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 |
|---|---|---|---|---|
| CODORUS VALLEY BANCORP INC | 11,882 | reported | 14 Jun 2024 | tx 10+11,682 |
| ORRSTOWN FINANCIAL SERVICES INC | 2,500 | reported | 05 May 2026 | tx 8+18,396 |
| NATIONAL PENN BANCSHARES INC | 0 | reported | 01 Apr 2016 | tx 36+896,134−1,342,846 |
| KNBT BANCORP INC | 0 | reported | 01 Feb 2008 | tx 27+380,000−1,557,482.33 |
| FIRST COLONIAL GROUP INC | 0 | reported | 31 Oct 2003 | tx 3−110,833 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 05 May 2026 | GRANT_AWARD | ORRSTOWN FINANCIAL SERVICES INC | 1,500 | 0.00 USD | |
| 29 Jan 2026 | GRANT_AWARD | ORRSTOWN FINANCIAL SERVICES INC | 1,000 | 0.00 USD | |
| 06 May 2025 | GRANT_AWARD | ORRSTOWN FINANCIAL SERVICES INC | 1,500 | 0.00 USD | |
| 24 Mar 2025 | PURCHASE | ORRSTOWN FINANCIAL SERVICES INC | 1,000 | 31.15 USD | |
| 24 Mar 2025 | PURCHASE | ORRSTOWN FINANCIAL SERVICES INC | 1,000 | 31.19 USD | |
| 24 Mar 2025 | PURCHASE | ORRSTOWN FINANCIAL SERVICES INC | 1,000 | 31.18 USD | first after silence |
| 30 Jan 2025 | GRANT_AWARD | ORRSTOWN FINANCIAL SERVICES INC | 1,000 | 0.00 USD | |
| 01 Jul 2024 | GRANT_AWARD | ORRSTOWN FINANCIAL SERVICES INC | 10,396 | 0.00 USD | |
| 14 Jun 2024 | GRANT_AWARD | CODORUS VALLEY BANCORP INC | 695 | 21.58 USD | |
| 12 Mar 2024 | GRANT_AWARD | CODORUS VALLEY BANCORP INC | 1,327 | 22.60 USD | |
| 23 Jun 2023 | PURCHASE | CODORUS VALLEY BANCORP INC | 99 | 19.65 USD | anomaly |
| 23 Jun 2023 | PURCHASE | CODORUS VALLEY BANCORP INC | 2,500 | 19.65 USD | |
| 23 Jun 2023 | PURCHASE | CODORUS VALLEY BANCORP INC | 1,000 | 19.68 USD | |
| 10 Mar 2023 | GRANT_AWARD | CODORUS VALLEY BANCORP INC | 1,261 | 23.78 USD | |
| 22 Aug 2022 | PURCHASE | CODORUS VALLEY BANCORP INC | 1,650 | 20.35 USD | |
| 10 Aug 2022 | PURCHASE | CODORUS VALLEY BANCORP INC | 1,000 | 20.50 USD | first after silence |
| 11 Aug 2022 | PURCHASE | CODORUS VALLEY BANCORP INC | 2,000 | 20.50 USD | |
| 11 Aug 2022 | PURCHASE | CODORUS VALLEY BANCORP INC | 150 | 20.30 USD | anomaly |
| 01 Apr 2016 | OTHER | NATIONAL PENN BANCSHARES INC | 663,181 | — | |
| 01 Apr 2016 | OTHER | NATIONAL PENN BANCSHARES INC | 18,546 | — | |
| 01 Apr 2016 | OTHER | NATIONAL PENN BANCSHARES INC | 64,165 | — | |
| 01 Apr 2016 | OTHER | NATIONAL PENN BANCSHARES INC | 20,000 | — | deriv |
| 01 Apr 2016 | OTHER | NATIONAL PENN BANCSHARES INC | 10,300 | — | deriv |
| 20 Jan 2016 | GRANT_AWARD | NATIONAL PENN BANCSHARES INC | 87,365 | 0.00 USD | |
| 17 Dec 2015 | TAX_WITHHOLDING | NATIONAL PENN BANCSHARES INC | 26,591 | 12.25 USD |
3 purchases reported after at least 12 months of silence — most recent on 24 Mar 2025.