Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 6 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 |
|---|---|---|---|---|
| GoDaddy Inc. | 219,804 | reported | 02 Jul 2019 | tx 103+1,573,609−1,122,655 |
| GoodRx Holdings, Inc. | 62,788 | reported | 21 Jan 2026 | tx 42+5,435,535−1,064,445 |
| TWC Tech Holdings II Corp. | 25,000 | reported | 30 Aug 2021 | tx 3+25,000−50,000 |
| BILL Holdings, Inc. | 0 | reported | 05 Dec 2024 | tx 15+22,773−5,964 |
| DoubleVerify Holdings, Inc. | 0 | reported | 21 May 2026 | tx 16+113,052−46,526 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 May 2026 | EXERCISE | DoubleVerify Holdings, Inc. | 14,609 | 0.00 USD | |
| 21 May 2026 | EXERCISE | DoubleVerify Holdings, Inc. | 14,609 | 0.00 USD | deriv |
| 21 May 2026 | GRANT_AWARD | DoubleVerify Holdings, Inc. | 20,000 | 0.00 USD | deriv |
| 21 Jan 2026 | EXERCISE | GoodRx Holdings, Inc. | 31,394 | — | |
| 21 Jan 2026 | EXERCISE | GoodRx Holdings, Inc. | 31,394 | 0.00 USD | deriv |
| 31 Oct 2025 | GRANT_AWARD | GoodRx Holdings, Inc. | 3,065 | 0.00 USD | |
| 03 Jun 2025 | GRANT_AWARD | GoodRx Holdings, Inc. | 57,050 | 0.00 USD | |
| 21 May 2025 | EXERCISE | DoubleVerify Holdings, Inc. | 10,724 | 0.00 USD | |
| 21 May 2025 | GRANT_AWARD | DoubleVerify Holdings, Inc. | 14,609 | 0.00 USD | deriv |
| 21 May 2025 | EXERCISE | DoubleVerify Holdings, Inc. | 10,724 | 0.00 USD | deriv |
| 13 Mar 2025 | GIFT | GoodRx Holdings, Inc. | 64,232 | 0.00 USD | |
| 13 Mar 2025 | GIFT | GoodRx Holdings, Inc. | 64,232 | 0.00 USD | |
| 13 Mar 2025 | GIFT | GoodRx Holdings, Inc. | 64,232 | 0.00 USD | |
| 21 Jan 2025 | GRANT_AWARD | GoodRx Holdings, Inc. | 9,524 | 0.00 USD | |
| 21 Jan 2025 | GRANT_AWARD | GoodRx Holdings, Inc. | 19,217 | 0.00 USD | |
| 21 Jan 2025 | GRANT_AWARD | GoodRx Holdings, Inc. | 94,182 | 0.00 USD | deriv |
| 08 Dec 2024 | EXERCISE | GoodRx Holdings, Inc. | 70,591 | — | |
| 08 Dec 2024 | TAX_WITHHOLDING | GoodRx Holdings, Inc. | 35,776 | 4.91 USD | |
| 08 Dec 2024 | EXERCISE | GoodRx Holdings, Inc. | 70,591 | 0.00 USD | deriv |
| 05 Dec 2024 | EXERCISE | BILL Holdings, Inc. | 2,883 | — | |
| 05 Dec 2024 | EXERCISE | BILL Holdings, Inc. | 2,883 | 0.00 USD | deriv |
| 05 Dec 2024 | GRANT_AWARD | BILL Holdings, Inc. | 2,095 | 0.00 USD | deriv |
| 08 Nov 2024 | EXERCISE | GoodRx Holdings, Inc. | 70,592 | — | |
| 08 Nov 2024 | TAX_WITHHOLDING | GoodRx Holdings, Inc. | 35,777 | 5.04 USD | |
| 08 Nov 2024 | EXERCISE | GoodRx Holdings, Inc. | 70,592 | 0.00 USD | deriv |