Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 7 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 |
|---|---|---|---|---|
| Regional Management Corp. | 1,131,592 | reported | 29 Jul 2016 | tx 3−125,656 |
| Wheels Up Experience Inc. | 235,714 | reported | 10 Jun 2025 | tx 2+235,714 |
| REVVITY, INC. | 231,724 | reported | 27 Feb 2009 | tx 373+3,151,245−4,855,257 |
| STATE STREET CORP | 100,023 | reported | 18 Feb 2025 | tx 28+84,374−21,414 |
| Avantor, Inc. | 83,381 | reported | 07 May 2026 | tx 15+483,381 |
| GRAIL, Inc. | 39,123 | reported | 15 Jan 2026 | tx 9+39,123 |
| NXP Semiconductors N.V. | 1,035 | reported | 11 Jun 2025 | tx 31+19,132.9−22,424 |
| NextGen Acquisition Corp. II | 0 | reported | 29 Dec 2021 | tx 6+15,957,791−10,062,500 |
| Freescale Semiconductor Holdings I, Ltd. | 0 | reported | 07 Dec 2015 | tx 3+12,444−12,444 |
| LMI AEROSPACE INC | 0 | reported | 27 Jun 2017 | tx 6+217,550−1,440,339 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 07 May 2026 | GRANT_AWARD | Avantor, Inc. | 25,270 | 0.00 USD | |
| 12 Feb 2026 | PURCHASE | Avantor, Inc. | 100,000 | 9.40 USD | |
| 15 Jan 2026 | GRANT_AWARD | GRAIL, Inc. | 329 | 97.44 USD | |
| 30 Oct 2025 | PURCHASE | Avantor, Inc. | 100,000 | 11.25 USD | |
| 15 Oct 2025 | GRANT_AWARD | GRAIL, Inc. | 425 | 75.52 USD | |
| 21 Aug 2025 | PURCHASE | Avantor, Inc. | 100,000 | 12.56 USD | |
| 15 Jul 2025 | GRANT_AWARD | GRAIL, Inc. | 825 | 38.53 USD | |
| 11 Jun 2025 | GRANT_AWARD | NXP Semiconductors N.V. | 1,035 | 0.00 USD | deriv |
| 10 Jun 2025 | GRANT_AWARD | Wheels Up Experience Inc. | 148,026 | 0.00 USD | |
| 29 May 2025 | TAX_WITHHOLDING | NXP Semiconductors N.V. | 407 | 196.21 USD | |
| 29 May 2025 | EXERCISE | NXP Semiconductors N.V. | 822 | 0.00 USD | |
| 29 May 2025 | EXERCISE | NXP Semiconductors N.V. | 822 | 0.00 USD | deriv |
| 29 May 2025 | GRANT_AWARD | GRAIL, Inc. | 6,082 | 41.10 USD | |
| 23 May 2025 | PURCHASE | Avantor, Inc. | 30,000 | 12.50 USD | |
| 22 May 2025 | PURCHASE | Avantor, Inc. | 20,000 | 12.65 USD | |
| 08 May 2025 | GRANT_AWARD | Avantor, Inc. | 17,100 | 0.00 USD | |
| 07 May 2025 | PURCHASE | Avantor, Inc. | 25,000 | 12.00 USD | |
| 28 Apr 2025 | PURCHASE | Avantor, Inc. | 25,000 | 12.50 USD | first after silence |
| 15 Apr 2025 | GRANT_AWARD | GRAIL, Inc. | 1,212 | 25.94 USD | |
| 18 Feb 2025 | SALE | STATE STREET CORP | 3,000 | 100.00 USD | |
| 18 Feb 2025 | SALE | STATE STREET CORP | 10,815 | 100.00 USD | |
| 15 Jan 2025 | GRANT_AWARD | GRAIL, Inc. | 1,828 | 17.58 USD | |
| 30 Oct 2024 | GRANT_AWARD | GRAIL, Inc. | 296 | 13.62 USD | |
| 15 Oct 2024 | GRANT_AWARD | GRAIL, Inc. | 1,656 | 14.01 USD | |
| 11 Sept 2024 | GRANT_AWARD | Wheels Up Experience Inc. | 87,688 | 0.00 USD |
3 purchases reported after at least 12 months of silence — most recent on 28 Apr 2025.