Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 6 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 |
|---|---|---|---|---|
| Origin Bancorp, Inc. | 56,643 | reported | 20 May 2026 | tx 38+30,825−9,491 |
| Encore Bancshares Inc | 0 | reported | 02 Jul 2012 | tx 18+130,550−130,550 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 May 2026 | EXERCISE | Origin Bancorp, Inc. | 959 | — | |
| 20 May 2026 | EXERCISE | Origin Bancorp, Inc. | 959 | 0.00 USD | deriv |
| 20 Feb 2026 | EXERCISE | Origin Bancorp, Inc. | 802 | — | |
| 20 Feb 2026 | GRANT_AWARD | Origin Bancorp, Inc. | 2,275 | 0.00 USD | deriv |
| 20 Feb 2026 | EXERCISE | Origin Bancorp, Inc. | 802 | 0.00 USD | deriv |
| 17 Feb 2026 | OTHER | Origin Bancorp, Inc. | 799 | — | |
| 17 Feb 2026 | EXERCISE | Origin Bancorp, Inc. | 799 | — | |
| 17 Feb 2026 | EXERCISE | Origin Bancorp, Inc. | 799 | 0.00 USD | deriv |
| 17 Feb 2026 | EXERCISE | Origin Bancorp, Inc. | 799 | 0.00 USD | deriv |
| 27 Oct 2025 | PURCHASE | Origin Bancorp, Inc. | 6,500 | 34.27 USD | first after silence |
| 27 Oct 2025 | PURCHASE | Origin Bancorp, Inc. | 1,000 | 34.25 USD | |
| 20 May 2025 | TAX_WITHHOLDING | Origin Bancorp, Inc. | 221 | 33.89 USD | |
| 20 May 2025 | EXERCISE | Origin Bancorp, Inc. | 959 | — | |
| 20 May 2025 | EXERCISE | Origin Bancorp, Inc. | 959 | 0.00 USD | deriv |
| 20 Feb 2025 | GRANT_AWARD | Origin Bancorp, Inc. | 2,406 | 0.00 USD | deriv |
| 18 Feb 2025 | GRANT_AWARD | Origin Bancorp, Inc. | 1,123 | 0.00 USD | |
| 18 Feb 2025 | EXERCISE | Origin Bancorp, Inc. | 586 | — | |
| 17 Feb 2025 | EXERCISE | Origin Bancorp, Inc. | 799 | — | |
| 17 Feb 2025 | OTHER | Origin Bancorp, Inc. | 799 | — | |
| 18 Feb 2025 | EXERCISE | Origin Bancorp, Inc. | 586 | 0.00 USD | deriv |
| 17 Feb 2025 | GRANT_AWARD | Origin Bancorp, Inc. | 799 | 0.00 USD | deriv |
| 17 Feb 2025 | EXERCISE | Origin Bancorp, Inc. | 799 | 0.00 USD | deriv |
| 20 May 2024 | GRANT_AWARD | Origin Bancorp, Inc. | 2,877 | 0.00 USD | deriv |
| 17 Feb 2024 | EXERCISE | Origin Bancorp, Inc. | 798 | — | |
| 17 Feb 2024 | OTHER | Origin Bancorp, Inc. | 798 | — |
3 purchases reported after at least 12 months of silence — most recent on 27 Oct 2025.