Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 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 |
|---|---|---|---|---|
| ALKAMI TECHNOLOGY, INC. | 97,493 | reported | 19 May 2026 | tx 35+12,705,030−22,730,270 |
| ASPEN AEROGELS INC | 8,706 | reported | 13 May 2026 | tx 27+267,674 |
| StepStone Group Inc. | 1,286 | reported | 23 Feb 2026 | tx 18+1,577,607−12,077,598 |
2 purchases reported after at least 12 months of silence — most recent on 23 Feb 2026.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 19 May 2026 | GRANT_AWARD | ALKAMI TECHNOLOGY, INC. | 11,357 | 0.00 USD | |
| 13 May 2026 | GRANT_AWARD | ASPEN AEROGELS INC | 10,370 | 0.00 USD | |
| 13 May 2026 | GRANT_AWARD | ASPEN AEROGELS INC | 8,706 | 0.00 USD | deriv |
| 23 Feb 2026 | PURCHASE | StepStone Group Inc. | 86 | 44.33 USD | first after silence |
| 23 Feb 2026 | PURCHASE | StepStone Group Inc. | 11,507 | 44.18 USD | |
| 23 Feb 2026 | PURCHASE | StepStone Group Inc. | 1,200 | 44.65 USD | |
| 05 Jan 2026 | GRANT_AWARD | ALKAMI TECHNOLOGY, INC. | 396 | 0.00 USD | |
| 05 Oct 2025 | GRANT_AWARD | ALKAMI TECHNOLOGY, INC. | 347 | 0.00 USD | |
| 05 Jul 2025 | GRANT_AWARD | ALKAMI TECHNOLOGY, INC. | 301 | 0.00 USD | |
| 14 May 2025 | GRANT_AWARD | ALKAMI TECHNOLOGY, INC. | 7,225 | 0.00 USD | |
| 30 Apr 2025 | GRANT_AWARD | ASPEN AEROGELS INC | 10,370 | 0.00 USD | |
| 30 Apr 2025 | GRANT_AWARD | ASPEN AEROGELS INC | 9,105 | 0.00 USD | deriv |
| 05 Apr 2025 | GRANT_AWARD | ALKAMI TECHNOLOGY, INC. | 325 | 0.00 USD | |
| 05 Jan 2025 | GRANT_AWARD | ALKAMI TECHNOLOGY, INC. | 219 | 0.00 USD | |
| 05 Oct 2024 | GRANT_AWARD | ALKAMI TECHNOLOGY, INC. | 272 | 0.00 USD | |
| 05 Jul 2024 | GRANT_AWARD | ALKAMI TECHNOLOGY, INC. | 311 | 0.00 USD | |
| 11 Jun 2024 | SALE | StepStone Group Inc. | 27,500 | 44.34 USD | |
| 30 May 2024 | GRANT_AWARD | ASPEN AEROGELS INC | 1,898 | 0.00 USD | |
| 30 May 2024 | GRANT_AWARD | ASPEN AEROGELS INC | 1,657 | 0.00 USD | deriv |
| 15 May 2024 | GRANT_AWARD | ALKAMI TECHNOLOGY, INC. | 6,853 | 0.00 USD | |
| 05 Apr 2024 | GRANT_AWARD | ALKAMI TECHNOLOGY, INC. | 354 | 0.00 USD | |
| 05 Jan 2024 | GRANT_AWARD | ALKAMI TECHNOLOGY, INC. | 367 | 0.00 USD | |
| 05 Oct 2023 | GRANT_AWARD | ALKAMI TECHNOLOGY, INC. | 485 | 0.00 USD | |
| 07 Sept 2023 | PURCHASE | ASPEN AEROGELS INC | 7,541 | 6.50 USD | |
| 05 Sept 2023 | PURCHASE | ASPEN AEROGELS INC | 50,000 | 6.17 USD | first after silence |