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 |
|---|---|---|---|---|
| OLAPLEX HOLDINGS, INC. | 402,833 | reported | 12 Aug 2025 | tx 12+918,083−130,140 |
| lululemon athletica inc. | 86,990 | reported | 19 Dec 2025 | tx 63+147,053−58,081 |
| MERCER INTERNATIONAL INC. | 35,225 | reported | 01 Jun 2020 | tx 5+35,225 |
| THERMAGE INC | 25,000 | reported | 03 Jun 2010 | tx 4+82,500 |
| GRACO INC | 5,240 | reported | 13 Feb 2026 | tx 163+370,992.027−326,638 |
| LIFE TIME FITNESS INC | 0 | reported | 10 Jun 2015 | tx 9+20,733−20,733 |
| CNS INC /DE/ | 0 | reported | 19 Dec 2006 | tx 27+428,389−1,025,082 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 13 Feb 2026 | GRANT_AWARD | GRACO INC | 5,240 | 0.00 USD | deriv |
| 29 Jan 2026 | TAX_WITHHOLDING | GRACO INC | 5,531 | 86.83 USD | |
| 29 Jan 2026 | EXERCISE | GRACO INC | 18,000 | 26.68 USD | |
| 29 Jan 2026 | EXERCISE | GRACO INC | 18,000 | 0.00 USD | deriv |
| 19 Dec 2025 | GIFT | lululemon athletica inc. | 6,500 | 0.00 USD | |
| 17 Dec 2025 | GRANT_AWARD | lululemon athletica inc. | 3,608 | 0.00 USD | |
| 17 Dec 2025 | GRANT_AWARD | lululemon athletica inc. | 9,157 | 0.00 USD | deriv |
| 12 Aug 2025 | GRANT_AWARD | OLAPLEX HOLDINGS, INC. | 110,294 | 0.00 USD | |
| 11 Jun 2025 | GRANT_AWARD | lululemon athletica inc. | 634 | 0.00 USD | |
| 28 Mar 2025 | EXERCISE | GRACO INC | 16,320 | 24.07 USD | |
| 28 Mar 2025 | EXERCISE | GRACO INC | 16,320 | 0.00 USD | deriv |
| 14 Feb 2025 | GRANT_AWARD | GRACO INC | 4,980 | 0.00 USD | deriv |
| 23 Dec 2024 | GIFT | lululemon athletica inc. | 700 | 0.00 USD | |
| 08 Aug 2024 | GRANT_AWARD | OLAPLEX HOLDINGS, INC. | 76,142 | 0.00 USD | |
| 07 Jun 2024 | GRANT_AWARD | lululemon athletica inc. | 503 | 0.00 USD | |
| 26 Mar 2024 | PURCHASE | lululemon athletica inc. | 200 | 389.98 USD | |
| 27 Mar 2024 | PURCHASE | lululemon athletica inc. | 3,000 | 389.00 USD | |
| 26 Mar 2024 | PURCHASE | lululemon athletica inc. | 300 | 389.75 USD | first after silence |
| 26 Mar 2024 | PURCHASE | lululemon athletica inc. | 200 | 387.90 USD | |
| 19 Mar 2024 | EXERCISE | GRACO INC | 13,938 | 24.21 USD | |
| 19 Mar 2024 | EXERCISE | GRACO INC | 13,938 | 0.00 USD | deriv |
| 16 Feb 2024 | GRANT_AWARD | GRACO INC | 4,830 | 0.00 USD | deriv |
| 18 Dec 2023 | GIFT | lululemon athletica inc. | 700 | 0.00 USD | |
| 09 Aug 2023 | GRANT_AWARD | OLAPLEX HOLDINGS, INC. | 53,571 | 0.00 USD | |
| 13 Jun 2023 | GRANT_AWARD | lululemon athletica inc. | 407 | 0.00 USD |
4 purchases reported after at least 12 months of silence — most recent on 26 Mar 2024.