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 |
|---|---|---|---|---|
| Riverview Financial Corp | 6,229 | reported | 06 Jan 2021 | tx 8+4,229 |
| MID PENN BANCORP INC | 1,945 | reported | 01 Apr 2025 | tx 14+12,703 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 Apr 2025 | GRANT_AWARD | MID PENN BANCORP INC | 1,945 | 0.00 USD | |
| 03 Dec 2024 | PURCHASE | MID PENN BANCORP INC | 9 | 31.80 USD | |
| 01 Nov 2024 | PURCHASE | MID PENN BANCORP INC | 1,695 | 29.50 USD | first after silence |
| 01 Apr 2024 | GRANT_AWARD | MID PENN BANCORP INC | 999 | 0.00 USD | |
| 29 Sept 2023 | PURCHASE | MID PENN BANCORP INC | 994 | 20.13 USD | |
| 30 Jun 2023 | PURCHASE | MID PENN BANCORP INC | 906 | 22.08 USD | |
| 01 Jun 2023 | GRANT_AWARD | MID PENN BANCORP INC | 1,760 | 0.00 USD | |
| 31 Mar 2023 | PURCHASE | MID PENN BANCORP INC | 125 | 25.61 USD | |
| 30 Dec 2022 | PURCHASE | MID PENN BANCORP INC | 25 | 29.97 USD | |
| 30 Sept 2022 | PURCHASE | MID PENN BANCORP INC | 26 | 28.73 USD | |
| 30 Jun 2022 | PURCHASE | MID PENN BANCORP INC | 27 | 26.97 USD | |
| 01 Apr 2022 | GRANT_AWARD | MID PENN BANCORP INC | 1,133 | 0.00 USD | |
| 01 Mar 2022 | PURCHASE | MID PENN BANCORP INC | 50 | 27.16 USD | first after silence |
| 30 Nov 2021 | GRANT_AWARD | MID PENN BANCORP INC | 3,009 | 0.00 USD | |
| 06 Jan 2021 | GRANT_AWARD | Riverview Financial Corp | 1,639 | 0.00 USD | |
| 06 May 2020 | PURCHASE | Riverview Financial Corp | 1,060 | 6.90 USD | |
| 23 Jan 2020 | GRANT_AWARD | Riverview Financial Corp | 560 | 0.00 USD | |
| 15 Aug 2019 | PURCHASE | Riverview Financial Corp | 200 | 10.10 USD | |
| 04 Jun 2019 | PURCHASE | Riverview Financial Corp | 100 | 11.40 USD | |
| 08 Feb 2019 | PURCHASE | Riverview Financial Corp | 330 | 12.22 USD | |
| 26 Oct 2018 | PURCHASE | Riverview Financial Corp | 300 | 13.10 USD | |
| 26 Oct 2018 | PURCHASE | Riverview Financial Corp | 40 | 13.07 USD |
2 purchases reported after at least 12 months of silence — most recent on 01 Nov 2024.