Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 6 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 |
|---|---|---|---|---|
| OLD POINT FINANCIAL CORP | 633,889 | reported | 04 Jun 2024 | tx 16+6,969−20,500 |
| MUTUALFIRST FINANCIAL INC | 137,413 | reported | 06 Nov 2015 | tx 1+18,750 |
| BANC OF CALIFORNIA, INC. | 35,708 | reported | 17 Sept 2025 | tx 25+122,907−534,650 |
| STATE BANCORP INC | 2,875 | reported | 03 Jan 2011 | tx 5+7,875 |
| BCSB Bancorp Inc. | 0 | reported | 14 Feb 2014 | tx 7+5,500−318,424 |
| PENNSYLVANIA COMMERCE BANCORP INC | 0 | reported | 13 Feb 2016 | tx 5−1,246,929 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 17 Sept 2025 | GIFT | BANC OF CALIFORNIA, INC. | 29,825 | 0.00 USD | |
| 10 Jun 2025 | SALE | BANC OF CALIFORNIA, INC. | 37,500 | 14.20 USD | |
| 06 Jun 2025 | SALE | BANC OF CALIFORNIA, INC. | 157 | 14.00 USD | |
| 09 Jun 2025 | SALE | BANC OF CALIFORNIA, INC. | 37,343 | 14.03 USD | |
| 07 May 2025 | GRANT_AWARD | BANC OF CALIFORNIA, INC. | 5,883 | 0.00 USD | |
| 04 Sept 2024 | SALE | BANC OF CALIFORNIA, INC. | 18,750 | 14.00 USD | |
| 05 Sept 2024 | SALE | BANC OF CALIFORNIA, INC. | 74,113 | 14.20 USD | |
| 05 Sept 2024 | SALE | BANC OF CALIFORNIA, INC. | 50,887 | 14.20 USD | |
| 04 Sept 2024 | SALE | BANC OF CALIFORNIA, INC. | 56,250 | 14.00 USD | |
| 03 Jun 2024 | PURCHASE | OLD POINT FINANCIAL CORP | 3,100 | 15.00 USD | |
| 04 Jun 2024 | PURCHASE | OLD POINT FINANCIAL CORP | 3,769 | 14.75 USD | |
| 09 May 2024 | GRANT_AWARD | BANC OF CALIFORNIA, INC. | 5,366 | 0.00 USD | |
| 14 Mar 2024 | PURCHASE | BANC OF CALIFORNIA, INC. | 7,500 | 14.48 USD | |
| 01 Mar 2024 | PURCHASE | BANC OF CALIFORNIA, INC. | 15,000 | 14.44 USD | |
| 29 Feb 2024 | PURCHASE | BANC OF CALIFORNIA, INC. | 10,000 | 21.40 USD | |
| 08 Dec 2023 | GRANT_AWARD | BANC OF CALIFORNIA, INC. | 3,203 | 0.00 USD | |
| 05 Dec 2023 | SALE | BANC OF CALIFORNIA, INC. | 200,000 | 12.67 USD | |
| 17 May 2023 | OTHER | OLD POINT FINANCIAL CORP | 1,100 | — | |
| 16 Jun 2023 | PURCHASE | OLD POINT FINANCIAL CORP | 100 | 15.60 USD | first after silence |
| 26 May 2023 | OTHER | OLD POINT FINANCIAL CORP | 4,200 | — | |
| 10 May 2023 | OTHER | OLD POINT FINANCIAL CORP | 1,100 | — | |
| 11 May 2023 | OTHER | OLD POINT FINANCIAL CORP | 1,100 | — | |
| 12 May 2023 | OTHER | OLD POINT FINANCIAL CORP | 1,100 | — | |
| 15 May 2023 | OTHER | OLD POINT FINANCIAL CORP | 1,100 | — | |
| 16 May 2023 | OTHER | OLD POINT FINANCIAL CORP | 1,100 | — |
2 purchases reported after at least 12 months of silence — most recent on 16 Jun 2023.