Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 9 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 |
|---|---|---|---|---|
| ISABELLA BANK CORP | 26,971.25 | reported | 02 Mar 2026 | tx 87+28,221.03−12,310.84 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 02 Mar 2026 | GRANT_AWARD | ISABELLA BANK CORP | 18 | 48.54 USD | |
| 20 Jan 2026 | PURCHASE | ISABELLA BANK CORP | 201 | 49.58 USD | |
| 09 Dec 2025 | OTHER | ISABELLA BANK CORP | 3,000 | 48.61 USD | |
| 01 Dec 2025 | GRANT_AWARD | ISABELLA BANK CORP | 19 | 43.50 USD | |
| 05 Sept 2025 | SALE | ISABELLA BANK CORP | 2,976 | 31.30 USD | |
| 02 Sept 2025 | GRANT_AWARD | ISABELLA BANK CORP | 25 | 33.13 USD | |
| 02 Jun 2025 | GRANT_AWARD | ISABELLA BANK CORP | 31 | 27.01 USD | |
| 03 Mar 2025 | GRANT_AWARD | ISABELLA BANK CORP | 33 | 24.60 USD | |
| 24 Jan 2025 | PURCHASE | ISABELLA BANK CORP | 387 | 25.80 USD | |
| 02 Dec 2024 | GRANT_AWARD | ISABELLA BANK CORP | 33 | 24.80 USD | |
| 03 Sept 2024 | GRANT_AWARD | ISABELLA BANK CORP | 41 | 19.28 USD | |
| 03 Jun 2024 | GRANT_AWARD | ISABELLA BANK CORP | 40 | 19.50 USD | |
| 01 Mar 2024 | GRANT_AWARD | ISABELLA BANK CORP | 40 | 19.64 USD | |
| 15 Feb 2024 | TAX_WITHHOLDING | ISABELLA BANK CORP | 6,334.84 | 20.40 USD | |
| 29 Jan 2024 | PURCHASE | ISABELLA BANK CORP | 465 | 21.46 USD | |
| 01 Dec 2023 | GRANT_AWARD | ISABELLA BANK CORP | 38 | 19.99 USD | |
| 01 Sept 2023 | GRANT_AWARD | ISABELLA BANK CORP | 38 | 20.10 USD | |
| 01 Jun 2023 | GRANT_AWARD | ISABELLA BANK CORP | 31 | 23.75 USD | |
| 01 Mar 2023 | GRANT_AWARD | ISABELLA BANK CORP | 30 | 24.40 USD | |
| 31 Jan 2023 | PURCHASE | ISABELLA BANK CORP | 326 | 22.99 USD | |
| 27 Jan 2023 | PURCHASE | ISABELLA BANK CORP | 100 | 22.50 USD | |
| 27 Jan 2023 | GRANT_AWARD | ISABELLA BANK CORP | 3,466.15 | 0.00 USD | |
| 01 Dec 2022 | GRANT_AWARD | ISABELLA BANK CORP | 31 | 23.36 USD | |
| 27 Oct 2022 | PURCHASE | ISABELLA BANK CORP | 133 | 22.50 USD | |
| 01 Sept 2022 | GRANT_AWARD | ISABELLA BANK CORP | 29 | 23.45 USD |