Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 11 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 |
|---|---|---|---|---|
| FIDELITY D & D BANCORP INC | 183,727.96 | reported | 18 Feb 2026 | tx 55+52,713.5−2,500 |
| Direct Pet Health Holdings Inc | 87,726.11 | reported | 03 Feb 2015 | tx 1+400 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 18 Feb 2026 | GRANT_AWARD | FIDELITY D & D BANCORP INC | 2,500 | 45.11 USD | |
| 05 Feb 2026 | PURCHASE | FIDELITY D & D BANCORP INC | 10,414.5 | 48.01 USD | |
| 20 Feb 2025 | PURCHASE | FIDELITY D & D BANCORP INC | 1,000 | 45.00 USD | first after silence |
| 18 Feb 2025 | GRANT_AWARD | FIDELITY D & D BANCORP INC | 1,900 | 45.09 USD | |
| 20 Feb 2024 | GRANT_AWARD | FIDELITY D & D BANCORP INC | 1,250 | 46.96 USD | |
| 02 Jun 2023 | PURCHASE | FIDELITY D & D BANCORP INC | 1,000 | 39.47 USD | |
| 21 Feb 2023 | GRANT_AWARD | FIDELITY D & D BANCORP INC | 2,000 | 49.43 USD | |
| 29 Jun 2022 | PURCHASE | FIDELITY D & D BANCORP INC | 1,000 | 41.60 USD | |
| 25 May 2022 | PURCHASE | FIDELITY D & D BANCORP INC | 1,000 | 36.80 USD | |
| 01 Apr 2022 | PURCHASE | FIDELITY D & D BANCORP INC | 1,000 | 47.95 USD | |
| 10 May 2022 | PURCHASE | FIDELITY D & D BANCORP INC | 650 | 37.64 USD | |
| 15 Feb 2022 | GRANT_AWARD | FIDELITY D & D BANCORP INC | 1,800 | 49.85 USD | |
| 09 Sept 2021 | PURCHASE | FIDELITY D & D BANCORP INC | 726 | 53.00 USD | |
| 19 Aug 2021 | PURCHASE | FIDELITY D & D BANCORP INC | 56 | 52.00 USD | |
| 17 Aug 2021 | PURCHASE | FIDELITY D & D BANCORP INC | 125 | 52.00 USD | |
| 05 Aug 2021 | PURCHASE | FIDELITY D & D BANCORP INC | 93 | 52.00 USD | first after silence |
| 16 Feb 2021 | GRANT_AWARD | FIDELITY D & D BANCORP INC | 1,250 | 52.00 USD | |
| 26 May 2020 | PURCHASE | FIDELITY D & D BANCORP INC | 1,000 | — | first after silence |
| 28 Sept 2017 | OTHER | FIDELITY D & D BANCORP INC | 2,330 | — | |
| 28 Sept 2017 | OTHER | FIDELITY D & D BANCORP INC | 385 | — | |
| 04 Feb 2020 | GRANT_AWARD | FIDELITY D & D BANCORP INC | 750 | 56.63 USD | |
| 05 Feb 2019 | GRANT_AWARD | FIDELITY D & D BANCORP INC | 700 | 59.70 USD | |
| 06 Feb 2018 | PURCHASE | FIDELITY D & D BANCORP INC | 1,050 | 49.50 USD | |
| 12 Sept 2017 | EXERCISE | FIDELITY D & D BANCORP INC | 2,500 | 28.90 USD | |
| 12 Sept 2017 | EXERCISE | FIDELITY D & D BANCORP INC | 2,500 | 0.00 USD | deriv |
7 purchases reported after at least 12 months of silence — most recent on 20 Feb 2025.