Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 9 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 |
|---|---|---|---|---|
| Montrose Environmental Group, Inc. | 1,075,266 | reported | 01 Jan 2026 | tx 21+184,431−567,670 |
| ExamWorks Group, Inc. | 544,216 | reported | 03 Jun 2016 | tx 17+1,580,213−1,192,750 |
| TURBOCHEF TECHNOLOGIES INC | 0 | reported | 05 Jan 2009 | tx 10+2,435,961−2,195,545 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 Jan 2026 | GRANT_AWARD | Montrose Environmental Group, Inc. | 4,430 | 0.00 USD | |
| 01 Jan 2025 | GRANT_AWARD | Montrose Environmental Group, Inc. | 5,929 | 0.00 USD | |
| 01 Jan 2024 | GRANT_AWARD | Montrose Environmental Group, Inc. | 3,423 | 0.00 USD | |
| 03 Mar 2023 | PURCHASE | Montrose Environmental Group, Inc. | 27,500 | 36.18 USD | |
| 03 Mar 2023 | PURCHASE | Montrose Environmental Group, Inc. | 136 | 37.00 USD | |
| 01 Jan 2023 | GRANT_AWARD | Montrose Environmental Group, Inc. | 2,478 | 0.00 USD | |
| 17 May 2022 | PURCHASE | Montrose Environmental Group, Inc. | 11,807 | 42.35 USD | |
| 12 May 2022 | PURCHASE | Montrose Environmental Group, Inc. | 3,932 | 37.54 USD | |
| 12 May 2022 | PURCHASE | Montrose Environmental Group, Inc. | 1,600 | 39.05 USD | |
| 12 May 2022 | PURCHASE | Montrose Environmental Group, Inc. | 3,808 | 36.00 USD | |
| 12 May 2022 | PURCHASE | Montrose Environmental Group, Inc. | 4,000 | 38.18 USD | |
| 03 Mar 2022 | PURCHASE | Montrose Environmental Group, Inc. | 25,000 | 41.90 USD | |
| 29 Nov 2021 | GIFT | Montrose Environmental Group, Inc. | 75,000 | 0.00 USD | |
| 13 Dec 2021 | GIFT | Montrose Environmental Group, Inc. | 37,500 | 0.00 USD | |
| 29 Nov 2021 | GIFT | Montrose Environmental Group, Inc. | 75,000 | 0.00 USD | |
| 13 Dec 2021 | GIFT | Montrose Environmental Group, Inc. | 17,670 | 0.00 USD | |
| 14 Dec 2021 | GIFT | Montrose Environmental Group, Inc. | 37,500 | 0.00 USD | |
| 01 Jan 2022 | GRANT_AWARD | Montrose Environmental Group, Inc. | 1,560 | 0.00 USD | |
| 19 Aug 2021 | PURCHASE | Montrose Environmental Group, Inc. | 11,406 | 44.19 USD | first after silence |
| 01 Jan 2021 | GRANT_AWARD | Montrose Environmental Group, Inc. | 2,422 | 0.00 USD | |
| 30 Nov 2020 | SALE | Montrose Environmental Group, Inc. | 400,000 | 26.09 USD | |
| 03 Jun 2016 | SALE | ExamWorks Group, Inc. | 3,853 | 34.81 USD | |
| 05 Jan 2016 | GRANT_AWARD | ExamWorks Group, Inc. | 12,540 | 0.00 USD | |
| 29 Dec 2015 | EXERCISE | ExamWorks Group, Inc. | 24,000 | 6.63 USD | |
| 29 Dec 2015 | EXERCISE | ExamWorks Group, Inc. | 24,000 | 0.00 USD | deriv |
2 purchases reported after at least 12 months of silence — most recent on 19 Aug 2021.