,948 | 0.00 USD | |
| 16 Feb 2025 | TAX_WITHHOLDING | DELUXE CORP | 8,534 | 18.92 USD | |
| 16 Feb 2025 | EXERCISE | DELUXE CORP | 17,345 | 0.00 USD | |
| 14 Feb 2025 | TAX_WITHHOLDING | DELUXE CORP | 22,607 | 18.63 USD | |
| 15 Feb 2025 | EXERCISE | DELUXE CORP | 46,888 | 0.00 USD |