Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| PACIFIC MERCANTILE BANCORP | 2,515,308 | reported | 12 Aug 2020 | tx 3+346,100 |
| USCB FINANCIAL HOLDINGS, INC. | 2,035,909 | reported | 16 Sept 2025 | tx 1−1,250,000 |
| ENTERPRISE FINANCIAL SERVICES CORP | 546,384 | reported | 12 Mar 2021 | tx 13−450,000 |
| Esquire Financial Holdings, Inc. | 44,500 | reported | 10 Dec 2018 | tx 1+2,000 |
| Avidbank Holdings, Inc. | 4,500 | reported | 19 May 2026 | tx 1+1,500 |
| MBT FINANCIAL CORP | 0 | reported | 01 Sept 2019 | tx 40+183,879−2,060,302 |
| Avenue Financial Holdings, Inc. | 0 | reported | 01 Jul 2016 | tx 7+426,000−849,500 |
| Cape Bancorp, Inc. | 0 | reported | 02 May 2016 | tx 16+191,900−1,631,360 |
| TRINITY CAPITAL CORP | 0 | reported | 08 Mar 2019 | tx 3+461−211 |
| PROVIDENT NEW YORK BANCORP | 0 | reported | 06 Jun 2018 | tx 44−2,448,980 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 19 May 2026 | GRANT_AWARD | Avidbank Holdings, Inc. | 1,500 | — | |
| 16 Sept 2025 | OTHER | USCB FINANCIAL HOLDINGS, INC. | 1,250,000 | 17.19 USD | |
| 12 Mar 2021 | SALE | ENTERPRISE FINANCIAL SERVICES CORP | 50,000 | 50.65 USD | |
| 05 Mar 2021 | SALE | ENTERPRISE FINANCIAL SERVICES CORP | 100,000 | 45.46 USD | |
| 25 Nov 2020 | SALE | ENTERPRISE FINANCIAL SERVICES CORP | 6,903 | 35.00 USD | |
| 09 Dec 2020 | SALE | ENTERPRISE FINANCIAL SERVICES CORP | 18,924 | 35.23 USD | |
| 08 Dec 2020 | SALE | ENTERPRISE FINANCIAL SERVICES CORP | 38,957 | 35.05 USD | |
| 04 Dec 2020 | SALE | ENTERPRISE FINANCIAL SERVICES CORP | 21,107 | 35.02 USD | |
| 02 Dec 2020 | SALE | ENTERPRISE FINANCIAL SERVICES CORP | 16,283 | 35.00 USD | |
| 01 Dec 2020 | SALE | ENTERPRISE FINANCIAL SERVICES CORP | 4,729 | 35.05 USD | |
| 24 Nov 2020 | SALE | ENTERPRISE FINANCIAL SERVICES CORP | 74,878 | 35.56 USD | |
| 23 Nov 2020 | SALE | ENTERPRISE FINANCIAL SERVICES CORP | 1,647 | 35.00 USD | |
| 18 Nov 2020 | SALE | ENTERPRISE FINANCIAL SERVICES CORP | 16,572 | 35.37 USD | |
| 17 Nov 2020 | SALE | ENTERPRISE FINANCIAL SERVICES CORP | 50,000 | 35.41 USD | |
| 11 Aug 2020 | PURCHASE | PACIFIC MERCANTILE BANCORP | 292,500 | 3.50 USD | |
| 12 Aug 2020 | PURCHASE | PACIFIC MERCANTILE BANCORP | 29,600 | 3.70 USD | |
| 10 Mar 2020 | PURCHASE | PACIFIC MERCANTILE BANCORP | 24,000 | 5.11 USD | first after silence |
| 13 Dec 2019 | SALE | ENTERPRISE FINANCIAL SERVICES CORP | 50,000 | 45.55 USD | |
| 01 Sept 2019 | OTHER | MBT FINANCIAL CORP | 263,046 | — | |
| 01 Sept 2019 | OTHER | MBT FINANCIAL CORP | 1,797,256 | — | |
| 08 Mar 2019 | OTHER | TRINITY CAPITAL CORP | 211 | — | |
| 10 Dec 2018 | GRANT_AWARD | Esquire Financial Holdings, Inc. | 2,000 | 0.00 USD | |
| 06 Jun 2018 | SALE | PROVIDENT NEW YORK BANCORP | 18,262 | 25.02 USD | |
| 06 Jun 2018 | SALE | PROVIDENT NEW YORK BANCORP | 105,718 | 25.02 USD | |
| 30 May 2018 | SALE | PROVIDENT NEW YORK BANCORP | 14,730 | 25.03 USD |
1 purchase reported after at least 12 months of silence — most recent on 10 Mar 2020.