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 |
|---|---|---|---|---|
| NEWTEK BUSINESS SERVICES INC | 4,751,864 | reported | 28 Aug 2014 | tx 89+452,325−273,540 |
| NewtekOne, Inc. | 1,194,180 | reported | 14 Jan 2026 | tx 192+700,806.51−482,604 |
| INTELLIGENT PROTECTION MANAGEMENT CORP. | 5,000 | reported | 21 May 2026 | tx 1+5,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 May 2026 | PURCHASE | INTELLIGENT PROTECTION MANAGEMENT CORP. | 5,000 | 1.95 USD | |
| 14 Jan 2026 | PURCHASE | NewtekOne, Inc. | 3,595 | 13.91 USD | |
| 15 Oct 2025 | TAX_WITHHOLDING | NewtekOne, Inc. | 4,921 | 11.00 USD | |
| 15 Aug 2025 | TAX_WITHHOLDING | NewtekOne, Inc. | 23,229 | 12.11 USD | |
| 21 Jul 2025 | PURCHASE | NewtekOne, Inc. | 2,322 | 11.48 USD | |
| 30 Apr 2025 | PURCHASE | NewtekOne, Inc. | 2,517 | 10.40 USD | |
| 13 Jan 2025 | PURCHASE | NewtekOne, Inc. | 2,123 | 12.14 USD | |
| 24 Oct 2025 | PURCHASE | NewtekOne, Inc. | 1,437 | 11.05 USD | |
| 03 Nov 2025 | PURCHASE | NewtekOne, Inc. | 2,000 | 10.16 USD | |
| 03 Nov 2025 | PURCHASE | NewtekOne, Inc. | 2,000 | 10.19 USD | |
| 03 Nov 2025 | PURCHASE | NewtekOne, Inc. | 2,000 | 10.23 USD | |
| 03 Nov 2025 | PURCHASE | NewtekOne, Inc. | 2,000 | 10.27 USD | |
| 03 Nov 2025 | PURCHASE | NewtekOne, Inc. | 2,000 | 10.25 USD | |
| 20 Jun 2025 | PURCHASE | NewtekOne, Inc. | 1,000 | 10.39 USD | |
| 20 Jun 2025 | PURCHASE | NewtekOne, Inc. | 1,000 | 10.39 USD | |
| 29 May 2025 | PURCHASE | NewtekOne, Inc. | 3,000 | 10.86 USD | |
| 29 May 2025 | PURCHASE | NewtekOne, Inc. | 3,000 | 10.86 USD | |
| 29 May 2025 | PURCHASE | NewtekOne, Inc. | 3,000 | 10.85 USD | |
| 29 May 2025 | PURCHASE | NewtekOne, Inc. | 1,000 | 10.91 USD | |
| 19 May 2025 | PURCHASE | NewtekOne, Inc. | 1,500 | 11.26 USD | |
| 19 May 2025 | PURCHASE | NewtekOne, Inc. | 2,000 | 11.22 USD | |
| 19 May 2025 | PURCHASE | NewtekOne, Inc. | 3,000 | 11.23 USD | |
| 19 May 2025 | PURCHASE | NewtekOne, Inc. | 2,000 | 11.21 USD | |
| 19 May 2025 | PURCHASE | NewtekOne, Inc. | 1,500 | 11.27 USD | |
| 13 May 2025 | PURCHASE | NewtekOne, Inc. | 1,000 | 11.68 USD |
1 purchase reported after at least 12 months of silence — most recent on 12 May 2014.