Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 8 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 |
|---|---|---|---|---|
| WisdomTree, Inc. | 51,324 | reported | 17 Jun 2025 | tx 3+34,685 |
| Bancorp, Inc. | 33,538 | reported | 30 May 2024 | tx 18+60,253 |
| FTAC Athena Acquisition Corp. | 25,000 | reported | 25 Feb 2021 | tx 1+25,000 |
| PROG Holdings, Inc. | 13,682 | reported | 06 May 2026 | tx 3+13,654 |
| Vantiv, Inc. | 7,212 | reported | 16 Mar 2016 | tx 41+163,927−52,019 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 06 May 2026 | GRANT_AWARD | PROG Holdings, Inc. | 4,953 | 36.34 USD | |
| 17 Jun 2025 | GRANT_AWARD | WisdomTree, Inc. | 9,871 | 0.00 USD | |
| 07 May 2025 | GRANT_AWARD | PROG Holdings, Inc. | 5,592 | 26.82 USD | |
| 12 Nov 2024 | GRANT_AWARD | PROG Holdings, Inc. | 3,109 | 48.24 USD | |
| 12 Jun 2024 | GRANT_AWARD | WisdomTree, Inc. | 10,152 | 0.00 USD | |
| 30 May 2024 | GRANT_AWARD | Bancorp, Inc. | 2,784 | — | |
| 31 Jan 2024 | PURCHASE | Bancorp, Inc. | 3,315 | 45.13 USD | |
| 20 Nov 2023 | PURCHASE | Bancorp, Inc. | 620 | 39.30 USD | |
| 10 Nov 2023 | PURCHASE | Bancorp, Inc. | 675 | 37.48 USD | |
| 06 Nov 2023 | PURCHASE | Bancorp, Inc. | 1,275 | 39.09 USD | |
| 26 Jun 2023 | GRANT_AWARD | WisdomTree, Inc. | 14,662 | 0.00 USD | |
| 25 May 2023 | GRANT_AWARD | Bancorp, Inc. | 2,782 | — | |
| 10 Mar 2023 | PURCHASE | Bancorp, Inc. | 350 | 30.32 USD | |
| 13 Mar 2023 | PURCHASE | Bancorp, Inc. | 2,300 | 27.14 USD | |
| 23 Feb 2023 | PURCHASE | Bancorp, Inc. | 100 | 34.65 USD | first after silence |
| 23 Feb 2023 | PURCHASE | Bancorp, Inc. | 1,300 | 34.64 USD | |
| 25 May 2022 | GRANT_AWARD | Bancorp, Inc. | 4,598 | — | |
| 25 Feb 2021 | OTHER | FTAC Athena Acquisition Corp. | 25,000 | — | deriv |
| 25 Feb 2021 | PURCHASE | Bancorp, Inc. | 3,375 | 20.80 USD | |
| 09 Feb 2021 | PURCHASE | Bancorp, Inc. | 5,405 | 18.52 USD | |
| 09 Feb 2021 | GRANT_AWARD | Bancorp, Inc. | 4,784 | — | |
| 20 May 2020 | GRANT_AWARD | Bancorp, Inc. | 13,100 | — | |
| 02 Mar 2020 | PURCHASE | Bancorp, Inc. | 8,000 | 12.51 USD | |
| 26 Feb 2020 | PURCHASE | Bancorp, Inc. | 3,690 | 13.35 USD | |
| 21 Nov 2019 | PURCHASE | Bancorp, Inc. | 1,800 | 10.73 USD |
1 purchase reported after at least 12 months of silence — most recent on 23 Feb 2023.