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 |
|---|---|---|---|---|
| CAPITALSOURCE INC | 19,105,182 | reported | 03 Dec 2007 | tx 8+1,062,800 |
| Benefitfocus,Inc. | 3,981,584 | reported | 04 Apr 2022 | tx 1+17,890 |
| KNOLOGY INC | 2,063,011 | reported | 12 Nov 2007 | tx 38+228,700 |
| Tabula Rasa HealthCare, Inc. | 0 | reported | 07 Nov 2023 | tx 12+1,318,933−96,327,966 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 03 Nov 2023 | OTHER | Tabula Rasa HealthCare, Inc. | 6,599,966 | 10.50 USD | |
| 07 Nov 2023 | SALE | Tabula Rasa HealthCare, Inc. | 22,228,000 | 22145756.00 USD | deriv |
| 06 Nov 2023 | SALE | Tabula Rasa HealthCare, Inc. | 67,500,000 | 67243500.00 USD | deriv |
| 09 Jun 2023 | GRANT_AWARD | Tabula Rasa HealthCare, Inc. | 25,641 | 0.00 USD | |
| 21 Jul 2022 | PURCHASE | Tabula Rasa HealthCare, Inc. | 179,790 | 3.80 USD | first after silence |
| 21 Jul 2022 | PURCHASE | Tabula Rasa HealthCare, Inc. | 180,210 | 3.97 USD | |
| 21 Jul 2022 | PURCHASE | Tabula Rasa HealthCare, Inc. | 250,000 | 3.58 USD | |
| 22 Jul 2022 | PURCHASE | Tabula Rasa HealthCare, Inc. | 90,000 | 4.43 USD | |
| 21 Jul 2022 | PURCHASE | Tabula Rasa HealthCare, Inc. | 100,000 | 4.15 USD | |
| 22 Jul 2022 | PURCHASE | Tabula Rasa HealthCare, Inc. | 100,000 | 4.22 USD | |
| 22 Jul 2022 | PURCHASE | Tabula Rasa HealthCare, Inc. | 103,292 | 4.06 USD | |
| 21 Jul 2022 | PURCHASE | Tabula Rasa HealthCare, Inc. | 290,000 | 4.11 USD | |
| 04 Apr 2022 | GRANT_AWARD | Benefitfocus,Inc. | 17,890 | 0.00 USD | |
| 03 Dec 2007 | PURCHASE | CAPITALSOURCE INC | 57,900 | 16.89 USD | |
| 30 Nov 2007 | PURCHASE | CAPITALSOURCE INC | 59,700 | 16.65 USD | |
| 03 Dec 2007 | PURCHASE | CAPITALSOURCE INC | 38,100 | 16.89 USD | |
| 30 Nov 2007 | PURCHASE | CAPITALSOURCE INC | 41,700 | 16.65 USD | |
| 03 Dec 2007 | PURCHASE | CAPITALSOURCE INC | 305,200 | 16.89 USD | |
| 30 Nov 2007 | PURCHASE | CAPITALSOURCE INC | 322,300 | 16.65 USD | |
| 03 Dec 2007 | PURCHASE | CAPITALSOURCE INC | 115,700 | 16.89 USD | |
| 30 Nov 2007 | PURCHASE | CAPITALSOURCE INC | 122,200 | 16.65 USD | |
| 12 Nov 2007 | PURCHASE | KNOLOGY INC | 100 | 13.52 USD | |
| 12 Nov 2007 | PURCHASE | KNOLOGY INC | 100 | 13.52 USD | |
| 12 Nov 2007 | PURCHASE | KNOLOGY INC | 200 | 13.52 USD | |
| 12 Nov 2007 | PURCHASE | KNOLOGY INC | 2,100 | 13.52 USD |
1 purchase reported after at least 12 months of silence — most recent on 21 Jul 2022.