Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 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 |
|---|---|---|---|---|
| BLACKLINE, INC. | 397,611 | reported | 20 May 2026 | tx 44+378,054−109,318 |
| LINCOLN NATIONAL CORP | 21,625.81 | reported | 31 Dec 2025 | tx 12+32,404.85 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 May 2026 | TAX_WITHHOLDING | BLACKLINE, INC. | 2,234 | 30.84 USD | |
| 20 May 2026 | TAX_WITHHOLDING | BLACKLINE, INC. | 2,027 | 30.84 USD | |
| 20 May 2026 | TAX_WITHHOLDING | BLACKLINE, INC. | 2,438 | 30.84 USD | |
| 14 May 2026 | GIFT | BLACKLINE, INC. | 250 | 0.00 USD | |
| 20 Feb 2026 | EXERCISE | BLACKLINE, INC. | 21,761 | 36.15 USD | |
| 20 Feb 2026 | TAX_WITHHOLDING | BLACKLINE, INC. | 35,803 | 36.15 USD | |
| 20 Feb 2026 | EXERCISE | BLACKLINE, INC. | 9,332 | 36.15 USD | |
| 20 Feb 2026 | EXERCISE | BLACKLINE, INC. | 11,225 | 36.15 USD | |
| 20 Feb 2026 | GIFT | BLACKLINE, INC. | 75 | 0.00 USD | |
| 18 Feb 2026 | GIFT | BLACKLINE, INC. | 150 | 0.00 USD | |
| 19 Feb 2026 | GIFT | BLACKLINE, INC. | 225 | 0.00 USD | |
| 31 Dec 2025 | GRANT_AWARD | LINCOLN NATIONAL CORP | 1,684.26 | 44.53 USD | deriv |
| 25 Nov 2025 | GRANT_AWARD | BLACKLINE, INC. | 33,330 | 0.00 USD | |
| 25 Nov 2025 | GRANT_AWARD | BLACKLINE, INC. | 33,330 | 0.00 USD | deriv |
| 20 Nov 2025 | TAX_WITHHOLDING | BLACKLINE, INC. | 2,023 | 53.49 USD | |
| 20 Nov 2025 | TAX_WITHHOLDING | BLACKLINE, INC. | 2,230 | 53.49 USD | |
| 12 Nov 2025 | PURCHASE | LINCOLN NATIONAL CORP | 2,000 | 42.17 USD | first after silence |
| 30 Sept 2025 | GRANT_AWARD | LINCOLN NATIONAL CORP | 1,859.66 | 40.33 USD | deriv |
| 20 Aug 2025 | TAX_WITHHOLDING | BLACKLINE, INC. | 2,027 | 52.23 USD | |
| 20 Aug 2025 | TAX_WITHHOLDING | BLACKLINE, INC. | 2,235 | 52.23 USD | |
| 30 Jun 2025 | GRANT_AWARD | LINCOLN NATIONAL CORP | 2,167.63 | 34.60 USD | deriv |
| 20 May 2025 | TAX_WITHHOLDING | BLACKLINE, INC. | 2,234 | 55.43 USD | |
| 20 May 2025 | TAX_WITHHOLDING | BLACKLINE, INC. | 2,027 | 55.43 USD | |
| 02 Apr 2025 | GRANT_AWARD | BLACKLINE, INC. | 76,250 | 0.00 USD | |
| 31 Mar 2025 | GRANT_AWARD | LINCOLN NATIONAL CORP | 2,088.55 | 35.91 USD | deriv |
2 purchases reported after at least 12 months of silence — most recent on 12 Nov 2025.