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 |
|---|---|---|---|---|
| TCW STRATEGIC INCOME FUND INC | 493,761 | reported | 27 Mar 2026 | tx 8+493,761−307,915 |
| STEINWAY MUSICAL INSTRUMENTS INC | 10,000 | reported | 04 Sept 2009 | tx 3+23,500 |
| Pacific Oak Strategic Opportunity REIT, Inc. | 0 | reported | 31 Dec 2025 | tx 9+4,012,287.78−4,618,020.95 |
| KBS Strategic Opportunity REIT II, Inc. | 0 | reported | 05 Oct 2020 | tx 2−324,307.68 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 27 Mar 2026 | EXERCISE | TCW STRATEGIC INCOME FUND INC | 193,761 | 4.47 USD | |
| 27 Mar 2026 | EXERCISE | TCW STRATEGIC INCOME FUND INC | 307,915 | — | deriv |
| 20 Feb 2026 | PURCHASE | TCW STRATEGIC INCOME FUND INC | 50,000 | 4.64 USD | |
| 18 Feb 2026 | PURCHASE | TCW STRATEGIC INCOME FUND INC | 32,610 | 4.70 USD | |
| 13 Feb 2026 | PURCHASE | TCW STRATEGIC INCOME FUND INC | 17,390 | 4.71 USD | |
| 11 Feb 2026 | PURCHASE | TCW STRATEGIC INCOME FUND INC | 10,478 | 4.74 USD | first after silence |
| 12 Feb 2026 | PURCHASE | TCW STRATEGIC INCOME FUND INC | 179,522 | 4.73 USD | |
| 30 Dec 2025 | OTHER | Pacific Oak Strategic Opportunity REIT, Inc. | 2,503,452.65 | 0.00 USD | |
| 31 Dec 2025 | SALE | Pacific Oak Strategic Opportunity REIT, Inc. | 901,509.91 | 0.00 USD | |
| 01 Sept 2021 | OTHER | Pacific Oak Strategic Opportunity REIT, Inc. | 584,267 | 9.68 USD | |
| 01 Sept 2021 | SALE | Pacific Oak Strategic Opportunity REIT, Inc. | 628,791.39 | — | |
| 05 Oct 2020 | GRANT_AWARD | Pacific Oak Strategic Opportunity REIT, Inc. | 299,443.66 | — | |
| 05 Oct 2020 | GRANT_AWARD | Pacific Oak Strategic Opportunity REIT, Inc. | 24,864.02 | — | |
| 05 Oct 2020 | OTHER | KBS Strategic Opportunity REIT II, Inc. | 24,864.02 | — | |
| 05 Oct 2020 | OTHER | KBS Strategic Opportunity REIT II, Inc. | 299,443.66 | — | |
| 27 Mar 2020 | GRANT_AWARD | Pacific Oak Strategic Opportunity REIT, Inc. | 3,411,737 | 0.00 USD | |
| 21 Feb 2018 | PURCHASE | TCW STRATEGIC INCOME FUND INC | 10,000 | 5.47 USD | first after silence |
| 23 Oct 2012 | PURCHASE | Pacific Oak Strategic Opportunity REIT, Inc. | 55,248.62 | 9.05 USD | |
| 29 Dec 2011 | PURCHASE | Pacific Oak Strategic Opportunity REIT, Inc. | 220,994.48 | 9.05 USD | |
| 04 Sept 2009 | GRANT_AWARD | STEINWAY MUSICAL INSTRUMENTS INC | 10,000 | 0.00 USD | deriv |
| 06 Jun 2008 | GRANT_AWARD | STEINWAY MUSICAL INSTRUMENTS INC | 10,000 | 0.00 USD | deriv |
| 30 Mar 2007 | GRANT_AWARD | STEINWAY MUSICAL INSTRUMENTS INC | 3,500 | 0.00 USD | deriv |
2 purchases reported after at least 12 months of silence — most recent on 11 Feb 2026.