Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Arq, Inc. | 51,702 | reported | 01 Jul 2025 | tx 3+51,702 |
| UGI CORP /PA/ | 4,516 | reported | 28 May 2021 | tx 20+70,045−17,660 |
| QNB CORP. | 1,973 | reported | 02 Jan 2026 | tx 8+1,973 |
| AMERIGAS PARTNERS LP | 1,648 | reported | 16 Jan 2019 | tx 18+6,948−1,658 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 02 Jan 2026 | PURCHASE | QNB CORP. | 274 | 34.97 USD | |
| 01 Jul 2025 | GRANT_AWARD | Arq, Inc. | 14,552 | 0.00 USD | |
| 01 Jul 2025 | PURCHASE | QNB CORP. | 285 | 33.69 USD | |
| 02 Jan 2025 | PURCHASE | QNB CORP. | 117 | 33.92 USD | |
| 01 Jul 2024 | GRANT_AWARD | Arq, Inc. | 12,508 | 0.00 USD | |
| 01 Jul 2024 | PURCHASE | QNB CORP. | 170 | 23.49 USD | |
| 02 Jan 2024 | PURCHASE | QNB CORP. | 153 | 25.99 USD | |
| 03 Jul 2023 | PURCHASE | QNB CORP. | 174 | 22.96 USD | first after silence |
| 01 Jul 2023 | GRANT_AWARD | Arq, Inc. | 24,642 | 0.00 USD | |
| 28 May 2021 | SALE | UGI CORP /PA/ | 8,830 | 45.74 USD | |
| 28 May 2021 | EXERCISE | UGI CORP /PA/ | 900 | 41.27 USD | |
| 28 May 2021 | EXERCISE | UGI CORP /PA/ | 7,096 | 45.16 USD | |
| 28 May 2021 | EXERCISE | UGI CORP /PA/ | 834 | 33.76 USD | |
| 28 May 2021 | EXERCISE | UGI CORP /PA/ | 7,096 | 0.00 USD | deriv |
| 28 May 2021 | EXERCISE | UGI CORP /PA/ | 834 | 0.00 USD | deriv |
| 28 May 2021 | EXERCISE | UGI CORP /PA/ | 900 | 0.00 USD | deriv |
| 01 Jan 2021 | GRANT_AWARD | UGI CORP /PA/ | 2,930 | 0.00 USD | deriv |
| 01 Jan 2021 | GRANT_AWARD | UGI CORP /PA/ | 1,790 | 0.00 USD | deriv |
| 01 Jan 2021 | GRANT_AWARD | UGI CORP /PA/ | 11,040 | 0.00 USD | deriv |
| 20 Nov 2020 | GRANT_AWARD | UGI CORP /PA/ | 281 | 0.00 USD | |
| 21 Aug 2020 | PURCHASE | UGI CORP /PA/ | 598 | 33.38 USD | |
| 21 Aug 2020 | PURCHASE | QNB CORP. | 50 | 28.25 USD | |
| 21 Aug 2020 | PURCHASE | QNB CORP. | 750 | 28.50 USD | |
| 01 Jan 2020 | GRANT_AWARD | UGI CORP /PA/ | 2,640 | 0.00 USD | deriv |
| 01 Jan 2020 | GRANT_AWARD | UGI CORP /PA/ | 21,290 | 0.00 USD | deriv |
1 purchase reported after at least 12 months of silence — most recent on 03 Jul 2023.