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 |
|---|---|---|---|---|
| ASHLAND INC. | 234,324 | reported | 19 Nov 2024 | tx 192+410,858−283,833 |
| Novus Capital Corp | 91,937 | reported | 09 Jun 2023 | tx 3+91,937 |
| VALVOLINE INC | 32,725 | reported | 14 May 2026 | tx 12+123,705 |
| ASHLAND INC. | 11,240 | reported | 04 May 2016 | tx 73+88,922−51,802 |
| Ingevity Corp | 8,779 | reported | 02 Jan 2026 | tx 9+8,779 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 14 May 2026 | PURCHASE | VALVOLINE INC | 10,000 | 31.80 USD | |
| 02 Jan 2026 | GRANT_AWARD | Ingevity Corp | 479 | 60.09 USD | |
| 25 Nov 2025 | GRANT_AWARD | VALVOLINE INC | 7,510 | 0.00 USD | deriv |
| 25 Nov 2025 | GRANT_AWARD | VALVOLINE INC | 17,740 | 0.00 USD | deriv |
| 21 Nov 2025 | PURCHASE | VALVOLINE INC | 10,000 | 31.41 USD | |
| 01 Oct 2025 | GRANT_AWARD | Ingevity Corp | 506 | 54.44 USD | |
| 14 Aug 2025 | PURCHASE | VALVOLINE INC | 9,716 | 39.42 USD | first after silence |
| 14 Aug 2025 | PURCHASE | VALVOLINE INC | 899 | 39.37 USD | |
| 14 Aug 2025 | PURCHASE | VALVOLINE INC | 1,300 | 39.40 USD | |
| 14 Aug 2025 | PURCHASE | VALVOLINE INC | 100 | 39.42 USD | |
| 14 Aug 2025 | PURCHASE | VALVOLINE INC | 710 | 39.36 USD | |
| 01 Jul 2025 | GRANT_AWARD | Ingevity Corp | 620 | 44.40 USD | |
| 02 Jun 2025 | GRANT_AWARD | VALVOLINE INC | 11,630 | 0.00 USD | deriv |
| 02 Jun 2025 | GRANT_AWARD | VALVOLINE INC | 27,050 | 0.00 USD | deriv |
| 01 May 2025 | GRANT_AWARD | Ingevity Corp | 4,057 | 0.00 USD | |
| 01 May 2025 | GRANT_AWARD | Ingevity Corp | 151 | 33.28 USD | |
| 01 Apr 2025 | GRANT_AWARD | Ingevity Corp | 580 | 38.85 USD | |
| 02 Jan 2025 | GRANT_AWARD | Ingevity Corp | 570 | 39.54 USD | |
| 17 Dec 2024 | GRANT_AWARD | Ingevity Corp | 519 | 43.40 USD | |
| 17 Dec 2024 | GRANT_AWARD | Ingevity Corp | 1,297 | 0.00 USD | |
| 19 Nov 2024 | TAX_WITHHOLDING | ASHLAND INC. | 1,608 | 76.39 USD | |
| 19 Nov 2024 | EXERCISE | ASHLAND INC. | 3,486 | 76.39 USD | |
| 18 Nov 2024 | TAX_WITHHOLDING | ASHLAND INC. | 811 | 77.03 USD | |
| 18 Nov 2024 | EXERCISE | ASHLAND INC. | 1,759 | 77.03 USD | |
| 18 Nov 2024 | EXERCISE | ASHLAND INC. | 2,101 | 77.03 USD |
1 purchase reported after at least 12 months of silence — most recent on 14 Aug 2025.