Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 43 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 |
|---|---|---|---|---|
| KLUDEIN I ACQUISITION CORP | 282,369 | reported | 19 Sept 2023 | tx 1+282,369 |
| NewtekOne, Inc. | 45,772 | reported | 07 May 2026 | tx 95+47,458.08 |
| GlobalOptions Group, Inc. | 0 | reported | 07 Sept 2018 | tx 7+280,000−210,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 07 May 2026 | PURCHASE | NewtekOne, Inc. | 1,000 | 13.47 USD | |
| 21 Jul 2025 | PURCHASE | NewtekOne, Inc. | 51 | 11.48 USD | |
| 24 Oct 2025 | PURCHASE | NewtekOne, Inc. | 40 | 11.05 USD | |
| 30 Apr 2025 | PURCHASE | NewtekOne, Inc. | 52 | 10.40 USD | |
| 13 Jan 2025 | PURCHASE | NewtekOne, Inc. | 44 | 12.14 USD | |
| 08 Dec 2025 | PURCHASE | NewtekOne, Inc. | 900 | 11.28 USD | |
| 01 Aug 2025 | PURCHASE | NewtekOne, Inc. | 1,400 | 11.25 USD | |
| 01 Aug 2025 | PURCHASE | NewtekOne, Inc. | 700 | 11.23 USD | |
| 30 Jun 2025 | GRANT_AWARD | NewtekOne, Inc. | 2,283 | 10.95 USD | |
| 12 May 2025 | PURCHASE | NewtekOne, Inc. | 281 | 11.05 USD | |
| 12 May 2025 | PURCHASE | NewtekOne, Inc. | 1,019 | 11.05 USD | |
| 12 May 2025 | PURCHASE | NewtekOne, Inc. | 3,700 | 11.08 USD | |
| 19 Jul 2024 | PURCHASE | NewtekOne, Inc. | 68 | 14.38 USD | |
| 21 Oct 2024 | PURCHASE | NewtekOne, Inc. | 39 | 13.46 USD | |
| 12 Jan 2024 | PURCHASE | NewtekOne, Inc. | 44 | 12.79 USD | |
| 15 Apr 2024 | PURCHASE | NewtekOne, Inc. | 53 | 11.22 USD | |
| 23 Dec 2024 | PURCHASE | NewtekOne, Inc. | 1,000 | 12.83 USD | |
| 20 Sept 2024 | PURCHASE | NewtekOne, Inc. | 500 | 11.73 USD | |
| 14 Jun 2024 | GRANT_AWARD | NewtekOne, Inc. | 1,932 | 12.94 USD | |
| 18 Jun 2024 | PURCHASE | NewtekOne, Inc. | 700 | 12.62 USD | |
| 14 Apr 2023 | PURCHASE | NewtekOne, Inc. | 340 | 12.94 USD | |
| 21 Jul 2023 | PURCHASE | NewtekOne, Inc. | 256 | 17.42 USD | |
| 14 Apr 2023 | PURCHASE | NewtekOne, Inc. | 30 | 13.05 USD | |
| 21 Jul 2023 | PURCHASE | NewtekOne, Inc. | 38 | 17.92 USD | |
| 20 Oct 2023 | PURCHASE | NewtekOne, Inc. | 340 | 13.91 USD |
1 purchase reported after at least 12 months of silence — most recent on 31 Mar 2017.