Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 10 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 |
|---|---|---|---|---|
| HERITAGE COMMERCE CORP | 40,486.05 | reported | 10 Mar 2025 | tx 57+137,245.05−14,037 |
| 1st Century Bancshares, Inc. | 0 | reported | 01 Jul 2016 | tx 42+397,428−595,362.3 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 10 Mar 2025 | GRANT_AWARD | HERITAGE COMMERCE CORP | 4,990 | 0.00 USD | |
| 08 Mar 2024 | GRANT_AWARD | HERITAGE COMMERCE CORP | 5,889 | 0.00 USD | |
| 20 Nov 2019 | PURCHASE | HERITAGE COMMERCE CORP | 203.65 | 12.38 USD | |
| 20 Feb 2020 | PURCHASE | HERITAGE COMMERCE CORP | 235.96 | 11.69 USD | |
| 22 May 2020 | PURCHASE | HERITAGE COMMERCE CORP | 361.43 | 7.72 USD | |
| 21 Aug 2020 | PURCHASE | HERITAGE COMMERCE CORP | 412 | 6.88 USD | |
| 24 May 2019 | PURCHASE | HERITAGE COMMERCE CORP | 202.38 | 12.21 USD | |
| 01 Mar 2021 | PURCHASE | HERITAGE COMMERCE CORP | 298.92 | 9.81 USD | |
| 25 May 2018 | PURCHASE | HERITAGE COMMERCE CORP | 128.62 | 17.10 USD | first after silence |
| 27 Aug 2018 | PURCHASE | HERITAGE COMMERCE CORP | 138.22 | 16.02 USD | |
| 21 Nov 2018 | PURCHASE | HERITAGE COMMERCE CORP | 155.15 | 14.37 USD | |
| 22 Feb 2019 | PURCHASE | HERITAGE COMMERCE CORP | 172.4 | 14.21 USD | |
| 23 Aug 2019 | PURCHASE | HERITAGE COMMERCE CORP | 214.99 | 11.61 USD | |
| 23 Nov 2020 | PURCHASE | HERITAGE COMMERCE CORP | 335.33 | 8.62 USD | |
| 13 Dec 2023 | GIFT | HERITAGE COMMERCE CORP | 1,479 | 0.00 USD | |
| 13 Dec 2023 | GIFT | HERITAGE COMMERCE CORP | 1,479 | 0.00 USD | |
| 13 Dec 2023 | GIFT | HERITAGE COMMERCE CORP | 1,479 | 0.00 USD | |
| 13 Dec 2023 | GIFT | HERITAGE COMMERCE CORP | 1,479 | 0.00 USD | |
| 02 May 2023 | GRANT_AWARD | HERITAGE COMMERCE CORP | 6,747 | 0.00 USD | |
| 06 Mar 2023 | PURCHASE | HERITAGE COMMERCE CORP | 3,660 | 11.92 USD | |
| 06 Dec 2022 | PURCHASE | HERITAGE COMMERCE CORP | 1,727 | 13.62 USD | |
| 05 Dec 2022 | PURCHASE | HERITAGE COMMERCE CORP | 1,325 | 13.67 USD | |
| 10 Nov 2022 | GIFT | HERITAGE COMMERCE CORP | 1,450 | 0.00 USD | |
| 10 Nov 2022 | GIFT | HERITAGE COMMERCE CORP | 1,450 | 0.00 USD | |
| 10 Nov 2022 | GIFT | HERITAGE COMMERCE CORP | 1,450 | 0.00 USD |
1 purchase reported after at least 12 months of silence — most recent on 25 May 2018.