Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 8 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 |
|---|---|---|---|---|
| Workday, Inc. | 169,717 | reported | 17 Jan 2018 | tx 130+1,601,871−2,017,946 |
| VMWARE, INC. | 168,070 | reported | 14 Feb 2012 | tx 61+545,723−965,983 |
| SentinelOne, Inc. | 120,000 | reported | 16 Dec 2025 | tx 27+232,717−47,108 |
| TRIMBLE INC. | 87,589 | reported | 19 Sept 2025 | tx 76+477,322−359,206 |
| AMAZON COM INC | 36,500 | reported | 15 Feb 2007 | tx 37+199,589−213,500 |
| WORKIVA INC | 6,070 | reported | 01 Jun 2026 | tx 1+4,070 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 Jun 2026 | GRANT_AWARD | WORKIVA INC | 4,070 | — | |
| 11 Sept 2025 | GIFT | TRIMBLE INC. | 87,589 | 0.00 USD | |
| 11 Sept 2025 | GIFT | TRIMBLE INC. | 87,589 | 0.00 USD | |
| 16 Dec 2025 | PURCHASE | SentinelOne, Inc. | 40,000 | 14.89 USD | first after silence |
| 30 Sept 2025 | GIFT | SentinelOne, Inc. | 25,000 | 0.00 USD | |
| 30 Sept 2025 | GIFT | SentinelOne, Inc. | 6,250 | 0.00 USD | |
| 30 Sept 2025 | GIFT | SentinelOne, Inc. | 6,250 | 0.00 USD | |
| 30 Sept 2025 | GIFT | SentinelOne, Inc. | 6,250 | 0.00 USD | |
| 30 Sept 2025 | GIFT | SentinelOne, Inc. | 6,250 | 0.00 USD | |
| 19 Sept 2025 | GIFT | TRIMBLE INC. | 4,928 | 0.00 USD | |
| 19 Sept 2025 | GIFT | TRIMBLE INC. | 4,928 | 0.00 USD | |
| 25 Jun 2025 | GRANT_AWARD | SentinelOne, Inc. | 12,522 | 0.00 USD | |
| 25 Jun 2025 | GRANT_AWARD | SentinelOne, Inc. | 4,174 | 0.00 USD | |
| 17 Jun 2025 | GRANT_AWARD | TRIMBLE INC. | 3,974 | 0.00 USD | deriv |
| 30 May 2025 | EXERCISE | TRIMBLE INC. | 4,952 | 71.66 USD | |
| 30 May 2025 | EXERCISE | TRIMBLE INC. | 4,952 | 0.00 USD | deriv |
| 30 Sept 2024 | GRANT_AWARD | TRIMBLE INC. | 4,952 | 0.00 USD | deriv |
| 27 Jun 2024 | GRANT_AWARD | SentinelOne, Inc. | 4,104 | 0.00 USD | |
| 27 Jun 2024 | GRANT_AWARD | SentinelOne, Inc. | 12,314 | 0.00 USD | |
| 03 Jun 2024 | EXERCISE | TRIMBLE INC. | 6,003 | 55.50 USD | |
| 03 Jun 2024 | EXERCISE | TRIMBLE INC. | 6,003 | 0.00 USD | deriv |
| 03 Apr 2024 | PURCHASE | SentinelOne, Inc. | 10,000 | 22.36 USD | |
| 07 Dec 2023 | PURCHASE | TRIMBLE INC. | 6,000 | 46.70 USD | first after silence |
| 07 Dec 2023 | PURCHASE | TRIMBLE INC. | 4,000 | 46.42 USD | |
| 29 Jun 2023 | GRANT_AWARD | SentinelOne, Inc. | 14,185 | 0.00 USD |
3 purchases reported after at least 12 months of silence — most recent on 16 Dec 2025.