Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 13 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 |
|---|---|---|---|---|
| Forte Biosciences, Inc. | 180,000 | reported | 12 Jan 2026 | tx 60+4,113,389−1,260,607 |
| Pfenex Inc. | 85,000 | reported | 01 Mar 2017 | tx 5+309,690 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 12 Jan 2026 | GRANT_AWARD | Forte Biosciences, Inc. | 270,000 | 0.00 USD | deriv |
| 12 Jan 2026 | GRANT_AWARD | Forte Biosciences, Inc. | 180,000 | 0.00 USD | deriv |
| 01 Jan 2026 | EXERCISE | Forte Biosciences, Inc. | 1,250 | 0.00 USD | |
| 01 Jan 2026 | TAX_WITHHOLDING | Forte Biosciences, Inc. | 164 | 27.27 USD | |
| 01 Jan 2026 | EXERCISE | Forte Biosciences, Inc. | 1,250 | 0.00 USD | deriv |
| 01 Oct 2025 | TAX_WITHHOLDING | Forte Biosciences, Inc. | 98 | 14.52 USD | |
| 01 Oct 2025 | EXERCISE | Forte Biosciences, Inc. | 1,250 | 0.00 USD | |
| 01 Oct 2025 | EXERCISE | Forte Biosciences, Inc. | 1,250 | 0.00 USD | deriv |
| 01 Jul 2025 | TAX_WITHHOLDING | Forte Biosciences, Inc. | 98 | 12.44 USD | |
| 01 Jul 2025 | EXERCISE | Forte Biosciences, Inc. | 1,250 | 0.00 USD | |
| 01 Jul 2025 | EXERCISE | Forte Biosciences, Inc. | 1,250 | 0.00 USD | deriv |
| 01 Apr 2025 | TAX_WITHHOLDING | Forte Biosciences, Inc. | 18 | 7.43 USD | |
| 01 Apr 2025 | EXERCISE | Forte Biosciences, Inc. | 1,250 | 0.00 USD | |
| 01 Apr 2025 | EXERCISE | Forte Biosciences, Inc. | 1,250 | 0.00 USD | deriv |
| 20 Mar 2025 | GRANT_AWARD | Forte Biosciences, Inc. | 920,000 | 0.00 USD | deriv |
| 01 Jan 2025 | TAX_WITHHOLDING | Forte Biosciences, Inc. | 164 | 22.71 USD | |
| 01 Jan 2025 | EXERCISE | Forte Biosciences, Inc. | 1,250 | 0.00 USD | |
| 01 Jan 2025 | EXERCISE | Forte Biosciences, Inc. | 1,250 | 0.00 USD | deriv |
| 01 Oct 2024 | EXERCISE | Forte Biosciences, Inc. | 1,250 | 0.00 USD | |
| 01 Oct 2024 | TAX_WITHHOLDING | Forte Biosciences, Inc. | 98 | 5.16 USD | |
| 01 Oct 2024 | EXERCISE | Forte Biosciences, Inc. | 1,250 | 0.00 USD | deriv |
| 01 Jul 2024 | TAX_WITHHOLDING | Forte Biosciences, Inc. | 2,453 | 0.55 USD | |
| 01 Jul 2024 | EXERCISE | Forte Biosciences, Inc. | 31,250 | 0.00 USD | |
| 01 Jul 2024 | EXERCISE | Forte Biosciences, Inc. | 31,250 | 0.00 USD | deriv |
| 01 Apr 2024 | EXERCISE | Forte Biosciences, Inc. | 31,250 | 0.00 USD |
1 purchase reported after at least 12 months of silence — most recent on 15 Dec 2022.