Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 7 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 |
|---|---|---|---|---|
| Heritage Insurance Holdings, Inc. | 102,126 | reported | 19 May 2026 | tx 14+212,836 |
| SYKES ENTERPRISES INC | 16,050 | reported | 25 Feb 2019 | tx 126+313,055−365,205 |
| TECO ENERGY INC | 0 | reported | 01 Jul 2016 | tx 76+199,845−278,021.21 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 19 May 2026 | PURCHASE | Heritage Insurance Holdings, Inc. | 15,000 | 23.50 USD | |
| 19 May 2026 | PURCHASE | Heritage Insurance Holdings, Inc. | 1,000 | 24.45 USD | |
| 08 Aug 2025 | PURCHASE | Heritage Insurance Holdings, Inc. | 2,500 | 20.50 USD | |
| 10 Jun 2025 | GRANT_AWARD | Heritage Insurance Holdings, Inc. | 2,550 | 0.00 USD | |
| 09 Jun 2025 | PURCHASE | Heritage Insurance Holdings, Inc. | 2,500 | 22.36 USD | |
| 14 Mar 2025 | PURCHASE | Heritage Insurance Holdings, Inc. | 10,000 | 13.35 USD | |
| 05 Jun 2024 | GRANT_AWARD | Heritage Insurance Holdings, Inc. | 4,914 | 0.00 USD | |
| 28 May 2024 | PURCHASE | Heritage Insurance Holdings, Inc. | 5,000 | 7.74 USD | |
| 06 May 2024 | PURCHASE | Heritage Insurance Holdings, Inc. | 50,000 | 8.35 USD | |
| 14 Mar 2024 | PURCHASE | Heritage Insurance Holdings, Inc. | 20,000 | 8.14 USD | |
| 14 Dec 2023 | PURCHASE | Heritage Insurance Holdings, Inc. | 40,871 | 7.34 USD | |
| 19 Jun 2023 | GRANT_AWARD | Heritage Insurance Holdings, Inc. | 7,968 | 0.00 USD | |
| 25 Feb 2019 | GRANT_AWARD | SYKES ENTERPRISES INC | 904 | 31.10 USD | |
| 23 Nov 2018 | GRANT_AWARD | SYKES ENTERPRISES INC | 903 | 26.82 USD | |
| 23 Aug 2018 | GRANT_AWARD | SYKES ENTERPRISES INC | 903 | 29.31 USD | |
| 23 May 2018 | GRANT_AWARD | SYKES ENTERPRISES INC | 903 | 27.68 USD | |
| 23 May 2018 | GRANT_AWARD | SYKES ENTERPRISES INC | 1 | 27.68 USD | |
| 26 Feb 2018 | GRANT_AWARD | SYKES ENTERPRISES INC | 759 | 30.37 USD | |
| 27 Nov 2017 | GRANT_AWARD | SYKES ENTERPRISES INC | 759 | 31.13 USD | |
| 25 Aug 2017 | GRANT_AWARD | SYKES ENTERPRISES INC | 759 | 26.11 USD | |
| 25 May 2017 | GRANT_AWARD | SYKES ENTERPRISES INC | 759 | 32.93 USD | |
| 15 May 2017 | SALE | SYKES ENTERPRISES INC | 14,164 | 32.75 USD | |
| 21 Feb 2017 | GRANT_AWARD | SYKES ENTERPRISES INC | 862 | 28.72 USD | |
| 18 Nov 2016 | GRANT_AWARD | SYKES ENTERPRISES INC | 862 | 27.80 USD | |
| 18 Aug 2016 | GRANT_AWARD | SYKES ENTERPRISES INC | 862 | 29.62 USD |
3 purchases reported after at least 12 months of silence — most recent on 23 Nov 2015.