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 |
|---|---|---|---|---|
| Aveanna Healthcare Holdings, Inc. | 249,737 | reported | 21 Feb 2024 | tx 10+404,532−175,295 |
| InnovAge Holding Corp. | 93,810 | reported | 01 Jul 2025 | tx 10+93,810 |
| Elevance Health, Inc. | 31,375 | reported | 03 Mar 2014 | tx 13+150,370−42,728 |
| MOLINA HEALTHCARE, INC. | 8,747 | reported | 11 Feb 2026 | tx 30+8,275 |
| AMERIGROUP CORP | 0 | reported | 24 Dec 2012 | tx 133+1,203,109−1,376,667 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 11 Feb 2026 | PURCHASE | MOLINA HEALTHCARE, INC. | 800 | 125.16 USD | |
| 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 | InnovAge Holding Corp. | 25,316 | 0.00 USD | |
| 01 Jul 2025 | GRANT_AWARD | MOLINA HEALTHCARE, INC. | 180 | 306.29 USD | |
| 30 May 2025 | PURCHASE | InnovAge Holding Corp. | 8,450 | 4.08 USD | |
| 29 May 2025 | PURCHASE | InnovAge Holding Corp. | 14,265 | 4.04 USD | |
| 28 May 2025 | PURCHASE | InnovAge Holding Corp. | 20,000 | 4.06 USD | |
| 21 May 2025 | PURCHASE | InnovAge Holding Corp. | 1,147 | 4.13 USD | |
| 22 May 2025 | PURCHASE | InnovAge Holding Corp. | 700 | 4.09 USD | |
| 23 May 2025 | PURCHASE | InnovAge Holding Corp. | 1,198 | 3.93 USD | |
| 16 May 2025 | PURCHASE | InnovAge Holding Corp. | 2,086 | 4.28 USD | |
| 20 May 2025 | PURCHASE | InnovAge Holding Corp. | 807 | 4.20 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 | |
| 01 Oct 2024 | GRANT_AWARD | MOLINA HEALTHCARE, INC. | 161 | 341.91 USD | |
| 05 Sept 2024 | GRANT_AWARD | InnovAge Holding Corp. | 19,841 | 0.00 USD | |
| 01 Jul 2024 | GRANT_AWARD | MOLINA HEALTHCARE, INC. | 188 | 292.16 USD | |
| 01 Apr 2024 | GRANT_AWARD | MOLINA HEALTHCARE, INC. | 136 | 404.20 USD | |
| 21 Feb 2024 | GRANT_AWARD | Aveanna Healthcare Holdings, Inc. | 53,942 | 0.00 USD | |
| 14 Feb 2024 | EXERCISE | Aveanna Healthcare Holdings, Inc. | 103,175 | — | |
| 14 Feb 2024 | EXERCISE | Aveanna Healthcare Holdings, Inc. | 103,175 | 0.00 USD | deriv |
| 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 Aug 2023 | EXERCISE | Aveanna Healthcare Holdings, Inc. | 61,611 | — |