Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 9 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 |
|---|---|---|---|---|
| COVENTRY HEALTH CARE INC | 2,905,842 | reported | 30 Apr 2009 | tx 184+2,545,991−1,311,204 |
| eHealth, Inc. | 123,133 | reported | 17 Jun 2025 | tx 22+196,065−25,000 |
| AdaptHealth Corp. | 104,235 | reported | 27 Feb 2026 | tx 15+130,870−7,000 |
| MOLINA HEALTHCARE, INC. | 14,991 | reported | 01 Jan 2026 | tx 79+57,791−58,500 |
| HEALTHEXTRAS INC | 0 | reported | 02 Jul 2012 | tx 22+45,000−69,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 27 Feb 2026 | PURCHASE | AdaptHealth Corp. | 8,000 | 8.96 USD | first after silence |
| 01 Jan 2026 | GRANT_AWARD | MOLINA HEALTHCARE, INC. | 317 | 173.54 USD | |
| 01 Oct 2025 | GRANT_AWARD | MOLINA HEALTHCARE, INC. | 285 | 192.79 USD | |
| 01 Jul 2025 | GRANT_AWARD | MOLINA HEALTHCARE, INC. | 180 | 306.29 USD | |
| 26 Jun 2025 | GRANT_AWARD | AdaptHealth Corp. | 21,346 | 0.00 USD | |
| 17 Jun 2025 | GRANT_AWARD | eHealth, Inc. | 34,574 | 0.00 USD | |
| 21 May 2025 | SALE | MOLINA HEALTHCARE, INC. | 100 | 324.42 USD | |
| 21 May 2025 | SALE | MOLINA HEALTHCARE, INC. | 100 | 320.51 USD | |
| 21 May 2025 | SALE | MOLINA HEALTHCARE, INC. | 400 | 322.23 USD | |
| 21 May 2025 | SALE | MOLINA HEALTHCARE, INC. | 900 | 323.27 USD | |
| 01 Apr 2025 | GRANT_AWARD | MOLINA HEALTHCARE, INC. | 168 | 327.71 USD | |
| 01 Jan 2025 | GRANT_AWARD | MOLINA HEALTHCARE, INC. | 189 | 291.05 USD | |
| 13 Nov 2024 | SALE | AdaptHealth Corp. | 7,000 | 10.80 USD | |
| 08 Nov 2024 | SALE | eHealth, Inc. | 3,597 | 5.35 USD | |
| 11 Nov 2024 | SALE | eHealth, Inc. | 16,403 | 5.22 USD | |
| 01 Oct 2024 | GRANT_AWARD | MOLINA HEALTHCARE, INC. | 161 | 341.91 USD | |
| 01 Jul 2024 | GRANT_AWARD | MOLINA HEALTHCARE, INC. | 188 | 292.16 USD | |
| 24 Jun 2024 | GRANT_AWARD | AdaptHealth Corp. | 25,101 | 0.00 USD | |
| 11 Jun 2024 | GRANT_AWARD | eHealth, Inc. | 31,760 | 0.00 USD | |
| 01 Apr 2024 | GRANT_AWARD | MOLINA HEALTHCARE, INC. | 136 | 404.20 USD | |
| 15 Feb 2024 | SALE | MOLINA HEALTHCARE, INC. | 1,500 | 398.38 USD | |
| 01 Jan 2024 | GRANT_AWARD | MOLINA HEALTHCARE, INC. | 152 | 361.31 USD | |
| 01 Oct 2023 | GRANT_AWARD | MOLINA HEALTHCARE, INC. | 168 | 327.89 USD | |
| 15 Sept 2023 | PURCHASE | eHealth, Inc. | 15,000 | 7.05 USD | |
| 01 Jul 2023 | GRANT_AWARD | MOLINA HEALTHCARE, INC. | 183 | 301.24 USD |
4 purchases reported after at least 12 months of silence — most recent on 27 Feb 2026.