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 |
|---|---|---|---|---|
| ARROW FINANCIAL CORP | 31,045 | reported | 28 Jan 2026 | tx 11+30,024 |
| Bankwell Financial Group, Inc. | 1,679 | reported | 24 Jun 2022 | tx 28+21,355 |
| DORAL FINANCIAL CORP | 0 | reported | 30 Aug 2013 | tx 1−2,705 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 Jan 2026 | GRANT_AWARD | ARROW FINANCIAL CORP | 4,558 | 32.43 USD | |
| 04 Nov 2025 | PURCHASE | ARROW FINANCIAL CORP | 1,617 | 29.82 USD | |
| 04 Nov 2025 | PURCHASE | ARROW FINANCIAL CORP | 3 | 29.67 USD | |
| 10 Sept 2025 | PURCHASE | ARROW FINANCIAL CORP | 100 | 29.09 USD | |
| 10 Sept 2025 | PURCHASE | ARROW FINANCIAL CORP | 4,900 | 29.10 USD | |
| 27 Aug 2025 | PURCHASE | ARROW FINANCIAL CORP | 6,997 | 29.50 USD | |
| 27 Aug 2025 | PURCHASE | ARROW FINANCIAL CORP | 3,925 | 29.38 USD | |
| 26 Aug 2025 | PURCHASE | ARROW FINANCIAL CORP | 1,078 | 29.46 USD | |
| 06 Aug 2025 | PURCHASE | ARROW FINANCIAL CORP | 1,425 | 26.50 USD | first after silence |
| 29 Jan 2025 | GRANT_AWARD | ARROW FINANCIAL CORP | 3,708 | 0.00 USD | |
| 29 May 2024 | GRANT_AWARD | ARROW FINANCIAL CORP | 1,713 | 0.00 USD | |
| 24 Jun 2022 | PURCHASE | Bankwell Financial Group, Inc. | 200 | 30.75 USD | |
| 07 Feb 2022 | GRANT_AWARD | Bankwell Financial Group, Inc. | 133 | 0.00 USD | |
| 31 Jan 2022 | PURCHASE | Bankwell Financial Group, Inc. | 200 | 34.00 USD | |
| 31 Jan 2022 | PURCHASE | Bankwell Financial Group, Inc. | 90 | 34.00 USD | |
| 13 Jan 2022 | GRANT_AWARD | Bankwell Financial Group, Inc. | 4,316 | 0.00 USD | |
| 02 Jan 2022 | GRANT_AWARD | Bankwell Financial Group, Inc. | 469 | 0.00 USD | |
| 03 Nov 2021 | PURCHASE | Bankwell Financial Group, Inc. | 100 | 30.62 USD | |
| 03 Nov 2021 | PURCHASE | Bankwell Financial Group, Inc. | 50 | 30.62 USD | |
| 17 Feb 2021 | PURCHASE | Bankwell Financial Group, Inc. | 500 | 21.94 USD | |
| 04 Jan 2021 | GRANT_AWARD | Bankwell Financial Group, Inc. | 4,028 | 0.00 USD | |
| 16 Mar 2020 | PURCHASE | Bankwell Financial Group, Inc. | 500 | 17.25 USD | first after silence |
| 20 Dec 2019 | GRANT_AWARD | Bankwell Financial Group, Inc. | 1,500 | 0.00 USD | |
| 20 Dec 2019 | GRANT_AWARD | Bankwell Financial Group, Inc. | 1,500 | 0.00 USD | |
| 18 Mar 2019 | GRANT_AWARD | Bankwell Financial Group, Inc. | 1,000 | 0.00 USD |
2 purchases reported after at least 12 months of silence — most recent on 06 Aug 2025.