Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Presidio Property Trust, Inc. | 396,771 | reported | 03 Jan 2023 | tx 18+477,472−52,825 |
| Intellicheck, Inc. | 100,351 | reported | 24 Mar 2026 | tx 19+392,608−18,628 |
| CDT Equity Inc. | 0 | reported | 15 May 2024 | tx 2+74,545−74,545 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 13 buys in history.
1 purchase reported after at least 12 months of silence — most recent on 11 Sept 2024.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 24 Mar 2026 | GRANT_AWARD | Intellicheck, Inc. | 100,351 | 0.00 USD | deriv |
| 10 Sept 2025 | TAX_WITHHOLDING | Intellicheck, Inc. | 18,628 | 5.41 USD | |
| 10 Sept 2025 | EXERCISE | Intellicheck, Inc. | 45,429 | 2.21 USD | |
| 10 Sept 2025 | EXERCISE | Intellicheck, Inc. | 45,249 | 0.00 USD | deriv |
| 25 Apr 2025 | GRANT_AWARD | Intellicheck, Inc. | 100,351 | 0.00 USD | deriv |
| 11 Sept 2024 | PURCHASE | Intellicheck, Inc. | 600 | 2.03 USD | |
| 11 Sept 2024 | PURCHASE | Intellicheck, Inc. | 500 | 2.03 USD | |
| 11 Sept 2024 | PURCHASE | Intellicheck, Inc. | 2,497 | 2.03 USD | |
| 11 Sept 2024 | PURCHASE | Intellicheck, Inc. | 2,000 | 2.03 USD | |
| 11 Sept 2024 | PURCHASE | Intellicheck, Inc. | 1,000 | 2.03 USD | |
| 11 Sept 2024 | PURCHASE | Intellicheck, Inc. | 500 | 2.01 USD | |
| 11 Sept 2024 | PURCHASE | Intellicheck, Inc. | 1,000 | 2.02 USD | |
| 11 Sept 2024 | PURCHASE | Intellicheck, Inc. | 400 | 2.03 USD | |
| 11 Sept 2024 | PURCHASE | Intellicheck, Inc. | 574 | 2.01 USD | |
| 11 Sept 2024 | PURCHASE | Intellicheck, Inc. | 32 | 2.01 USD | first after silence |
| 11 Sept 2024 | PURCHASE | Intellicheck, Inc. | 39 | 2.01 USD | |
| 11 Sept 2024 | PURCHASE | Intellicheck, Inc. | 1 | 2.02 USD | anomaly |
| 11 Sept 2024 | PURCHASE | Intellicheck, Inc. | 857 | 2.01 USD | |
| 03 Sept 2024 | GRANT_AWARD | Intellicheck, Inc. | 91,228 | 2.21 USD | deriv |
| 15 May 2024 | OTHER | CDT Equity Inc. | 74,545 | 0.00 USD | |
| 01 Dec 2023 | GRANT_AWARD | CDT Equity Inc. | 74,545 | — | |
| 03 Jan 2023 | GRANT_AWARD | Presidio Property Trust, Inc. | 277,809 | 1.03 USD | |
| 03 Jan 2023 | TAX_WITHHOLDING | Presidio Property Trust, Inc. | 13,208 | 0.95 USD | |
| 22 Sept 2022 | PURCHASE | Presidio Property Trust, Inc. | 300 | 21.75 USD | |
| 04 Jan 2022 | TAX_WITHHOLDING | Presidio Property Trust, Inc. | 7,170 | 3.83 USD |