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 |
|---|---|---|---|---|
| Meridian Corp | 40,000 | reported | 17 Nov 2025 | tx 32+270,770−20,371 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 17 Nov 2025 | GRANT_AWARD | Meridian Corp | 40,000 | 0.00 USD | deriv |
| 30 Jan 2025 | TAX_WITHHOLDING | Meridian Corp | 4,621 | 16.61 USD | |
| 30 Jan 2025 | EXERCISE | Meridian Corp | 10,750 | 7.14 USD | |
| 30 Jan 2025 | EXERCISE | Meridian Corp | 10,750 | 0.00 USD | deriv |
| 21 Nov 2024 | GRANT_AWARD | Meridian Corp | 40,000 | 0.00 USD | deriv |
| 19 Aug 2024 | PURCHASE | Meridian Corp | 2,000 | 10.70 USD | |
| 14 May 2024 | PURCHASE | Meridian Corp | 1,000 | 9.19 USD | |
| 02 May 2024 | PURCHASE | Meridian Corp | 1,500 | 8.99 USD | |
| 03 May 2024 | PURCHASE | Meridian Corp | 1,500 | 9.31 USD | |
| 02 May 2024 | GRANT_AWARD | Meridian Corp | 5,360 | 8.73 USD | |
| 01 Mar 2024 | PURCHASE | Meridian Corp | 2,000 | 9.64 USD | |
| 22 Feb 2024 | PURCHASE | Meridian Corp | 2,000 | 9.93 USD | |
| 01 Nov 2023 | GRANT_AWARD | Meridian Corp | 20,000 | 0.00 USD | deriv |
| 15 May 2023 | PURCHASE | Meridian Corp | 5,000 | 9.10 USD | first after silence |
| 15 Mar 2023 | EXERCISE | Meridian Corp | 5,000 | 14.29 USD | |
| 15 Mar 2023 | EXERCISE | Meridian Corp | 5,000 | 14.29 USD | deriv |
| 28 Feb 2022 | GRANT_AWARD | Meridian Corp | 20,000 | 0.00 USD | deriv |
| 29 Dec 2021 | EXERCISE | Meridian Corp | 21,000 | 12.38 USD | |
| 29 Dec 2021 | EXERCISE | Meridian Corp | 21,000 | 0.00 USD | deriv |
| 25 Feb 2021 | GRANT_AWARD | Meridian Corp | 10,000 | 26.36 USD | |
| 25 Feb 2021 | GRANT_AWARD | Meridian Corp | 20,000 | 0.00 USD | deriv |
| 04 Nov 2020 | GRANT_AWARD | Meridian Corp | 15,000 | 0.00 USD | deriv |
| 02 Jun 2020 | PURCHASE | Meridian Corp | 859 | 15.00 USD | |
| 02 Jun 2020 | PURCHASE | Meridian Corp | 52 | 14.84 USD | |
| 02 Jun 2020 | PURCHASE | Meridian Corp | 89 | 15.00 USD |
1 purchase reported after at least 12 months of silence — most recent on 15 May 2023.