Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 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 |
|---|---|---|---|---|
| Vintage Wine Estates, Inc. | 775,151 | reported | 07 Dec 2023 | tx 18+961,720 |
| FEDEX CORP | 16,348 | reported | 29 Sept 2025 | tx 108+178,540−189,350 |
| MCDONALDS CORP | 6,227.53 | reported | 31 Dec 2025 | tx 10+5,736.33 |
| Pace Holdings Corp. | 0 | reported | 10 Mar 2017 | tx 1−40,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 31 Dec 2025 | GRANT_AWARD | MCDONALDS CORP | 670.75 | 305.63 USD | deriv |
| 29 Sept 2025 | GRANT_AWARD | FEDEX CORP | 823 | 0.00 USD | |
| 08 Jul 2025 | EXERCISE | FEDEX CORP | 3,610 | 142.11 USD | |
| 08 Jul 2025 | SALE | FEDEX CORP | 3,610 | 238.29 USD | |
| 08 Jul 2025 | EXERCISE | FEDEX CORP | 3,610 | 0.00 USD | deriv |
| 31 Dec 2024 | GRANT_AWARD | MCDONALDS CORP | 700.47 | 289.89 USD | deriv |
| 23 Sept 2024 | GRANT_AWARD | FEDEX CORP | 755 | 0.00 USD | |
| 28 Jun 2024 | EXERCISE | FEDEX CORP | 2,535 | 160.53 USD | |
| 28 Jun 2024 | SALE | FEDEX CORP | 2,535 | 294.72 USD | |
| 28 Jun 2024 | EXERCISE | FEDEX CORP | 2,535 | 0.00 USD | deriv |
| 31 Dec 2023 | GRANT_AWARD | MCDONALDS CORP | 674.51 | 296.51 USD | deriv |
| 07 Dec 2023 | OTHER | Vintage Wine Estates, Inc. | 84,900 | 0.00 USD | |
| 07 Dec 2023 | OTHER | Vintage Wine Estates, Inc. | 14,351 | 0.00 USD | deriv |
| 22 Nov 2023 | OTHER | Vintage Wine Estates, Inc. | 6,458 | 0.00 USD | |
| 22 Nov 2023 | OTHER | Vintage Wine Estates, Inc. | 71,758 | 0.00 USD | deriv |
| 22 Nov 2023 | PURCHASE | Vintage Wine Estates, Inc. | 50,000 | 0.58 USD | |
| 14 Dec 2021 | PURCHASE | Vintage Wine Estates, Inc. | 5,000 | 10.23 USD | |
| 22 Sept 2023 | GRANT_AWARD | FEDEX CORP | 745 | 0.00 USD | |
| 09 Jun 2023 | OTHER | Vintage Wine Estates, Inc. | 82,311 | 0.00 USD | |
| 09 Jun 2023 | OTHER | Vintage Wine Estates, Inc. | 14,351 | 0.00 USD | deriv |
| 16 May 2023 | OTHER | Vintage Wine Estates, Inc. | 329,250 | 0.00 USD | |
| 16 May 2023 | OTHER | Vintage Wine Estates, Inc. | 57,407 | 0.00 USD | deriv |
| 06 Apr 2023 | SALE | FEDEX CORP | 3,700 | 234.33 USD | |
| 06 Apr 2023 | EXERCISE | FEDEX CORP | 3,700 | 115.06 USD | |
| 06 Apr 2023 | EXERCISE | FEDEX CORP | 3,700 | 0.00 USD | deriv |