Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Karat Packaging Inc. | 6,097,181 | reported | 15 May 2026 | tx 26+161,000−1,392,917 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 12 buys in history.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 May 2026 | TAX_WITHHOLDING | Karat Packaging Inc. | 2,124 | 26.28 USD | |
| 12 May 2026 | EXERCISE | Karat Packaging Inc. | 8,000 | — | |
| 11 Mar 2026 | GRANT_AWARD | Karat Packaging Inc. | 32,000 | 0.00 USD | deriv |
| 12 May 2026 | EXERCISE | Karat Packaging Inc. | 8,000 | 0.00 USD | deriv |
| 27 Jun 2025 | SALE | Karat Packaging Inc. | 112,500 | 27.00 USD | |
| 12 Jun 2025 | SALE | Karat Packaging Inc. | 750,000 | 27.00 USD | |
| 14 May 2025 | TAX_WITHHOLDING | Karat Packaging Inc. | 2,543 | 30.04 USD | |
| 12 May 2025 | EXERCISE | Karat Packaging Inc. | 8,000 | — | |
| 12 May 2025 | EXERCISE | Karat Packaging Inc. | 8,000 | 0.00 USD | deriv |
| 15 May 2024 | TAX_WITHHOLDING | Karat Packaging Inc. | 1,750 | 29.02 USD | |
| 12 May 2024 | EXERCISE | Karat Packaging Inc. | 8,000 | — | |
| 12 May 2024 | EXERCISE | Karat Packaging Inc. | 8,000 | 0.00 USD | deriv |
| 12 Mar 2024 | GRANT_AWARD | Karat Packaging Inc. | 24,000 | 0.00 USD | deriv |
| 12 Sept 2023 | SALE | Karat Packaging Inc. | 500,000 | 21.00 USD | |
| 16 Dec 2022 | PURCHASE | Karat Packaging Inc. | 7,100 | 12.97 USD | |
| 13 Dec 2022 | PURCHASE | Karat Packaging Inc. | 4,000 | 13.84 USD | |
| 15 Dec 2022 | PURCHASE | Karat Packaging Inc. | 4,500 | 13.70 USD | |
| 09 Dec 2022 | PURCHASE | Karat Packaging Inc. | 7,000 | 13.95 USD | |
| 05 Dec 2022 | PURCHASE | Karat Packaging Inc. | 1,100 | 13.96 USD | |
| 06 Dec 2022 | PURCHASE | Karat Packaging Inc. | 700 | 14.29 USD | |
| 30 Nov 2022 | PURCHASE | Karat Packaging Inc. | 22,100 | 13.96 USD | |
| 01 Dec 2022 | PURCHASE | Karat Packaging Inc. | 9,000 | 14.37 USD | |
| 02 Dec 2022 | PURCHASE | Karat Packaging Inc. | 16,800 | 14.03 USD | |
| 28 Nov 2022 | PURCHASE | Karat Packaging Inc. | 4,000 | 13.47 USD | |
| 18 Nov 2022 | PURCHASE | Karat Packaging Inc. | 2,400 | 14.00 USD |