Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 55 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 |
|---|---|---|---|---|
| AleAnna, Inc. | 30,157,612 | reported | 06 Mar 2026 | tx 8+89,122,994−6,834,481 |
| Riley Exploration Permian, Inc. | 3,128,358 | reported | 11 Feb 2026 | tx 4−155,220 |
| Evergy, Inc. | 28,818 | reported | 06 May 2026 | tx 82+6,633,128 |
| TXU CORP /TX/ | 0 | reported | 10 Oct 2007 | tx 27+2,969,745−4,017,656 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 06 May 2026 | GRANT_AWARD | Evergy, Inc. | 2,225 | 0.00 USD | deriv |
| 06 Mar 2026 | SALE | AleAnna, Inc. | 77,588 | 4.13 USD | |
| 05 Mar 2026 | SALE | AleAnna, Inc. | 62,156 | 3.71 USD | |
| 06 Mar 2026 | SALE | AleAnna, Inc. | 4,672 | 4.86 USD | |
| 04 Mar 2026 | SALE | AleAnna, Inc. | 34,595 | 3.34 USD | |
| 11 Feb 2026 | SALE | Riley Exploration Permian, Inc. | 4,820 | 28.23 USD | |
| 28 Jan 2026 | SALE | Riley Exploration Permian, Inc. | 57,012 | 27.73 USD | |
| 29 Jan 2026 | SALE | Riley Exploration Permian, Inc. | 90,000 | 28.31 USD | |
| 30 Jan 2026 | SALE | Riley Exploration Permian, Inc. | 3,388 | 28.10 USD | |
| 02 Jan 2026 | GRANT_AWARD | Evergy, Inc. | 483 | 0.00 USD | deriv |
| 01 Oct 2025 | GRANT_AWARD | Evergy, Inc. | 461 | 0.00 USD | deriv |
| 01 Jul 2025 | GRANT_AWARD | Evergy, Inc. | 508 | 0.00 USD | deriv |
| 07 May 2025 | GRANT_AWARD | Evergy, Inc. | 2,617 | 0.00 USD | deriv |
| 01 Apr 2025 | GRANT_AWARD | Evergy, Inc. | 194 | 0.00 USD | deriv |
| 02 Jan 2025 | GRANT_AWARD | Evergy, Inc. | 549 | 0.00 USD | deriv |
| 13 Dec 2024 | GRANT_AWARD | AleAnna, Inc. | 37,134,194 | 0.00 USD | |
| 13 Dec 2024 | GIFT | AleAnna, Inc. | 6,655,470 | 0.00 USD | |
| 13 Dec 2024 | GRANT_AWARD | AleAnna, Inc. | 25,994,400 | 0.00 USD | deriv |
| 13 Dec 2024 | GRANT_AWARD | AleAnna, Inc. | 25,994,400 | 0.00 USD | deriv |
| 01 Oct 2024 | GRANT_AWARD | Evergy, Inc. | 545 | 0.00 USD | deriv |
| 01 Jul 2024 | GRANT_AWARD | Evergy, Inc. | 638 | 0.00 USD | deriv |
| 08 May 2024 | GRANT_AWARD | Evergy, Inc. | 3,215 | 0.00 USD | deriv |
| 01 Apr 2024 | GRANT_AWARD | Evergy, Inc. | 258 | 0.00 USD | deriv |
| 02 Jan 2024 | GRANT_AWARD | Evergy, Inc. | 647 | 0.00 USD | deriv |
| 02 Oct 2023 | GRANT_AWARD | Evergy, Inc. | 666 | 0.00 USD | deriv |