Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 9 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 |
|---|---|---|---|---|
| SM Energy Co | 84,485 | reported | 25 Jul 2025 | tx 197+1,585,622−915,391 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 24 Jul 2025 | EXERCISE | SM Energy Co | 28,721 | — | |
| 24 Jul 2025 | TAX_WITHHOLDING | SM Energy Co | 12,566 | 24.71 USD | |
| 25 Jul 2025 | GRANT_AWARD | SM Energy Co | 84,485 | 0.00 USD | deriv |
| 30 Jun 2025 | OTHER | SM Energy Co | 618 | 21.34 USD | |
| 01 Jul 2025 | EXERCISE | SM Energy Co | 17,606 | — | |
| 01 Jul 2025 | TAX_WITHHOLDING | SM Energy Co | 7,704 | 24.71 USD | |
| 01 Jul 2025 | TAX_WITHHOLDING | SM Energy Co | 7,350 | 24.71 USD | |
| 01 Jul 2025 | TAX_WITHHOLDING | SM Energy Co | 9,222 | 24.71 USD | |
| 01 Jul 2025 | EXERCISE | SM Energy Co | 16,796 | — | |
| 01 Jul 2025 | EXERCISE | SM Energy Co | 21,077 | — | |
| 01 Jul 2025 | EXERCISE | SM Energy Co | 21,077 | — | deriv |
| 01 Jul 2025 | EXERCISE | SM Energy Co | 17,606 | — | deriv |
| 01 Jul 2025 | EXERCISE | SM Energy Co | 16,796 | — | deriv |
| 06 May 2025 | PURCHASE | SM Energy Co | 1,000 | 21.32 USD | |
| 03 Mar 2025 | PURCHASE | SM Energy Co | 500 | 29.67 USD | |
| 24 Feb 2025 | PURCHASE | SM Energy Co | 500 | 33.98 USD | first after silence |
| 25 Feb 2025 | PURCHASE | SM Energy Co | 500 | 33.66 USD | |
| 31 Dec 2024 | OTHER | SM Energy Co | 232 | 32.70 USD | |
| 02 Dec 2024 | GIFT | SM Energy Co | 3,000 | 0.00 USD | |
| 26 Jul 2024 | GRANT_AWARD | SM Energy Co | 50,389 | 0.00 USD | deriv |
| 01 Jul 2024 | EXERCISE | SM Energy Co | 20,907 | — | |
| 01 Jul 2024 | TAX_WITHHOLDING | SM Energy Co | 9,222 | 43.23 USD | |
| 01 Jul 2024 | EXERCISE | SM Energy Co | 21,078 | — | |
| 01 Jul 2024 | TAX_WITHHOLDING | SM Energy Co | 7,704 | 43.23 USD | |
| 01 Jul 2024 | EXERCISE | SM Energy Co | 17,606 | — |
3 purchases reported after at least 12 months of silence — most recent on 24 Feb 2025.