Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 51 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 |
|---|---|---|---|---|
| SoFi Technologies, Inc. | 11,946,619 | reported | 11 May 2026 | tx 196+56,102,870.09−21,849,175 |
| TWITTER, INC. | 2,308,267 | reported | 12 Feb 2018 | tx 45+1,681,114−865,679 |
| FRANKLIN RESOURCES INC | 47,152 | reported | 04 Feb 2026 | tx 8+54,745 |
| Warner Bros. Discovery, Inc. | 43,298 | reported | 27 Mar 2026 | tx 7+43,298 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 11 May 2026 | PURCHASE | SoFi Technologies, Inc. | 15,545 | 16.00 USD | |
| 08 May 2026 | PURCHASE | SoFi Technologies, Inc. | 15,878 | 15.73 USD | |
| 27 Mar 2026 | GRANT_AWARD | Warner Bros. Discovery, Inc. | 1,063 | 0.00 USD | |
| 16 Mar 2026 | EXERCISE | SoFi Technologies, Inc. | 305,651 | — | |
| 16 Mar 2026 | TAX_WITHHOLDING | SoFi Technologies, Inc. | 249,004 | 17.76 USD | |
| 16 Mar 2026 | EXERCISE | SoFi Technologies, Inc. | 154,197 | — | |
| 16 Mar 2026 | EXERCISE | SoFi Technologies, Inc. | 154,197 | 0.00 USD | deriv |
| 16 Mar 2026 | EXERCISE | SoFi Technologies, Inc. | 305,651 | 0.00 USD | deriv |
| 17 Mar 2026 | PURCHASE | SoFi Technologies, Inc. | 28,900 | 17.32 USD | |
| 11 Mar 2026 | GRANT_AWARD | SoFi Technologies, Inc. | 883,049 | 0.00 USD | deriv |
| 02 Mar 2026 | PURCHASE | SoFi Technologies, Inc. | 56,000 | 17.88 USD | first after silence |
| 04 Feb 2026 | GRANT_AWARD | FRANKLIN RESOURCES INC | 7,593 | 27.00 USD | |
| 19 Dec 2025 | GRANT_AWARD | Warner Bros. Discovery, Inc. | 1,036 | 0.00 USD | |
| 15 Dec 2025 | EXERCISE | SoFi Technologies, Inc. | 559,716 | — | |
| 15 Dec 2025 | EXERCISE | SoFi Technologies, Inc. | 17,134 | — | |
| 15 Dec 2025 | TAX_WITHHOLDING | SoFi Technologies, Inc. | 305,304 | 27.28 USD | |
| 15 Dec 2025 | EXERCISE | SoFi Technologies, Inc. | 17,134 | 0.00 USD | deriv |
| 15 Dec 2025 | EXERCISE | SoFi Technologies, Inc. | 559,716 | 0.00 USD | deriv |
| 05 Nov 2025 | TAX_WITHHOLDING | SoFi Technologies, Inc. | 1,133,722 | 27.16 USD | |
| 05 Nov 2025 | EXERCISE | SoFi Technologies, Inc. | 2,142,859 | — | |
| 05 Nov 2025 | EXERCISE | SoFi Technologies, Inc. | 2,142,859 | 0.00 USD | deriv |
| 30 Sept 2025 | GRANT_AWARD | Warner Bros. Discovery, Inc. | 1,473 | 0.00 USD | |
| 15 Sept 2025 | TAX_WITHHOLDING | SoFi Technologies, Inc. | 301,821 | 26.55 USD | |
| 15 Sept 2025 | EXERCISE | SoFi Technologies, Inc. | 559,714 | — | |
| 15 Sept 2025 | EXERCISE | SoFi Technologies, Inc. | 17,133 | — |
2 purchases reported after at least 12 months of silence — most recent on 02 Mar 2026.