Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Heritage Financial Group Inc | 865,782 | reported | 20 Mar 2012 | tx 1−4,000 |
| MEDLEY MANAGEMENT INC. | 753,558 | reported | 02 Jan 2019 | tx 3+24,757 |
| WILLIS LEASE FINANCE CORP | 594,934 | reported | 17 Oct 2012 | tx 24+133,593−317,227 |
| FIRST INVESTORS FINANCIAL SERVICES GROUP INC | 75,999 | reported | 16 Jul 2007 | tx 15+166,502 |
| PROVIDENT FINANCIAL HOLDINGS INC | 13,750 | reported | 23 Apr 2004 | tx 5+12,000−34,629 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 02 Jan 2019 | PURCHASE | MEDLEY MANAGEMENT INC. | 3,689 | 3.74 USD | |
| 09 Nov 2018 | PURCHASE | MEDLEY MANAGEMENT INC. | 6,816 | 5.41 USD | |
| 08 Nov 2018 | PURCHASE | MEDLEY MANAGEMENT INC. | 14,252 | 5.41 USD | first after silence |
| 17 Oct 2012 | SALE | WILLIS LEASE FINANCE CORP | 317,227 | 13.91 USD | |
| 20 Mar 2012 | SALE | Heritage Financial Group Inc | 4,000 | 11.91 USD | |
| 24 Apr 2009 | PURCHASE | WILLIS LEASE FINANCE CORP | 29,700 | 10.03 USD | |
| 28 Jan 2009 | PURCHASE | WILLIS LEASE FINANCE CORP | 1,910 | 8.60 USD | |
| 30 Jan 2009 | PURCHASE | WILLIS LEASE FINANCE CORP | 808 | 8.54 USD | |
| 29 Jan 2009 | PURCHASE | WILLIS LEASE FINANCE CORP | 613 | 8.66 USD | |
| 29 Dec 2008 | PURCHASE | WILLIS LEASE FINANCE CORP | 950 | 8.39 USD | |
| 17 Dec 2008 | PURCHASE | WILLIS LEASE FINANCE CORP | 1,000 | 8.75 USD | |
| 16 Dec 2008 | PURCHASE | WILLIS LEASE FINANCE CORP | 10,339 | 8.54 USD | |
| 18 Dec 2008 | PURCHASE | WILLIS LEASE FINANCE CORP | 1,045 | 8.86 USD | |
| 17 Oct 2008 | PURCHASE | WILLIS LEASE FINANCE CORP | 5,579 | 11.50 USD | |
| 20 Oct 2008 | PURCHASE | WILLIS LEASE FINANCE CORP | 400 | 11.95 USD | |
| 13 Aug 2008 | PURCHASE | WILLIS LEASE FINANCE CORP | 700 | 10.51 USD | |
| 14 Aug 2008 | PURCHASE | WILLIS LEASE FINANCE CORP | 400 | 10.57 USD | |
| 11 Aug 2008 | PURCHASE | WILLIS LEASE FINANCE CORP | 4,563 | 10.11 USD | |
| 12 Aug 2008 | PURCHASE | WILLIS LEASE FINANCE CORP | 6,129 | 10.41 USD | |
| 08 Aug 2008 | PURCHASE | WILLIS LEASE FINANCE CORP | 8,100 | 8.62 USD | |
| 20 Feb 2008 | PURCHASE | WILLIS LEASE FINANCE CORP | 73 | 12.83 USD | |
| 19 Feb 2008 | PURCHASE | WILLIS LEASE FINANCE CORP | 4,381 | 12.91 USD | |
| 07 Jan 2008 | PURCHASE | WILLIS LEASE FINANCE CORP | 6,929 | 11.89 USD | |
| 08 Jan 2008 | PURCHASE | WILLIS LEASE FINANCE CORP | 4,306 | 12.22 USD | |
| 04 Jan 2008 | PURCHASE | WILLIS LEASE FINANCE CORP | 7,600 | 12.22 USD |
1 purchase reported after at least 12 months of silence — most recent on 08 Nov 2018.