Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 20 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 |
|---|---|---|---|---|
| Beacon Financial Corp | 153,738 | reported | 29 Aug 2025 | tx 35+179,899−54,068 |
| WEBSTER FINANCIAL CORP | 49,766 | reported | 02 Mar 2020 | tx 137+148,865−98,099 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 29 Aug 2025 | GRANT_AWARD | Beacon Financial Corp | 38,327 | 0.00 USD | |
| 29 Aug 2025 | TAX_WITHHOLDING | Beacon Financial Corp | 24,907 | 26.13 USD | |
| 03 Mar 2025 | TAX_WITHHOLDING | Beacon Financial Corp | 4,596 | 28.11 USD | |
| 03 Mar 2025 | GRANT_AWARD | Beacon Financial Corp | 9,505 | 0.00 USD | |
| 30 Jan 2025 | TAX_WITHHOLDING | Beacon Financial Corp | 3,751 | 29.13 USD | |
| 25 Apr 2024 | PURCHASE | Beacon Financial Corp | 1,100 | 22.02 USD | |
| 06 Feb 2024 | GRANT_AWARD | Beacon Financial Corp | 31,042 | 0.00 USD | |
| 06 Feb 2024 | TAX_WITHHOLDING | Beacon Financial Corp | 10,429 | 22.32 USD | |
| 30 Jan 2024 | TAX_WITHHOLDING | Beacon Financial Corp | 4,085 | 25.05 USD | |
| 30 Jan 2024 | GRANT_AWARD | Beacon Financial Corp | 14,000 | 0.00 USD | |
| 12 Sept 2023 | PURCHASE | Beacon Financial Corp | 1,000 | 19.82 USD | |
| 25 Jul 2023 | PURCHASE | Beacon Financial Corp | 1,500 | 22.29 USD | |
| 02 May 2023 | PURCHASE | Beacon Financial Corp | 200 | 19.52 USD | |
| 02 May 2023 | PURCHASE | Beacon Financial Corp | 327 | 19.52 USD | |
| 02 May 2023 | PURCHASE | Beacon Financial Corp | 210 | 19.53 USD | |
| 02 May 2023 | PURCHASE | Beacon Financial Corp | 200 | 19.54 USD | |
| 02 May 2023 | PURCHASE | Beacon Financial Corp | 1,163 | 19.55 USD | |
| 15 Mar 2023 | PURCHASE | Beacon Financial Corp | 3,600 | 24.62 USD | |
| 15 Mar 2023 | PURCHASE | Beacon Financial Corp | 300 | 24.61 USD | |
| 30 Jan 2023 | TAX_WITHHOLDING | Beacon Financial Corp | 3,092 | 30.36 USD | |
| 30 Jan 2023 | GRANT_AWARD | Beacon Financial Corp | 11,552 | 0.00 USD | |
| 10 May 2022 | PURCHASE | Beacon Financial Corp | 1,500 | 25.13 USD | |
| 30 Jan 2022 | TAX_WITHHOLDING | Beacon Financial Corp | 1,708 | 28.92 USD | |
| 30 Jan 2022 | GRANT_AWARD | Beacon Financial Corp | 11,256 | 0.00 USD | |
| 25 Jan 2022 | PURCHASE | Beacon Financial Corp | 2,700 | 29.48 USD |