Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Live Oak Bancshares, Inc. | 2,486 | reported | 19 May 2026 | tx 62+193,834−209,154 |
| CRESCENT FINANCIAL CORP | 0 | reported | 21 Dec 2011 | tx 48+47,437.57−95,520 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 buys in history.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 19 May 2026 | GRANT_AWARD | Live Oak Bancshares, Inc. | 2,486 | 0.00 USD | deriv |
| 01 May 2026 | EXERCISE | Live Oak Bancshares, Inc. | 2,946 | — | |
| 01 May 2026 | EXERCISE | Live Oak Bancshares, Inc. | 2,946 | 0.00 USD | deriv |
| 20 May 2025 | GRANT_AWARD | Live Oak Bancshares, Inc. | 2,946 | 0.00 USD | deriv |
| 06 May 2025 | PURCHASE | Live Oak Bancshares, Inc. | 5,000 | 25.92 USD | |
| 07 May 2025 | PURCHASE | Live Oak Bancshares, Inc. | 5,000 | 26.10 USD | |
| 01 May 2025 | EXERCISE | Live Oak Bancshares, Inc. | 2,327 | — | |
| 01 May 2025 | EXERCISE | Live Oak Bancshares, Inc. | 2,327 | 0.00 USD | deriv |
| 29 Oct 2024 | PURCHASE | Live Oak Bancshares, Inc. | 1,000 | 39.76 USD | first after silence |
| 21 May 2024 | GRANT_AWARD | Live Oak Bancshares, Inc. | 2,327 | 0.00 USD | deriv |
| 01 May 2024 | EXERCISE | Live Oak Bancshares, Inc. | 3,625 | — | |
| 01 May 2024 | EXERCISE | Live Oak Bancshares, Inc. | 3,625 | 0.00 USD | deriv |
| 21 Feb 2024 | EXERCISE | Live Oak Bancshares, Inc. | 30,000 | 4.40 USD | |
| 21 Feb 2024 | EXERCISE | Live Oak Bancshares, Inc. | 30,000 | 0.00 USD | deriv |
| 12 Jun 2023 | PURCHASE | Live Oak Bancshares, Inc. | 4,000 | 24.37 USD | |
| 16 May 2023 | GRANT_AWARD | Live Oak Bancshares, Inc. | 3,625 | 0.00 USD | deriv |
| 01 May 2023 | EXERCISE | Live Oak Bancshares, Inc. | 2,050 | — | |
| 01 May 2023 | EXERCISE | Live Oak Bancshares, Inc. | 2,050 | 0.00 USD | deriv |
| 15 Dec 2022 | PURCHASE | Live Oak Bancshares, Inc. | 1,000 | 30.45 USD | first after silence |
| 09 Sept 2022 | GIFT | Live Oak Bancshares, Inc. | 6,073 | 0.00 USD | |
| 17 May 2022 | GRANT_AWARD | Live Oak Bancshares, Inc. | 2,050 | 0.00 USD | deriv |
| 01 May 2022 | EXERCISE | Live Oak Bancshares, Inc. | 1,229 | — | |
| 01 May 2022 | EXERCISE | Live Oak Bancshares, Inc. | 1,229 | 0.00 USD | deriv |
| 08 Sept 2021 | GIFT | Live Oak Bancshares, Inc. | 2,950 | 0.00 USD | |
| 14 Dec 2021 | GIFT | Live Oak Bancshares, Inc. | 2,497 | 0.00 USD |
6 purchases reported after at least 12 months of silence — most recent on 29 Oct 2024.