Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 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 |
|---|---|---|---|---|
| Beacon Financial Corp | 75,690 | reported | 03 Nov 2025 | tx 2+9,879 |
| BROOKLINE BANCORP INC | 0 | reported | 01 Sept 2025 | tx 76+233,489−222,211 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 03 Nov 2025 | PURCHASE | Beacon Financial Corp | 2,000 | 24.69 USD | first after silence |
| 19 Sept 2025 | GRANT_AWARD | Beacon Financial Corp | 7,879 | 0.00 USD | |
| 01 Sept 2025 | OTHER | BROOKLINE BANCORP INC | 156,695 | — | |
| 25 Aug 2025 | TAX_WITHHOLDING | BROOKLINE BANCORP INC | 1,969 | 11.03 USD | |
| 25 Aug 2025 | TAX_WITHHOLDING | BROOKLINE BANCORP INC | 3,908 | 11.03 USD | |
| 25 Aug 2025 | TAX_WITHHOLDING | BROOKLINE BANCORP INC | 4,212 | 11.03 USD | |
| 25 Aug 2025 | TAX_WITHHOLDING | BROOKLINE BANCORP INC | 4,320 | 11.03 USD | |
| 02 Aug 2025 | TAX_WITHHOLDING | BROOKLINE BANCORP INC | 1,440 | 10.28 USD | |
| 02 Aug 2025 | TAX_WITHHOLDING | BROOKLINE BANCORP INC | 1,303 | 10.28 USD | |
| 02 Aug 2025 | TAX_WITHHOLDING | BROOKLINE BANCORP INC | 2,876 | 10.28 USD | |
| 02 Aug 2025 | TAX_WITHHOLDING | BROOKLINE BANCORP INC | 959 | 10.28 USD | |
| 02 Aug 2024 | GRANT_AWARD | BROOKLINE BANCORP INC | 14,717 | 0.00 USD | |
| 02 Aug 2024 | TAX_WITHHOLDING | BROOKLINE BANCORP INC | 959 | 9.84 USD | |
| 02 Aug 2024 | TAX_WITHHOLDING | BROOKLINE BANCORP INC | 889 | 9.84 USD | |
| 02 Aug 2024 | TAX_WITHHOLDING | BROOKLINE BANCORP INC | 1,303 | 9.84 USD | |
| 02 Aug 2024 | GRANT_AWARD | BROOKLINE BANCORP INC | 14,717 | 0.00 USD | |
| 02 Aug 2024 | TAX_WITHHOLDING | BROOKLINE BANCORP INC | 345 | 9.84 USD | |
| 02 Aug 2024 | TAX_WITHHOLDING | BROOKLINE BANCORP INC | 2,563 | 9.84 USD | |
| 03 Aug 2023 | TAX_WITHHOLDING | BROOKLINE BANCORP INC | 181 | 0.00 USD | |
| 02 Aug 2023 | GRANT_AWARD | BROOKLINE BANCORP INC | 13,314 | 0.00 USD | |
| 02 Aug 2023 | TAX_WITHHOLDING | BROOKLINE BANCORP INC | 889 | 0.00 USD | |
| 02 Aug 2023 | TAX_WITHHOLDING | BROOKLINE BANCORP INC | 959 | 0.00 USD | |
| 02 Aug 2023 | GRANT_AWARD | BROOKLINE BANCORP INC | 13,314 | 0.00 USD | |
| 03 Aug 2023 | TAX_WITHHOLDING | BROOKLINE BANCORP INC | 2,603 | 0.00 USD | |
| 03 Aug 2023 | TAX_WITHHOLDING | BROOKLINE BANCORP INC | 886 | 0.00 USD |
4 purchases reported after at least 12 months of silence — most recent on 03 Nov 2025.