Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 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 |
|---|---|---|---|---|
| SOMERSET HILLS BANCORP | 1,313 | reported | 19 Dec 2012 | tx 12+14,337−4,587 |
| OLD POINT FINANCIAL CORP | 0 | reported | 01 Sept 2025 | tx 21+9,668.29−11,752.83 |
| UNITED NATIONAL BANCORP | 0 | reported | 01 Jan 2004 | tx 4+3,880−13,960 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 Sept 2025 | OTHER | OLD POINT FINANCIAL CORP | 11,543.83 | — | |
| 03 Mar 2025 | GRANT_AWARD | OLD POINT FINANCIAL CORP | 600 | 0.00 USD | |
| 01 May 2024 | GRANT_AWARD | OLD POINT FINANCIAL CORP | 1,210 | 14.05 USD | |
| 03 Oct 2023 | PURCHASE | OLD POINT FINANCIAL CORP | 18.53 | 17.96 USD | anomaly |
| 05 Jul 2023 | PURCHASE | OLD POINT FINANCIAL CORP | 18.76 | 17.59 USD | first after silenceanomaly |
| 15 Nov 2023 | OTHER | OLD POINT FINANCIAL CORP | 209 | 15.79 USD | |
| 04 May 2023 | GRANT_AWARD | OLD POINT FINANCIAL CORP | 990 | 17.20 USD | |
| 03 May 2022 | GRANT_AWARD | OLD POINT FINANCIAL CORP | 700 | 25.65 USD | |
| 17 Aug 2021 | PURCHASE | OLD POINT FINANCIAL CORP | 200 | 22.10 USD | |
| 02 Jun 2021 | PURCHASE | OLD POINT FINANCIAL CORP | 31 | 22.95 USD | |
| 01 Jun 2021 | PURCHASE | OLD POINT FINANCIAL CORP | 200 | 23.00 USD | first after silence |
| 03 May 2021 | GRANT_AWARD | OLD POINT FINANCIAL CORP | 500 | 22.35 USD | |
| 01 Apr 2020 | GRANT_AWARD | OLD POINT FINANCIAL CORP | 600 | 15.75 USD | |
| 02 May 2019 | PURCHASE | OLD POINT FINANCIAL CORP | 400 | 21.25 USD | |
| 20 Mar 2019 | GRANT_AWARD | OLD POINT FINANCIAL CORP | 500 | 21.68 USD | |
| 06 Aug 2018 | PURCHASE | OLD POINT FINANCIAL CORP | 350 | 29.48 USD | first after silence |
| 08 May 2018 | GRANT_AWARD | OLD POINT FINANCIAL CORP | 250 | 26.34 USD | |
| 02 Feb 2017 | PURCHASE | OLD POINT FINANCIAL CORP | 250 | 27.35 USD | |
| 02 Feb 2017 | PURCHASE | OLD POINT FINANCIAL CORP | 350 | 27.65 USD | |
| 07 Dec 2016 | PURCHASE | OLD POINT FINANCIAL CORP | 1,500 | 23.50 USD | |
| 03 Aug 2016 | PURCHASE | OLD POINT FINANCIAL CORP | 1,000 | 19.10 USD | |
| 19 Dec 2012 | EXERCISE | SOMERSET HILLS BANCORP | 437 | 7.85 USD | |
| 19 Dec 2012 | EXERCISE | SOMERSET HILLS BANCORP | 2,100 | 5.54 USD | |
| 19 Dec 2012 | EXERCISE | SOMERSET HILLS BANCORP | 2,100 | 5.54 USD | deriv |
| 19 Dec 2012 | EXERCISE | SOMERSET HILLS BANCORP | 437 | 7.85 USD | deriv |
3 purchases reported after at least 12 months of silence — most recent on 05 Jul 2023.