Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 23 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 |
|---|---|---|---|---|
| COMMUNITY BANCORP /VT | 11,000 | reported | 02 Feb 2026 | tx 23+11,000 |
| MUTUALFIRST FINANCIAL INC | 10,129 | reported | 13 Dec 2019 | tx 19+34,342−18,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 02 Feb 2026 | PURCHASE | COMMUNITY BANCORP /VT | 300 | 31.75 USD | |
| 02 Feb 2026 | PURCHASE | COMMUNITY BANCORP /VT | 700 | 31.78 USD | |
| 03 Sept 2025 | PURCHASE | COMMUNITY BANCORP /VT | 1,000 | 22.70 USD | |
| 11 Aug 2025 | PURCHASE | COMMUNITY BANCORP /VT | 1,000 | 22.80 USD | |
| 25 Feb 2025 | PURCHASE | COMMUNITY BANCORP /VT | 100 | 18.15 USD | |
| 25 Feb 2025 | PURCHASE | COMMUNITY BANCORP /VT | 100 | 18.14 USD | |
| 25 Feb 2025 | PURCHASE | COMMUNITY BANCORP /VT | 376 | 18.40 USD | |
| 25 Feb 2025 | PURCHASE | COMMUNITY BANCORP /VT | 269 | 17.99 USD | |
| 25 Feb 2025 | PURCHASE | COMMUNITY BANCORP /VT | 1,080 | 18.25 USD | |
| 05 Jul 2024 | PURCHASE | COMMUNITY BANCORP /VT | 1,000 | 14.95 USD | |
| 03 May 2024 | PURCHASE | COMMUNITY BANCORP /VT | 500 | 15.94 USD | |
| 23 Feb 2024 | PURCHASE | COMMUNITY BANCORP /VT | 200 | 17.15 USD | |
| 23 Feb 2024 | PURCHASE | COMMUNITY BANCORP /VT | 100 | 17.20 USD | |
| 23 Feb 2024 | PURCHASE | COMMUNITY BANCORP /VT | 331 | 17.37 USD | |
| 23 Feb 2024 | PURCHASE | COMMUNITY BANCORP /VT | 100 | 17.00 USD | |
| 23 Feb 2024 | PURCHASE | COMMUNITY BANCORP /VT | 144 | 17.10 USD | |
| 23 Feb 2024 | PURCHASE | COMMUNITY BANCORP /VT | 300 | 17.30 USD | |
| 16 May 2023 | PURCHASE | COMMUNITY BANCORP /VT | 406 | 18.00 USD | |
| 16 May 2023 | PURCHASE | COMMUNITY BANCORP /VT | 94 | 18.24 USD | |
| 01 Feb 2023 | PURCHASE | COMMUNITY BANCORP /VT | 1,076 | 22.24 USD | |
| 01 Feb 2023 | PURCHASE | COMMUNITY BANCORP /VT | 174 | 22.23 USD | |
| 10 Mar 2022 | PURCHASE | COMMUNITY BANCORP /VT | 1,250 | 21.48 USD | |
| 16 Aug 2021 | PURCHASE | COMMUNITY BANCORP /VT | 400 | 20.00 USD | first after silence |
| 12 Dec 2019 | SALE | MUTUALFIRST FINANCIAL INC | 2,500 | 39.20 USD | |
| 11 Dec 2019 | EXERCISE | MUTUALFIRST FINANCIAL INC | 2,500 | 11.37 USD |
1 purchase reported after at least 12 months of silence — most recent on 16 Aug 2021.