Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 8 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 |
|---|---|---|---|---|
| SOLERA HOLDINGS LLC | 73,870 | reported | 16 May 2007 | tx 1−12,176 |
| ExlService Holdings, Inc. | 29,648 | reported | 09 Jun 2022 | tx 107+213,569−152,053 |
| BOTTOMLINE TECHNOLOGIES INC /DE/ | 17,000 | reported | 30 Jun 2012 | tx 6+20,000−3,000 |
| SVB FINANCIAL GROUP | 0 | reported | 07 Nov 2024 | tx 64+23,533−26,928 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 07 Nov 2024 | OTHER | SVB FINANCIAL GROUP | 13,964 | 0.00 USD | |
| 01 Jan 2023 | EXERCISE | SVB FINANCIAL GROUP | 284 | 0.00 USD | |
| 01 Jan 2023 | EXERCISE | SVB FINANCIAL GROUP | 284 | — | deriv |
| 09 Jun 2022 | SALE | ExlService Holdings, Inc. | 1,328 | 148.40 USD | |
| 09 Jun 2022 | SALE | ExlService Holdings, Inc. | 146 | 149.01 USD | |
| 09 Jun 2022 | SALE | ExlService Holdings, Inc. | 1,026 | 147.44 USD | |
| 07 Jun 2022 | SALE | SVB FINANCIAL GROUP | 26 | 490.23 USD | |
| 07 Jun 2022 | SALE | SVB FINANCIAL GROUP | 33 | 491.29 USD | |
| 07 Jun 2022 | SALE | SVB FINANCIAL GROUP | 21 | 491.97 USD | |
| 07 Jun 2022 | SALE | SVB FINANCIAL GROUP | 5 | 475.60 USD | |
| 07 Jun 2022 | SALE | SVB FINANCIAL GROUP | 14 | 477.44 USD | |
| 07 Jun 2022 | SALE | SVB FINANCIAL GROUP | 42 | 478.96 USD | |
| 07 Jun 2022 | SALE | SVB FINANCIAL GROUP | 16 | 480.22 USD | |
| 07 Jun 2022 | SALE | SVB FINANCIAL GROUP | 28 | 481.12 USD | |
| 07 Jun 2022 | SALE | SVB FINANCIAL GROUP | 94 | 482.04 USD | |
| 07 Jun 2022 | SALE | SVB FINANCIAL GROUP | 53 | 483.33 USD | |
| 07 Jun 2022 | SALE | SVB FINANCIAL GROUP | 37 | 484.02 USD | |
| 07 Jun 2022 | SALE | SVB FINANCIAL GROUP | 12 | 488.56 USD | |
| 07 Jun 2022 | SALE | SVB FINANCIAL GROUP | 17 | 488.08 USD | |
| 07 Jun 2022 | SALE | SVB FINANCIAL GROUP | 25 | 487.18 USD | |
| 07 Jun 2022 | SALE | SVB FINANCIAL GROUP | 50 | 486.24 USD | |
| 07 Jun 2022 | SALE | SVB FINANCIAL GROUP | 27 | 484.91 USD | |
| 05 May 2022 | SALE | ExlService Holdings, Inc. | 2,500 | 138.10 USD | |
| 03 May 2022 | SALE | SVB FINANCIAL GROUP | 62 | 499.48 USD | |
| 03 May 2022 | SALE | SVB FINANCIAL GROUP | 88 | 501.45 USD |
2 purchases reported after at least 12 months of silence — most recent on 22 Jun 2021.