Charles K. Huebner Trust

Charles K. Huebner Trust purchases 32,500 shares across 2 transactions at blended $8.15, raising stake 20.8% to 188,554 shares

Charles K. Huebner Trust acquired 32,500 shares (32.5K shares) in two separate transactions totaling $264,975.00, purchasing 20,000 shares at $8.68 on 2026-02-19 and 12,500 shares at $7.31 on 2026-03-12, with a blended average price of $8.15. The purchases increased the trust's post-transaction holdings to 188,554 shares, representing a net change of +20.8% relative to pre-transaction holdings of 156,054 shares. With current market price at $7.32 as of 2026-03-16, the second tranche was transacted above current price while the first was transacted significantly above current price, within the context of a recent listing (23 trading days). The P/E ratio of 40.67 combined with revenue growth of +0.3% year-over-year presents a valuation backdrop worth noting for ongoing observation of the position and company fundamentals.

Charles K. Huebner Trust buys 12,500 PX shares at $7.95; holdings jump to 51,800 shares (+31.8%)

Charles K. Huebner Trust purchased 12,500 shares of P10, Inc. at $7.95 on 2024-06-13, increasing holdings from 39,299 shares to 51,799 shares (+31.8%). The transaction occurred at a price $0.05 below the current market price of $7.90, reflecting a modest recent decline of 4.0% over 30 days and 1.7% over 90 days. While the company reports strong annual revenue growth of +21.9% and posted $5.0M in net income on $66.1M revenue in the latest quarter, it was unprofitable over its most recent full fiscal year, creating tension between near-term operational improvements and underlying financial challenges. The 31.8% increase in share count and the low absolute price level merit monitoring to determine whether this reflects accumulation at a point of relative value or represents activity within a pattern of opportunistic purchasing.