Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 50 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 |
|---|---|---|---|---|
| TAG IT PACIFIC INC | 60,000 | reported | 22 Apr 2008 | tx 2+90,000 |
| CONSOLIDATED EDISON INC | 5,176.15 | reported | 16 Mar 2026 | tx 98+24,762.63−14,133 |
| SUMOTEXT, inc. | 0 | reported | 17 Sept 2010 | tx 1−1,255,500 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 16 Mar 2026 | PURCHASE | CONSOLIDATED EDISON INC | 0.95 | 115.55 USD | |
| 18 Feb 2026 | EXERCISE | CONSOLIDATED EDISON INC | 841 | 113.92 USD | |
| 18 Feb 2026 | EXERCISE | CONSOLIDATED EDISON INC | 841 | — | deriv |
| 18 Feb 2026 | GRANT_AWARD | CONSOLIDATED EDISON INC | 600 | — | deriv |
| 18 Feb 2026 | GRANT_AWARD | CONSOLIDATED EDISON INC | 1,500 | — | deriv |
| 31 Dec 2025 | TAX_WITHHOLDING | CONSOLIDATED EDISON INC | 15 | 99.89 USD | |
| 31 Dec 2025 | EXERCISE | CONSOLIDATED EDISON INC | 600 | — | |
| 31 Dec 2025 | EXERCISE | CONSOLIDATED EDISON INC | 600 | 0.00 USD | deriv |
| 15 Dec 2025 | PURCHASE | CONSOLIDATED EDISON INC | 1.06 | 97.68 USD | |
| 15 Sept 2025 | PURCHASE | CONSOLIDATED EDISON INC | 1.06 | 97.46 USD | |
| 16 Jun 2025 | PURCHASE | CONSOLIDATED EDISON INC | 0.98 | 103.96 USD | |
| 14 Mar 2025 | PURCHASE | CONSOLIDATED EDISON INC | 0.97 | 103.90 USD | |
| 19 Feb 2025 | EXERCISE | CONSOLIDATED EDISON INC | 1,697 | — | |
| 19 Feb 2025 | GRANT_AWARD | CONSOLIDATED EDISON INC | 700 | — | deriv |
| 19 Feb 2025 | GRANT_AWARD | CONSOLIDATED EDISON INC | 1,700 | — | deriv |
| 19 Feb 2025 | EXERCISE | CONSOLIDATED EDISON INC | 1,697 | — | deriv |
| 31 Dec 2024 | EXERCISE | CONSOLIDATED EDISON INC | 700 | — | |
| 31 Dec 2024 | TAX_WITHHOLDING | CONSOLIDATED EDISON INC | 17 | 89.16 USD | |
| 31 Dec 2024 | EXERCISE | CONSOLIDATED EDISON INC | 700 | 0.00 USD | deriv |
| 16 Dec 2024 | PURCHASE | CONSOLIDATED EDISON INC | 1.06 | 92.58 USD | |
| 16 Sept 2024 | PURCHASE | CONSOLIDATED EDISON INC | 0.93 | 105.07 USD | |
| 14 Jun 2024 | PURCHASE | CONSOLIDATED EDISON INC | 1.07 | 90.27 USD | |
| 30 Apr 2024 | PURCHASE | CONSOLIDATED EDISON INC | 2.35 | 94.40 USD | |
| 29 Mar 2024 | PURCHASE | CONSOLIDATED EDISON INC | 12.7 | 90.81 USD | |
| 15 Mar 2024 | PURCHASE | CONSOLIDATED EDISON INC | 1.08 | 88.08 USD |