Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| ORRSTOWN FINANCIAL SERVICES INC | 18,698 | reported | 27 Jan 2021 | tx 4+18,698 |
| MID PENN BANCORP INC | 6,110 | reported | 06 Mar 2026 | tx 5+8,642 |
| SOVEREIGN BANCORP INC | 5,111 | reported | 13 Mar 2008 | tx 33+54,237−18,206 |
| SUN BANCORP INC /NJ/ | 0 | reported | 31 Jan 2018 | tx 44+277,232.14−55,198.32 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 06 Mar 2026 | PURCHASE | MID PENN BANCORP INC | 800 | 31.35 USD | first after silence |
| 06 Mar 2026 | PURCHASE | MID PENN BANCORP INC | 18 | 31.35 USD | |
| 27 Feb 2026 | GRANT_AWARD | MID PENN BANCORP INC | 5,310 | 0.00 USD | |
| 27 Feb 2026 | GRANT_AWARD | MID PENN BANCORP INC | 48 | 0.00 USD | |
| 27 Feb 2026 | GRANT_AWARD | MID PENN BANCORP INC | 2,466 | 0.00 USD | |
| 27 Jan 2021 | GRANT_AWARD | ORRSTOWN FINANCIAL SERVICES INC | 5,293 | 18.32 USD | |
| 27 Oct 2020 | PURCHASE | ORRSTOWN FINANCIAL SERVICES INC | 5,000 | 13.60 USD | first after silence |
| 11 Feb 2020 | GRANT_AWARD | ORRSTOWN FINANCIAL SERVICES INC | 3,405 | 21.09 USD | |
| 15 Oct 2019 | GRANT_AWARD | ORRSTOWN FINANCIAL SERVICES INC | 5,000 | 21.74 USD | |
| 31 Jan 2018 | OTHER | SUN BANCORP INC /NJ/ | 20,087 | — | |
| 31 Jan 2018 | OTHER | SUN BANCORP INC /NJ/ | 1,249.32 | — | |
| 31 Jan 2018 | OTHER | SUN BANCORP INC /NJ/ | 10,497 | — | deriv |
| 31 Jan 2018 | OTHER | SUN BANCORP INC /NJ/ | 4,000 | — | deriv |
| 31 Jan 2018 | OTHER | SUN BANCORP INC /NJ/ | 8,077 | — | deriv |
| 19 Dec 2017 | GRANT_AWARD | SUN BANCORP INC /NJ/ | 0.49 | — | |
| 19 Dec 2017 | TAX_WITHHOLDING | SUN BANCORP INC /NJ/ | 4,436 | 25.30 USD | |
| 15 Nov 2017 | GRANT_AWARD | SUN BANCORP INC /NJ/ | 1.52 | — | |
| 15 Nov 2017 | TAX_WITHHOLDING | SUN BANCORP INC /NJ/ | 314 | 24.30 USD | |
| 03 Mar 2017 | TAX_WITHHOLDING | SUN BANCORP INC /NJ/ | 236 | 25.70 USD | |
| 28 Feb 2017 | GRANT_AWARD | SUN BANCORP INC /NJ/ | 423.47 | — | |
| 28 Feb 2017 | GRANT_AWARD | SUN BANCORP INC /NJ/ | 7,634 | 0.00 USD | |
| 15 Nov 2016 | GRANT_AWARD | SUN BANCORP INC /NJ/ | 0.36 | — | |
| 15 Nov 2016 | TAX_WITHHOLDING | SUN BANCORP INC /NJ/ | 344 | 24.00 USD | |
| 03 Mar 2016 | GRANT_AWARD | SUN BANCORP INC /NJ/ | 528.15 | — | |
| 03 Mar 2016 | TAX_WITHHOLDING | SUN BANCORP INC /NJ/ | 236 | 21.14 USD |
3 purchases reported after at least 12 months of silence — most recent on 06 Mar 2026.