Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 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 |
|---|---|---|---|---|
| BLUE RIDGE BANKSHARES, INC. | 1,186,477 | reported | 29 Apr 2025 | tx 11+1,586,577−100 |
| Atlantic Union Bankshares Corp | 100,462 | reported | 20 Sept 2018 | tx 71+223,901.532−138,795 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 29 Apr 2025 | GRANT_AWARD | BLUE RIDGE BANKSHARES, INC. | 960,000 | 0.00 USD | |
| 28 Jun 2024 | CONVERSION | BLUE RIDGE BANKSHARES, INC. | 400,000 | — | |
| 28 Jun 2024 | CONVERSION | BLUE RIDGE BANKSHARES, INC. | 100 | 0.00 USD | deriv |
| 03 Apr 2024 | PURCHASE | BLUE RIDGE BANKSHARES, INC. | 100 | 10000.00 USD | deriv |
| 01 Mar 2024 | GRANT_AWARD | BLUE RIDGE BANKSHARES, INC. | 170,122 | 0.00 USD | |
| 01 Jul 2023 | GRANT_AWARD | BLUE RIDGE BANKSHARES, INC. | 27,813 | 0.00 USD | |
| 01 Jul 2023 | GRANT_AWARD | BLUE RIDGE BANKSHARES, INC. | 18,542 | 0.00 USD | |
| 25 May 2023 | PURCHASE | BLUE RIDGE BANKSHARES, INC. | 3,000 | 9.00 USD | |
| 23 May 2023 | PURCHASE | BLUE RIDGE BANKSHARES, INC. | 3,000 | 8.98 USD | |
| 10 May 2023 | PURCHASE | BLUE RIDGE BANKSHARES, INC. | 2,000 | 8.12 USD | first after silence |
| 15 May 2023 | PURCHASE | BLUE RIDGE BANKSHARES, INC. | 2,000 | 7.97 USD | |
| 20 Sept 2018 | SALE | Atlantic Union Bankshares Corp | 1,000 | 40.45 USD | |
| 04 Sept 2018 | GRANT_AWARD | Atlantic Union Bankshares Corp | 391 | 0.00 USD | |
| 04 Sept 2018 | OTHER | Atlantic Union Bankshares Corp | 1,000 | 42.23 USD | |
| 20 Aug 2018 | SALE | Atlantic Union Bankshares Corp | 1,000 | 41.56 USD | |
| 01 Jun 2018 | GRANT_AWARD | Atlantic Union Bankshares Corp | 213 | 0.00 USD | |
| 13 Mar 2018 | SALE | Atlantic Union Bankshares Corp | 17,974 | 39.67 USD | |
| 13 Mar 2018 | SALE | Atlantic Union Bankshares Corp | 14,090 | 39.67 USD | |
| 13 Mar 2018 | EXERCISE | Atlantic Union Bankshares Corp | 24,682 | 12.11 USD | |
| 13 Mar 2018 | EXERCISE | Atlantic Union Bankshares Corp | 24,887 | 14.40 USD | |
| 13 Mar 2018 | EXERCISE | Atlantic Union Bankshares Corp | 24,682 | 0.00 USD | deriv |
| 13 Mar 2018 | EXERCISE | Atlantic Union Bankshares Corp | 24,887 | 0.00 USD | deriv |
| 01 Mar 2018 | GRANT_AWARD | Atlantic Union Bankshares Corp | 234 | 0.00 USD | |
| 17 Jan 2018 | GRANT_AWARD | Atlantic Union Bankshares Corp | 7,121 | 0.00 USD | |
| 17 Jan 2018 | TAX_WITHHOLDING | Atlantic Union Bankshares Corp | 2,516 | 38.64 USD |
4 purchases reported after at least 12 months of silence — most recent on 10 May 2023.