Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Tricida, Inc. | 9,851,080 | reported | 17 Oct 2022 | tx 5+309,180 |
| Bellerophon Therapeutics, Inc. | 7,529,020 | reported | 23 Jan 2019 | tx 4+672,227 |
| Instil Bio, Inc. | 5,531,297 | reported | 23 Mar 2021 | tx 16+6,917,076−5,470,898 |
| KalVista Pharmaceuticals, Inc. | 655,738 | reported | 20 Feb 2024 | tx 6+801,155 |
| Apogee Therapeutics, Inc. |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 13 buys in history.
| 365,853 |
| reported |
| 10 Oct 2025 |
| tx 5+2,188,442 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 10 Oct 2025 | PURCHASE | Apogee Therapeutics, Inc. | 365,853 | 41.00 USD | derivfirst after silence |
| 17 Jun 2025 | GRANT_AWARD | Apogee Therapeutics, Inc. | 14,461 | 0.00 USD | deriv |
| 05 Jun 2024 | GRANT_AWARD | Apogee Therapeutics, Inc. | 10,370 | 0.00 USD | deriv |
| 20 Feb 2024 | PURCHASE | KalVista Pharmaceuticals, Inc. | 655,738 | 15.25 USD | deriv |
| 08 Feb 2024 | PURCHASE | KalVista Pharmaceuticals, Inc. | 29,747 | 14.70 USD | |
| 06 Feb 2024 | PURCHASE | KalVista Pharmaceuticals, Inc. | 4,474 | 14.74 USD | |
| 07 Feb 2024 | PURCHASE | KalVista Pharmaceuticals, Inc. | 51,827 | 14.56 USD | |
| 04 Jan 2024 | PURCHASE | KalVista Pharmaceuticals, Inc. | 41,764 | 12.11 USD | |
| 03 Jan 2024 | PURCHASE | KalVista Pharmaceuticals, Inc. | 17,605 | 12.20 USD | |
| 13 Jul 2023 | PURCHASE | Apogee Therapeutics, Inc. | 1,750,000 | 17.00 USD | |
| 13 Jul 2023 | GRANT_AWARD | Apogee Therapeutics, Inc. | 47,758 | 0.00 USD | deriv |
| 17 Oct 2022 | PURCHASE | Tricida, Inc. | 170,292 | 11.67 USD | |
| 13 Oct 2022 | PURCHASE | Tricida, Inc. | 4,674 | 11.98 USD | |
| 07 Oct 2022 | PURCHASE | Tricida, Inc. | 28,900 | 12.00 USD | first after silence |
| 11 Oct 2022 | PURCHASE | Tricida, Inc. | 25,000 | 11.85 USD | |
| 10 Oct 2022 | PURCHASE | Tricida, Inc. | 80,314 | 11.89 USD | |
| 23 Mar 2021 | CONVERSION | Instil Bio, Inc. | 5,100,866 | — | |
| 23 Mar 2021 | CONVERSION | Instil Bio, Inc. | 510,030 | — | |
| 23 Mar 2021 | CONVERSION | Instil Bio, Inc. | 430,431 | — | |
| 23 Mar 2021 | CONVERSION | Instil Bio, Inc. | 43,033 | — | |
| 23 Mar 2021 | CONVERSION | Instil Bio, Inc. | 480,716 | — | |
| 23 Mar 2021 | PURCHASE | Instil Bio, Inc. | 104,640 | 20.00 USD | |
| 23 Mar 2021 | PURCHASE | Instil Bio, Inc. | 19,620 | 20.00 USD | first after silence |
| 23 Mar 2021 | PURCHASE | Instil Bio, Inc. | 10,470 | 20.00 USD | |
| 23 Mar 2021 | PURCHASE | Instil Bio, Inc. | 116,880 | 20.00 USD |
3 purchases reported after at least 12 months of silence — most recent on 10 Oct 2025.