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 |
|---|---|---|---|---|
| RYAN SPECIALTY HOLDINGS, INC. | 238,963 | reported | 28 Apr 2026 | tx 13+249,054−100,916 |
| Aon plc | 120,000 | reported | 15 Aug 2007 | tx 96+721,226−622,421 |
| NUVASIVE INC | 2,577 | reported | 09 May 2019 | tx 15+31,804−10,411 |
| CARDINAL HEALTH INC | 1 | reported | 01 Sept 2009 | tx 22+2,251−1,765 |
| CareFusion Corp | 0 | reported | 17 Mar 2015 | tx 51+89,074−119,574 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 Apr 2026 | GRANT_AWARD | RYAN SPECIALTY HOLDINGS, INC. | 5,757 | 0.00 USD | |
| 30 May 2025 | GRANT_AWARD | RYAN SPECIALTY HOLDINGS, INC. | 2,323 | 0.00 USD | |
| 30 Apr 2024 | GRANT_AWARD | RYAN SPECIALTY HOLDINGS, INC. | 2,496 | 0.00 USD | |
| 01 May 2023 | GRANT_AWARD | RYAN SPECIALTY HOLDINGS, INC. | 2,814 | 0.00 USD | |
| 16 Nov 2022 | PURCHASE | RYAN SPECIALTY HOLDINGS, INC. | 8,580 | 33.59 USD | |
| 15 Nov 2022 | PURCHASE | RYAN SPECIALTY HOLDINGS, INC. | 11,750 | 33.71 USD | first after silence |
| 17 Nov 2022 | PURCHASE | RYAN SPECIALTY HOLDINGS, INC. | 7,724 | 34.62 USD | |
| 16 Nov 2022 | PURCHASE | RYAN SPECIALTY HOLDINGS, INC. | 1,420 | 34.20 USD | |
| 07 Jun 2022 | GRANT_AWARD | RYAN SPECIALTY HOLDINGS, INC. | 2,829 | 0.00 USD | |
| 18 Mar 2022 | GRANT_AWARD | RYAN SPECIALTY HOLDINGS, INC. | 4,361 | 0.00 USD | |
| 26 Jul 2021 | PURCHASE | RYAN SPECIALTY HOLDINGS, INC. | 199,000 | 23.50 USD | first after silence |
| 21 Jul 2021 | OTHER | RYAN SPECIALTY HOLDINGS, INC. | 3,420 | 22.33 USD | deriv |
| 21 Jul 2021 | OTHER | RYAN SPECIALTY HOLDINGS, INC. | 97,496 | 22.33 USD | deriv |
| 09 May 2019 | GRANT_AWARD | NUVASIVE INC | 2,577 | 0.00 USD | deriv |
| 03 May 2019 | EXERCISE | NUVASIVE INC | 3,230 | 0.00 USD | |
| 03 May 2019 | EXERCISE | NUVASIVE INC | 3,230 | 0.00 USD | deriv |
| 01 Aug 2018 | EXERCISE | NUVASIVE INC | 3,161 | 0.00 USD | |
| 01 Aug 2018 | EXERCISE | NUVASIVE INC | 3,161 | 0.00 USD | deriv |
| 18 May 2018 | EXERCISE | NUVASIVE INC | 2,130 | 0.00 USD | |
| 18 May 2018 | EXERCISE | NUVASIVE INC | 2,130 | 0.00 USD | deriv |
| 03 May 2018 | EXERCISE | NUVASIVE INC | 3,230 | 0.00 USD | deriv |
| 18 May 2017 | EXERCISE | NUVASIVE INC | 1,890 | 0.00 USD | |
| 18 May 2017 | EXERCISE | NUVASIVE INC | 1,890 | 0.00 USD | deriv |
| 18 May 2017 | GRANT_AWARD | NUVASIVE INC | 2,130 | 0.00 USD | deriv |
| 04 Nov 2016 | PURCHASE | NUVASIVE INC | 4,200 | 58.26 USD |
2 purchases reported after at least 12 months of silence — most recent on 15 Nov 2022.