Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 9 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 |
|---|---|---|---|---|
| Western Asset Mortgage Capital Corp | 19,658 | reported | 22 Nov 2021 | tx 16+23,083−2,925 |
| NewLake Capital Partners, Inc. | 0 | reported | 11 Mar 2026 | tx 24+28,046.8−7,927.8 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 11 Mar 2026 | GRANT_AWARD | NewLake Capital Partners, Inc. | 6,246 | 16.01 USD | |
| 10 Mar 2026 | TAX_WITHHOLDING | NewLake Capital Partners, Inc. | 344 | 16.00 USD | |
| 11 Mar 2026 | OTHER | NewLake Capital Partners, Inc. | 294.6 | 16.00 USD | deriv |
| 10 Mar 2026 | GRANT_AWARD | NewLake Capital Partners, Inc. | 294.6 | 0.00 USD | deriv |
| 02 Mar 2026 | TAX_WITHHOLDING | NewLake Capital Partners, Inc. | 584 | 15.46 USD | |
| 02 Mar 2026 | GRANT_AWARD | NewLake Capital Partners, Inc. | 343.3 | 0.00 USD | deriv |
| 03 Mar 2026 | OTHER | NewLake Capital Partners, Inc. | 343.3 | 15.46 USD | deriv |
| 22 Jan 2026 | GRANT_AWARD | NewLake Capital Partners, Inc. | 5,092 | — | |
| 22 Jan 2026 | TAX_WITHHOLDING | NewLake Capital Partners, Inc. | 2,465 | 15.00 USD | |
| 22 Jan 2026 | GRANT_AWARD | NewLake Capital Partners, Inc. | 1,693.9 | 0.00 USD | deriv |
| 22 Jan 2026 | OTHER | NewLake Capital Partners, Inc. | 1,693.9 | 15.00 USD | deriv |
| 17 Feb 2026 | TAX_WITHHOLDING | NewLake Capital Partners, Inc. | 565 | 16.25 USD | |
| 17 Feb 2026 | GRANT_AWARD | NewLake Capital Partners, Inc. | 159 | 0.00 USD | deriv |
| 18 Feb 2026 | OTHER | NewLake Capital Partners, Inc. | 159 | 16.25 USD | deriv |
| 10 Mar 2025 | TAX_WITHHOLDING | NewLake Capital Partners, Inc. | 445 | 15.49 USD | |
| 28 Feb 2025 | TAX_WITHHOLDING | NewLake Capital Partners, Inc. | 754 | 15.75 USD | |
| 07 Feb 2025 | GRANT_AWARD | NewLake Capital Partners, Inc. | 4,507 | 16.64 USD | |
| 13 Mar 2024 | PURCHASE | NewLake Capital Partners, Inc. | 340 | 16.44 USD | |
| 11 Mar 2024 | TAX_WITHHOLDING | NewLake Capital Partners, Inc. | 280 | 16.28 USD | |
| 28 Feb 2024 | GRANT_AWARD | NewLake Capital Partners, Inc. | 4,658 | 0.00 USD | |
| 12 May 2023 | PURCHASE | NewLake Capital Partners, Inc. | 362 | 12.46 USD | |
| 21 Mar 2023 | GRANT_AWARD | NewLake Capital Partners, Inc. | 2,745 | 0.00 USD | |
| 13 Mar 2023 | PURCHASE | NewLake Capital Partners, Inc. | 381 | 13.27 USD | |
| 11 Nov 2022 | PURCHASE | NewLake Capital Partners, Inc. | 1,225 | 16.02 USD | |
| 19 Nov 2021 | PURCHASE | Western Asset Mortgage Capital Corp | 146 | 2.27 USD |
2 purchases reported after at least 12 months of silence — most recent on 19 Nov 2020.