Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| NBT BANCORP INC | 5,651 | reported | 22 Mar 2021 | tx 2+4,151 |
| FIRST COMMUNITY BANCORP /CA/ | 0 | reported | 30 Nov 2023 | tx 7+37,644−37,644 |
| HEARTLAND FINANCIAL USA INC | 0 | reported | 31 Jan 2025 | tx 5+4,458−10,704.38 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 31 Jan 2025 | OTHER | HEARTLAND FINANCIAL USA INC | 6,246.38 | — | |
| 31 Jan 2025 | GRANT_AWARD | HEARTLAND FINANCIAL USA INC | 2,675 | — | deriv |
| 31 Jan 2025 | OTHER | HEARTLAND FINANCIAL USA INC | 2,675 | — | deriv |
| 31 Jan 2025 | OTHER | HEARTLAND FINANCIAL USA INC | 1,783 | — | deriv |
| 18 Mar 2024 | GRANT_AWARD | HEARTLAND FINANCIAL USA INC | 1,783 | 0.00 USD | deriv |
| 30 Nov 2023 | OTHER | FIRST COMMUNITY BANCORP /CA/ | 34,279 | 0.00 USD | |
| 31 Aug 2023 | TAX_WITHHOLDING | FIRST COMMUNITY BANCORP /CA/ | 1,427 | 7.95 USD | |
| 28 Feb 2023 | TAX_WITHHOLDING | FIRST COMMUNITY BANCORP /CA/ | 503 | 27.75 USD | |
| 08 Feb 2023 | GRANT_AWARD | FIRST COMMUNITY BANCORP /CA/ | 10,808 | 0.00 USD | |
| 31 Aug 2022 | TAX_WITHHOLDING | FIRST COMMUNITY BANCORP /CA/ | 1,435 | 26.33 USD | |
| 15 Feb 2022 | GRANT_AWARD | FIRST COMMUNITY BANCORP /CA/ | 6,986 | 0.00 USD | |
| 11 Aug 2021 | GRANT_AWARD | FIRST COMMUNITY BANCORP /CA/ | 19,850 | 0.00 USD | |
| 22 Mar 2021 | GRANT_AWARD | NBT BANCORP INC | 1,791 | 0.00 USD | |
| 23 Mar 2020 | GRANT_AWARD | NBT BANCORP INC | 2,360 | 0.00 USD |