Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 23 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 |
|---|---|---|---|---|
| CrossAmerica Partners LP | 1,511,824 | reported | 21 May 2026 | tx 152+34,979,489.9−7,712,707 |
| CST Brands, Inc. | 1,049,547 | reported | 05 Dec 2016 | tx 16+1,833,211−705,032 |
| CoastalSouth Bancshares, Inc. | 927 | reported | 11 Feb 2026 | tx 2+100,927 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 May 2026 | OTHER | CrossAmerica Partners LP | 6,373 | 22.72 USD | |
| 21 May 2026 | OTHER | CrossAmerica Partners LP | 6,373 | 22.72 USD | |
| 11 Feb 2026 | GRANT_AWARD | CoastalSouth Bancshares, Inc. | 927 | — | deriv |
| 10 Oct 2025 | PURCHASE | CrossAmerica Partners LP | 1,801 | 19.74 USD | |
| 12 Aug 2025 | PURCHASE | CrossAmerica Partners LP | 2,706 | 20.01 USD | |
| 23 Jul 2025 | GRANT_AWARD | CrossAmerica Partners LP | 3,154 | 0.00 USD | deriv |
| 21 Jul 2025 | EXERCISE | CrossAmerica Partners LP | 3,419 | — | |
| 23 Jul 2025 | EXERCISE | CrossAmerica Partners LP | 3,419 | — | deriv |
| 02 Jul 2025 | PURCHASE | CoastalSouth Bancshares, Inc. | 100,000 | 21.50 USD | first after silence |
| 25 Jul 2024 | EXERCISE | CrossAmerica Partners LP | 3,249 | — | |
| 25 Jul 2024 | EXERCISE | CrossAmerica Partners LP | 3,249 | — | deriv |
| 23 Jul 2024 | GRANT_AWARD | CrossAmerica Partners LP | 3,419 | 0.00 USD | deriv |
| 25 Jul 2023 | GRANT_AWARD | CrossAmerica Partners LP | 3,249 | 0.00 USD | deriv |
| 21 Jul 2023 | EXERCISE | CrossAmerica Partners LP | 3,041 | — | |
| 21 Jul 2023 | EXERCISE | CrossAmerica Partners LP | 3,041 | — | deriv |
| 30 May 2023 | PURCHASE | CrossAmerica Partners LP | 3,000 | 18.32 USD | |
| 26 May 2023 | PURCHASE | CrossAmerica Partners LP | 15,000 | 18.33 USD | |
| 25 May 2023 | PURCHASE | CrossAmerica Partners LP | 6,000 | 18.19 USD | |
| 23 May 2023 | PURCHASE | CrossAmerica Partners LP | 66 | 18.48 USD | |
| 24 May 2023 | PURCHASE | CrossAmerica Partners LP | 16,818 | 18.47 USD | |
| 23 May 2023 | PURCHASE | CrossAmerica Partners LP | 13,539 | 18.38 USD | |
| 04 Nov 2022 | PURCHASE | CrossAmerica Partners LP | 7,037 | 18.46 USD | |
| 30 Sept 2022 | PURCHASE | CrossAmerica Partners LP | 127 | 18.50 USD | |
| 29 Sept 2022 | PURCHASE | CrossAmerica Partners LP | 2,627 | 18.48 USD | |
| 28 Sept 2022 | PURCHASE | CrossAmerica Partners LP | 1,833 | 18.49 USD |
4 purchases reported after at least 12 months of silence — most recent on 02 Jul 2025.