Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 13 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 |
|---|---|---|---|---|
| Orange County Bancorp, Inc. /DE/ | 126,200 | reported | 19 Mar 2026 | tx 64+87,644.03−22,533 |
| HUDSON VALLEY HOLDING CORP | 22,755 | reported | 06 Mar 2014 | tx 43+32,178−1,899 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 19 Mar 2026 | TAX_WITHHOLDING | Orange County Bancorp, Inc. /DE/ | 6,189 | 31.15 USD | |
| 19 Mar 2026 | GRANT_AWARD | Orange County Bancorp, Inc. /DE/ | 9,438 | 0.00 USD | |
| 19 Mar 2026 | PURCHASE | Orange County Bancorp, Inc. /DE/ | 200 | 31.25 USD | |
| 19 Mar 2026 | GRANT_AWARD | Orange County Bancorp, Inc. /DE/ | 16,853 | 0.00 USD | |
| 16 Mar 2026 | GRANT_AWARD | Orange County Bancorp, Inc. /DE/ | — | 31.29 USD | deriv |
| 10 Mar 2026 | TAX_WITHHOLDING | Orange County Bancorp, Inc. /DE/ | 1,682 | 31.47 USD | |
| 19 Feb 2026 | GRANT_AWARD | Orange County Bancorp, Inc. /DE/ | 4,241 | 0.00 USD | |
| 19 Feb 2026 | GRANT_AWARD | Orange County Bancorp, Inc. /DE/ | — | 28.35 USD | deriv |
| 02 Jan 2026 | OTHER | Orange County Bancorp, Inc. /DE/ | — | 28.35 USD | deriv |
| 16 Dec 2025 | GRANT_AWARD | Orange County Bancorp, Inc. /DE/ | 136 | 28.95 USD | deriv |
| 31 Oct 2025 | PURCHASE | Orange County Bancorp, Inc. /DE/ | 1,300 | 24.02 USD | |
| 31 Oct 2025 | PURCHASE | Orange County Bancorp, Inc. /DE/ | 350 | 24.02 USD | |
| 16 Sept 2025 | GRANT_AWARD | Orange County Bancorp, Inc. /DE/ | — | 25.95 USD | deriv |
| 16 Jun 2025 | GRANT_AWARD | Orange County Bancorp, Inc. /DE/ | 122 | 23.14 USD | deriv |
| 21 Mar 2025 | TAX_WITHHOLDING | Orange County Bancorp, Inc. /DE/ | 2,806 | 24.15 USD | |
| 20 Mar 2025 | GRANT_AWARD | Orange County Bancorp, Inc. /DE/ | 19,206 | 0.00 USD | |
| 17 Mar 2025 | GRANT_AWARD | Orange County Bancorp, Inc. /DE/ | 116 | 24.18 USD | deriv |
| 10 Mar 2025 | TAX_WITHHOLDING | Orange County Bancorp, Inc. /DE/ | 1,616 | 23.95 USD | |
| 20 Feb 2025 | GRANT_AWARD | Orange County Bancorp, Inc. /DE/ | 4,817 | 26.99 USD | deriv |
| 18 Feb 2025 | TAX_WITHHOLDING | Orange County Bancorp, Inc. /DE/ | 1,133 | 26.63 USD | |
| 14 Feb 2025 | GRANT_AWARD | Orange County Bancorp, Inc. /DE/ | 5,247 | 0.00 USD | |
| 02 Jan 2025 | GRANT_AWARD | Orange County Bancorp, Inc. /DE/ | 223 | 53.98 USD | deriv |
| 16 Dec 2024 | GRANT_AWARD | Orange County Bancorp, Inc. /DE/ | — | 59.24 USD | deriv |
| 01 Nov 2024 | PURCHASE | Orange County Bancorp, Inc. /DE/ | 400 | 55.67 USD | first after silence |
| 01 Nov 2024 | PURCHASE | Orange County Bancorp, Inc. /DE/ | 125 | 55.67 USD |
2 purchases reported after at least 12 months of silence — most recent on 01 Nov 2024.