Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 10 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 |
|---|---|---|---|---|
| COCA COLA CO | 64,483 | reported | 15 Feb 2007 | tx 6+93,632−6,754 |
| GLOBAL PAYMENTS INC | 33,193 | reported | 01 May 2026 | tx 22+59,938−26,745 |
| Virtus Artificial Intelligence & Technology Opportunities Fund | 2,925 | reported | 11 Dec 2023 | tx 1+2,925 |
| ZWEIG TOTAL RETURN FUND INC | 2,920 | reported | 25 Mar 2022 | tx 1+1,780 |
| Virtus Global Multi-Sector Income Fund | 2,753 | reported | 25 Mar 2022 | tx 1+1,763 |
| Stone Harbor Emerging Markets Income Fund | 1,107 | reported | 15 Sept 2025 | tx 1+1,107 |
| Virtus Dividend, Interest & Premium Strategy Fund | 427 | reported | 17 Jun 2025 | tx 1+427 |
| NICHOLAS APPLEGATE CONVERTIBLE & INCOME FUND II | 422 | reported | 17 Jun 2025 | tx 1+422 |
| NICHOLAS APPLEGATE CONVERTIBLE & INCOME FUND | 367 | reported | 16 Jun 2025 | tx 1+367 |
| AllianzGI Diversified Income & Convertible Fund | 237 | reported | 17 Jun 2025 | tx 1+237 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 May 2026 | GRANT_AWARD | GLOBAL PAYMENTS INC | 3,179 | 0.00 USD | |
| 12 Nov 2025 | EXERCISE | GLOBAL PAYMENTS INC | 5,281 | 65.75 USD | |
| 12 Nov 2025 | SALE | GLOBAL PAYMENTS INC | 4,464 | 77.81 USD | |
| 12 Nov 2025 | EXERCISE | GLOBAL PAYMENTS INC | 5,281 | 0.00 USD | deriv |
| 15 Sept 2025 | PURCHASE | Stone Harbor Emerging Markets Income Fund | 1,107 | 4.98 USD | |
| 17 Jun 2025 | PURCHASE | AllianzGI Diversified Income & Convertible Fund | 237 | 21.89 USD | |
| 16 Jun 2025 | PURCHASE | NICHOLAS APPLEGATE CONVERTIBLE & INCOME FUND | 367 | 13.59 USD | first after silence |
| 17 Jun 2025 | PURCHASE | Virtus Dividend, Interest & Premium Strategy Fund | 427 | 12.15 USD | |
| 17 Jun 2025 | PURCHASE | NICHOLAS APPLEGATE CONVERTIBLE & INCOME FUND II | 422 | 12.31 USD | |
| 17 Jun 2025 | PURCHASE | Nicholas-Applegate Equity & Convertible Income Fund | 226 | 22.97 USD | |
| 25 Apr 2025 | GRANT_AWARD | GLOBAL PAYMENTS INC | 3,173 | 0.00 USD | |
| 12 Mar 2025 | TAX_WITHHOLDING | GLOBAL PAYMENTS INC | 3,318 | 93.23 USD | |
| 12 Mar 2025 | EXERCISE | GLOBAL PAYMENTS INC | 6,113 | 50.59 USD | |
| 12 Mar 2025 | EXERCISE | GLOBAL PAYMENTS INC | 6,113 | 0.00 USD | deriv |
| 26 Apr 2024 | GRANT_AWARD | GLOBAL PAYMENTS INC | 1,846 | 0.00 USD | |
| 11 Dec 2023 | PURCHASE | Virtus Artificial Intelligence & Technology Opportunities Fund | 2,925 | 17.10 USD | first after silenceanomaly |
| 02 Aug 2023 | EXERCISE | GLOBAL PAYMENTS INC | 5,712 | 39.22 USD | |
| 02 Aug 2023 | OTHER | GLOBAL PAYMENTS INC | 1,857 | 120.91 USD | |
| 02 Aug 2023 | EXERCISE | GLOBAL PAYMENTS INC | 5,712 | 0.00 USD | deriv |
| 28 Apr 2023 | GRANT_AWARD | GLOBAL PAYMENTS INC | 1,952 | 0.00 USD | |
| 29 Apr 2022 | GRANT_AWARD | GLOBAL PAYMENTS INC | 1,606 | 136.98 USD | |
| 25 Mar 2022 | PURCHASE | ZWEIG TOTAL RETURN FUND INC | 1,780 | 9.56 USD | anomaly |
| 25 Mar 2022 | PURCHASE | Virtus Global Multi-Sector Income Fund | 1,763 | 9.62 USD | anomaly |
| 10 Aug 2021 | PURCHASE | GLOBAL PAYMENTS INC | 1,150 | 173.48 USD | first after silenceanomaly |
| 30 Apr 2021 | GRANT_AWARD | GLOBAL PAYMENTS INC | 932 | 214.63 USD |
3 purchases reported after at least 12 months of silence — most recent on 16 Jun 2025.