Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 8 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 |
|---|---|---|---|---|
| GATEWAY ENERGY CORP/NE | 814,442 | reported | 24 Aug 2012 | tx 16+825,642 |
| HINES GLOBAL INCOME TRUST, INC. | 62,197.45 | reported | 03 Nov 2025 | tx 10+51,007 |
| MSC INCOME FUND, INC. | 43,648 | reported | 15 May 2026 | tx 26+53,861.93 |
| ADAMS RESOURCES & ENERGY, INC. | 0 | reported | 04 Feb 2025 | tx 27+8,355−8,355 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 May 2026 | PURCHASE | MSC INCOME FUND, INC. | 4,922 | 12.10 USD | |
| 09 Mar 2026 | PURCHASE | MSC INCOME FUND, INC. | 1,887 | 12.42 USD | |
| 31 Oct 2025 | OTHER | MSC INCOME FUND, INC. | 758.57 | 12.64 USD | |
| 03 Nov 2025 | GRANT_AWARD | HINES GLOBAL INCOME TRUST, INC. | 7,645.26 | 0.00 USD | |
| 26 Sept 2025 | PURCHASE | MSC INCOME FUND, INC. | 1,713 | 13.50 USD | |
| 23 Sept 2025 | PURCHASE | MSC INCOME FUND, INC. | 2,000 | 13.75 USD | |
| 09 Sept 2025 | PURCHASE | MSC INCOME FUND, INC. | 4,240 | 13.92 USD | |
| 01 Aug 2025 | OTHER | MSC INCOME FUND, INC. | 611.35 | 15.32 USD | |
| 01 May 2025 | OTHER | MSC INCOME FUND, INC. | 604.64 | 15.13 USD | |
| 31 Jan 2025 | OTHER | MSC INCOME FUND, INC. | 565.4 | 15.82 USD | |
| 04 Feb 2025 | OTHER | ADAMS RESOURCES & ENERGY, INC. | 5,267 | 38.00 USD | |
| 04 Feb 2025 | OTHER | ADAMS RESOURCES & ENERGY, INC. | 817 | 38.00 USD | deriv |
| 30 Jan 2025 | PURCHASE | MSC INCOME FUND, INC. | 1,500 | 15.53 USD | |
| 01 Nov 2024 | OTHER | MSC INCOME FUND, INC. | 1,108.38 | 7.89 USD | |
| 01 Nov 2024 | GRANT_AWARD | HINES GLOBAL INCOME TRUST, INC. | 7,485.03 | 0.00 USD | |
| 01 Aug 2024 | OTHER | MSC INCOME FUND, INC. | 1,071.7 | 7.98 USD | |
| 29 May 2024 | PURCHASE | ADAMS RESOURCES & ENERGY, INC. | 400 | 26.00 USD | first after silence |
| 01 May 2024 | OTHER | MSC INCOME FUND, INC. | 1,083.15 | 7.93 USD | |
| 01 Mar 2024 | EXERCISE | ADAMS RESOURCES & ENERGY, INC. | 366 | 0.00 USD | |
| 01 Mar 2024 | EXERCISE | ADAMS RESOURCES & ENERGY, INC. | 366 | 0.00 USD | deriv |
| 01 Mar 2024 | GRANT_AWARD | ADAMS RESOURCES & ENERGY, INC. | 817 | 0.00 USD | deriv |
| 31 Jan 2024 | OTHER | MSC INCOME FUND, INC. | 998.78 | 7.96 USD | |
| 01 Nov 2023 | OTHER | MSC INCOME FUND, INC. | 987 | 7.88 USD | |
| 02 Oct 2023 | GRANT_AWARD | HINES GLOBAL INCOME TRUST, INC. | 7,225.43 | 0.00 USD | |
| 01 Aug 2023 | OTHER | MSC INCOME FUND, INC. | 964.36 | 7.89 USD |
3 purchases reported after at least 12 months of silence — most recent on 29 May 2024.