Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 9 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 |
|---|---|---|---|---|
| Orion S.A. | 1,060,586 | reported | 19 Feb 2026 | tx 29+1,148,575.74−274,359 |
| Air Products & Chemicals, Inc. | 36,113.33 | reported | 06 Dec 2017 | tx 64+133,773.82−85,232 |
| STEPAN CO | 4,999 | reported | 08 May 2026 | tx 2+4,999 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 08 May 2026 | GRANT_AWARD | STEPAN CO | 2,566 | 52.61 USD | |
| 19 Feb 2026 | TAX_WITHHOLDING | Orion S.A. | 31,907 | 6.27 USD | |
| 19 Feb 2026 | TAX_WITHHOLDING | Orion S.A. | 23,789 | 6.27 USD | |
| 19 Feb 2026 | GRANT_AWARD | Orion S.A. | 83,515 | 0.00 USD | |
| 08 Aug 2025 | GRANT_AWARD | STEPAN CO | 2,433 | 49.09 USD | |
| 13 May 2025 | PURCHASE | Orion S.A. | 20,000 | 11.08 USD | |
| 05 May 2025 | GRANT_AWARD | Orion S.A. | 70,931 | 0.00 USD | |
| 20 Feb 2025 | TAX_WITHHOLDING | Orion S.A. | 57,894 | 15.15 USD | |
| 20 Feb 2025 | GRANT_AWARD | Orion S.A. | 133,692 | 0.00 USD | |
| 20 Feb 2025 | TAX_WITHHOLDING | Orion S.A. | 41,130 | 15.15 USD | |
| 22 Aug 2024 | PURCHASE | Orion S.A. | 10,000 | 17.69 USD | |
| 07 Aug 2024 | PURCHASE | Orion S.A. | 15,042 | 17.31 USD | |
| 07 Aug 2024 | PURCHASE | Orion S.A. | 4,958 | 18.01 USD | |
| 05 Jul 2024 | GRANT_AWARD | Orion S.A. | 50,606 | 0.00 USD | |
| 22 Mar 2024 | GRANT_AWARD | Orion S.A. | 226,101 | 0.00 USD | |
| 22 Mar 2024 | TAX_WITHHOLDING | Orion S.A. | 30,665 | 23.08 USD | |
| 22 Mar 2024 | TAX_WITHHOLDING | Orion S.A. | 88,974 | 23.08 USD | |
| 18 Aug 2023 | PURCHASE | Orion S.A. | 15,000 | 21.59 USD | |
| 06 Jun 2023 | GRANT_AWARD | Orion S.A. | 65,254 | 0.00 USD | |
| 03 Apr 2023 | GRANT_AWARD | Orion S.A. | 24,828 | 0.00 USD | |
| 27 Oct 2022 | GRANT_AWARD | Orion S.A. | 56,361 | 0.00 USD | |
| 22 Aug 2022 | PURCHASE | Orion S.A. | 30,000 | 16.77 USD | |
| 28 Apr 2022 | GRANT_AWARD | Orion S.A. | 7,458 | 0.00 USD | |
| 24 Feb 2022 | PURCHASE | Orion S.A. | 40,000 | 15.19 USD | |
| 30 Nov 2021 | PURCHASE | Orion S.A. | 30,000 | 17.39 USD |
2 purchases reported after at least 12 months of silence — most recent on 03 Mar 2020.