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 |
|---|---|---|---|---|
| Energy Recovery, Inc. | 233,069 | reported | 17 Feb 2026 | tx 16+501,437−36,633 |
| LENNOX INTERNATIONAL INC | 113,908 | reported | 12 Dec 2017 | tx 187+512,649−396,065 |
| AMERICAN WOODMARK CORP | 3,490 | reported | 22 Aug 2019 | tx 4+3,490 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 17 Feb 2026 | GRANT_AWARD | Energy Recovery, Inc. | 81,812 | 0.00 USD | |
| 30 Jan 2026 | TAX_WITHHOLDING | Energy Recovery, Inc. | 17,160 | 14.30 USD | |
| 13 May 2025 | PURCHASE | Energy Recovery, Inc. | 4,200 | 12.20 USD | |
| 27 Jan 2025 | TAX_WITHHOLDING | Energy Recovery, Inc. | 7,664 | 14.40 USD | |
| 23 Jan 2025 | GRANT_AWARD | Energy Recovery, Inc. | 88,980 | 0.00 USD | |
| 28 Oct 2024 | SALE | Energy Recovery, Inc. | 2,550 | 17.97 USD | |
| 05 Aug 2024 | PURCHASE | Energy Recovery, Inc. | 3,000 | 16.00 USD | |
| 18 Jun 2024 | SALE | Energy Recovery, Inc. | 1,219 | 12.77 USD | |
| 07 May 2024 | OTHER | Energy Recovery, Inc. | 8,040 | 0.00 USD | |
| 07 May 2024 | PURCHASE | Energy Recovery, Inc. | 10,500 | 13.46 USD | |
| 27 Feb 2024 | PURCHASE | Energy Recovery, Inc. | 10,750 | 15.51 USD | |
| 25 Jan 2024 | GRANT_AWARD | Energy Recovery, Inc. | 80,445 | 0.00 USD | |
| 25 Jan 2024 | GRANT_AWARD | Energy Recovery, Inc. | 194,785 | 16.16 USD | deriv |
| 09 Nov 2023 | PURCHASE | Energy Recovery, Inc. | 8,500 | 18.11 USD | |
| 24 Oct 2023 | GRANT_AWARD | Energy Recovery, Inc. | 15,233 | 0.00 USD | |
| 10 Jul 2023 | GRANT_AWARD | Energy Recovery, Inc. | 3,232 | 28.22 USD | |
| 22 Aug 2019 | GRANT_AWARD | AMERICAN WOODMARK CORP | 1,200 | 0.00 USD | |
| 23 Aug 2018 | GRANT_AWARD | AMERICAN WOODMARK CORP | 820 | 0.00 USD | |
| 12 Dec 2017 | TAX_WITHHOLDING | LENNOX INTERNATIONAL INC | 1,502 | 206.59 USD | |
| 08 Dec 2017 | EXERCISE | LENNOX INTERNATIONAL INC | 12,252 | 46.78 USD | |
| 08 Dec 2017 | TAX_WITHHOLDING | LENNOX INTERNATIONAL INC | 6,750 | 206.66 USD | |
| 08 Dec 2017 | EXERCISE | LENNOX INTERNATIONAL INC | 12,252 | 0.00 USD | deriv |
| 16 Nov 2017 | SALE | LENNOX INTERNATIONAL INC | 1,400 | 196.14 USD | |
| 16 Nov 2017 | SALE | LENNOX INTERNATIONAL INC | 800 | 196.10 USD | |
| 16 Nov 2017 | SALE | LENNOX INTERNATIONAL INC | 100 | 196.11 USD |