Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 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 |
|---|---|---|---|---|
| SPARTAN STORES INC | 7,847 | reported | 22 Sept 2025 | tx 8+28,076−28,076 |
| COMMUNITY FINANCIAL SYSTEM, INC. | 7,630.89 | reported | 17 Mar 2026 | tx 16+11,348 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 17 Mar 2026 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 1,220 | 0.00 USD | deriv |
| 22 Sept 2025 | OTHER | SPARTAN STORES INC | 12,484 | 26.90 USD | |
| 22 Sept 2025 | OTHER | SPARTAN STORES INC | 7,847 | 26.90 USD | |
| 18 Mar 2025 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 1,225 | 0.00 USD | deriv |
| 15 Mar 2025 | EXERCISE | SPARTAN STORES INC | 7,745 | — | |
| 15 Mar 2025 | EXERCISE | SPARTAN STORES INC | 7,745 | — | deriv |
| 11 Mar 2025 | GRANT_AWARD | SPARTAN STORES INC | 7,847 | 0.00 USD | |
| 05 Nov 2024 | PURCHASE | COMMUNITY FINANCIAL SYSTEM, INC. | 320 | 62.20 USD | |
| 07 Jun 2024 | PURCHASE | SPARTAN STORES INC | 1,000 | 19.45 USD | first after silence |
| 19 Mar 2024 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 1,395 | 0.00 USD | deriv |
| 05 Mar 2024 | GRANT_AWARD | SPARTAN STORES INC | 7,745 | 0.00 USD | deriv |
| 15 Sept 2023 | GRANT_AWARD | SPARTAN STORES INC | 3,739 | 0.00 USD | |
| 20 Mar 2023 | PURCHASE | COMMUNITY FINANCIAL SYSTEM, INC. | 1,000 | 55.42 USD | |
| 14 Mar 2023 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 1,154 | 0.00 USD | deriv |
| 29 Apr 2022 | PURCHASE | COMMUNITY FINANCIAL SYSTEM, INC. | 180 | 66.37 USD | |
| 15 Mar 2022 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 644 | 0.00 USD | deriv |
| 20 May 2021 | PURCHASE | COMMUNITY FINANCIAL SYSTEM, INC. | 439 | 79.81 USD | first after silence |
| 16 Mar 2021 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 569 | 0.00 USD | deriv |
| 28 Oct 2020 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 172 | 0.00 USD | deriv |
| 26 Mar 2020 | PURCHASE | COMMUNITY FINANCIAL SYSTEM, INC. | 675 | 54.20 USD | |
| 17 Mar 2020 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 667 | 0.00 USD | deriv |
| 26 Nov 2019 | PURCHASE | COMMUNITY FINANCIAL SYSTEM, INC. | 368 | 67.62 USD |
2 purchases reported after at least 12 months of silence — most recent on 07 Jun 2024.