Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 59 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 |
|---|---|---|---|---|
| TOWER BANCORP INC | 0 | reported | 17 Feb 2012 | tx 28+74,422.86−75,451.15 |
| PB Bankshares, Inc. | 0 | reported | 05 Jan 2026 | tx 68+181,693−112,911 |
| Sunshine Bancorp, Inc. | 0 | reported | 01 Jan 2018 | tx 10+32,000−72,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 05 Jan 2026 | OTHER | PB Bankshares, Inc. | 1,135 | — | |
| 05 Jan 2026 | OTHER | PB Bankshares, Inc. | 55,404 | — | |
| 05 Jan 2026 | OTHER | PB Bankshares, Inc. | 55,097 | — | |
| 05 Jan 2026 | OTHER | PB Bankshares, Inc. | 1,275 | — | |
| 05 Jan 2026 | OTHER | PB Bankshares, Inc. | — | — | deriv |
| 02 Dec 2025 | EXERCISE | PB Bankshares, Inc. | 24,000 | 12.28 USD | |
| 02 Dec 2025 | EXERCISE | PB Bankshares, Inc. | — | 0.00 USD | deriv |
| 09 May 2023 | PURCHASE | PB Bankshares, Inc. | 524 | 11.50 USD | |
| 09 May 2023 | PURCHASE | PB Bankshares, Inc. | 19 | 11.48 USD | |
| 09 May 2023 | PURCHASE | PB Bankshares, Inc. | 500 | 11.47 USD | |
| 09 May 2023 | PURCHASE | PB Bankshares, Inc. | 500 | 11.50 USD | |
| 10 May 2023 | PURCHASE | PB Bankshares, Inc. | 21 | 11.74 USD | |
| 11 May 2023 | PURCHASE | PB Bankshares, Inc. | 400 | 11.74 USD | |
| 11 May 2023 | PURCHASE | PB Bankshares, Inc. | 100 | 11.72 USD | |
| 11 May 2023 | PURCHASE | PB Bankshares, Inc. | 936 | 11.71 USD | |
| 01 May 2023 | PURCHASE | PB Bankshares, Inc. | 271 | 12.55 USD | |
| 28 Apr 2023 | PURCHASE | PB Bankshares, Inc. | 42 | 12.54 USD | |
| 28 Apr 2023 | PURCHASE | PB Bankshares, Inc. | 555 | 12.55 USD | |
| 28 Apr 2023 | PURCHASE | PB Bankshares, Inc. | 832 | 12.55 USD | |
| 01 May 2023 | PURCHASE | PB Bankshares, Inc. | 300 | 12.61 USD | |
| 14 Nov 2022 | GRANT_AWARD | PB Bankshares, Inc. | 27,772 | 0.00 USD | |
| 14 Nov 2022 | GRANT_AWARD | PB Bankshares, Inc. | 69,420 | 0.00 USD | deriv |
| 01 Sept 2022 | PURCHASE | PB Bankshares, Inc. | 1,000 | 13.19 USD | |
| 20 May 2022 | PURCHASE | PB Bankshares, Inc. | 226 | 12.95 USD | |
| 19 May 2022 | PURCHASE | PB Bankshares, Inc. | 1 | 12.95 USD |