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 |
|---|---|---|---|---|
| SHERWIN WILLIAMS CO | 384,900 | reported | 18 Feb 2025 | tx 378+2,200,654−2,224,076 |
| Fortune Brands Innovations, Inc. | 48,843 | reported | 16 May 2023 | tx 37+47,843 |
| GENERAL MILLS INC | 19,069 | reported | 22 Feb 2026 | tx 14+16,069−55 |
| WHIRLPOOL CORP /DE/ | 6,475 | reported | 21 Apr 2026 | tx 2+4,825 |
| UNITED PARCEL SERVICE INC | 4,053.36 | reported | 07 May 2026 | tx 2+3,950 |
| JOHNSON & JOHNSON | 1,540 | reported | 23 Apr 2026 | tx 2+2,790 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 07 May 2026 | GRANT_AWARD | UNITED PARCEL SERVICE INC | 1,948 | 0.00 USD | deriv |
| 23 Apr 2026 | GRANT_AWARD | JOHNSON & JOHNSON | 1,540 | 0.00 USD | deriv |
| 21 Apr 2026 | GRANT_AWARD | WHIRLPOOL CORP /DE/ | 2,811 | 0.00 USD | |
| 22 Feb 2026 | GRANT_AWARD | GENERAL MILLS INC | 578 | 45.36 USD | |
| 26 Nov 2025 | PURCHASE | JOHNSON & JOHNSON | 1,250 | 206.15 USD | first after silence |
| 23 Nov 2025 | GRANT_AWARD | GENERAL MILLS INC | 551 | 47.63 USD | |
| 30 Sept 2025 | GRANT_AWARD | GENERAL MILLS INC | 3,571 | 0.00 USD | |
| 24 Aug 2025 | GRANT_AWARD | GENERAL MILLS INC | 528 | 49.64 USD | |
| 02 Jun 2025 | GRANT_AWARD | UNITED PARCEL SERVICE INC | 2,002 | 0.00 USD | deriv |
| 25 May 2025 | GRANT_AWARD | GENERAL MILLS INC | 491 | 53.36 USD | |
| 15 Apr 2025 | GRANT_AWARD | WHIRLPOOL CORP /DE/ | 2,014 | 0.00 USD | |
| 23 Feb 2025 | GRANT_AWARD | GENERAL MILLS INC | 452 | 57.99 USD | |
| 18 Feb 2025 | TAX_WITHHOLDING | SHERWIN WILLIAMS CO | 14,178 | 354.25 USD | |
| 18 Feb 2025 | GRANT_AWARD | SHERWIN WILLIAMS CO | 32,194 | 0.00 USD | |
| 19 Dec 2024 | GRANT_AWARD | GENERAL MILLS INC | 3,100 | 63.50 USD | |
| 24 Nov 2024 | GRANT_AWARD | GENERAL MILLS INC | 411 | 63.80 USD | |
| 21 Nov 2024 | EXERCISE | SHERWIN WILLIAMS CO | 338 | 295.83 USD | |
| 21 Nov 2024 | EXERCISE | SHERWIN WILLIAMS CO | 338 | 0.00 USD | deriv |
| 15 Oct 2024 | GRANT_AWARD | SHERWIN WILLIAMS CO | 25,200 | 0.00 USD | deriv |
| 24 Sept 2024 | GRANT_AWARD | GENERAL MILLS INC | 2,441 | 0.00 USD | |
| 30 Aug 2024 | EXERCISE | SHERWIN WILLIAMS CO | 440 | 227.05 USD | |
| 30 Aug 2024 | SALE | SHERWIN WILLIAMS CO | 25,667 | 363.79 USD | |
| 30 Aug 2024 | SALE | SHERWIN WILLIAMS CO | 12,757 | 365.54 USD | |
| 30 Aug 2024 | EXERCISE | SHERWIN WILLIAMS CO | 115,969 | 136.85 USD | |
| 30 Aug 2024 | SALE | SHERWIN WILLIAMS CO | 77,545 | 364.62 USD |
1 purchase reported after at least 12 months of silence — most recent on 26 Nov 2025.