Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 7 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 |
|---|---|---|---|---|
| LIFECORE BIOMEDICAL, INC. \DE\ | 59,599 | reported | 04 Jun 2022 | tx 41+131,816−57,520 |
| WisdomTree, Inc. | 34,962.01 | reported | 25 Feb 2026 | tx 9+34,962.01 |
| HARRIS & HARRIS GROUP INC /NY/ | 4,268 | reported | 31 Dec 2021 | tx 4+7,354 |
| TECHNOLOGY INVESTMENT CAPITAL CORP | 0 | reported | 13 Jun 2008 | tx 3+513−5,136 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 25 Feb 2026 | PURCHASE | WisdomTree, Inc. | 44.34 | 16.94 USD | |
| 26 Nov 2025 | PURCHASE | WisdomTree, Inc. | 67.79 | 11.05 USD | |
| 27 Aug 2025 | PURCHASE | WisdomTree, Inc. | 33.06 | 13.43 USD | |
| 20 Nov 2024 | PURCHASE | WisdomTree, Inc. | 38.18 | 11.52 USD | first after silence |
| 26 Feb 2025 | PURCHASE | WisdomTree, Inc. | 47.63 | 9.26 USD | |
| 28 May 2025 | PURCHASE | WisdomTree, Inc. | 46.01 | 9.62 USD | |
| 17 Jun 2025 | GRANT_AWARD | WisdomTree, Inc. | 9,871 | 0.00 USD | |
| 12 Jun 2024 | GRANT_AWARD | WisdomTree, Inc. | 10,152 | 0.00 USD | |
| 26 Jun 2023 | GRANT_AWARD | WisdomTree, Inc. | 14,662 | 0.00 USD | |
| 04 Jun 2022 | GRANT_AWARD | LIFECORE BIOMEDICAL, INC. \DE\ | 7,059 | 9.50 USD | |
| 04 Jun 2022 | EXERCISE | LIFECORE BIOMEDICAL, INC. \DE\ | 7,059 | 9.50 USD | deriv |
| 31 May 2022 | GRANT_AWARD | LIFECORE BIOMEDICAL, INC. \DE\ | 9,474 | — | deriv |
| 31 Dec 2021 | PURCHASE | HARRIS & HARRIS GROUP INC /NY/ | 683 | 7.32 USD | |
| 04 Jun 2021 | GRANT_AWARD | LIFECORE BIOMEDICAL, INC. \DE\ | 7,059 | — | deriv |
| 01 Jun 2021 | GRANT_AWARD | LIFECORE BIOMEDICAL, INC. \DE\ | 8,303 | 11.64 USD | |
| 01 Jun 2021 | EXERCISE | LIFECORE BIOMEDICAL, INC. \DE\ | 8,303 | 11.64 USD | deriv |
| 31 Mar 2021 | PURCHASE | HARRIS & HARRIS GROUP INC /NY/ | 677 | 7.37 USD | |
| 12 Mar 2021 | PURCHASE | HARRIS & HARRIS GROUP INC /NY/ | 1,365 | 7.32 USD | |
| 30 Dec 2020 | PURCHASE | HARRIS & HARRIS GROUP INC /NY/ | 4,629 | 2.16 USD | |
| 15 Oct 2020 | GRANT_AWARD | LIFECORE BIOMEDICAL, INC. \DE\ | 2,200 | 10.36 USD | |
| 15 Oct 2020 | EXERCISE | LIFECORE BIOMEDICAL, INC. \DE\ | 2,200 | 0.00 USD | deriv |
| 01 Jun 2020 | GRANT_AWARD | LIFECORE BIOMEDICAL, INC. \DE\ | 8,303 | — | deriv |
| 28 May 2020 | GRANT_AWARD | LIFECORE BIOMEDICAL, INC. \DE\ | 6,000 | 10.99 USD | |
| 28 May 2020 | EXERCISE | LIFECORE BIOMEDICAL, INC. \DE\ | 6,000 | 0.00 USD | deriv |
| 12 Nov 2019 | EXERCISE | LIFECORE BIOMEDICAL, INC. \DE\ | 3,333 | 9.01 USD |
1 purchase reported after at least 12 months of silence — most recent on 20 Nov 2024.