Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 13 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 |
|---|---|---|---|---|
| OneMain Holdings, Inc. | 266,597 | reported | 20 Feb 2026 | tx 77+1,134,266−791,521 |
| Bank of New York Mellon Corp | 48,648.13 | reported | 26 Feb 2018 | tx 7+24,440.26−6,188 |
| CVS HEALTH Corp | 1,447.504 | reported | 14 May 2026 | tx 4+7,376.504 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 14 May 2026 | GRANT_AWARD | CVS HEALTH Corp | 1,447.504 | 97.15 USD | deriv |
| 20 Feb 2026 | TAX_WITHHOLDING | OneMain Holdings, Inc. | 11,270 | 57.53 USD | |
| 20 Feb 2026 | TAX_WITHHOLDING | OneMain Holdings, Inc. | 17,163 | 57.53 USD | |
| 20 Feb 2026 | TAX_WITHHOLDING | OneMain Holdings, Inc. | 11,430 | 57.53 USD | |
| 11 Feb 2026 | GRANT_AWARD | OneMain Holdings, Inc. | 77,724 | 0.00 USD | |
| 14 Jan 2026 | TAX_WITHHOLDING | OneMain Holdings, Inc. | 68,521 | 66.37 USD | |
| 14 Jan 2026 | GRANT_AWARD | OneMain Holdings, Inc. | 111,727 | 0.00 USD | |
| 02 Jan 2026 | SALE | OneMain Holdings, Inc. | 15,000 | 68.44 USD | |
| 02 Jan 2026 | SALE | OneMain Holdings, Inc. | 20,000 | 68.37 USD | |
| 02 Jan 2026 | SALE | OneMain Holdings, Inc. | 22,500 | 68.44 USD | |
| 20 Nov 2025 | GRANT_AWARD | CVS HEALTH Corp | 1,652 | 76.04 USD | |
| 03 Nov 2025 | SALE | OneMain Holdings, Inc. | 35,000 | 59.54 USD | |
| 05 Sept 2025 | GIFT | OneMain Holdings, Inc. | 8,500 | 0.00 USD | |
| 29 Jul 2025 | SALE | OneMain Holdings, Inc. | 35,000 | 59.47 USD | |
| 16 Jul 2025 | TAX_WITHHOLDING | OneMain Holdings, Inc. | 13,825 | 57.24 USD | |
| 16 Jun 2025 | SALE | OneMain Holdings, Inc. | 20,000 | 52.56 USD | |
| 15 May 2025 | GRANT_AWARD | CVS HEALTH Corp | 2,077 | 60.47 USD | |
| 01 May 2025 | SALE | OneMain Holdings, Inc. | 25,000 | 47.49 USD | |
| 29 Apr 2025 | SALE | OneMain Holdings, Inc. | 40,000 | 50.00 USD | |
| 20 Feb 2025 | TAX_WITHHOLDING | OneMain Holdings, Inc. | 16,787 | 57.09 USD | |
| 20 Feb 2025 | TAX_WITHHOLDING | OneMain Holdings, Inc. | 17,496 | 57.09 USD | |
| 20 Feb 2025 | TAX_WITHHOLDING | OneMain Holdings, Inc. | 11,270 | 57.09 USD | |
| 06 Feb 2025 | GRANT_AWARD | OneMain Holdings, Inc. | 62,004 | 0.00 USD | |
| 21 Nov 2024 | GRANT_AWARD | CVS HEALTH Corp | 2,200 | 57.10 USD | |
| 12 Nov 2024 | SALE | OneMain Holdings, Inc. | 20,000 | 54.19 USD |
1 purchase reported after at least 12 months of silence — most recent on 05 Aug 2021.