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 |
|---|---|---|---|---|
| ADTRAN Holdings, Inc. | 29,700 | reported | 18 Feb 2020 | tx 3+29,700 |
| HARMONIC INC. | 18,756 | reported | 16 Mar 2026 | tx 19+130,204−46,501 |
| ARRIS International plc | 0 | reported | 04 Apr 2019 | tx 49+156,635−169,760 |
1 purchase reported after at least 12 months of silence — most recent on 24 Feb 2025.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 16 Mar 2026 | GRANT_AWARD | HARMONIC INC. | 18,756 | 0.00 USD | deriv |
| 15 Feb 2026 | EXERCISE | HARMONIC INC. | 16,143 | 0.00 USD | |
| 15 Feb 2026 | EXERCISE | HARMONIC INC. | 16,143 | 0.00 USD | deriv |
| 01 Aug 2025 | PURCHASE | HARMONIC INC. | 2,000 | 8.25 USD | |
| 30 May 2025 | PURCHASE | HARMONIC INC. | 2,000 | 8.99 USD | |
| 25 Feb 2025 | PURCHASE | HARMONIC INC. | 1,000 | 9.99 USD | |
| 24 Feb 2025 | PURCHASE | HARMONIC INC. | 1,000 | 10.08 USD | first after silence |
| 24 Feb 2025 | PURCHASE | HARMONIC INC. | 2,000 | 10.19 USD | |
| 20 Feb 2025 | GRANT_AWARD | HARMONIC INC. | 16,143 | 0.00 USD | deriv |
| 15 Feb 2025 | EXERCISE | HARMONIC INC. | 5,840 | 0.00 USD | |
| 15 Feb 2025 | EXERCISE | HARMONIC INC. | 5,840 | 0.00 USD | deriv |
| 21 Aug 2024 | GRANT_AWARD | HARMONIC INC. | 5,840 | 0.00 USD | deriv |
| 17 Feb 2023 | GRANT_AWARD | HARMONIC INC. | 10,446 | 0.00 USD | deriv |
| 15 Feb 2023 | EXERCISE | HARMONIC INC. | 14,395 | 0.00 USD | |
| 15 Feb 2023 | EXERCISE | HARMONIC INC. | 14,395 | 0.00 USD | deriv |
| 17 Feb 2022 | GRANT_AWARD | HARMONIC INC. | 14,395 | 0.00 USD | deriv |
| 15 Feb 2022 | EXERCISE | HARMONIC INC. | 10,123 | 0.00 USD | |
| 15 Feb 2022 | EXERCISE | HARMONIC INC. | 10,123 | 0.00 USD | deriv |
| 02 Aug 2021 | GRANT_AWARD | HARMONIC INC. | 10,123 | 0.00 USD | deriv |
| 14 Feb 2020 | PURCHASE | ADTRAN Holdings, Inc. | 13,500 | 8.95 USD | |
| 18 Feb 2020 | PURCHASE | ADTRAN Holdings, Inc. | 6,500 | 8.71 USD | |
| 11 Oct 2019 | GRANT_AWARD | ADTRAN Holdings, Inc. | 9,700 | 8.81 USD | |
| 04 Apr 2019 | OTHER | ARRIS International plc | 23,160 | 31.75 USD | |
| 04 Apr 2019 | OTHER | ARRIS International plc | 18,725 | — | deriv |
| 04 Apr 2019 | OTHER | ARRIS International plc | 33,870 | — | deriv |