Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 6 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 |
|---|---|---|---|---|
| Wendy's Co | 118,110 | reported | 21 May 2026 | tx 57+3,731,199−1,523,176 |
| El Pollo Loco Holdings, Inc. | 8,258 | reported | 17 Mar 2026 | tx 1+8,258 |
| POTBELLY CORP | 0 | reported | 23 Oct 2025 | tx 140+2,603,205−2,453,652 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 May 2026 | GRANT_AWARD | Wendy's Co | 1,772,898 | 0.00 USD | deriv |
| 21 May 2026 | GRANT_AWARD | Wendy's Co | 118,110 | 0.00 USD | deriv |
| 17 Mar 2026 | GRANT_AWARD | El Pollo Loco Holdings, Inc. | 8,258 | 0.00 USD | |
| 23 Oct 2025 | OTHER | POTBELLY CORP | 832,632 | 17.12 USD | |
| 23 Oct 2025 | OTHER | POTBELLY CORP | 60,773 | 17.12 USD | deriv |
| 23 Oct 2025 | OTHER | POTBELLY CORP | 62,344 | 17.12 USD | deriv |
| 23 Oct 2025 | OTHER | POTBELLY CORP | 60,465 | 17.12 USD | deriv |
| 03 Oct 2025 | GIFT | POTBELLY CORP | 5,862 | 0.00 USD | |
| 03 Oct 2025 | GIFT | POTBELLY CORP | 23,447 | 0.00 USD | |
| 31 Aug 2025 | TAX_WITHHOLDING | POTBELLY CORP | 1,004 | 12.94 USD | |
| 31 Aug 2025 | TAX_WITHHOLDING | POTBELLY CORP | 641 | 12.94 USD | |
| 31 Aug 2025 | TAX_WITHHOLDING | POTBELLY CORP | 537 | 12.94 USD | |
| 08 Aug 2025 | EXERCISE | POTBELLY CORP | 23,479 | — | |
| 08 Aug 2025 | TAX_WITHHOLDING | POTBELLY CORP | 9,238 | 12.55 USD | |
| 08 Aug 2025 | EXERCISE | POTBELLY CORP | 23,479 | 0.00 USD | deriv |
| 31 Jul 2025 | TAX_WITHHOLDING | POTBELLY CORP | 1,631 | 12.03 USD | |
| 31 Jul 2025 | TAX_WITHHOLDING | POTBELLY CORP | 1,367 | 12.03 USD | |
| 31 Jul 2025 | TAX_WITHHOLDING | POTBELLY CORP | 2,553 | 12.03 USD | |
| 30 Jun 2025 | TAX_WITHHOLDING | POTBELLY CORP | 1,004 | 12.25 USD | |
| 30 Jun 2025 | TAX_WITHHOLDING | POTBELLY CORP | 641 | 12.25 USD | |
| 30 Jun 2025 | TAX_WITHHOLDING | POTBELLY CORP | 537 | 12.25 USD | |
| 31 May 2025 | TAX_WITHHOLDING | POTBELLY CORP | 1,004 | 10.67 USD | |
| 31 May 2025 | TAX_WITHHOLDING | POTBELLY CORP | 537 | 10.67 USD | |
| 31 May 2025 | TAX_WITHHOLDING | POTBELLY CORP | 641 | 10.67 USD | |
| 30 Apr 2025 | TAX_WITHHOLDING | POTBELLY CORP | 1,004 | 8.10 USD |