Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 14 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 |
|---|---|---|---|---|
| Advantage Solutions Inc. | 217,164 | reported | 19 May 2026 | tx 41+26,165,653−976,663 |
| STIFEL FINANCIAL CORP | 7,241 | reported | 13 Nov 2025 | tx 36+47,673−48,114 |
| ANHEUSER-BUSCH COMPANIES, INC. | 0 | reported | 18 Nov 2008 | tx 29+145,809−409,909 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 18 May 2026 | PURCHASE | Advantage Solutions Inc. | 800 | 34.60 USD | |
| 19 May 2026 | PURCHASE | Advantage Solutions Inc. | 800 | 34.60 USD | |
| 13 Mar 2026 | GRANT_AWARD | Advantage Solutions Inc. | 5,000,000 | 0.00 USD | deriv |
| 09 Mar 2026 | EXERCISE | Advantage Solutions Inc. | 287,736 | 0.00 USD | |
| 09 Mar 2026 | EXERCISE | Advantage Solutions Inc. | 287,736 | 0.00 USD | deriv |
| 05 Mar 2026 | PURCHASE | Advantage Solutions Inc. | 200,000 | 0.64 USD | |
| 04 Feb 2026 | TAX_WITHHOLDING | Advantage Solutions Inc. | 57,167 | 1.14 USD | |
| 13 Nov 2025 | GIFT | STIFEL FINANCIAL CORP | 3,000 | 0.00 USD | |
| 05 Jun 2025 | EXERCISE | STIFEL FINANCIAL CORP | 1,914 | 0.00 USD | |
| 04 Jun 2025 | GRANT_AWARD | STIFEL FINANCIAL CORP | 1,875 | 93.35 USD | deriv |
| 05 Jun 2025 | EXERCISE | STIFEL FINANCIAL CORP | 1,914 | 0.00 USD | deriv |
| 14 May 2025 | PURCHASE | Advantage Solutions Inc. | 75,000 | 1.15 USD | |
| 13 May 2025 | SALE | STIFEL FINANCIAL CORP | 12,922 | 99.83 USD | |
| 21 Apr 2025 | TAX_WITHHOLDING | Advantage Solutions Inc. | 30,520 | 1.23 USD | |
| 04 Apr 2025 | GRANT_AWARD | Advantage Solutions Inc. | 1,024,615 | 0.00 USD | |
| 04 Apr 2025 | GRANT_AWARD | Advantage Solutions Inc. | 2,719,928 | 0.00 USD | deriv |
| 04 Apr 2025 | GRANT_AWARD | Advantage Solutions Inc. | 1,024,615 | 0.00 USD | deriv |
| 10 Mar 2025 | EXERCISE | Advantage Solutions Inc. | 188,679 | 0.00 USD | |
| 11 Mar 2025 | PURCHASE | Advantage Solutions Inc. | 70,000 | 1.74 USD | |
| 10 Mar 2025 | TAX_WITHHOLDING | Advantage Solutions Inc. | 83,114 | 1.82 USD | |
| 10 Mar 2025 | EXERCISE | Advantage Solutions Inc. | 188,679 | 0.00 USD | deriv |
| 03 Feb 2025 | TAX_WITHHOLDING | Advantage Solutions Inc. | 56,523 | 2.62 USD | |
| 12 Nov 2024 | PURCHASE | Advantage Solutions Inc. | 18,367 | 3.30 USD | |
| 11 Nov 2024 | PURCHASE | Advantage Solutions Inc. | 16,633 | 3.30 USD | |
| 09 Sept 2024 | PURCHASE | Advantage Solutions Inc. | 15,000 | 3.40 USD |
3 purchases reported after at least 12 months of silence — most recent on 15 May 2023.