Disclosed positions

Estimated from their latest filings — positions may have changed since

$2.61M

combined est. value

Stock	Shares	Price	Value	Weight	As of
ALGMALLEGRO MICROSYSTEMS, INC.	29,516	$41.45	$1.22M	47%	2025-08-07
ONTOONTO INNOVATION INC.	3,684	$318.92	$1.17M	45%	2026-05-20
AADXApplied Aerospace & Defense, Inc.	8,000	$20.55	$164.4K	6%	2026-06-04
CRCrane Co	220	$219.80	$48.4K	2%	2026-01-29

ALGM

ALLEGRO MICROSYSTEMS, INC.

$1.22M

29,516 sh

ONTO

ONTO INNOVATION INC.

$1.17M

3,684 sh

AADX

Applied Aerospace & Defense, Inc.

$164.4K

8,000 sh

CR

Crane Co

$48.4K

220 sh

Activity

Open-market buy & sell volume

BuySell

Total +$187.3K bought

Most bought

AADX

$160.0K

CR

$27.3K

All filings on record

Every Form 4 transaction we track for this filer

all 5buys 3sells 0

Stock	Transaction	Date	~6mo later
AADXApplied Aerospace & Defense, Inc.	Buy $160.0K · 8,000 sh	2026-06-04	in progress
ONTOONTO INNOVATION INC.	Grant — · 761 sh	2026-05-20	—
CRCrane Co	Buy $8.9K · 50 sh	2026-01-29	+22.7% †
CRCrane Co	Buy $18.5K · 100 sh	2026-01-29	+22.7% †
ALGMALLEGRO MICROSYSTEMS, INC.	Grant — · 5,932 sh	2025-08-07	—

AADXBuy

2026-06-04 · Applied Aerospace & Defense, Inc.

$160.0K

in progress

ONTOGrant

2026-05-20 · ONTO INNOVATION INC.

761

—

CRBuy

2026-01-29 · Crane Co

$8.9K

+22.7% †

CRBuy

2026-01-29 · Crane Co

$18.5K

+22.7% †

ALGMGrant

2025-08-07 · ALLEGRO MICROSYSTEMS, INC.

5,932

—

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.