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 |
|---|---|---|---|---|
| FIRST FINANCIAL BANKSHARES INC | 12,513 | reported | 28 Apr 2026 | tx 7+12,513 |
| UNITED COMMUNITY BANKS INC | 8,120 | reported | 13 May 2026 | tx 4+8,120 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 13 May 2026 | GRANT_AWARD | UNITED COMMUNITY BANKS INC | 2,330 | 0.00 USD | |
| 28 Apr 2026 | GRANT_AWARD | FIRST FINANCIAL BANKSHARES INC | 2,142 | 0.00 USD | |
| 06 Mar 2026 | PURCHASE | FIRST FINANCIAL BANKSHARES INC | 1,800 | 29.52 USD | |
| 02 Mar 2026 | PURCHASE | FIRST FINANCIAL BANKSHARES INC | 1,600 | 31.21 USD | |
| 31 Oct 2025 | PURCHASE | FIRST FINANCIAL BANKSHARES INC | 1,700 | 30.73 USD | |
| 14 May 2025 | GRANT_AWARD | UNITED COMMUNITY BANKS INC | 2,526 | 0.00 USD | |
| 29 Apr 2025 | GRANT_AWARD | FIRST FINANCIAL BANKSHARES INC | 2,073 | 0.00 USD | |
| 11 Mar 2025 | PURCHASE | UNITED COMMUNITY BANKS INC | 1,800 | 28.19 USD | |
| 04 Sept 2024 | GRANT_AWARD | UNITED COMMUNITY BANKS INC | 1,464 | 0.00 USD | |
| 23 Jul 2024 | GRANT_AWARD | FIRST FINANCIAL BANKSHARES INC | 1,398 | 0.00 USD | |
| 06 Jun 2024 | PURCHASE | FIRST FINANCIAL BANKSHARES INC | 1,800 | 28.75 USD |