Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| P B FINANCIAL SERVICES CORP | 75,817 | reported | 14 Jan 2005 | tx 5+19,298 |
| Beacon Financial Corp | 1,138 | reported | 02 Oct 2007 | tx 2+5,000−529 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 02 Oct 2007 | TAX_WITHHOLDING | Beacon Financial Corp | 529 | 31.31 USD | |
| 02 Oct 2006 | GRANT_AWARD | Beacon Financial Corp | 5,000 | 0.00 USD | |
| 23 Dec 2004 | PURCHASE | P B FINANCIAL SERVICES CORP | 30 | 18.25 USD | |
| 14 Jan 2005 | INHERITANCE | P B FINANCIAL SERVICES CORP | 4,599 | 18.25 USD | |
| 28 Jul 2004 | PURCHASE | P B FINANCIAL SERVICES CORP | 970 | 18.25 USD | |
| 30 Sept 2003 | PURCHASE | P B FINANCIAL SERVICES CORP | 5,480 | 18.25 USD | |
| 25 Sept 2003 | PURCHASE | P B FINANCIAL SERVICES CORP | 8,219 | 18.25 USD |