Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 7 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| RGC RESOURCES INC | 62,622.61 | reported | 02 Jan 2026 | tx 437+103,345.94 |
| Atlantic Union Bankshares Corp | 37,797 | reported | 20 Apr 2026 | tx 10+36,818 |
| Healthcare Realty Trust Inc | 30,780 | reported | 20 May 2025 | tx 4+35,060 |
| HomeTown Bankshares Corp | 24,978 | reported | 09 Mar 2017 | tx 15+23,430−50 |
| PRECIGEN, INC. | 0 | reported | 13 Mar 2026 | tx 16+812,117−198,599 |
| AMERICAN NATIONAL BANKSHARES INC | 0 | reported | 01 Apr 2024 | tx 42+23,269.7−23,269.72 |
| HEALTHCARE REALTY TRUST INC | 0 | reported | 20 Jul 2022 | tx 12+35,221−35,221 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 Apr 2026 | PURCHASE | Atlantic Union Bankshares Corp | 650 | 39.05 USD | anomaly |
| 13 Mar 2026 | EXERCISE | PRECIGEN, INC. | 71,839 | — | |
| 13 Mar 2026 | EXERCISE | PRECIGEN, INC. | 71,839 | 0.00 USD | deriv |
| 10 Mar 2026 | GRANT_AWARD | PRECIGEN, INC. | 16,096 | 3.51 USD | |
| 10 Mar 2026 | GRANT_AWARD | PRECIGEN, INC. | 35,612 | 0.00 USD | deriv |
| 10 Mar 2026 | GRANT_AWARD | PRECIGEN, INC. | 41,073 | 0.00 USD | deriv |
| 02 Jan 2026 | GRANT_AWARD | Atlantic Union Bankshares Corp | 992 | 0.00 USD | |
| 02 Jan 2026 | GRANT_AWARD | RGC RESOURCES INC | 291.28 | 21.40 USD | |
| 01 Dec 2025 | GRANT_AWARD | RGC RESOURCES INC | 279.9 | 22.27 USD | |
| 03 Nov 2025 | GRANT_AWARD | RGC RESOURCES INC | 298.25 | 20.90 USD | |
| 01 Oct 2025 | GRANT_AWARD | Atlantic Union Bankshares Corp | 567 | 0.00 USD | |
| 01 Oct 2025 | GRANT_AWARD | RGC RESOURCES INC | 277.04 | 22.50 USD | |
| 04 Sept 2025 | PURCHASE | PRECIGEN, INC. | 15,000 | 4.60 USD | anomaly |
| 02 Sept 2025 | GRANT_AWARD | RGC RESOURCES INC | 281.73 | 22.13 USD | |
| 28 Aug 2025 | PURCHASE | PRECIGEN, INC. | 10,645 | 4.65 USD | anomaly |
| 19 Aug 2025 | PURCHASE | PRECIGEN, INC. | 15,360 | 3.20 USD | first after silenceanomaly |
| 01 Aug 2025 | GRANT_AWARD | RGC RESOURCES INC | 316.74 | 19.68 USD | |
| 05 Jul 2025 | EXERCISE | PRECIGEN, INC. | 126,760 | — | |
| 05 Jul 2025 | EXERCISE | PRECIGEN, INC. | 126,760 | 0.00 USD | deriv |
| 01 Jul 2025 | GRANT_AWARD | RGC RESOURCES INC | 272.91 | 22.84 USD | |
| 01 Jul 2025 | GRANT_AWARD | Atlantic Union Bankshares Corp | 639 | 31.28 USD | |
| 02 Jun 2025 | GRANT_AWARD | RGC RESOURCES INC | 304.66 | 20.46 USD | |
| 20 May 2025 | GRANT_AWARD | Healthcare Realty Trust Inc | 9,018 | 14.97 USD | deriv |
| 01 May 2025 | GRANT_AWARD | RGC RESOURCES INC | 295.42 | 21.10 USD | |
| 01 Apr 2025 | GRANT_AWARD | RGC RESOURCES INC | 296.68 | 21.01 USD |
1 purchase reported after at least 12 months of silence — most recent on 19 Aug 2025.