Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Meridian Corp | 20,000 | reported | 17 Nov 2025 | tx 69+132,337−24,638 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 29 buys in history.
1 purchase reported after at least 12 months of silence — most recent on 05 May 2023.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 17 Nov 2025 | GRANT_AWARD | Meridian Corp | 20,000 | 0.00 USD | deriv |
| 08 Aug 2025 | EXERCISE | Meridian Corp | 5,000 | 8.50 USD | |
| 08 Aug 2025 | EXERCISE | Meridian Corp | 5,000 | 8.50 USD | deriv |
| 08 May 2025 | PURCHASE | Meridian Corp | 111 | 13.61 USD | |
| 08 May 2025 | PURCHASE | Meridian Corp | 389 | 13.62 USD | |
| 08 May 2025 | PURCHASE | Meridian Corp | 100 | 13.36 USD | |
| 31 Jan 2025 | EXERCISE | Meridian Corp | 1,120 | 8.90 USD | |
| 31 Jan 2025 | EXERCISE | Meridian Corp | 2,880 | 8.50 USD | |
| 31 Jan 2025 | EXERCISE | Meridian Corp | 1,120 | 0.00 USD | deriv |
| 31 Jan 2025 | EXERCISE | Meridian Corp | 2,880 | 0.00 USD | deriv |
| 21 Nov 2024 | GRANT_AWARD | Meridian Corp | 20,000 | 0.00 USD | deriv |
| 09 Aug 2024 | PURCHASE | Meridian Corp | 1,500 | 10.68 USD | |
| 01 May 2024 | PURCHASE | Meridian Corp | 2,000 | 9.01 USD | |
| 02 May 2024 | PURCHASE | Meridian Corp | 500 | 8.87 USD | |
| 26 Feb 2024 | PURCHASE | Meridian Corp | 2,000 | 9.66 USD | |
| 19 Dec 2023 | EXERCISE | Meridian Corp | 1,120 | 8.50 USD | |
| 19 Dec 2023 | EXERCISE | Meridian Corp | 1,120 | 8.50 USD | deriv |
| 01 Nov 2023 | GRANT_AWARD | Meridian Corp | 10,000 | 0.00 USD | deriv |
| 01 Nov 2023 | PURCHASE | Meridian Corp | 7 | 9.99 USD | |
| 01 Nov 2023 | PURCHASE | Meridian Corp | 594 | 10.00 USD | |
| 01 Nov 2023 | PURCHASE | Meridian Corp | 7 | 10.01 USD | |
| 01 Nov 2023 | PURCHASE | Meridian Corp | 5 | 10.09 USD | |
| 01 Nov 2023 | PURCHASE | Meridian Corp | 848 | 10.10 USD | |
| 01 Nov 2023 | PURCHASE | Meridian Corp | 2 | 10.14 USD | |
| 01 Nov 2023 | PURCHASE | Meridian Corp | 28 | 10.15 USD |