Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 75 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 |
|---|---|---|---|---|
| OppFi Inc. | 18,887,359 | reported | 28 Apr 2026 | tx 355+25,679,415−71,261,184 |
| APAC CUSTOMER SERVICE INC | 0 | reported | 14 Oct 2011 | tx 140+225,596−35,067,768 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 Apr 2026 | OTHER | OppFi Inc. | 18,887,359 | 0.00 USD | |
| 28 Apr 2026 | OTHER | OppFi Inc. | 3,000,000 | 0.00 USD | |
| 28 Apr 2026 | EXERCISE | OppFi Inc. | 18,887,359 | 0.00 USD | |
| 28 Apr 2026 | EXERCISE | OppFi Inc. | 3,000,000 | 0.00 USD | |
| 28 Apr 2026 | EXERCISE | OppFi Inc. | 18,887,359 | 0.00 USD | deriv |
| 28 Apr 2026 | EXERCISE | OppFi Inc. | 3,000,000 | 0.00 USD | deriv |
| 12 Dec 2025 | GIFT | OppFi Inc. | 186,737 | 0.00 USD | |
| 13 Aug 2025 | OTHER | OppFi Inc. | 29,809 | 0.00 USD | |
| 13 Aug 2025 | SALE | OppFi Inc. | 14,907 | 10.78 USD | |
| 13 Aug 2025 | OTHER | OppFi Inc. | 14,907 | 0.00 USD | |
| 13 Aug 2025 | EXERCISE | OppFi Inc. | 29,809 | 0.00 USD | |
| 13 Aug 2025 | SALE | OppFi Inc. | 29,809 | 10.78 USD | |
| 13 Aug 2025 | EXERCISE | OppFi Inc. | 14,907 | 0.00 USD | |
| 13 Aug 2025 | EXERCISE | OppFi Inc. | 29,809 | 0.00 USD | deriv |
| 13 Aug 2025 | EXERCISE | OppFi Inc. | 14,907 | 0.00 USD | deriv |
| 11 Aug 2025 | OTHER | OppFi Inc. | 68,637 | 0.00 USD | |
| 11 Aug 2025 | OTHER | OppFi Inc. | 34,322 | 0.00 USD | |
| 11 Aug 2025 | EXERCISE | OppFi Inc. | 68,637 | 0.00 USD | |
| 12 Aug 2025 | SALE | OppFi Inc. | 34,112 | 10.80 USD | |
| 11 Aug 2025 | SALE | OppFi Inc. | 34,322 | 11.08 USD | |
| 11 Aug 2025 | SALE | OppFi Inc. | 68,637 | 11.08 USD | |
| 11 Aug 2025 | EXERCISE | OppFi Inc. | 34,322 | 0.00 USD | |
| 12 Aug 2025 | EXERCISE | OppFi Inc. | 34,112 | 0.00 USD | |
| 12 Aug 2025 | SALE | OppFi Inc. | 68,213 | 10.80 USD | |
| 12 Aug 2025 | EXERCISE | OppFi Inc. | 68,213 | 0.00 USD |