Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 6 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 |
|---|---|---|---|---|
| B. Riley Principal 150 Merger Corp. | 567,470 | reported | 04 Nov 2022 | tx 1+20,000 |
| ALTA EQUIPMENT GROUP INC. | 361,796 | reported | 29 May 2026 | tx 15+574,582−91,393 |
| Rare Earths Americas, Inc. | 311,350 | reported | 07 May 2026 | tx 3+145,565−138,955 |
| INTEGRATED SURGICAL SYSTEMS INC | 45,845 | reported | 31 Mar 2023 | tx 21+90,456−5,400 |
| Eos Energy Enterprises, Inc. | 33,960 | reported | 10 Nov 2022 | tx 16+1,285,652−1,002,710 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 29 May 2026 | GRANT_AWARD | ALTA EQUIPMENT GROUP INC. | 14,903 | — | |
| 07 May 2026 | GRANT_AWARD | Rare Earths Americas, Inc. | 6,610 | 0.00 USD | deriv |
| 07 May 2026 | EXERCISE | Rare Earths Americas, Inc. | 138,955 | — | |
| 07 May 2026 | EXERCISE | Rare Earths Americas, Inc. | 138,955 | — | deriv |
| 08 Dec 2025 | PURCHASE | ALTA EQUIPMENT GROUP INC. | 40,000 | 5.07 USD | first after silence |
| 24 Jan 2025 | GIFT | ALTA EQUIPMENT GROUP INC. | 91,393 | 0.00 USD | |
| 30 May 2025 | GRANT_AWARD | ALTA EQUIPMENT GROUP INC. | 20,222 | — | |
| 24 Jan 2025 | GIFT | ALTA EQUIPMENT GROUP INC. | 91,393 | 0.00 USD | |
| 07 Jun 2024 | GRANT_AWARD | ALTA EQUIPMENT GROUP INC. | 11,608 | — | |
| 14 Aug 2023 | PURCHASE | ALTA EQUIPMENT GROUP INC. | 7,000 | 14.37 USD | |
| 09 Jun 2023 | GRANT_AWARD | ALTA EQUIPMENT GROUP INC. | 6,814 | — | |
| 01 Jan 2023 | GRANT_AWARD | INTEGRATED SURGICAL SYSTEMS INC | 2,804 | 0.00 USD | |
| 31 Mar 2023 | PURCHASE | INTEGRATED SURGICAL SYSTEMS INC | 25,773 | 3.88 USD | |
| 14 Mar 2023 | PURCHASE | ALTA EQUIPMENT GROUP INC. | 10,000 | 16.39 USD | |
| 31 Dec 2022 | EXERCISE | INTEGRATED SURGICAL SYSTEMS INC | 450 | — | |
| 31 Dec 2022 | EXERCISE | INTEGRATED SURGICAL SYSTEMS INC | 450 | 0.00 USD | deriv |
| 04 Nov 2022 | GRANT_AWARD | B. Riley Principal 150 Merger Corp. | 20,000 | 0.00 USD | |
| 30 Nov 2022 | EXERCISE | INTEGRATED SURGICAL SYSTEMS INC | 450 | — | |
| 30 Nov 2022 | EXERCISE | INTEGRATED SURGICAL SYSTEMS INC | 450 | 0.00 USD | deriv |
| 10 Nov 2022 | SALE | Eos Energy Enterprises, Inc. | 50,000 | 1.17 USD | |
| 09 Nov 2022 | SALE | Eos Energy Enterprises, Inc. | 281,750 | 1.21 USD | |
| 08 Nov 2022 | SALE | Eos Energy Enterprises, Inc. | 662,000 | 1.31 USD | |
| 31 Oct 2022 | EXERCISE | INTEGRATED SURGICAL SYSTEMS INC | 450 | — | |
| 31 Oct 2022 | EXERCISE | INTEGRATED SURGICAL SYSTEMS INC | 450 | 0.00 USD | deriv |
| 30 Sept 2022 | EXERCISE | INTEGRATED SURGICAL SYSTEMS INC | 450 | — |
2 purchases reported after at least 12 months of silence — most recent on 08 Dec 2025.