Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| NORWOOD FINANCIAL CORP | 8,325 | reported | 11 May 2026 | tx 2+91 |
| PB Bankshares, Inc. | 0 | reported | 05 Jan 2026 | tx 7+15,000−27,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 11 May 2026 | GRANT_AWARD | NORWOOD FINANCIAL CORP | 45 | 30.20 USD | |
| 11 Mar 2026 | GRANT_AWARD | NORWOOD FINANCIAL CORP | 46 | 29.40 USD | |
| 05 Jan 2026 | OTHER | PB Bankshares, Inc. | 12,500 | — | |
| 05 Jan 2026 | OTHER | PB Bankshares, Inc. | 10,000 | — | |
| 05 Jan 2026 | OTHER | PB Bankshares, Inc. | — | — | deriv |
| 03 Dec 2025 | EXERCISE | PB Bankshares, Inc. | 4,500 | 12.28 USD | |
| 03 Dec 2025 | EXERCISE | PB Bankshares, Inc. | 4,500 | 0.00 USD | deriv |
| 14 Nov 2022 | GRANT_AWARD | PB Bankshares, Inc. | 3,000 | 0.00 USD | |
| 14 Nov 2022 | GRANT_AWARD | PB Bankshares, Inc. | 7,500 | 0.00 USD | deriv |