Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 17 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 |
|---|---|---|---|---|
| M/I HOMES, INC. | 1,409,614 | reported | 28 Mar 2006 | tx 5−8,303 |
| Dime Community Bancshares, Inc. /NY/ | 1,034,158 | reported | 09 Sept 2025 | tx 97+2,192,058.31−598,165 |
| Regional Management Corp. | 425,606 | reported | 23 Feb 2026 | tx 57+140,566−408,094 |
| TRI COUNTY FINANCIAL CORP /MD/ | 2,259 | reported | 24 May 2016 | tx 4+51,457−50,008 |
| HUDSON VALLEY HOLDING CORP | 0 | reported | 30 Jun 2015 | tx 11+1,000−1,971,074 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 23 Feb 2026 | SALE | Regional Management Corp. | 57 | 34.05 USD | |
| 23 Feb 2026 | SALE | Regional Management Corp. | 980 | 34.05 USD | |
| 23 Feb 2026 | SALE | Regional Management Corp. | 22 | 34.05 USD | |
| 23 Feb 2026 | SALE | Regional Management Corp. | 259 | 34.05 USD | |
| 23 Feb 2026 | SALE | Regional Management Corp. | 1,310 | 34.05 USD | |
| 20 Feb 2026 | SALE | Regional Management Corp. | 632 | 34.51 USD | |
| 20 Feb 2026 | SALE | Regional Management Corp. | 2,391 | 34.51 USD | |
| 20 Feb 2026 | SALE | Regional Management Corp. | 138 | 34.51 USD | |
| 20 Feb 2026 | SALE | Regional Management Corp. | 3,201 | 34.51 USD | |
| 20 Feb 2026 | SALE | Regional Management Corp. | 54 | 34.51 USD | |
| 09 Sept 2025 | SALE | Dime Community Bancshares, Inc. /NY/ | 9,000 | 30.33 USD | |
| 22 May 2025 | GRANT_AWARD | Regional Management Corp. | 4,491 | 0.00 USD | |
| 31 Jan 2025 | PURCHASE | Dime Community Bancshares, Inc. /NY/ | 1,043 | 31.23 USD | |
| 12 Nov 2024 | PURCHASE | Dime Community Bancshares, Inc. /NY/ | 29,000 | 32.00 USD | first after silence |
| 01 Oct 2024 | GRANT_AWARD | Dime Community Bancshares, Inc. /NY/ | 620 | 0.00 USD | |
| 01 Jul 2024 | GRANT_AWARD | Dime Community Bancshares, Inc. /NY/ | 876 | 0.00 USD | |
| 08 Sept 2023 | SALE | Dime Community Bancshares, Inc. /NY/ | 10,786 | 20.63 USD | |
| 08 Sept 2023 | PURCHASE | Dime Community Bancshares, Inc. /NY/ | 284 | 20.64 USD | |
| 08 Sept 2023 | PURCHASE | Dime Community Bancshares, Inc. /NY/ | 23,015 | 20.64 USD | |
| 08 Sept 2023 | PURCHASE | Dime Community Bancshares, Inc. /NY/ | 7,651 | 20.64 USD | |
| 08 Sept 2023 | PURCHASE | Dime Community Bancshares, Inc. /NY/ | 391 | 20.64 USD | |
| 08 Sept 2023 | PURCHASE | Dime Community Bancshares, Inc. /NY/ | 19,297 | 20.64 USD | |
| 08 Sept 2023 | SALE | Dime Community Bancshares, Inc. /NY/ | 39,853 | 20.63 USD | |
| 30 Aug 2023 | SALE | Dime Community Bancshares, Inc. /NY/ | 231,286 | 21.61 USD | |
| 30 Aug 2023 | PURCHASE | Dime Community Bancshares, Inc. /NY/ | 127,076 | 21.63 USD |
4 purchases reported after at least 12 months of silence — most recent on 12 Nov 2024.