Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| PROVIDENT FINANCIAL SERVICES INC | 109,262.125 | reported | 08 May 2026 | tx 21+21,311−22,596.88 |
| SUSSEX BANCORP | 0 | reported | 31 Jul 2020 | tx 102+93,852.55−201,268.55 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 buys in history.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 08 May 2026 | SALE | PROVIDENT FINANCIAL SERVICES INC | 2,556 | 22.40 USD | |
| 03 Mar 2026 | TAX_WITHHOLDING | PROVIDENT FINANCIAL SERVICES INC | 302 | 21.42 USD | |
| 03 Mar 2026 | GRANT_AWARD | PROVIDENT FINANCIAL SERVICES INC | 1,301 | 0.00 USD | |
| 03 Mar 2026 | TAX_WITHHOLDING | PROVIDENT FINANCIAL SERVICES INC | 477 | 21.42 USD | |
| 03 Mar 2026 | GRANT_AWARD | PROVIDENT FINANCIAL SERVICES INC | 2,640 | 0.00 USD | |
| 06 Nov 2025 | SALE | PROVIDENT FINANCIAL SERVICES INC | 8,261.88 | 18.35 USD | |
| 13 Mar 2025 | PURCHASE | PROVIDENT FINANCIAL SERVICES INC | 1,000 | 16.73 USD | first after silence |
| 03 Mar 2025 | GRANT_AWARD | PROVIDENT FINANCIAL SERVICES INC | 2,471 | 0.00 USD | |
| 02 Mar 2025 | GRANT_AWARD | PROVIDENT FINANCIAL SERVICES INC | 2,054 | 0.00 USD | |
| 04 Mar 2024 | GRANT_AWARD | PROVIDENT FINANCIAL SERVICES INC | 2,260 | 0.00 USD | |
| 03 Mar 2024 | GRANT_AWARD | PROVIDENT FINANCIAL SERVICES INC | 3,331 | 0.00 USD | |
| 05 Feb 2024 | PURCHASE | PROVIDENT FINANCIAL SERVICES INC | 1,000 | 15.86 USD | |
| 05 Feb 2024 | PURCHASE | PROVIDENT FINANCIAL SERVICES INC | 94 | 15.73 USD | |
| 05 May 2023 | PURCHASE | PROVIDENT FINANCIAL SERVICES INC | 1,500 | 15.66 USD | |
| 10 Mar 2023 | PURCHASE | PROVIDENT FINANCIAL SERVICES INC | 1,500 | 20.62 USD | first after silence |
| 03 Mar 2023 | GRANT_AWARD | PROVIDENT FINANCIAL SERVICES INC | 1,369 | 0.00 USD | |
| 17 May 2022 | SALE | PROVIDENT FINANCIAL SERVICES INC | 3,000 | 22.15 USD | |
| 11 May 2022 | SALE | PROVIDENT FINANCIAL SERVICES INC | 3,000 | 22.23 USD | |
| 02 Mar 2022 | GRANT_AWARD | PROVIDENT FINANCIAL SERVICES INC | 791 | 0.00 USD | |
| 14 May 2021 | SALE | PROVIDENT FINANCIAL SERVICES INC | 2,000 | 25.43 USD | |
| 31 Jul 2020 | OTHER | SUSSEX BANCORP | 82,515.55 | — | |
| 12 Feb 2020 | GRANT_AWARD | SUSSEX BANCORP | 5,080 | 0.00 USD | |
| 04 Nov 2019 | SALE | SUSSEX BANCORP | 2,000 | 22.27 USD | |
| 16 Sept 2019 | SALE | SUSSEX BANCORP | 2,500 | 23.90 USD | |
| 28 Aug 2019 | SALE | SUSSEX BANCORP | 2,187 | 2187.00 USD |
5 purchases reported after at least 12 months of silence — most recent on 13 Mar 2025.