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 |
|---|---|---|---|---|
| ALERUS FINANCIAL CORP | 19,022 | reported | 26 Feb 2026 | tx 29+139,408−28,233 |
| MidWestOne Financial Group, Inc. | 3,900 | reported | 15 Feb 2017 | tx 1+1,800 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 26 Feb 2026 | EXERCISE | ALERUS FINANCIAL CORP | 9,363 | 0.00 USD | |
| 26 Feb 2026 | TAX_WITHHOLDING | ALERUS FINANCIAL CORP | 2,866 | 25.45 USD | |
| 26 Feb 2026 | EXERCISE | ALERUS FINANCIAL CORP | 9,363 | 0.00 USD | deriv |
| 26 Feb 2026 | GRANT_AWARD | ALERUS FINANCIAL CORP | 19,022 | 0.00 USD | deriv |
| 23 Feb 2026 | TAX_WITHHOLDING | ALERUS FINANCIAL CORP | 2,025 | 25.45 USD | |
| 21 Feb 2026 | EXERCISE | ALERUS FINANCIAL CORP | 5,572 | — | |
| 21 Feb 2026 | EXERCISE | ALERUS FINANCIAL CORP | 5,572 | 0.00 USD | deriv |
| 26 Feb 2025 | GRANT_AWARD | ALERUS FINANCIAL CORP | 21,197 | 0.00 USD | deriv |
| 03 Feb 2025 | EXERCISE | ALERUS FINANCIAL CORP | 3,858 | — | |
| 03 Feb 2025 | EXERCISE | ALERUS FINANCIAL CORP | 3,858 | 0.00 USD | deriv |
| 01 Nov 2024 | PURCHASE | ALERUS FINANCIAL CORP | 1,000 | 20.30 USD | first after silence |
| 27 Feb 2024 | EXERCISE | ALERUS FINANCIAL CORP | 3,234 | 0.00 USD | |
| 27 Feb 2024 | GRANT_AWARD | ALERUS FINANCIAL CORP | 16,484 | 0.00 USD | deriv |
| 27 Feb 2024 | EXERCISE | ALERUS FINANCIAL CORP | 3,234 | 0.00 USD | deriv |
| 17 Feb 2024 | EXERCISE | ALERUS FINANCIAL CORP | 1,437 | — | |
| 17 Feb 2024 | EXERCISE | ALERUS FINANCIAL CORP | 1,437 | 0.00 USD | deriv |
| 21 Feb 2023 | GRANT_AWARD | ALERUS FINANCIAL CORP | 13,931 | 0.00 USD | deriv |
| 12 May 2023 | PURCHASE | ALERUS FINANCIAL CORP | 1,438 | 13.90 USD | |
| 17 Mar 2023 | PURCHASE | ALERUS FINANCIAL CORP | 905 | 16.56 USD | |
| 08 Mar 2023 | PURCHASE | ALERUS FINANCIAL CORP | 789 | 18.94 USD | |
| 19 Feb 2023 | GRANT_AWARD | ALERUS FINANCIAL CORP | 6,695 | 0.00 USD | |
| 16 Jun 2022 | PURCHASE | ALERUS FINANCIAL CORP | 1,000 | 22.98 USD | |
| 02 May 2022 | PURCHASE | ALERUS FINANCIAL CORP | 994 | 25.10 USD | first after silence |
| 21 Feb 2022 | GRANT_AWARD | ALERUS FINANCIAL CORP | 6,791 | 0.00 USD | |
| 03 Feb 2022 | GRANT_AWARD | ALERUS FINANCIAL CORP | 9,646 | 0.00 USD | deriv |
2 purchases reported after at least 12 months of silence — most recent on 01 Nov 2024.