Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 7 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 |
|---|---|---|---|---|
| CODORUS VALLEY BANCORP INC | 10,987.42 | reported | 14 Jun 2024 | tx 18+9,767 |
| ORRSTOWN FINANCIAL SERVICES INC | 2,500 | reported | 05 May 2026 | tx 6+14,613−2,500 |
| PENNSYLVANIA COMMERCE BANCORP INC | 0 | reported | 13 Feb 2016 | tx 11+17,534−19,884 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 05 May 2026 | GRANT_AWARD | ORRSTOWN FINANCIAL SERVICES INC | 1,500 | 0.00 USD | |
| 05 Feb 2026 | SALE | ORRSTOWN FINANCIAL SERVICES INC | 2,500 | 38.62 USD | |
| 29 Jan 2026 | GRANT_AWARD | ORRSTOWN FINANCIAL SERVICES INC | 1,000 | 0.00 USD | |
| 06 May 2025 | GRANT_AWARD | ORRSTOWN FINANCIAL SERVICES INC | 1,500 | 0.00 USD | |
| 30 Jan 2025 | GRANT_AWARD | ORRSTOWN FINANCIAL SERVICES INC | 1,000 | 0.00 USD | |
| 01 Jul 2024 | GRANT_AWARD | ORRSTOWN FINANCIAL SERVICES INC | 9,613 | 0.00 USD | |
| 14 Jun 2024 | GRANT_AWARD | CODORUS VALLEY BANCORP INC | 695 | 21.58 USD | |
| 12 Mar 2024 | GRANT_AWARD | CODORUS VALLEY BANCORP INC | 1,327 | 22.60 USD | |
| 10 Mar 2023 | GRANT_AWARD | CODORUS VALLEY BANCORP INC | 1,261 | 23.78 USD | |
| 03 Jan 2023 | PURCHASE | CODORUS VALLEY BANCORP INC | 250 | 23.99 USD | |
| 03 Oct 2022 | PURCHASE | CODORUS VALLEY BANCORP INC | 250 | 18.98 USD | |
| 01 Jul 2022 | PURCHASE | CODORUS VALLEY BANCORP INC | 250 | 22.80 USD | |
| 01 Apr 2022 | PURCHASE | CODORUS VALLEY BANCORP INC | 250 | 21.90 USD | |
| 15 Mar 2022 | GRANT_AWARD | CODORUS VALLEY BANCORP INC | 914 | 21.87 USD | |
| 03 Jan 2022 | PURCHASE | CODORUS VALLEY BANCORP INC | 250 | 21.69 USD | |
| 01 Oct 2021 | PURCHASE | CODORUS VALLEY BANCORP INC | 250 | 22.81 USD | |
| 20 Sept 2021 | PURCHASE | CODORUS VALLEY BANCORP INC | 1,000 | 21.21 USD | |
| 01 Apr 2021 | PURCHASE | CODORUS VALLEY BANCORP INC | 200 | 18.54 USD | |
| 09 Feb 2021 | GRANT_AWARD | CODORUS VALLEY BANCORP INC | 1,070 | 16.34 USD | |
| 04 Jan 2021 | PURCHASE | CODORUS VALLEY BANCORP INC | 200 | 17.08 USD | |
| 01 Oct 2020 | PURCHASE | CODORUS VALLEY BANCORP INC | 200 | 13.10 USD | |
| 01 Jul 2020 | PURCHASE | CODORUS VALLEY BANCORP INC | 200 | 13.76 USD | |
| 21 May 2020 | PURCHASE | CODORUS VALLEY BANCORP INC | 1,000 | 12.29 USD | |
| 13 Mar 2020 | PURCHASE | CODORUS VALLEY BANCORP INC | 200 | 17.00 USD | first after silence |
| 13 Feb 2016 | OTHER | PENNSYLVANIA COMMERCE BANCORP INC | 4,984 | — |
2 purchases reported after at least 12 months of silence — most recent on 13 Mar 2020.