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 |
|---|---|---|---|---|
| NII HOLDINGS INC | 248,603 | reported | 18 Dec 2019 | tx 6+485,599−236,996 |
| Alight, Inc. / Delaware | 109,130 | reported | 26 Nov 2025 | tx 5+109,130 |
| SKYWORKS SOLUTIONS, INC. | 66,817 | reported | 14 May 2026 | tx 48+248,529−165,664 |
| SEARS HOLDINGS CORP | 45,103 | reported | 16 Aug 2015 | tx 9+97,019−51,916 |
| HOULIHAN LOKEY, INC. | 29,111 | reported | 21 May 2026 | tx 38+34,110−5,000 |
| GEORGIA GULF CORP /DE/ | 3,975 | reported | 12 Jan 2010 | tx 1+3,975 |
| Lawson Holdings, Inc. | 0 | reported | 05 Jul 2011 | tx 22+1,467,975−815,592 |
| Forest City Realty Trust, Inc. | 0 | reported | 07 Dec 2018 | tx 2+5,432−5,432 |
| HEWITT ASSOCIATES INC | 0 | reported | 01 Oct 2010 | tx 7+68,075−68,075 |
| DOBSON COMMUNICATIONS CORP | 0 | reported | 15 Nov 2007 | tx 4+150,000−150,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 May 2026 | GRANT_AWARD | HOULIHAN LOKEY, INC. | 1,129 | 0.00 USD | |
| 14 May 2026 | EXERCISE | SKYWORKS SOLUTIONS, INC. | 3,664 | — | |
| 13 May 2026 | GRANT_AWARD | SKYWORKS SOLUTIONS, INC. | 3,724 | 0.00 USD | deriv |
| 14 May 2026 | EXERCISE | SKYWORKS SOLUTIONS, INC. | 3,664 | 0.00 USD | deriv |
| 06 Feb 2026 | SALE | HOULIHAN LOKEY, INC. | 5,000 | 170.86 USD | |
| 26 Nov 2025 | PURCHASE | Alight, Inc. / Delaware | 42,098 | 2.38 USD | |
| 02 Jul 2025 | GRANT_AWARD | Alight, Inc. / Delaware | 33,783 | 0.00 USD | |
| 16 Jun 2025 | PURCHASE | Alight, Inc. / Delaware | 216 | 5.26 USD | |
| 29 May 2025 | GRANT_AWARD | SKYWORKS SOLUTIONS, INC. | 17,266 | 0.00 USD | deriv |
| 22 May 2025 | GRANT_AWARD | HOULIHAN LOKEY, INC. | 845 | 0.00 USD | |
| 14 May 2025 | EXERCISE | SKYWORKS SOLUTIONS, INC. | 2,272 | — | |
| 14 May 2025 | GRANT_AWARD | SKYWORKS SOLUTIONS, INC. | 3,664 | 0.00 USD | deriv |
| 14 May 2025 | EXERCISE | SKYWORKS SOLUTIONS, INC. | 2,272 | 0.00 USD | deriv |
| 10 Mar 2025 | GRANT_AWARD | Alight, Inc. / Delaware | 10,941 | 0.00 USD | |
| 03 Mar 2025 | PURCHASE | Alight, Inc. / Delaware | 22,092 | 6.79 USD | first after silenceanomaly |
| 30 May 2024 | SALE | SKYWORKS SOLUTIONS, INC. | 25,433 | 90.27 USD | |
| 23 May 2024 | GRANT_AWARD | HOULIHAN LOKEY, INC. | 1,109 | 0.00 USD | |
| 14 May 2024 | GRANT_AWARD | SKYWORKS SOLUTIONS, INC. | 2,272 | 0.00 USD | deriv |
| 10 May 2024 | EXERCISE | SKYWORKS SOLUTIONS, INC. | 2,078 | — | |
| 24 May 2023 | GRANT_AWARD | HOULIHAN LOKEY, INC. | 1,350 | 0.00 USD | |
| 11 May 2023 | EXERCISE | SKYWORKS SOLUTIONS, INC. | 1,900 | — | |
| 11 May 2023 | EXERCISE | SKYWORKS SOLUTIONS, INC. | 1,900 | 0.00 USD | deriv |
| 10 May 2023 | GRANT_AWARD | SKYWORKS SOLUTIONS, INC. | 2,078 | 0.00 USD | deriv |
| 16 Jun 2022 | PURCHASE | HOULIHAN LOKEY, INC. | 192 | 77.43 USD | |
| 27 May 2022 | GRANT_AWARD | HOULIHAN LOKEY, INC. | 1,419 | 0.00 USD |
2 purchases reported after at least 12 months of silence — most recent on 03 Mar 2025.