Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 15 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 |
|---|---|---|---|---|
| SLR Investment Corp. | 198,870.17 | reported | 13 Mar 2026 | tx 96+4,306,266.16−5,779,030.99 |
| GROUP 1 SOFTWARE INC | 5,000 | reported | 01 Apr 2004 | tx 9+40,863−127,711 |
| Solar Senior Capital Ltd. | 0 | reported | 01 Apr 2022 | tx 52+1,141,239.06−1,333,689.58 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 13 Mar 2026 | GRANT_AWARD | SLR Investment Corp. | 354,511.38 | — | |
| 13 Mar 2026 | EXERCISE | SLR Investment Corp. | 354,511.38 | — | |
| 13 Mar 2026 | GRANT_AWARD | SLR Investment Corp. | 466,378.43 | 0.00 USD | deriv |
| 13 Mar 2026 | EXERCISE | SLR Investment Corp. | 354,511.38 | 0.00 USD | deriv |
| 13 Mar 2026 | EXERCISE | SLR Investment Corp. | 10,986.6 | — | deriv |
| 04 Mar 2026 | PURCHASE | SLR Investment Corp. | 15,019 | 14.83 USD | |
| 03 Mar 2026 | PURCHASE | SLR Investment Corp. | 89,800 | 14.73 USD | |
| 13 Mar 2025 | GRANT_AWARD | SLR Investment Corp. | 311,588.03 | — | |
| 13 Mar 2025 | EXERCISE | SLR Investment Corp. | 311,588.03 | — | |
| 13 Mar 2025 | GRANT_AWARD | SLR Investment Corp. | 391,610.03 | 0.00 USD | deriv |
| 13 Mar 2025 | EXERCISE | SLR Investment Corp. | 311,588.03 | 0.00 USD | deriv |
| 04 Mar 2025 | GRANT_AWARD | SLR Investment Corp. | 43,200 | 17.64 USD | |
| 05 Mar 2025 | GRANT_AWARD | SLR Investment Corp. | 36,822 | 17.51 USD | |
| 13 Mar 2024 | EXERCISE | SLR Investment Corp. | 202,577.39 | — | |
| 13 Mar 2024 | GRANT_AWARD | SLR Investment Corp. | 202,577.39 | — | |
| 13 Mar 2024 | GRANT_AWARD | SLR Investment Corp. | 405,313.39 | 0.00 USD | deriv |
| 13 Mar 2024 | EXERCISE | SLR Investment Corp. | 202,577.39 | 0.00 USD | deriv |
| 07 Mar 2024 | PURCHASE | SLR Investment Corp. | 46,700 | 15.72 USD | |
| 08 Mar 2024 | PURCHASE | SLR Investment Corp. | 22,636 | 15.74 USD | |
| 06 Mar 2024 | PURCHASE | SLR Investment Corp. | 46,700 | 15.44 USD | |
| 05 Mar 2024 | PURCHASE | SLR Investment Corp. | 46,700 | 15.23 USD | |
| 04 Mar 2024 | PURCHASE | SLR Investment Corp. | 40,000 | 15.08 USD | |
| 08 Mar 2023 | PURCHASE | SLR Investment Corp. | 34,628 | 15.96 USD | |
| 09 Mar 2023 | GRANT_AWARD | SLR Investment Corp. | 324,819.47 | 0.00 USD | deriv |
| 03 Mar 2023 | EXERCISE | SLR Investment Corp. | 138,033.47 | — |
3 purchases reported after at least 12 months of silence — most recent on 01 Dec 2022.