Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 56 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 |
|---|---|---|---|---|
| NewtekOne, Inc. | 36,085 | reported | 08 May 2026 | tx 125+45,351.07−6,090 |
| Katapult Holdings, Inc. | 33,552 | reported | 30 Apr 2026 | tx 2+33,552 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 08 May 2026 | PURCHASE | NewtekOne, Inc. | 1,000 | 13.87 USD | |
| 30 Apr 2026 | GRANT_AWARD | Katapult Holdings, Inc. | 20,979 | 7.15 USD | |
| 21 Jul 2025 | PURCHASE | NewtekOne, Inc. | 51 | 11.48 USD | |
| 30 Apr 2025 | PURCHASE | NewtekOne, Inc. | 52 | 10.40 USD | |
| 13 Jan 2025 | PURCHASE | NewtekOne, Inc. | 44 | 12.14 USD | |
| 15 Jul 2025 | OTHER | NewtekOne, Inc. | 836 | 0.00 USD | |
| 15 Jun 2025 | OTHER | NewtekOne, Inc. | 2,053 | 0.00 USD | |
| 24 Oct 2025 | PURCHASE | NewtekOne, Inc. | 40 | 11.05 USD | |
| 15 Jul 2025 | OTHER | NewtekOne, Inc. | 836 | 0.00 USD | |
| 15 Jun 2025 | OTHER | NewtekOne, Inc. | 2,053 | 0.00 USD | |
| 15 Dec 2025 | PURCHASE | NewtekOne, Inc. | 500 | 12.06 USD | |
| 26 Nov 2025 | GRANT_AWARD | Katapult Holdings, Inc. | 12,573 | 0.00 USD | |
| 03 Nov 2025 | PURCHASE | NewtekOne, Inc. | 1,000 | 10.43 USD | |
| 30 Jun 2025 | GRANT_AWARD | NewtekOne, Inc. | 2,283 | 10.95 USD | |
| 09 May 2025 | PURCHASE | NewtekOne, Inc. | 1,000 | 10.46 USD | |
| 09 May 2025 | PURCHASE | NewtekOne, Inc. | 1,000 | 10.32 USD | |
| 21 Mar 2025 | PURCHASE | NewtekOne, Inc. | 500 | 12.34 USD | |
| 15 Apr 2024 | PURCHASE | NewtekOne, Inc. | 53 | 11.22 USD | |
| 15 Apr 2024 | PURCHASE | NewtekOne, Inc. | 263 | 11.40 USD | |
| 25 Jul 2024 | OTHER | NewtekOne, Inc. | 2,461 | 0.00 USD | |
| 21 Oct 2024 | PURCHASE | NewtekOne, Inc. | 39 | 13.46 USD | |
| 25 Jul 2024 | OTHER | NewtekOne, Inc. | 2,461 | 0.00 USD | |
| 12 Jan 2024 | PURCHASE | NewtekOne, Inc. | 44 | 12.79 USD | |
| 19 Jul 2024 | PURCHASE | NewtekOne, Inc. | 68 | 14.38 USD | |
| 23 Dec 2024 | PURCHASE | NewtekOne, Inc. | 500 | 12.75 USD |