Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 10 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 |
|---|---|---|---|---|
| Fortive Corp | 4,015,820 | reported | 11 Aug 2020 | tx 53+5,276,954−18,828,489 |
| Enovis CORP | 1,752,480 | reported | 08 Dec 2022 | tx 104+15,727,862−16,906,830.81 |
| DANAHER CORP /DE/ | 778,352 | reported | 27 Feb 2026 | tx 264+33,811,313.21−76,631,896 |
| ESAB Corp | 2,647 | reported | 08 May 2026 | tx 11+507,403−54,040 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 08 May 2026 | GRANT_AWARD | ESAB Corp | 813 | 0.00 USD | |
| 08 May 2026 | GRANT_AWARD | ESAB Corp | 2,647 | 0.00 USD | deriv |
| 27 Feb 2026 | GIFT | DANAHER CORP /DE/ | 71,648 | 0.00 USD | |
| 02 Feb 2026 | GRANT_AWARD | DANAHER CORP /DE/ | 79 | 218.89 USD | deriv |
| 31 Dec 2025 | GRANT_AWARD | ESAB Corp | 493 | 0.00 USD | |
| 30 Dec 2025 | GRANT_AWARD | DANAHER CORP /DE/ | 1,543.98 | 230.67 USD | deriv |
| 25 Nov 2025 | SALE | DANAHER CORP /DE/ | 4,726 | 231.19 USD | |
| 25 Nov 2025 | SALE | DANAHER CORP /DE/ | 35,899 | 230.27 USD | |
| 25 Nov 2025 | GIFT | DANAHER CORP /DE/ | 22,029 | 0.00 USD | |
| 12 Nov 2025 | SALE | DANAHER CORP /DE/ | 25,855 | 217.64 USD | |
| 12 Nov 2025 | SALE | DANAHER CORP /DE/ | 254,553 | 218.27 USD | |
| 12 Nov 2025 | SALE | DANAHER CORP /DE/ | 133,233 | 219.43 USD | |
| 12 Nov 2025 | SALE | DANAHER CORP /DE/ | 23,359 | 220.15 USD | |
| 31 Oct 2025 | SALE | DANAHER CORP /DE/ | 308,423 | 215.67 USD | |
| 31 Oct 2025 | SALE | DANAHER CORP /DE/ | 223,449 | 216.26 USD | |
| 31 Oct 2025 | SALE | DANAHER CORP /DE/ | 68,128 | 217.17 USD | |
| 30 Sept 2025 | GRANT_AWARD | ESAB Corp | 493 | 0.00 USD | |
| 30 Jun 2025 | GRANT_AWARD | ESAB Corp | 457 | 0.00 USD | |
| 08 May 2025 | GRANT_AWARD | ESAB Corp | 637 | 0.00 USD | |
| 08 May 2025 | GRANT_AWARD | ESAB Corp | 1,863 | 0.00 USD | deriv |
| 31 Mar 2025 | GRANT_AWARD | ESAB Corp | 473 | 0.00 USD | |
| 03 Feb 2025 | GRANT_AWARD | DANAHER CORP /DE/ | 14 | 222.74 USD | deriv |
| 21 Nov 2024 | GIFT | DANAHER CORP /DE/ | 616 | 0.00 USD | |
| 05 Aug 2024 | GRANT_AWARD | ESAB Corp | 3,567 | 0.00 USD | |
| 01 Feb 2024 | GRANT_AWARD | DANAHER CORP /DE/ | 75 | 245.13 USD | deriv |
3 purchases reported after at least 12 months of silence — most recent on 31 Jul 2018.