Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 7 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 |
|---|---|---|---|---|
| MICROCHIP TECHNOLOGY INC | 811,624 | reported | 15 Nov 2024 | tx 850+2,407,399−1,932,030 |
| ROGERS CORP | 12,250 | reported | 04 May 2023 | tx 12+13,750−1,500 |
| Celanese Corp | 8,990 | reported | 11 May 2026 | tx 7+10,990 |
| Ralliant Corp | 8,434 | reported | 06 Feb 2026 | tx 3+8,434 |
| SITIME Corp | 998 | reported | 16 Oct 2025 | tx 2+1,513 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 11 May 2026 | GRANT_AWARD | Celanese Corp | 2,975 | 0.00 USD | |
| 06 Feb 2026 | PURCHASE | Ralliant Corp | 2,000 | 39.74 USD | |
| 16 Oct 2025 | GRANT_AWARD | SITIME Corp | 998 | 0.00 USD | |
| 16 Oct 2025 | GRANT_AWARD | SITIME Corp | 515 | 0.00 USD | |
| 14 Aug 2025 | PURCHASE | Celanese Corp | 1,000 | 40.94 USD | |
| 13 Aug 2025 | PURCHASE | Ralliant Corp | 2,000 | 45.17 USD | |
| 30 Jun 2025 | GRANT_AWARD | Ralliant Corp | 4,434 | 0.00 USD | |
| 09 May 2025 | GRANT_AWARD | Celanese Corp | 3,376 | 0.00 USD | |
| 12 Mar 2025 | PURCHASE | Celanese Corp | 1,000 | 53.29 USD | |
| 07 Mar 2025 | PURCHASE | Celanese Corp | 1,000 | 54.67 USD | first after silence |
| 15 Nov 2024 | EXERCISE | MICROCHIP TECHNOLOGY INC | 5,671 | 62.86 USD | |
| 15 Nov 2024 | TAX_WITHHOLDING | MICROCHIP TECHNOLOGY INC | 2,513 | 62.86 USD | |
| 15 Nov 2024 | EXERCISE | MICROCHIP TECHNOLOGY INC | 5,864 | 62.86 USD | |
| 15 Nov 2024 | TAX_WITHHOLDING | MICROCHIP TECHNOLOGY INC | 2,431 | 62.86 USD | |
| 15 Nov 2024 | EXERCISE | MICROCHIP TECHNOLOGY INC | 3,202 | 62.86 USD | |
| 15 Nov 2024 | TAX_WITHHOLDING | MICROCHIP TECHNOLOGY INC | 1,373 | 62.86 USD | |
| 15 Nov 2024 | EXERCISE | MICROCHIP TECHNOLOGY INC | 5,573 | 62.86 USD | |
| 15 Nov 2024 | TAX_WITHHOLDING | MICROCHIP TECHNOLOGY INC | 2,389 | 62.86 USD | |
| 15 Nov 2024 | EXERCISE | MICROCHIP TECHNOLOGY INC | 2,540 | 62.86 USD | |
| 15 Nov 2024 | TAX_WITHHOLDING | MICROCHIP TECHNOLOGY INC | 1,688 | 62.86 USD | |
| 15 Nov 2024 | EXERCISE | MICROCHIP TECHNOLOGY INC | 3,938 | 62.86 USD | |
| 15 Nov 2024 | TAX_WITHHOLDING | MICROCHIP TECHNOLOGY INC | 1,089 | 62.86 USD | |
| 15 Nov 2024 | EXERCISE | MICROCHIP TECHNOLOGY INC | 3,202 | 0.00 USD | deriv |
| 15 Nov 2024 | EXERCISE | MICROCHIP TECHNOLOGY INC | 5,864 | 0.00 USD | deriv |
| 15 Nov 2024 | EXERCISE | MICROCHIP TECHNOLOGY INC | 2,540 | 0.00 USD | deriv |
2 purchases reported after at least 12 months of silence — most recent on 07 Mar 2025.