Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| SUN BANCORP INC | 846.82 | reported | 21 Apr 2004 | tx 3+1,354 |
| PENNS WOODS BANCORP INC | 0 | reported | 25 Jul 2025 | tx 88+439,062−351,205 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 15 buys in history.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 25 Jul 2025 | OTHER | PENNS WOODS BANCORP INC | 46,272 | — | |
| 25 Jul 2025 | OTHER | PENNS WOODS BANCORP INC | 25,000 | — | deriv |
| 25 Jul 2025 | OTHER | PENNS WOODS BANCORP INC | 16,700 | — | deriv |
| 25 Jul 2025 | OTHER | PENNS WOODS BANCORP INC | 20,000 | — | deriv |
| 25 Jul 2025 | OTHER | PENNS WOODS BANCORP INC | 19,000 | — | deriv |
| 25 Jul 2025 | OTHER | PENNS WOODS BANCORP INC | 16,700 | — | deriv |
| 14 May 2025 | TAX_WITHHOLDING | PENNS WOODS BANCORP INC | 11,089 | 30.31 USD | |
| 14 May 2025 | EXERCISE | PENNS WOODS BANCORP INC | 12,000 | 28.01 USD | |
| 14 May 2025 | EXERCISE | PENNS WOODS BANCORP INC | 12,000 | 0.00 USD | deriv |
| 07 Feb 2025 | EXERCISE | PENNS WOODS BANCORP INC | 33,300 | 24.10 USD | |
| 07 Feb 2025 | TAX_WITHHOLDING | PENNS WOODS BANCORP INC | 25,157 | 31.90 USD | |
| 07 Feb 2025 | EXERCISE | PENNS WOODS BANCORP INC | 33,300 | 24.33 USD | |
| 07 Feb 2025 | TAX_WITHHOLDING | PENNS WOODS BANCORP INC | 25,293 | 31.90 USD | |
| 07 Feb 2025 | EXERCISE | PENNS WOODS BANCORP INC | 25,000 | 25.34 USD | |
| 07 Feb 2025 | TAX_WITHHOLDING | PENNS WOODS BANCORP INC | 19,858 | 31.90 USD | |
| 07 Feb 2025 | EXERCISE | PENNS WOODS BANCORP INC | 12,000 | 28.01 USD | |
| 07 Feb 2025 | TAX_WITHHOLDING | PENNS WOODS BANCORP INC | 10,536 | 31.90 USD | |
| 07 Feb 2025 | EXERCISE | PENNS WOODS BANCORP INC | 33,300 | 0.00 USD | deriv |
| 07 Feb 2025 | EXERCISE | PENNS WOODS BANCORP INC | 33,300 | 0.00 USD | deriv |
| 07 Feb 2025 | EXERCISE | PENNS WOODS BANCORP INC | 25,000 | 0.00 USD | deriv |
| 07 Feb 2025 | EXERCISE | PENNS WOODS BANCORP INC | 12,000 | 0.00 USD | deriv |
| 31 Dec 2024 | OTHER | PENNS WOODS BANCORP INC | 1,803 | 0.00 USD | |
| 30 Apr 2024 | PURCHASE | PENNS WOODS BANCORP INC | 1,670 | 17.30 USD | first after silenceanomaly |
| 30 Apr 2024 | PURCHASE | PENNS WOODS BANCORP INC | 1,000 | 17.35 USD | |
| 31 Dec 2023 | OTHER | PENNS WOODS BANCORP INC | 1,328 | 0.00 USD |
2 purchases reported after at least 12 months of silence — most recent on 30 Apr 2024.