Disclosed positions

Estimated from their latest filings — positions may have changed since

$235.8K

combined est. value

Stock	Shares	Price	Value	Weight	As of
NCMINational CineMedia, Inc.	61,720	$3.82	$235.8K	100%	2026-02-27
TPBTurning Point Brands, Inc.	127,083	—	—		2025-12-19

NCMI

National CineMedia, Inc.

$235.8K

61,720 sh

TPB

Turning Point Brands, Inc.

—

127,083 sh

All filings on record

Every Form 4 transaction we track for this filer

all 3buys 0sells 1

Stock	Transaction	Date	~6mo later
NCMINational CineMedia, Inc.	Exercise — · 18,210 sh	2026-02-27	—
TPBTurning Point Brands, Inc.	Sell $3.31M · 30,000 sh	2025-12-19	—
TPBTurning Point Brands, Inc.	Exercise $621.3K · 30,000 sh	2025-12-19	—

NCMIExercise

2026-02-27 · National CineMedia, Inc.

18,210

—

TPBSell

2025-12-19 · Turning Point Brands, Inc.

$3.31M

—

TPBExercise

2025-12-19 · Turning Point Brands, Inc.

$621.3K

—

Outcomes measure each disclosed buy against the closing price ~6 months (120 trading days) later, with the S&P 500 over the same span for context. Pre-scheduled 10b5-1 plan trades are excluded from the record. Positions are estimated from the latest reported post-transaction holdings, split-adjusted, at the latest close. Built from SEC Form 4 filings and market prices — past outcomes, not predictions or advice.