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 |
|---|---|---|---|---|
| Allegion plc | 147,453 | reported | 24 Feb 2026 | tx 27+403,488−31,985 |
| CUMMINS INC | 2,747 | reported | 12 May 2026 | tx 5+2,747 |
| DEERE & CO | 0 | reported | 26 May 2022 | tx 66+86,905−60,790 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 12 May 2026 | GRANT_AWARD | CUMMINS INC | 306 | 0.00 USD | |
| 24 Feb 2026 | TAX_WITHHOLDING | Allegion plc | 1,767 | 160.16 USD | |
| 22 Feb 2026 | TAX_WITHHOLDING | Allegion plc | 1,527 | 162.92 USD | |
| 20 Feb 2026 | TAX_WITHHOLDING | Allegion plc | 1,658 | 162.92 USD | |
| 19 Feb 2026 | GRANT_AWARD | Allegion plc | 10,144 | 0.00 USD | |
| 19 Feb 2026 | GRANT_AWARD | Allegion plc | 38,480 | 0.00 USD | deriv |
| 04 Feb 2026 | TAX_WITHHOLDING | Allegion plc | 12,393 | 171.21 USD | |
| 04 Feb 2026 | GRANT_AWARD | Allegion plc | 30,532 | 0.00 USD | |
| 01 Aug 2025 | TAX_WITHHOLDING | Allegion plc | 5,653 | 164.60 USD | |
| 16 May 2025 | PURCHASE | CUMMINS INC | 1,000 | 332.08 USD | |
| 13 May 2025 | GRANT_AWARD | CUMMINS INC | 595 | 0.00 USD | |
| 24 Feb 2025 | TAX_WITHHOLDING | Allegion plc | 1,159 | 128.15 USD | |
| 22 Feb 2025 | TAX_WITHHOLDING | Allegion plc | 1,007 | 126.96 USD | |
| 20 Feb 2025 | GRANT_AWARD | Allegion plc | 11,460 | 0.00 USD | |
| 20 Feb 2025 | GRANT_AWARD | Allegion plc | 38,442 | 0.00 USD | deriv |
| 03 Dec 2024 | PURCHASE | Allegion plc | 7,500 | 140.70 USD | |
| 01 Aug 2024 | TAX_WITHHOLDING | Allegion plc | 5,659 | 135.37 USD | |
| 26 Jul 2024 | PURCHASE | Allegion plc | 3,233 | 134.50 USD | |
| 26 Jul 2024 | PURCHASE | Allegion plc | 1,767 | 135.88 USD | |
| 14 May 2024 | GRANT_AWARD | CUMMINS INC | 604 | 0.00 USD | |
| 24 Feb 2024 | TAX_WITHHOLDING | Allegion plc | 1,162 | 128.68 USD | |
| 22 Feb 2024 | PURCHASE | Allegion plc | 10,000 | 132.41 USD | |
| 22 Feb 2024 | GRANT_AWARD | Allegion plc | 10,554 | 0.00 USD | |
| 22 Feb 2024 | GRANT_AWARD | Allegion plc | 33,603 | 0.00 USD | deriv |
| 12 Feb 2024 | GRANT_AWARD | CUMMINS INC | 242 | 0.00 USD |