Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| WATERSIDE CAPITAL CORP | 194,990 | reported | 05 Jun 2006 | tx 3+87,375 |
| HERITAGE BANKSHARES INC /VA | 40,953 | reported | 18 Dec 2012 | tx 62+91,415−34,286 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 18 Dec 2012 | GIFT | HERITAGE BANKSHARES INC /VA | 368 | 0.00 USD | |
| 14 Dec 2012 | GIFT | HERITAGE BANKSHARES INC /VA | 4,000 | 0.00 USD | |
| 18 Jun 2012 | PURCHASE | HERITAGE BANKSHARES INC /VA | 1,456 | 12.20 USD | |
| 14 Mar 2012 | PURCHASE | HERITAGE BANKSHARES INC /VA | 1,500 | 12.50 USD | |
| 23 Dec 2011 | PURCHASE | HERITAGE BANKSHARES INC /VA | 1,000 | 11.50 USD | |
| 21 Dec 2011 | PURCHASE | HERITAGE BANKSHARES INC /VA | 1,500 | 12.25 USD | |
| 21 Dec 2011 | PURCHASE | HERITAGE BANKSHARES INC /VA | 500 | 11.50 USD | |
| 13 Dec 2011 | GIFT | HERITAGE BANKSHARES INC /VA | 2,212 | 0.00 USD | |
| 16 Nov 2011 | PURCHASE | HERITAGE BANKSHARES INC /VA | 1,500 | 12.19 USD | |
| 24 May 2011 | PURCHASE | HERITAGE BANKSHARES INC /VA | 46 | 12.15 USD | |
| 24 May 2011 | PURCHASE | HERITAGE BANKSHARES INC /VA | 1,050 | 12.40 USD | |
| 06 May 2011 | PURCHASE | HERITAGE BANKSHARES INC /VA | 200 | 12.65 USD | first after silence |
| 06 Dec 2010 | GIFT | HERITAGE BANKSHARES INC /VA | 2,030 | 0.00 USD | |
| 06 Dec 2010 | GIFT | HERITAGE BANKSHARES INC /VA | 2,030 | 0.00 USD | |
| 17 Mar 2010 | PURCHASE | HERITAGE BANKSHARES INC /VA | 2,253 | 10.50 USD | |
| 23 Dec 2009 | PURCHASE | HERITAGE BANKSHARES INC /VA | 2,768 | 9.90 USD | |
| 30 Nov 2009 | GIFT | HERITAGE BANKSHARES INC /VA | 2,672 | 0.00 USD | |
| 30 Nov 2009 | GIFT | HERITAGE BANKSHARES INC /VA | 2,672 | 0.00 USD | |
| 30 Nov 2009 | GIFT | HERITAGE BANKSHARES INC /VA | 2,672 | 0.00 USD | |
| 20 Nov 2009 | GIFT | HERITAGE BANKSHARES INC /VA | 2,690 | 0.00 USD | |
| 30 Sept 2009 | PURCHASE | HERITAGE BANKSHARES INC /VA | 2,000 | 10.22 USD | |
| 23 Sept 2009 | EXERCISE | HERITAGE BANKSHARES INC /VA | 4,000 | 6.15 USD | |
| 23 Sept 2009 | EXERCISE | HERITAGE BANKSHARES INC /VA | 4,000 | 0.00 USD | deriv |
| 01 Sept 2009 | PURCHASE | HERITAGE BANKSHARES INC /VA | 437 | 10.10 USD | |
| 31 Aug 2009 | PURCHASE | HERITAGE BANKSHARES INC /VA | 80 | 10.10 USD |
3 purchases reported after at least 12 months of silence — most recent on 06 May 2011.