Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 6 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 |
|---|---|---|---|---|
| HARMONIC INC. | 189,956 | reported | 12 Aug 2022 | tx 29+422,253−224,956 |
| ADTRAN Holdings, Inc. | 65,963 | reported | 31 Dec 2025 | tx 18+66,178.79−215.78 |
| Hercules Capital, Inc. | 29,362 | reported | 26 Mar 2026 | tx 8+27,670 |
| Arista Networks, Inc. | 26,002 | reported | 22 May 2023 | tx 98+44,604−61,572 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 26 Mar 2026 | PURCHASE | Hercules Capital, Inc. | 7,317 | 14.35 USD | |
| 27 Feb 2026 | PURCHASE | Hercules Capital, Inc. | 2,600 | 14.21 USD | |
| 17 Feb 2026 | PURCHASE | Hercules Capital, Inc. | 6,165 | 15.93 USD | |
| 31 Dec 2025 | GRANT_AWARD | ADTRAN Holdings, Inc. | 13,809 | 0.00 USD | |
| 26 Nov 2025 | PURCHASE | ADTRAN Holdings, Inc. | 12,859 | 7.81 USD | |
| 08 May 2025 | PURCHASE | Hercules Capital, Inc. | 5,999 | 17.49 USD | |
| 31 Dec 2024 | GRANT_AWARD | ADTRAN Holdings, Inc. | 14,406 | 0.00 USD | |
| 06 Aug 2024 | PURCHASE | Hercules Capital, Inc. | 1,608 | 18.03 USD | first after silence |
| 20 Jun 2024 | GRANT_AWARD | Hercules Capital, Inc. | 3,030 | 19.80 USD | |
| 31 Dec 2023 | OTHER | ADTRAN Holdings, Inc. | 0.42 | 7.34 USD | |
| 31 Dec 2023 | EXERCISE | ADTRAN Holdings, Inc. | 168.42 | — | |
| 31 Dec 2023 | GRANT_AWARD | ADTRAN Holdings, Inc. | 16,349 | 0.00 USD | |
| 31 Dec 2023 | EXERCISE | ADTRAN Holdings, Inc. | 168.42 | 0.00 USD | deriv |
| 22 Nov 2023 | GRANT_AWARD | Hercules Capital, Inc. | 28 | 15.87 USD | |
| 21 Sept 2023 | GRANT_AWARD | Hercules Capital, Inc. | 923 | 16.24 USD | |
| 09 Aug 2023 | EXERCISE | ADTRAN Holdings, Inc. | 45.97 | — | |
| 09 Aug 2023 | OTHER | ADTRAN Holdings, Inc. | 0.97 | — | |
| 05 Sept 2023 | GRANT_AWARD | ADTRAN Holdings, Inc. | 69.02 | 8.37 USD | deriv |
| 09 Aug 2023 | EXERCISE | ADTRAN Holdings, Inc. | 45.97 | 0.00 USD | deriv |
| 06 Jun 2023 | GRANT_AWARD | ADTRAN Holdings, Inc. | 81.99 | 9.14 USD | deriv |
| 22 May 2023 | EXERCISE | Arista Networks, Inc. | 510 | 0.00 USD | |
| 22 May 2023 | EXERCISE | Arista Networks, Inc. | 510 | 0.00 USD | deriv |
| 21 Mar 2023 | GRANT_AWARD | ADTRAN Holdings, Inc. | 46.96 | 15.96 USD | deriv |
| 21 Feb 2023 | EXERCISE | Arista Networks, Inc. | 511 | 0.00 USD | |
| 21 Feb 2023 | EXERCISE | Arista Networks, Inc. | 511 | 0.00 USD | deriv |
1 purchase reported after at least 12 months of silence — most recent on 06 Aug 2024.