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 |
|---|---|---|---|---|
| Vintage Wine Estates, Inc. | 222,444 | reported | 21 Dec 2023 | tx 16+222,444 |
| WACHOVIA CORP NEW | 0 | reported | 31 Dec 2008 | tx 21+40,928.78−37,379.94 |
| ALLERGAN INC | 0 | reported | 17 Mar 2015 | tx 62+7,980.71−7,986.92 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 Dec 2023 | GRANT_AWARD | Vintage Wine Estates, Inc. | 78,316 | 0.00 USD | |
| 07 Dec 2023 | OTHER | Vintage Wine Estates, Inc. | 833 | 0.00 USD | |
| 30 Nov 2023 | PURCHASE | Vintage Wine Estates, Inc. | 1,802 | 0.57 USD | |
| 29 Nov 2023 | PURCHASE | Vintage Wine Estates, Inc. | 30,050 | 0.57 USD | |
| 28 Nov 2023 | PURCHASE | Vintage Wine Estates, Inc. | 17,344 | 0.57 USD | |
| 27 Nov 2023 | PURCHASE | Vintage Wine Estates, Inc. | 20,236 | 0.56 USD | |
| 24 Nov 2023 | PURCHASE | Vintage Wine Estates, Inc. | 12,918 | 0.55 USD | |
| 22 Nov 2023 | PURCHASE | Vintage Wine Estates, Inc. | 17,650 | 0.57 USD | first after silence |
| 16 May 2023 | OTHER | Vintage Wine Estates, Inc. | 3,268 | 0.00 USD | |
| 09 Jun 2023 | OTHER | Vintage Wine Estates, Inc. | 817 | 0.00 USD | |
| 10 Jan 2023 | OTHER | Vintage Wine Estates, Inc. | 830 | 0.00 USD | |
| 09 Dec 2022 | OTHER | Vintage Wine Estates, Inc. | 830 | 0.00 USD | |
| 30 Nov 2022 | GRANT_AWARD | Vintage Wine Estates, Inc. | 10,478 | 0.00 USD | |
| 14 Nov 2022 | PURCHASE | Vintage Wine Estates, Inc. | 10,000 | 3.32 USD | |
| 07 Apr 2022 | GRANT_AWARD | Vintage Wine Estates, Inc. | 7,072 | 0.00 USD | |
| 19 Nov 2021 | PURCHASE | Vintage Wine Estates, Inc. | 10,000 | 11.05 USD | first after silence |
| 17 Mar 2015 | EXERCISE | ALLERGAN INC | 1,189.96 | — | |
| 17 Mar 2015 | OTHER | ALLERGAN INC | 6,796.96 | — | |
| 17 Mar 2015 | EXERCISE | ALLERGAN INC | 1,189.96 | — | deriv |
| 10 Mar 2015 | GRANT_AWARD | ALLERGAN INC | 6.44 | 232.95 USD | deriv |
| 17 Feb 2015 | GRANT_AWARD | ALLERGAN INC | 6.52 | 230.15 USD | deriv |
| 16 Feb 2015 | GRANT_AWARD | ALLERGAN INC | 6.52 | 230.15 USD | deriv |
| 03 Feb 2015 | GRANT_AWARD | ALLERGAN INC | 11.35 | 220.36 USD | deriv |
| 02 Feb 2015 | GRANT_AWARD | ALLERGAN INC | 13.58 | 220.79 USD | deriv |
| 02 Jan 2015 | GRANT_AWARD | ALLERGAN INC | 70.51 | 212.75 USD | deriv |
2 purchases reported after at least 12 months of silence — most recent on 22 Nov 2023.