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 |
|---|---|---|---|---|
| IGI INC | 150,000 | reported | 21 Jul 2021 | tx 3+182,000 |
| Purple Innovation, Inc. | 48,714 | reported | 20 Jun 2023 | tx 2+48,714 |
| Arq, Inc. | 34,683 | reported | 01 Jul 2020 | tx 6+34,683 |
| PROVIDENCE SERVICE CORP | 23,317 | reported | 11 Nov 2019 | tx 4+418,317−1,000 |
| Option Care Health, Inc. | 20,620 | reported | 20 May 2026 | tx 34+398,303−167,706 |
| Red Lion Hotels CORP | 0 | reported | 17 Mar 2021 | tx 8+40,643−40,643 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 May 2026 | GRANT_AWARD | Option Care Health, Inc. | 8,997 | 0.00 USD | |
| 27 Feb 2026 | SALE | Option Care Health, Inc. | 30,287 | 32.05 USD | |
| 20 Aug 2025 | PURCHASE | Option Care Health, Inc. | 750 | 27.19 USD | first after silence |
| 14 May 2025 | GRANT_AWARD | Option Care Health, Inc. | 5,034 | 0.00 USD | |
| 03 Sept 2024 | SALE | Option Care Health, Inc. | 1,465 | 32.37 USD | |
| 03 Sept 2024 | GIFT | Option Care Health, Inc. | 67,342 | 0.00 USD | |
| 15 May 2024 | GRANT_AWARD | Option Care Health, Inc. | 5,325 | 0.00 USD | |
| 09 May 2024 | GIFT | Option Care Health, Inc. | 6,504 | 0.00 USD | |
| 17 Aug 2023 | PURCHASE | Option Care Health, Inc. | 1,465 | 34.32 USD | |
| 06 Aug 2019 | OTHER | Option Care Health, Inc. | 27,363 | 0.00 USD | deriv |
| 20 Jun 2023 | GRANT_AWARD | Purple Innovation, Inc. | 31,765 | 0.00 USD | |
| 17 May 2023 | GRANT_AWARD | Option Care Health, Inc. | 9,117 | 0.00 USD | |
| 15 May 2023 | PURCHASE | Purple Innovation, Inc. | 16,949 | 2.95 USD | first after silence |
| 03 Oct 2022 | SALE | Option Care Health, Inc. | 1,928 | 31.97 USD | |
| 01 Sept 2022 | SALE | Option Care Health, Inc. | 1,923 | 30.65 USD | |
| 01 Aug 2022 | SALE | Option Care Health, Inc. | 1,923 | 33.37 USD | |
| 08 Jul 2022 | SALE | Option Care Health, Inc. | 1,923 | 30.00 USD | |
| 01 Jun 2022 | SALE | Option Care Health, Inc. | 1,923 | 30.54 USD | |
| 21 Dec 2021 | SALE | Option Care Health, Inc. | 5,125 | 27.00 USD | |
| 20 May 2022 | GRANT_AWARD | Option Care Health, Inc. | 8,898 | 0.00 USD | |
| 21 Jul 2021 | GRANT_AWARD | IGI INC | 150,000 | 0.00 USD | deriv |
| 26 May 2021 | GRANT_AWARD | Option Care Health, Inc. | 13,626 | 0.00 USD | |
| 27 May 2021 | PURCHASE | IGI INC | 30,000 | 0.55 USD | |
| 10 May 2021 | PURCHASE | Option Care Health, Inc. | 855 | 16.74 USD | first after silence |
| 17 Mar 2021 | OTHER | Red Lion Hotels CORP | 40,643 | 3.50 USD |
4 purchases reported after at least 12 months of silence — most recent on 20 Aug 2025.