Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 12 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 |
|---|---|---|---|---|
| dELiAs, Inc. | 877,660 | reported | 01 Aug 2013 | tx 5−509,500 |
| JMP Group Inc. | 88,951 | reported | 03 Dec 2014 | tx 36+189,406−39,925 |
| MRV COMMUNICATIONS INC | 26,720 | reported | 15 May 2013 | tx 4+101,338−5,871,465 |
| MARKETWISE, INC. | 20,107 | reported | 12 Jun 2025 | tx 16+281,176 |
| JMP GROUP LLC | 0 | reported | 15 Nov 2021 | tx 83+333,027−391,855 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 12 Jun 2025 | GRANT_AWARD | MARKETWISE, INC. | 7,317 | 0.00 USD | |
| 17 Sept 2024 | PURCHASE | MARKETWISE, INC. | 2,782 | 0.69 USD | |
| 18 Sept 2024 | PURCHASE | MARKETWISE, INC. | 5,000 | 0.70 USD | |
| 17 Sept 2024 | PURCHASE | MARKETWISE, INC. | 7,982 | 0.70 USD | |
| 06 Jun 2024 | GRANT_AWARD | MARKETWISE, INC. | 102,272 | 0.00 USD | |
| 19 Mar 2024 | PURCHASE | MARKETWISE, INC. | 5,000 | 1.75 USD | |
| 19 Mar 2024 | PURCHASE | MARKETWISE, INC. | 5,000 | 1.75 USD | |
| 20 Mar 2024 | PURCHASE | MARKETWISE, INC. | 5,000 | 1.65 USD | |
| 14 Nov 2023 | PURCHASE | MARKETWISE, INC. | 30,000 | 2.79 USD | |
| 10 Nov 2023 | PURCHASE | MARKETWISE, INC. | 10,000 | 2.40 USD | |
| 12 Sept 2023 | PURCHASE | MARKETWISE, INC. | 5,000 | 1.77 USD | |
| 11 Sept 2023 | PURCHASE | MARKETWISE, INC. | 5,000 | 1.75 USD | |
| 11 Sept 2023 | PURCHASE | MARKETWISE, INC. | 15,000 | 1.51 USD | |
| 11 Aug 2023 | PURCHASE | MARKETWISE, INC. | 6,800 | 1.71 USD | first after silence |
| 30 Jun 2023 | GRANT_AWARD | MARKETWISE, INC. | 62,500 | 0.00 USD | |
| 12 Jun 2023 | GRANT_AWARD | MARKETWISE, INC. | 6,523 | 0.00 USD | |
| 01 Oct 2021 | EXERCISE | JMP GROUP LLC | 3,273 | 0.00 USD | |
| 01 Oct 2021 | EXERCISE | JMP GROUP LLC | 3,273 | 0.00 USD | deriv |
| 15 Nov 2021 | OTHER | JMP GROUP LLC | 223,471 | 7.50 USD | |
| 15 Nov 2021 | OTHER | JMP GROUP LLC | 34,886 | 7.50 USD | |
| 15 Nov 2021 | OTHER | JMP GROUP LLC | 3,274 | 0.00 USD | deriv |
| 10 Sept 2021 | SALE | JMP GROUP LLC | 10,000 | 7.45 USD | |
| 01 Jul 2021 | EXERCISE | JMP GROUP LLC | 3,273 | 0.00 USD | |
| 01 Jul 2021 | EXERCISE | JMP GROUP LLC | 3,273 | 0.00 USD | deriv |
| 01 Apr 2021 | EXERCISE | JMP GROUP LLC | 3,273 | 0.00 USD |
2 purchases reported after at least 12 months of silence — most recent on 11 Aug 2023.