Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Heritage Global Inc. | 352,500 | reported | 05 Mar 2026 | tx 62+549,111−158,697 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 buys in history.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 05 Mar 2026 | GRANT_AWARD | Heritage Global Inc. | 20,000 | 0.00 USD | |
| 06 Mar 2025 | GRANT_AWARD | Heritage Global Inc. | 20,000 | 0.00 USD | |
| 07 Mar 2024 | GRANT_AWARD | Heritage Global Inc. | 15,000 | 0.00 USD | |
| 13 Sept 2023 | PURCHASE | Heritage Global Inc. | 10,000 | 2.95 USD | first after silence |
| 14 Aug 2023 | EXERCISE | Heritage Global Inc. | 2,500 | 0.83 USD | |
| 14 Aug 2023 | EXERCISE | Heritage Global Inc. | 2,500 | 0.53 USD | |
| 14 Aug 2023 | EXERCISE | Heritage Global Inc. | 2,500 | 0.53 USD | deriv |
| 14 Aug 2023 | EXERCISE | Heritage Global Inc. | 2,500 | 0.83 USD | deriv |
| 31 Mar 2023 | GRANT_AWARD | Heritage Global Inc. | 15,000 | 0.00 USD | |
| 03 Aug 2022 | GRANT_AWARD | Heritage Global Inc. | 10,000 | 0.00 USD | |
| 03 Aug 2022 | GRANT_AWARD | Heritage Global Inc. | 15,000 | 0.00 USD | |
| 26 Jul 2022 | EXERCISE | Heritage Global Inc. | 10,000 | 0.24 USD | |
| 26 Jul 2022 | EXERCISE | Heritage Global Inc. | 25,000 | 0.45 USD | |
| 26 Jul 2022 | EXERCISE | Heritage Global Inc. | 7,500 | 0.53 USD | |
| 26 Jul 2022 | EXERCISE | Heritage Global Inc. | 10,000 | 0.48 USD | |
| 26 Jul 2022 | EXERCISE | Heritage Global Inc. | 10,000 | 0.40 USD | |
| 26 Jul 2022 | EXERCISE | Heritage Global Inc. | 5,000 | 0.83 USD | |
| 26 Jul 2022 | EXERCISE | Heritage Global Inc. | 25,000 | 0.00 USD | deriv |
| 26 Jul 2022 | EXERCISE | Heritage Global Inc. | 10,000 | 0.00 USD | deriv |
| 26 Jul 2022 | EXERCISE | Heritage Global Inc. | 10,000 | 0.00 USD | deriv |
| 26 Jul 2022 | EXERCISE | Heritage Global Inc. | 7,500 | 0.00 USD | deriv |
| 26 Jul 2022 | EXERCISE | Heritage Global Inc. | 10,000 | 0.00 USD | deriv |
| 26 Jul 2022 | EXERCISE | Heritage Global Inc. | 5,000 | 0.00 USD | deriv |
| 27 May 2022 | PURCHASE | Heritage Global Inc. | 20,000 | 1.19 USD | |
| 21 Mar 2022 | EXERCISE | Heritage Global Inc. | 10,000 | 0.42 USD |
2 purchases reported after at least 12 months of silence — most recent on 13 Sept 2023.