Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 7 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 |
|---|---|---|---|---|
| PROVIDENT FINANCIAL SERVICES INC | 39,042 | reported | 26 May 2026 | tx 3+15,581 |
| LAKELAND BANCORP INC | 0 | reported | 15 May 2024 | tx 17+28,203−28,203 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 26 May 2026 | GRANT_AWARD | PROVIDENT FINANCIAL SERVICES INC | 4,012 | 0.00 USD | |
| 01 May 2025 | GRANT_AWARD | PROVIDENT FINANCIAL SERVICES INC | 5,392 | 0.00 USD | |
| 28 May 2024 | GRANT_AWARD | PROVIDENT FINANCIAL SERVICES INC | 6,177 | 0.00 USD | |
| 15 May 2024 | OTHER | LAKELAND BANCORP INC | 28,203 | — | |
| 15 Mar 2023 | PURCHASE | LAKELAND BANCORP INC | 4,355 | 17.15 USD | first after silence |
| 18 Jan 2023 | GRANT_AWARD | LAKELAND BANCORP INC | 1,671 | 0.00 USD | |
| 03 Feb 2022 | PURCHASE | LAKELAND BANCORP INC | 1,000 | 18.74 USD | |
| 19 Jan 2022 | GRANT_AWARD | LAKELAND BANCORP INC | 1,519 | 0.00 USD | |
| 22 Sept 2021 | PURCHASE | LAKELAND BANCORP INC | 2,000 | 16.45 USD | |
| 20 Sept 2021 | PURCHASE | LAKELAND BANCORP INC | 2,000 | 16.05 USD | |
| 16 Sept 2021 | PURCHASE | LAKELAND BANCORP INC | 2,000 | 16.55 USD | |
| 13 Sept 2021 | PURCHASE | LAKELAND BANCORP INC | 2,000 | 16.63 USD | |
| 08 Sept 2021 | PURCHASE | LAKELAND BANCORP INC | 2,000 | 16.46 USD | |
| 03 Feb 2021 | PURCHASE | LAKELAND BANCORP INC | 1,000 | 13.57 USD | |
| 20 Jan 2021 | GRANT_AWARD | LAKELAND BANCORP INC | 1,457 | 0.00 USD | |
| 27 Oct 2020 | PURCHASE | LAKELAND BANCORP INC | 1,000 | 11.06 USD | |
| 28 Jul 2020 | PURCHASE | LAKELAND BANCORP INC | 3,000 | 10.20 USD | |
| 07 May 2020 | PURCHASE | LAKELAND BANCORP INC | 1,000 | 10.65 USD | |
| 19 Feb 2020 | GRANT_AWARD | LAKELAND BANCORP INC | 1,201 | 0.00 USD | |
| 11 Feb 2020 | PURCHASE | LAKELAND BANCORP INC | 1,000 | 16.65 USD |
1 purchase reported after at least 12 months of silence — most recent on 15 Mar 2023.