Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 6 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 |
|---|---|---|---|---|
| Northwest Bancshares, Inc. | 109,161 | reported | 20 Aug 2025 | tx 3+111,069 |
| PENNS WOODS BANCORP INC | 0 | reported | 25 Jul 2025 | tx 70+322,196−305,016 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 Aug 2025 | GRANT_AWARD | Northwest Bancshares, Inc. | 3,585 | 12.09 USD | |
| 25 Jul 2025 | GRANT_AWARD | Northwest Bancshares, Inc. | 1,908 | 12.63 USD | |
| 25 Jul 2025 | GRANT_AWARD | Northwest Bancshares, Inc. | 105,576 | 12.63 USD | |
| 25 Jul 2025 | OTHER | PENNS WOODS BANCORP INC | 800 | — | |
| 25 Jul 2025 | OTHER | PENNS WOODS BANCORP INC | 44,267 | — | |
| 25 Jul 2025 | OTHER | PENNS WOODS BANCORP INC | 13,500 | — | deriv |
| 25 Jul 2025 | OTHER | PENNS WOODS BANCORP INC | 11,000 | — | deriv |
| 25 Jul 2025 | OTHER | PENNS WOODS BANCORP INC | 6,300 | — | deriv |
| 25 Jul 2025 | OTHER | PENNS WOODS BANCORP INC | 12,700 | — | deriv |
| 01 May 2025 | EXERCISE | PENNS WOODS BANCORP INC | 20,200 | 25.34 USD | |
| 01 May 2025 | TAX_WITHHOLDING | PENNS WOODS BANCORP INC | 17,363 | 29.48 USD | |
| 01 May 2025 | EXERCISE | PENNS WOODS BANCORP INC | 20,200 | 0.00 USD | deriv |
| 07 Feb 2025 | EXERCISE | PENNS WOODS BANCORP INC | 30,000 | 28.01 USD | |
| 07 Feb 2025 | TAX_WITHHOLDING | PENNS WOODS BANCORP INC | 16,620 | 31.90 USD | |
| 07 Feb 2025 | EXERCISE | PENNS WOODS BANCORP INC | 27,000 | 24.33 USD | |
| 07 Feb 2025 | TAX_WITHHOLDING | PENNS WOODS BANCORP INC | 26,341 | 31.90 USD | |
| 07 Feb 2025 | EXERCISE | PENNS WOODS BANCORP INC | 22,000 | 24.10 USD | |
| 07 Feb 2025 | TAX_WITHHOLDING | PENNS WOODS BANCORP INC | 16,125 | 31.90 USD | |
| 07 Feb 2025 | EXERCISE | PENNS WOODS BANCORP INC | 20,300 | 25.34 USD | |
| 07 Feb 2025 | TAX_WITHHOLDING | PENNS WOODS BANCORP INC | 20,500 | 31.90 USD | |
| 07 Feb 2025 | EXERCISE | PENNS WOODS BANCORP INC | 20,300 | 0.00 USD | deriv |
| 07 Feb 2025 | EXERCISE | PENNS WOODS BANCORP INC | 30,000 | 0.00 USD | deriv |
| 07 Feb 2025 | EXERCISE | PENNS WOODS BANCORP INC | 22,000 | 0.00 USD | deriv |
| 07 Feb 2025 | EXERCISE | PENNS WOODS BANCORP INC | 27,000 | 0.00 USD | deriv |
| 31 Dec 2024 | OTHER | PENNS WOODS BANCORP INC | 1,226 | 0.00 USD |
6 purchases reported after at least 12 months of silence — most recent on 30 Apr 2024.