Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 12 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 |
|---|---|---|---|---|
| IRON MOUNTAIN INC | 38,474 | reported | 08 May 2026 | tx 463+11,490,357−9,424,108 |
| STATE STREET CORP | 26,472 | reported | 20 May 2026 | tx 26+23,217−30 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 Jun 2026 | EXERCISE | IRON MOUNTAIN INC | 38,474 | 37.00 USD | 10b5-1 |
| 01 Jun 2026 | SALE | IRON MOUNTAIN INC | 10,156 | 126.20 USD | 10b5-1 |
| 01 Jun 2026 | SALE | IRON MOUNTAIN INC | 10,457 | 127.00 USD | 10b5-1 |
| 01 Jun 2026 | SALE | IRON MOUNTAIN INC | 7,523 | 127.90 USD | 10b5-1 |
| 01 Jun 2026 | SALE | IRON MOUNTAIN INC | 9,247 | 129.14 USD | 10b5-1 |
| 01 Jun 2026 | SALE | IRON MOUNTAIN INC | 1,091 | 129.66 USD | 10b5-1 |
| 01 Jun 2026 | EXERCISE | IRON MOUNTAIN INC | 38,474 | — | 10b5-1deriv |
| 20 May 2026 | GRANT_AWARD | STATE STREET CORP | 1,526 | 0.00 USD | |
| 08 May 2026 | EXERCISE | IRON MOUNTAIN INC | 38,474 | 37.00 USD | 10b5-1 |
| 08 May 2026 | SALE | IRON MOUNTAIN INC | 14,876 | 128.52 USD | 10b5-1 |
| 08 May 2026 | SALE | IRON MOUNTAIN INC | 23,598 | 129.19 USD | 10b5-1 |
| 08 May 2026 | EXERCISE | IRON MOUNTAIN INC | 38,474 | — | 10b5-1deriv |
| 05 Mar 2026 | SALE | IRON MOUNTAIN INC | 26,278 | 105.26 USD | |
| 05 Mar 2026 | SALE | IRON MOUNTAIN INC | 34,358 | 106.15 USD | |
| 05 Mar 2026 | SALE | IRON MOUNTAIN INC | 38,021 | 107.02 USD | |
| 03 Mar 2026 | SALE | IRON MOUNTAIN INC | 23,590 | 105.25 USD | |
| 04 Mar 2026 | SALE | IRON MOUNTAIN INC | 70,971 | 107.52 USD | |
| 04 Mar 2026 | SALE | IRON MOUNTAIN INC | 27,688 | 106.96 USD | |
| 03 Mar 2026 | SALE | IRON MOUNTAIN INC | 25,769 | 107.94 USD | |
| 03 Mar 2026 | SALE | IRON MOUNTAIN INC | 30,940 | 107.43 USD | |
| 03 Mar 2026 | SALE | IRON MOUNTAIN INC | 18,360 | 106.33 USD | |
| 01 Mar 2026 | TAX_WITHHOLDING | IRON MOUNTAIN INC | 256,040 | 108.33 USD | |
| 02 Mar 2026 | SALE | IRON MOUNTAIN INC | 2,929 | 107.16 USD | |
| 02 Mar 2026 | SALE | IRON MOUNTAIN INC | 13,778 | 108.27 USD | |
| 02 Mar 2026 | SALE | IRON MOUNTAIN INC | 37,296 | 109.07 USD |
1 purchase reported after at least 12 months of silence — most recent on 08 Mar 2023.