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 |
|---|---|---|---|---|
| ESS Tech, Inc. | 90,825 | reported | 13 Oct 2025 | tx 19+718,473−11,852 |
| PG&E Corp | 58,845.73 | reported | 17 May 2024 | tx 5+58,326 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 13 Oct 2025 | GRANT_AWARD | ESS Tech, Inc. | 13,513 | 0.00 USD | |
| 29 Aug 2024 | EXERCISE | ESS Tech, Inc. | 11,852 | 6.88 USD | |
| 29 Aug 2024 | EXERCISE | ESS Tech, Inc. | 11,852 | 0.00 USD | deriv |
| 17 May 2024 | GRANT_AWARD | PG&E Corp | 9,677 | 0.00 USD | |
| 17 May 2024 | GRANT_AWARD | ESS Tech, Inc. | 202,702 | 0.00 USD | |
| 19 May 2023 | GRANT_AWARD | PG&E Corp | 10,836 | 0.00 USD | |
| 19 May 2023 | GRANT_AWARD | ESS Tech, Inc. | 135,373 | 0.00 USD | |
| 16 May 2023 | PURCHASE | ESS Tech, Inc. | 10,000 | 0.81 USD | |
| 12 May 2023 | PURCHASE | ESS Tech, Inc. | 20,000 | 1.13 USD | |
| 06 Mar 2023 | PURCHASE | ESS Tech, Inc. | 5,000 | 1.65 USD | |
| 15 Dec 2022 | PURCHASE | ESS Tech, Inc. | 19,100 | 2.56 USD | |
| 01 Jun 2022 | GRANT_AWARD | ESS Tech, Inc. | 29,486 | 0.00 USD | |
| 19 May 2022 | GRANT_AWARD | PG&E Corp | 11,532 | 0.00 USD | |
| 01 Mar 2022 | PURCHASE | ESS Tech, Inc. | 20,000 | 5.01 USD | |
| 15 Nov 2021 | GRANT_AWARD | ESS Tech, Inc. | 30,053 | 0.00 USD | |
| 09 Nov 2021 | OTHER | ESS Tech, Inc. | 77,822 | 10.00 USD | |
| 09 Nov 2021 | OTHER | ESS Tech, Inc. | 11,670 | 10.00 USD | |
| 09 Nov 2021 | OTHER | ESS Tech, Inc. | 11,670 | 10.00 USD | |
| 09 Nov 2021 | OTHER | ESS Tech, Inc. | 31,140 | 10.00 USD | |
| 09 Nov 2021 | OTHER | ESS Tech, Inc. | 65,752 | 10.00 USD | |
| 09 Nov 2021 | OTHER | ESS Tech, Inc. | 11,670 | 10.00 USD | |
| 09 Nov 2021 | OTHER | ESS Tech, Inc. | 11,670 | 10.00 USD | |
| 20 May 2021 | GRANT_AWARD | PG&E Corp | 13,461 | 0.00 USD | |
| 03 Aug 2020 | GRANT_AWARD | PG&E Corp | 12,820 | 0.00 USD |