Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 16 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 |
|---|---|---|---|---|
| UNITED FIRE GROUP INC | 85,533.539 | reported | 20 May 2026 | tx 84+86,156.54−19,732 |
| WEST BANCORPORATION INC | 53,195 | reported | 24 Nov 2025 | tx 29+69,021−15,826 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 May 2026 | GRANT_AWARD | UNITED FIRE GROUP INC | 2,082 | 48.04 USD | |
| 23 Jun 2025 | PURCHASE | UNITED FIRE GROUP INC | 158.52 | 29.04 USD | |
| 15 Sept 2025 | PURCHASE | UNITED FIRE GROUP INC | 144.41 | 32.05 USD | |
| 22 Dec 2025 | PURCHASE | UNITED FIRE GROUP INC | 124.99 | 37.21 USD | |
| 21 Nov 2025 | SALE | WEST BANCORPORATION INC | 5,826 | 22.00 USD | |
| 24 Nov 2025 | SALE | WEST BANCORPORATION INC | 10,000 | 21.71 USD | |
| 21 May 2025 | GRANT_AWARD | UNITED FIRE GROUP INC | 3,420 | 27.78 USD | |
| 24 Apr 2025 | GRANT_AWARD | WEST BANCORPORATION INC | 1,738 | 0.00 USD | |
| 24 Mar 2025 | PURCHASE | UNITED FIRE GROUP INC | 157.46 | 29.07 USD | |
| 14 Feb 2025 | PURCHASE | UNITED FIRE GROUP INC | 3,500 | 26.97 USD | |
| 16 Dec 2024 | PURCHASE | UNITED FIRE GROUP INC | 145.97 | 31.20 USD | |
| 16 Sept 2024 | PURCHASE | UNITED FIRE GROUP INC | 222.2 | 20.34 USD | |
| 26 Mar 2024 | PURCHASE | UNITED FIRE GROUP INC | 203.32 | 21.90 USD | |
| 17 Jun 2024 | PURCHASE | UNITED FIRE GROUP INC | 215.67 | 20.79 USD | |
| 09 Aug 2024 | PURCHASE | UNITED FIRE GROUP INC | 3,500 | 18.40 USD | |
| 15 May 2024 | GRANT_AWARD | UNITED FIRE GROUP INC | 3,219 | 23.30 USD | |
| 26 Apr 2024 | GRANT_AWARD | WEST BANCORPORATION INC | 1,945 | 0.00 USD | |
| 23 May 2023 | PURCHASE | UNITED FIRE GROUP INC | 5,000 | 23.32 USD | |
| 17 May 2023 | GRANT_AWARD | UNITED FIRE GROUP INC | 3,138 | 23.90 USD | |
| 08 May 2023 | PURCHASE | WEST BANCORPORATION INC | 5,000 | 16.00 USD | |
| 27 Apr 2023 | GRANT_AWARD | WEST BANCORPORATION INC | 1,868 | 0.00 USD | |
| 01 Mar 2023 | PURCHASE | WEST BANCORPORATION INC | 5,000 | 20.99 USD | |
| 14 Dec 2022 | PURCHASE | UNITED FIRE GROUP INC | 4,000 | 26.48 USD | |
| 06 Sept 2022 | PURCHASE | UNITED FIRE GROUP INC | 5,000 | 28.74 USD | |
| 18 May 2022 | GRANT_AWARD | UNITED FIRE GROUP INC | 1,905 | 0.00 USD |
3 purchases reported after at least 12 months of silence — most recent on 17 Sept 2021.