Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 10 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 |
|---|---|---|---|---|
| MID PENN BANCORP INC | 6,914.13 | reported | 08 May 2025 | tx 16+8,587−500 |
| ERIE INDEMNITY CO | 3,364.566 | reported | 21 Apr 2026 | tx 76+3,780.238 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 Apr 2026 | OTHER | ERIE INDEMNITY CO | 39.475 | 253.63 USD | deriv |
| 21 Apr 2026 | OTHER | ERIE INDEMNITY CO | 19.273 | 253.85 USD | deriv |
| 31 Jan 2026 | OTHER | ERIE INDEMNITY CO | 39.47 | 283.01 USD | deriv |
| 21 Jan 2026 | OTHER | ERIE INDEMNITY CO | 17.39 | 279.90 USD | deriv |
| 31 Oct 2025 | OTHER | ERIE INDEMNITY CO | 39.47 | 292.64 USD | deriv |
| 21 Oct 2025 | OTHER | ERIE INDEMNITY CO | 13.88 | 325.89 USD | deriv |
| 31 Jul 2025 | OTHER | ERIE INDEMNITY CO | 39.47 | 356.24 USD | deriv |
| 22 Jul 2025 | OTHER | ERIE INDEMNITY CO | 12.38 | 364.10 USD | deriv |
| 08 May 2025 | SALE | MID PENN BANCORP INC | 500 | 28.83 USD | |
| 21 Apr 2025 | OTHER | ERIE INDEMNITY CO | 42.47 | 395.17 USD | deriv |
| 22 Apr 2025 | OTHER | ERIE INDEMNITY CO | 10.55 | 405.30 USD | deriv |
| 01 Apr 2025 | GRANT_AWARD | MID PENN BANCORP INC | 1,945 | 0.00 USD | |
| 31 Jan 2025 | OTHER | ERIE INDEMNITY CO | 42.47 | 402.95 USD | deriv |
| 22 Jan 2025 | OTHER | ERIE INDEMNITY CO | 11.28 | 377.70 USD | deriv |
| 31 Oct 2024 | OTHER | ERIE INDEMNITY CO | 42.47 | 448.84 USD | deriv |
| 22 Oct 2024 | OTHER | ERIE INDEMNITY CO | 8.47 | 468.42 USD | deriv |
| 30 Sept 2024 | PURCHASE | MID PENN BANCORP INC | 168 | 29.83 USD | |
| 31 Jul 2024 | OTHER | ERIE INDEMNITY CO | 42.47 | 441.15 USD | deriv |
| 23 Jul 2024 | OTHER | ERIE INDEMNITY CO | 10.19 | 388.20 USD | deriv |
| 28 Jun 2024 | PURCHASE | MID PENN BANCORP INC | 227 | 21.95 USD | |
| 22 Apr 2024 | OTHER | ERIE INDEMNITY CO | 74.49 | 382.21 USD | deriv |
| 23 Apr 2024 | OTHER | ERIE INDEMNITY CO | 9.67 | 385.69 USD | deriv |
| 01 Apr 2024 | GRANT_AWARD | MID PENN BANCORP INC | 999 | 0.00 USD | |
| 28 Mar 2024 | PURCHASE | MID PENN BANCORP INC | 250 | 20.01 USD | |
| 31 Jan 2024 | OTHER | ERIE INDEMNITY CO | 74.49 | 345.83 USD | deriv |
1 purchase reported after at least 12 months of silence — most recent on 30 Jun 2022.