Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| KEMPER Corp | 52,882 | reported | 06 May 2026 | tx 12+82,882−30,000 |
| HEALTHEQUITY, INC. | 23,098 | reported | 02 Feb 2026 | tx 19+50,037−25,000 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 buys in history.
2 purchases reported after at least 12 months of silence — most recent on 10 Nov 2025.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 06 May 2026 | GRANT_AWARD | KEMPER Corp | 4,730 | 32.77 USD | |
| 02 Feb 2026 | GRANT_AWARD | HEALTHEQUITY, INC. | 1,263 | 0.00 USD | |
| 10 Nov 2025 | PURCHASE | KEMPER Corp | 25,000 | 36.82 USD | first after silence |
| 26 Jun 2025 | GRANT_AWARD | HEALTHEQUITY, INC. | 2,003 | 0.00 USD | |
| 07 May 2025 | GRANT_AWARD | KEMPER Corp | 2,435 | 61.61 USD | |
| 03 Feb 2025 | GRANT_AWARD | HEALTHEQUITY, INC. | 771 | 0.00 USD | |
| 12 Dec 2024 | SALE | HEALTHEQUITY, INC. | 24,272 | 96.70 USD | |
| 12 Dec 2024 | SALE | HEALTHEQUITY, INC. | 728 | 97.30 USD | |
| 21 Aug 2024 | SALE | KEMPER Corp | 30,000 | 61.74 USD | |
| 05 Jul 2024 | GRANT_AWARD | HEALTHEQUITY, INC. | 2,543 | 0.00 USD | |
| 01 May 2024 | GRANT_AWARD | KEMPER Corp | 2,565 | 0.00 USD | |
| 01 Feb 2024 | GRANT_AWARD | HEALTHEQUITY, INC. | 1,058 | 0.00 USD | |
| 20 Nov 2023 | PURCHASE | KEMPER Corp | 10,000 | 41.40 USD | first after silence |
| 22 Jun 2023 | GRANT_AWARD | HEALTHEQUITY, INC. | 3,164 | 0.00 USD | |
| 03 May 2023 | GRANT_AWARD | KEMPER Corp | 2,933 | 0.00 USD | |
| 01 Feb 2023 | GRANT_AWARD | HEALTHEQUITY, INC. | 1,102 | 0.00 USD | |
| 04 Aug 2022 | PURCHASE | KEMPER Corp | 5,000 | 42.55 USD | |
| 23 Jun 2022 | GRANT_AWARD | HEALTHEQUITY, INC. | 2,996 | 0.00 USD | |
| 04 May 2022 | GRANT_AWARD | KEMPER Corp | 2,525 | 0.00 USD | |
| 01 Feb 2022 | GRANT_AWARD | HEALTHEQUITY, INC. | 1,212 | 0.00 USD | |
| 01 Feb 2022 | GRANT_AWARD | HEALTHEQUITY, INC. | 727 | 0.00 USD | |
| 09 Dec 2021 | PURCHASE | HEALTHEQUITY, INC. | 25,000 | 42.82 USD | |
| 04 Aug 2021 | PURCHASE | KEMPER Corp | 25,000 | 61.62 USD | |
| 05 May 2021 | GRANT_AWARD | KEMPER Corp | 1,670 | 0.00 USD | |
| 01 Feb 2021 | GRANT_AWARD | HEALTHEQUITY, INC. | 775 | 0.00 USD |