Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| HUDSON VALLEY HOLDING CORP | 9,370 | reported | 30 Jun 2015 | tx 26+24,976−24,976 |
| ENTERPRISE FINANCIAL SERVICES CORP | 3,509 | reported | 22 Aug 2025 | tx 6+6,509 |
| PROVIDENT NEW YORK BANCORP | 0 | reported | 31 Jan 2022 | tx 39+199,651−249,475 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 22 Aug 2025 | GRANT_AWARD | ENTERPRISE FINANCIAL SERVICES CORP | 2,148 | 0.00 USD | |
| 04 Aug 2025 | PURCHASE | ENTERPRISE FINANCIAL SERVICES CORP | 1,500 | 54.11 USD | |
| 06 Jun 2025 | PURCHASE | ENTERPRISE FINANCIAL SERVICES CORP | 8 | 52.25 USD | |
| 06 Jun 2025 | PURCHASE | ENTERPRISE FINANCIAL SERVICES CORP | 1,492 | 52.50 USD | first after silence |
| 11 Dec 2024 | GRANT_AWARD | ENTERPRISE FINANCIAL SERVICES CORP | 103 | — | |
| 08 Nov 2024 | GRANT_AWARD | ENTERPRISE FINANCIAL SERVICES CORP | 1,258 | — | |
| 31 Jan 2022 | OTHER | PROVIDENT NEW YORK BANCORP | 172,946 | — | |
| 16 Dec 2021 | GRANT_AWARD | PROVIDENT NEW YORK BANCORP | 64,647 | 24.52 USD | |
| 16 Dec 2021 | TAX_WITHHOLDING | PROVIDENT NEW YORK BANCORP | 31,848 | 24.52 USD | |
| 04 Oct 2021 | GIFT | PROVIDENT NEW YORK BANCORP | 2,000 | 0.00 USD | |
| 31 Mar 2021 | TAX_WITHHOLDING | PROVIDENT NEW YORK BANCORP | 2,206 | 23.02 USD | |
| 31 Mar 2021 | GRANT_AWARD | PROVIDENT NEW YORK BANCORP | 6,496 | 23.02 USD | |
| 16 Mar 2021 | GIFT | PROVIDENT NEW YORK BANCORP | 1,000 | 0.00 USD | |
| 27 Feb 2021 | TAX_WITHHOLDING | PROVIDENT NEW YORK BANCORP | 981 | 21.83 USD | |
| 08 Feb 2021 | GRANT_AWARD | PROVIDENT NEW YORK BANCORP | 8,184 | 20.39 USD | |
| 06 Feb 2021 | TAX_WITHHOLDING | PROVIDENT NEW YORK BANCORP | 2,417 | 19.92 USD | |
| 25 Mar 2020 | GRANT_AWARD | PROVIDENT NEW YORK BANCORP | 6,481 | 9.62 USD | |
| 06 Feb 2020 | TAX_WITHHOLDING | PROVIDENT NEW YORK BANCORP | 2,429 | 20.62 USD | |
| 06 Feb 2020 | GRANT_AWARD | PROVIDENT NEW YORK BANCORP | 10,002 | 20.62 USD | |
| 04 Nov 2019 | GIFT | PROVIDENT NEW YORK BANCORP | 750 | 0.00 USD | |
| 25 Mar 2019 | GRANT_AWARD | PROVIDENT NEW YORK BANCORP | 11,083 | 0.00 USD | |
| 06 Feb 2019 | GRANT_AWARD | PROVIDENT NEW YORK BANCORP | 19,542 | 19.63 USD | |
| 02 Jul 2018 | TAX_WITHHOLDING | PROVIDENT NEW YORK BANCORP | 1,563 | 23.50 USD | |
| 27 Feb 2018 | GRANT_AWARD | PROVIDENT NEW YORK BANCORP | 8,662 | 23.55 USD | |
| 20 Feb 2018 | TAX_WITHHOLDING | PROVIDENT NEW YORK BANCORP | 653 | 24.10 USD |
1 purchase reported after at least 12 months of silence — most recent on 06 Jun 2025.