Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 9 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 |
|---|---|---|---|---|
| FIRST US BANCSHARES, INC. | 63,593 | reported | 09 Feb 2026 | tx 102+97,060.94−9,585 |
| PROTECTIVE LIFE CORP | 22,370.69 | reported | 07 Jun 2007 | tx 27+152,369−201,144.57 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 09 Feb 2026 | GRANT_AWARD | FIRST US BANCSHARES, INC. | 1,400 | 0.00 USD | |
| 30 Jan 2026 | TAX_WITHHOLDING | FIRST US BANCSHARES, INC. | 1,699 | 14.65 USD | |
| 30 Jan 2026 | EXERCISE | FIRST US BANCSHARES, INC. | 3,000 | 8.30 USD | |
| 30 Jan 2026 | EXERCISE | FIRST US BANCSHARES, INC. | 3,000 | 0.00 USD | deriv |
| 31 Dec 2025 | GRANT_AWARD | FIRST US BANCSHARES, INC. | 81.51 | 13.97 USD | deriv |
| 04 Nov 2025 | PURCHASE | FIRST US BANCSHARES, INC. | 5,000 | 13.30 USD | |
| 03 Nov 2025 | PURCHASE | FIRST US BANCSHARES, INC. | 5,000 | 13.45 USD | first after silence |
| 30 Sept 2025 | GRANT_AWARD | FIRST US BANCSHARES, INC. | 94.22 | 12.02 USD | deriv |
| 30 Jun 2025 | GRANT_AWARD | FIRST US BANCSHARES, INC. | 87.34 | 12.90 USD | deriv |
| 31 Mar 2025 | GRANT_AWARD | FIRST US BANCSHARES, INC. | 84 | 13.36 USD | deriv |
| 10 Feb 2025 | GRANT_AWARD | FIRST US BANCSHARES, INC. | 2,100 | 0.00 USD | |
| 22 Jan 2025 | EXERCISE | FIRST US BANCSHARES, INC. | 3,000 | 8.23 USD | |
| 22 Jan 2025 | TAX_WITHHOLDING | FIRST US BANCSHARES, INC. | 1,886 | 13.09 USD | |
| 22 Jan 2025 | EXERCISE | FIRST US BANCSHARES, INC. | 3,000 | 0.00 USD | deriv |
| 31 Dec 2024 | GRANT_AWARD | FIRST US BANCSHARES, INC. | 63.39 | 12.59 USD | deriv |
| 30 Sept 2024 | GRANT_AWARD | FIRST US BANCSHARES, INC. | 71.83 | 11.05 USD | deriv |
| 28 Jun 2024 | GRANT_AWARD | FIRST US BANCSHARES, INC. | 85.35 | 9.25 USD | deriv |
| 28 Mar 2024 | GRANT_AWARD | FIRST US BANCSHARES, INC. | 84.85 | 9.26 USD | deriv |
| 09 Feb 2024 | GRANT_AWARD | FIRST US BANCSHARES, INC. | 2,100 | 0.00 USD | |
| 29 Dec 2023 | GRANT_AWARD | FIRST US BANCSHARES, INC. | 75.77 | 10.31 USD | deriv |
| 09 Nov 2023 | PURCHASE | FIRST US BANCSHARES, INC. | 1,180 | 8.58 USD | |
| 09 Nov 2023 | PURCHASE | FIRST US BANCSHARES, INC. | 725 | 8.60 USD | |
| 08 Nov 2023 | PURCHASE | FIRST US BANCSHARES, INC. | 345 | 8.56 USD | first after silence |
| 09 Nov 2023 | PURCHASE | FIRST US BANCSHARES, INC. | 750 | 8.55 USD | |
| 29 Sept 2023 | GRANT_AWARD | FIRST US BANCSHARES, INC. | 90.84 | 8.55 USD | deriv |
4 purchases reported after at least 12 months of silence — most recent on 03 Nov 2025.