Disclosed positions

Estimated from their latest filings — positions may have changed since

$9.99M

combined est. value

Stock	Shares	Price	Value	Weight	As of
FIXCOMFORT SYSTEMS USA INC	5,818	$1,683.44	$9.79M	98%	2026-05-18
VLTOVeralto Corp	2,371	$83.60	$198.2K	2%	2025-07-15

FIX

COMFORT SYSTEMS USA INC

$9.79M

5,818 sh

VLTO

Veralto Corp

$198.2K

2,371 sh

All filings on record

Every Form 4 transaction we track for this filer

all 2buys 0sells 0

Stock	Transaction	Date	~6mo later
FIXCOMFORT SYSTEMS USA INC	Grant — · 105 sh	2026-05-18	—
VLTOVeralto Corp	Grant — · 818 sh	2025-07-15	—

FIXGrant

2026-05-18 · COMFORT SYSTEMS USA INC

105

—

VLTOGrant

2025-07-15 · Veralto Corp

818

—

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.