Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 37 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 |
|---|---|---|---|---|
| OppFi Inc. | 132,389 | reported | 04 May 2026 | tx 65+1,265,525−1,240,007 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 04 May 2026 | SALE | OppFi Inc. | 10,000 | 10.00 USD | 10b5-1 |
| 28 Apr 2026 | OTHER | OppFi Inc. | 284,501 | 0.00 USD | |
| 28 Apr 2026 | EXERCISE | OppFi Inc. | 284,501 | 0.00 USD | |
| 28 Apr 2026 | EXERCISE | OppFi Inc. | 284,501 | 0.00 USD | deriv |
| 15 Sept 2025 | OTHER | OppFi Inc. | 283,501 | 0.00 USD | |
| 15 Sept 2025 | OTHER | OppFi Inc. | 283,501 | 0.00 USD | deriv |
| 10 Jun 2025 | GRANT_AWARD | OppFi Inc. | 51,627 | 0.00 USD | |
| 07 Mar 2025 | EXERCISE | OppFi Inc. | 43,238 | 0.00 USD | |
| 11 Mar 2025 | SALE | OppFi Inc. | 30,762 | 9.09 USD | |
| 07 Mar 2025 | OTHER | OppFi Inc. | 43,238 | 0.00 USD | |
| 07 Mar 2025 | SALE | OppFi Inc. | 43,238 | 9.45 USD | |
| 07 Mar 2025 | EXERCISE | OppFi Inc. | 43,238 | 0.00 USD | deriv |
| 02 Dec 2024 | SALE | OppFi Inc. | 22,301 | 7.68 USD | |
| 05 Jun 2024 | GRANT_AWARD | OppFi Inc. | 49,328 | 0.00 USD | |
| 08 Nov 2024 | OTHER | OppFi Inc. | 100,000 | 0.00 USD | |
| 08 Nov 2024 | SALE | OppFi Inc. | 100,000 | 6.45 USD | |
| 08 Nov 2024 | EXERCISE | OppFi Inc. | 100,000 | 0.00 USD | |
| 08 Nov 2024 | EXERCISE | OppFi Inc. | 100,000 | 0.00 USD | deriv |
| 09 Aug 2024 | SALE | OppFi Inc. | 38,886 | 4.34 USD | |
| 21 Jul 2024 | OTHER | OppFi Inc. | 51,448 | 0.00 USD | |
| 21 Jul 2024 | OTHER | OppFi Inc. | 51,448 | 0.00 USD | deriv |
| 14 Nov 2023 | SALE | OppFi Inc. | 12,750 | 2.56 USD | |
| 13 Nov 2023 | SALE | OppFi Inc. | 5,212 | 2.48 USD | |
| 07 Jun 2023 | GRANT_AWARD | OppFi Inc. | 72,196 | 0.00 USD | |
| 20 Jul 2022 | GRANT_AWARD | OppFi Inc. | 46,729 | 0.00 USD |