Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 7 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 |
|---|---|---|---|---|
| NBT BANCORP INC | 57,936 | reported | 23 Mar 2026 | tx 33+60,227−7,056 |
| COMMUNITY FINANCIAL SYSTEM, INC. | 51,291 | reported | 30 Jun 2020 | tx 99+322,963.67−224,552.67 |
5 purchases reported after at least 12 months of silence — most recent on 05 Mar 2025.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 23 Mar 2026 | GRANT_AWARD | NBT BANCORP INC | 3,526 | 0.00 USD | |
| 23 Mar 2026 | GRANT_AWARD | NBT BANCORP INC | 9,125 | 0.00 USD | |
| 23 Mar 2026 | TAX_WITHHOLDING | NBT BANCORP INC | 125 | 41.99 USD | |
| 15 Jan 2026 | TAX_WITHHOLDING | NBT BANCORP INC | 344 | 43.71 USD | |
| 15 Jan 2026 | TAX_WITHHOLDING | NBT BANCORP INC | 753 | 43.71 USD | |
| 15 Jan 2026 | TAX_WITHHOLDING | NBT BANCORP INC | 614 | 43.71 USD | |
| 15 Jan 2026 | TAX_WITHHOLDING | NBT BANCORP INC | 308 | 43.71 USD | |
| 15 Jul 2025 | TAX_WITHHOLDING | NBT BANCORP INC | 361 | 42.53 USD | |
| 24 Mar 2025 | GRANT_AWARD | NBT BANCORP INC | 8,482 | 0.00 USD | |
| 05 Mar 2025 | PURCHASE | NBT BANCORP INC | 2,000 | 44.90 USD | first after silence |
| 15 Jan 2025 | TAX_WITHHOLDING | NBT BANCORP INC | 656 | 47.62 USD | |
| 15 Jan 2025 | TAX_WITHHOLDING | NBT BANCORP INC | 300 | 47.62 USD | |
| 15 Jan 2025 | TAX_WITHHOLDING | NBT BANCORP INC | 382 | 47.62 USD | |
| 15 Jan 2025 | TAX_WITHHOLDING | NBT BANCORP INC | 268 | 47.62 USD | |
| 15 Jul 2024 | TAX_WITHHOLDING | NBT BANCORP INC | 361 | 43.08 USD | |
| 15 Jul 2024 | TAX_WITHHOLDING | NBT BANCORP INC | 421 | 43.08 USD | |
| 21 May 2024 | GRANT_AWARD | NBT BANCORP INC | 9,097 | 0.00 USD | |
| 18 Mar 2024 | GRANT_AWARD | NBT BANCORP INC | 4,086 | 0.00 USD | |
| 05 Feb 2024 | PURCHASE | NBT BANCORP INC | 1,000 | 34.00 USD | |
| 25 Jan 2024 | PURCHASE | NBT BANCORP INC | 1,000 | 36.80 USD | |
| 15 Jan 2024 | TAX_WITHHOLDING | NBT BANCORP INC | 344 | 39.74 USD | |
| 15 Jan 2024 | TAX_WITHHOLDING | NBT BANCORP INC | 308 | 39.74 USD | |
| 15 Jul 2023 | TAX_WITHHOLDING | NBT BANCORP INC | 361 | 33.03 USD | |
| 15 Jul 2023 | TAX_WITHHOLDING | NBT BANCORP INC | 421 | 33.03 USD | |
| 20 Mar 2023 | GRANT_AWARD | NBT BANCORP INC | 4,151 | 0.00 USD |