Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| ROCKWELL COLLINS INC | 39,649.91 | reported | 01 May 2015 | tx 70+242,962−166,746 |
| UNITED FIRE GROUP INC | 24,625.56 | reported | 22 Dec 2025 | tx 32+27,019.87−2,450 |
| QCR HOLDINGS INC | 3,386 | reported | 02 Mar 2026 | tx 25+10,563 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 6 buys in history.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 02 Mar 2026 | GRANT_AWARD | QCR HOLDINGS INC | 341 | 87.99 USD | |
| 31 Dec 2025 | OTHER | QCR HOLDINGS INC | 679 | 83.30 USD | |
| 15 Sept 2025 | PURCHASE | UNITED FIRE GROUP INC | 46.41 | 32.05 USD | |
| 22 Dec 2025 | PURCHASE | UNITED FIRE GROUP INC | 34.58 | 37.21 USD | |
| 23 Jun 2025 | PURCHASE | UNITED FIRE GROUP INC | 50.95 | 29.04 USD | |
| 18 Sept 2025 | SALE | UNITED FIRE GROUP INC | 1,300 | 32.26 USD | |
| 18 Sept 2025 | SALE | UNITED FIRE GROUP INC | 1,150 | 32.25 USD | |
| 21 May 2025 | GRANT_AWARD | UNITED FIRE GROUP INC | 3,420 | 27.78 USD | |
| 24 Mar 2025 | PURCHASE | UNITED FIRE GROUP INC | 50.61 | 29.07 USD | |
| 03 Mar 2025 | GRANT_AWARD | QCR HOLDINGS INC | 320 | 75.04 USD | |
| 31 Dec 2024 | OTHER | QCR HOLDINGS INC | 700 | 80.64 USD | |
| 16 Dec 2024 | PURCHASE | UNITED FIRE GROUP INC | 46.91 | 31.20 USD | |
| 16 Sept 2024 | PURCHASE | UNITED FIRE GROUP INC | 71.41 | 20.34 USD | first after silence |
| 15 May 2024 | GRANT_AWARD | UNITED FIRE GROUP INC | 3,219 | 23.30 USD | |
| 01 Mar 2024 | GRANT_AWARD | QCR HOLDINGS INC | 423 | 56.79 USD | |
| 31 Dec 2023 | OTHER | QCR HOLDINGS INC | 963 | 58.39 USD | |
| 17 May 2023 | GRANT_AWARD | UNITED FIRE GROUP INC | 3,138 | 23.90 USD | |
| 01 Mar 2023 | GRANT_AWARD | QCR HOLDINGS INC | 441 | 53.31 USD | |
| 31 Dec 2022 | OTHER | QCR HOLDINGS INC | 706 | 49.64 USD | |
| 18 May 2022 | GRANT_AWARD | UNITED FIRE GROUP INC | 1,905 | 0.00 USD | |
| 01 Mar 2022 | GRANT_AWARD | QCR HOLDINGS INC | 344 | 53.87 USD | |
| 31 Dec 2021 | OTHER | QCR HOLDINGS INC | 599.49 | 56.00 USD | |
| 19 May 2021 | GRANT_AWARD | UNITED FIRE GROUP INC | 1,851 | 0.00 USD | |
| 01 Mar 2021 | GRANT_AWARD | QCR HOLDINGS INC | 310 | 43.61 USD | |
| 31 Dec 2020 | OTHER | QCR HOLDINGS INC | 1,110.51 | 39.59 USD |
3 purchases reported after at least 12 months of silence — most recent on 16 Sept 2024.