Disclosed positions

Estimated from their latest filings — positions may have changed since

$1.74M

combined est. value

Stock	Shares	Price	Value	Weight	As of
HAEHAEMONETICS CORP	12,933	$73.82	$954.7K	55%	2025-07-24
VSECUVSE CORP	7,451	$53.54	$398.9K	23%	2026-01-02
APOGAPOGEE ENTERPRISES, INC.	10,014	$38.40	$384.5K	22%	2026-01-02
BZHBEAZER HOMES USA INC	41,829	—	—		2025-11-17

HAE

HAEMONETICS CORP

$954.7K

12,933 sh

VSECU

VSE CORP

$398.9K

7,451 sh

APOG

APOGEE ENTERPRISES, INC.

$384.5K

10,014 sh

BZH

BEAZER HOMES USA INC

—

41,829 sh

All filings on record

Every Form 4 transaction we track for this filer

all 4buys 0sells 0

Stock	Transaction	Date	~6mo later
VSECUVSE CORP	Grant — · 745 sh	2026-01-02	—
APOGAPOGEE ENTERPRISES, INC.	Exercise — · 2,883 sh	2026-01-02	—
BZHBEAZER HOMES USA INC	Grant — · 7,199 sh	2025-11-17	—
HAEHAEMONETICS CORP	Grant — · 2,693 sh	2025-07-24	—

VSECUGrant

2026-01-02 · VSE CORP

745

—

APOGExercise

2026-01-02 · APOGEE ENTERPRISES, INC.

2,883

—

BZHGrant

2025-11-17 · BEAZER HOMES USA INC

7,199

—

HAEGrant

2025-07-24 · HAEMONETICS CORP

2,693

—

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.