Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 7 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 |
|---|---|---|---|---|
| FRANKLIN FINANCIAL SERVICES CORP /PA/ | 5,918 | reported | 29 Apr 2026 | tx 19+7,442−1,701 |
| S&T BANCORP INC | 1,827 | reported | 23 Sept 2022 | tx 10+8,416−11,151 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 29 Apr 2026 | GRANT_AWARD | FRANKLIN FINANCIAL SERVICES CORP /PA/ | 1,020 | 0.00 USD | |
| 02 Mar 2026 | GRANT_AWARD | FRANKLIN FINANCIAL SERVICES CORP /PA/ | 1,176 | 0.00 USD | |
| 02 Mar 2026 | TAX_WITHHOLDING | FRANKLIN FINANCIAL SERVICES CORP /PA/ | 318 | 51.48 USD | |
| 05 Feb 2026 | PURCHASE | FRANKLIN FINANCIAL SERVICES CORP /PA/ | 380 | 46.93 USD | first after silence |
| 28 Aug 2025 | SALE | FRANKLIN FINANCIAL SERVICES CORP /PA/ | 650 | 46.55 USD | |
| 10 Apr 2025 | EXERCISE | FRANKLIN FINANCIAL SERVICES CORP /PA/ | 451 | 26.87 USD | |
| 10 Apr 2025 | EXERCISE | FRANKLIN FINANCIAL SERVICES CORP /PA/ | 451 | 0.00 USD | deriv |
| 01 Mar 2025 | GRANT_AWARD | FRANKLIN FINANCIAL SERVICES CORP /PA/ | 884 | 0.00 USD | |
| 01 Mar 2025 | TAX_WITHHOLDING | FRANKLIN FINANCIAL SERVICES CORP /PA/ | 167 | 37.69 USD | |
| 17 Sept 2024 | EXERCISE | FRANKLIN FINANCIAL SERVICES CORP /PA/ | 115 | 26.87 USD | |
| 17 Sept 2024 | EXERCISE | FRANKLIN FINANCIAL SERVICES CORP /PA/ | 115 | 0.00 USD | deriv |
| 29 Jul 2024 | PURCHASE | FRANKLIN FINANCIAL SERVICES CORP /PA/ | 300 | 30.83 USD | |
| 01 Jul 2024 | GRANT_AWARD | FRANKLIN FINANCIAL SERVICES CORP /PA/ | 566 | 0.00 USD | deriv |
| 29 Apr 2024 | PURCHASE | FRANKLIN FINANCIAL SERVICES CORP /PA/ | 50 | 30.36 USD | |
| 21 Mar 2024 | GRANT_AWARD | FRANKLIN FINANCIAL SERVICES CORP /PA/ | 1,300 | 0.00 USD | |
| 01 Sept 2023 | PURCHASE | FRANKLIN FINANCIAL SERVICES CORP /PA/ | 300 | 29.00 USD | |
| 31 Jul 2023 | PURCHASE | FRANKLIN FINANCIAL SERVICES CORP /PA/ | 200 | 29.94 USD | |
| 02 Jun 2023 | PURCHASE | FRANKLIN FINANCIAL SERVICES CORP /PA/ | 300 | 26.04 USD | |
| 05 May 2023 | PURCHASE | FRANKLIN FINANCIAL SERVICES CORP /PA/ | 400 | 26.49 USD | |
| 23 Sept 2022 | OTHER | S&T BANCORP INC | 7,247 | 30.47 USD | |
| 23 Sept 2022 | OTHER | S&T BANCORP INC | 2,084 | 30.47 USD | deriv |
| 01 Apr 2022 | OTHER | S&T BANCORP INC | 638 | 29.72 USD | |
| 01 Apr 2022 | TAX_WITHHOLDING | S&T BANCORP INC | 587 | 29.72 USD | |
| 01 Apr 2022 | GRANT_AWARD | S&T BANCORP INC | 2,084 | 29.72 USD | deriv |
| 01 Apr 2021 | GRANT_AWARD | S&T BANCORP INC | 3,000 | 33.49 USD |
1 purchase reported after at least 12 months of silence — most recent on 05 Feb 2026.