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 |
|---|---|---|---|---|
| CITIZENS FINANCIAL SERVICES INC | 917.75 | reported | 13 Nov 2019 | tx 10+1,242.35−338 |
| PB Bankshares, Inc. | 0 | reported | 05 Jan 2026 | tx 16+57,089−27,942 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 05 Jan 2026 | OTHER | PB Bankshares, Inc. | 19,842 | — | |
| 05 Jan 2026 | OTHER | PB Bankshares, Inc. | 8,100 | — | |
| 05 Jan 2026 | OTHER | PB Bankshares, Inc. | — | — | deriv |
| 09 Dec 2025 | EXERCISE | PB Bankshares, Inc. | 3,950 | 12.28 USD | |
| 09 Dec 2025 | EXERCISE | PB Bankshares, Inc. | — | 0.00 USD | deriv |
| 04 Mar 2024 | PURCHASE | PB Bankshares, Inc. | 632 | 14.10 USD | |
| 03 May 2023 | PURCHASE | PB Bankshares, Inc. | 850 | 11.90 USD | |
| 14 Nov 2022 | GRANT_AWARD | PB Bankshares, Inc. | 13,110 | 0.00 USD | |
| 14 Nov 2022 | GRANT_AWARD | PB Bankshares, Inc. | 29,247 | 0.00 USD | deriv |
| 06 May 2022 | PURCHASE | PB Bankshares, Inc. | 800 | 13.50 USD | |
| 25 Feb 2022 | PURCHASE | PB Bankshares, Inc. | 500 | 14.15 USD | |
| 16 Aug 2021 | PURCHASE | PB Bankshares, Inc. | 740 | 13.05 USD | |
| 17 Aug 2021 | PURCHASE | PB Bankshares, Inc. | 600 | 13.08 USD | |
| 17 Aug 2021 | PURCHASE | PB Bankshares, Inc. | 2,581 | 13.10 USD | |
| 16 Aug 2021 | PURCHASE | PB Bankshares, Inc. | 4,000 | 13.05 USD | first after silence |
| 17 Aug 2021 | PURCHASE | PB Bankshares, Inc. | 79 | 13.09 USD | anomaly |
| 13 Nov 2019 | OTHER | CITIZENS FINANCIAL SERVICES INC | 338 | 0.00 USD | |
| 28 Jun 2019 | OTHER | CITIZENS FINANCIAL SERVICES INC | 12.35 | 61.00 USD | |
| 22 May 2019 | GRANT_AWARD | CITIZENS FINANCIAL SERVICES INC | 58 | 0.00 USD | |
| 09 May 2019 | GRANT_AWARD | CITIZENS FINANCIAL SERVICES INC | 113 | 0.00 USD | |
| 13 Nov 2018 | GRANT_AWARD | CITIZENS FINANCIAL SERVICES INC | 240 | 0.00 USD | |
| 29 Jun 2018 | OTHER | CITIZENS FINANCIAL SERVICES INC | 8 | 62.50 USD | |
| 24 May 2018 | GRANT_AWARD | CITIZENS FINANCIAL SERVICES INC | 11 | 0.00 USD | |
| 09 May 2018 | PURCHASE | CITIZENS FINANCIAL SERVICES INC | 189 | 63.00 USD | |
| 07 May 2018 | PURCHASE | CITIZENS FINANCIAL SERVICES INC | 311 | 63.00 USD |
1 purchase reported after at least 12 months of silence — most recent on 16 Aug 2021.