Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Citizens Community Bancorp Inc. | 5,000 | reported | 20 Apr 2026 | tx 234+186,192−38,563 |
| HF FINANCIAL CORP | 0 | reported | 16 May 2016 | tx 8+13,000−17,000 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 72 buys in history.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 02 Jun 2026 | EXERCISE | Citizens Community Bancorp Inc. | 5,000 | 11.00 USD | |
| 02 Jun 2026 | EXERCISE | Citizens Community Bancorp Inc. | 5,000 | 11.00 USD | deriv |
| 20 Apr 2026 | EXERCISE | Citizens Community Bancorp Inc. | 5,000 | 11.00 USD | |
| 20 Apr 2026 | EXERCISE | Citizens Community Bancorp Inc. | 5,000 | 11.00 USD | deriv |
| 22 Jan 2026 | TAX_WITHHOLDING | Citizens Community Bancorp Inc. | 1,226 | 18.52 USD | |
| 22 Jan 2026 | GRANT_AWARD | Citizens Community Bancorp Inc. | 3,325 | 18.52 USD | |
| 19 Jan 2026 | TAX_WITHHOLDING | Citizens Community Bancorp Inc. | 663 | 18.45 USD | |
| 05 Nov 2025 | EXERCISE | Citizens Community Bancorp Inc. | 5,000 | 11.00 USD | |
| 05 Nov 2025 | EXERCISE | Citizens Community Bancorp Inc. | 5,000 | 11.00 USD | deriv |
| 24 Jun 2025 | EXERCISE | Citizens Community Bancorp Inc. | 3,000 | 11.00 USD | |
| 24 Jun 2025 | EXERCISE | Citizens Community Bancorp Inc. | 3,000 | 11.00 USD | deriv |
| 27 Jan 2025 | TAX_WITHHOLDING | Citizens Community Bancorp Inc. | 465 | 15.91 USD | |
| 23 Jan 2025 | TAX_WITHHOLDING | Citizens Community Bancorp Inc. | 1,843 | 16.09 USD | |
| 23 Jan 2025 | GRANT_AWARD | Citizens Community Bancorp Inc. | 4,985 | 16.09 USD | |
| 19 Jan 2025 | TAX_WITHHOLDING | Citizens Community Bancorp Inc. | 661 | 16.06 USD | |
| 12 Dec 2024 | EXERCISE | Citizens Community Bancorp Inc. | 2,000 | 11.00 USD | |
| 12 Dec 2024 | EXERCISE | Citizens Community Bancorp Inc. | 2,000 | 11.00 USD | deriv |
| 04 Sept 2024 | PURCHASE | Citizens Community Bancorp Inc. | 250 | 13.60 USD | |
| 23 Aug 2024 | PURCHASE | Citizens Community Bancorp Inc. | 323 | 13.42 USD | |
| 06 Jun 2024 | PURCHASE | Citizens Community Bancorp Inc. | 100 | 11.15 USD | |
| 16 May 2024 | PURCHASE | Citizens Community Bancorp Inc. | 250 | 11.50 USD | |
| 15 May 2024 | PURCHASE | Citizens Community Bancorp Inc. | 400 | 11.60 USD | |
| 07 Mar 2024 | PURCHASE | Citizens Community Bancorp Inc. | 60 | 12.11 USD | |
| 08 Mar 2024 | PURCHASE | Citizens Community Bancorp Inc. | 100 | 12.13 USD | |
| 07 Mar 2024 | PURCHASE | Citizens Community Bancorp Inc. | 100 | 12.12 USD |
1 purchase reported after at least 12 months of silence — most recent on 10 Aug 2016.