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 |
|---|---|---|---|---|
| UNITED SECURITY BANCSHARES | 123,969 | reported | 27 Jan 2026 | tx 9+123,969−2,500 |
| Community West Bancshares | 26,245 | reported | 01 Sept 2022 | tx 46+92,211−65,875 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 27 Jan 2026 | GRANT_AWARD | UNITED SECURITY BANCSHARES | 2,872 | 0.00 USD | |
| 31 Dec 2025 | EXERCISE | UNITED SECURITY BANCSHARES | 2,500 | 0.00 USD | |
| 28 Jan 2025 | GRANT_AWARD | UNITED SECURITY BANCSHARES | 5,949 | 0.00 USD | |
| 31 Dec 2024 | EXERCISE | UNITED SECURITY BANCSHARES | 2,500 | 0.00 USD | |
| 17 Dec 2024 | GRANT_AWARD | UNITED SECURITY BANCSHARES | 5,603 | 0.00 USD | |
| 02 Jan 2024 | GRANT_AWARD | UNITED SECURITY BANCSHARES | 87,610 | 8.07 USD | |
| 29 Dec 2023 | EXERCISE | UNITED SECURITY BANCSHARES | 2,500 | — | |
| 29 Dec 2023 | EXERCISE | UNITED SECURITY BANCSHARES | 2,500 | 0.00 USD | deriv |
| 01 Dec 2023 | GRANT_AWARD | UNITED SECURITY BANCSHARES | 14,435 | 7.99 USD | |
| 01 Sept 2022 | PURCHASE | Community West Bancshares | 193 | 15.13 USD | |
| 15 Jun 2022 | GRANT_AWARD | Community West Bancshares | 1,866 | 16.08 USD | |
| 01 Jun 2022 | PURCHASE | Community West Bancshares | 227 | 15.12 USD | |
| 25 Apr 2022 | EXERCISE | Community West Bancshares | 2,500 | 8.02 USD | |
| 25 Apr 2022 | EXERCISE | Community West Bancshares | 2,500 | 0.00 USD | deriv |
| 01 Mar 2022 | PURCHASE | Community West Bancshares | 467 | 18.90 USD | |
| 26 Jan 2022 | GRANT_AWARD | Community West Bancshares | 864 | 0.00 USD | |
| 01 Dec 2021 | PURCHASE | Community West Bancshares | 175 | 18.90 USD | |
| 01 Sept 2021 | PURCHASE | Community West Bancshares | 145 | 19.48 USD | first after silence |
| 19 May 2021 | GRANT_AWARD | Community West Bancshares | 964 | 20.76 USD | |
| 20 Jan 2021 | GRANT_AWARD | Community West Bancshares | 794 | 0.00 USD | |
| 29 Apr 2020 | EXERCISE | Community West Bancshares | 2,500 | 5.76 USD | |
| 29 Apr 2020 | EXERCISE | Community West Bancshares | 2,500 | 5.76 USD | deriv |
| 02 Mar 2020 | PURCHASE | Community West Bancshares | 122 | 15.48 USD | |
| 05 Feb 2020 | GRANT_AWARD | Community West Bancshares | 435 | 0.00 USD | |
| 02 Dec 2019 | PURCHASE | Community West Bancshares | 280 | 17.62 USD |
1 purchase reported after at least 12 months of silence — most recent on 01 Sept 2021.