Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 41 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 |
|---|---|---|---|---|
| NORWOOD FINANCIAL CORP | 41,739 | reported | 11 May 2026 | tx 13+6,943 |
| PB Bankshares, Inc. | 0 | reported | 05 Jan 2026 | tx 39+54,172−69,620 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 11 May 2026 | GRANT_AWARD | NORWOOD FINANCIAL CORP | 45 | 30.20 USD | |
| 05 May 2026 | PURCHASE | NORWOOD FINANCIAL CORP | 76 | 29.46 USD | |
| 05 May 2026 | PURCHASE | NORWOOD FINANCIAL CORP | 24 | 29.43 USD | |
| 05 May 2026 | PURCHASE | NORWOOD FINANCIAL CORP | 100 | 29.44 USD | |
| 05 May 2026 | PURCHASE | NORWOOD FINANCIAL CORP | 96 | 29.46 USD | |
| 05 May 2026 | PURCHASE | NORWOOD FINANCIAL CORP | 100 | 29.42 USD | |
| 05 May 2026 | PURCHASE | NORWOOD FINANCIAL CORP | 276 | 29.46 USD | |
| 01 May 2026 | PURCHASE | NORWOOD FINANCIAL CORP | 180 | 29.61 USD | |
| 11 Mar 2026 | GRANT_AWARD | NORWOOD FINANCIAL CORP | 46 | 29.40 USD | |
| 28 Jan 2026 | PURCHASE | NORWOOD FINANCIAL CORP | 2,000 | 28.21 USD | |
| 28 Jan 2026 | PURCHASE | NORWOOD FINANCIAL CORP | 4 | 28.05 USD | |
| 28 Jan 2026 | PURCHASE | NORWOOD FINANCIAL CORP | 1,996 | 28.06 USD | |
| 27 Jan 2026 | PURCHASE | NORWOOD FINANCIAL CORP | 2,000 | 27.91 USD | |
| 05 Jan 2026 | OTHER | PB Bankshares, Inc. | 1,000 | — | |
| 05 Jan 2026 | OTHER | PB Bankshares, Inc. | 1,000 | — | |
| 05 Jan 2026 | OTHER | PB Bankshares, Inc. | 10,000 | — | |
| 05 Jan 2026 | OTHER | PB Bankshares, Inc. | 50,795 | — | |
| 05 Jan 2026 | OTHER | PB Bankshares, Inc. | — | — | deriv |
| 24 Nov 2025 | EXERCISE | PB Bankshares, Inc. | 6,825 | 12.28 USD | |
| 24 Nov 2025 | EXERCISE | PB Bankshares, Inc. | 6,825 | 0.00 USD | deriv |
| 31 Jul 2025 | PURCHASE | PB Bankshares, Inc. | 1,000 | 18.10 USD | |
| 29 Jul 2025 | PURCHASE | PB Bankshares, Inc. | 671 | 18.38 USD | first after silence |
| 30 Jul 2025 | PURCHASE | PB Bankshares, Inc. | 321 | 18.41 USD | |
| 04 May 2023 | PURCHASE | PB Bankshares, Inc. | 700 | 11.15 USD | |
| 04 May 2023 | PURCHASE | PB Bankshares, Inc. | 300 | 11.14 USD |
1 purchase reported after at least 12 months of silence — most recent on 29 Jul 2025.