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 |
|---|---|---|---|---|
| Goosehead Insurance, Inc. | 40,000 | reported | 14 May 2026 | tx 53+842,244−243,244 |
| BRILLIANT DIGITAL ENTERTAINMENT INC | 4,300 | reported | 08 Dec 2003 | tx 12+134,900−269,800 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 14 May 2026 | PURCHASE | Goosehead Insurance, Inc. | 5,000 | 36.89 USD | |
| 02 Jan 2026 | GRANT_AWARD | Goosehead Insurance, Inc. | 110,000 | 0.00 USD | deriv |
| 28 Nov 2025 | PURCHASE | Goosehead Insurance, Inc. | 5,000 | 72.34 USD | first after silence |
| 02 Jan 2025 | GRANT_AWARD | Goosehead Insurance, Inc. | 80,000 | 0.00 USD | deriv |
| 06 Nov 2024 | EXERCISE | Goosehead Insurance, Inc. | 3,295 | 10.00 USD | |
| 06 Nov 2024 | SALE | Goosehead Insurance, Inc. | 3,295 | 110.00 USD | |
| 07 Nov 2024 | SALE | Goosehead Insurance, Inc. | 400 | 111.16 USD | |
| 07 Nov 2024 | SALE | Goosehead Insurance, Inc. | 57,927 | 110.21 USD | |
| 07 Nov 2024 | EXERCISE | Goosehead Insurance, Inc. | 58,327 | 10.00 USD | |
| 06 Nov 2024 | EXERCISE | Goosehead Insurance, Inc. | 3,295 | 0.00 USD | deriv |
| 07 Nov 2024 | EXERCISE | Goosehead Insurance, Inc. | 58,327 | 0.00 USD | deriv |
| 01 Jul 2024 | GRANT_AWARD | Goosehead Insurance, Inc. | 50,000 | 0.00 USD | deriv |
| 29 Apr 2024 | PURCHASE | Goosehead Insurance, Inc. | 5,000 | 57.99 USD | |
| 29 Apr 2024 | PURCHASE | Goosehead Insurance, Inc. | 5,000 | 58.14 USD | |
| 26 Feb 2024 | PURCHASE | Goosehead Insurance, Inc. | 2,500 | 74.00 USD | |
| 26 Feb 2024 | PURCHASE | Goosehead Insurance, Inc. | 2,500 | 73.71 USD | |
| 02 Jan 2024 | GRANT_AWARD | Goosehead Insurance, Inc. | 80,000 | 0.00 USD | deriv |
| 14 Aug 2023 | PURCHASE | Goosehead Insurance, Inc. | 3,000 | 63.25 USD | |
| 02 Aug 2023 | PURCHASE | Goosehead Insurance, Inc. | 2,000 | 64.00 USD | |
| 03 Jan 2023 | GRANT_AWARD | Goosehead Insurance, Inc. | 40,000 | 0.00 USD | deriv |
| 02 Nov 2022 | PURCHASE | Goosehead Insurance, Inc. | 1,000 | 39.50 USD | |
| 02 Nov 2022 | PURCHASE | Goosehead Insurance, Inc. | 1,000 | 39.00 USD | |
| 01 Nov 2022 | PURCHASE | Goosehead Insurance, Inc. | 1,100 | 41.15 USD | |
| 31 Oct 2022 | PURCHASE | Goosehead Insurance, Inc. | 6,900 | 39.83 USD | |
| 13 May 2022 | GRANT_AWARD | Goosehead Insurance, Inc. | 180,000 | 0.00 USD | deriv |
1 purchase reported after at least 12 months of silence — most recent on 28 Nov 2025.