Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| FIRST NIAGARA FINANCIAL GROUP INC | 77,180 | reported | 22 May 2004 | tx 5+17,200−1,883 |
| NBT BANCORP INC | 71,705 | reported | 19 May 2026 | tx 4+1,050−33,103 |
| EVANS BANCORP INC | 0 | reported | 02 May 2025 | tx 182+285,848.11−304,982.54 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 19 May 2026 | GRANT_AWARD | NBT BANCORP INC | 1,050 | 0.00 USD | |
| 30 Oct 2025 | GIFT | NBT BANCORP INC | 12,255 | 0.00 USD | |
| 13 Aug 2025 | SALE | NBT BANCORP INC | 19,603 | 43.42 USD | |
| 03 Jun 2025 | GIFT | NBT BANCORP INC | 1,245 | 0.00 USD | |
| 02 May 2025 | OTHER | EVANS BANCORP INC | 115,230.54 | — | |
| 30 Apr 2025 | OTHER | EVANS BANCORP INC | 4,520 | — | deriv |
| 30 Apr 2025 | OTHER | EVANS BANCORP INC | 6,961 | — | deriv |
| 30 Apr 2025 | OTHER | EVANS BANCORP INC | 3,821 | — | deriv |
| 30 Apr 2025 | OTHER | EVANS BANCORP INC | 1,909 | — | deriv |
| 30 Apr 2025 | OTHER | EVANS BANCORP INC | 2,692 | — | deriv |
| 30 Apr 2025 | OTHER | EVANS BANCORP INC | 3,376 | — | deriv |
| 23 Apr 2025 | TAX_WITHHOLDING | EVANS BANCORP INC | 4,999 | 38.10 USD | |
| 21 Apr 2025 | EXERCISE | EVANS BANCORP INC | 5,440 | 35.94 USD | |
| 21 Apr 2025 | EXERCISE | EVANS BANCORP INC | 7,470 | 35.94 USD | |
| 21 Apr 2025 | EXERCISE | EVANS BANCORP INC | 5,440 | 35.94 USD | deriv |
| 21 Apr 2025 | EXERCISE | EVANS BANCORP INC | 7,470 | 35.94 USD | deriv |
| 24 Mar 2025 | TAX_WITHHOLDING | EVANS BANCORP INC | 368 | 39.31 USD | |
| 21 Mar 2025 | EXERCISE | EVANS BANCORP INC | 798 | 38.71 USD | |
| 21 Mar 2025 | EXERCISE | EVANS BANCORP INC | 798 | 38.71 USD | deriv |
| 19 Mar 2025 | EXERCISE | EVANS BANCORP INC | 3,335 | 39.52 USD | |
| 20 Mar 2025 | TAX_WITHHOLDING | EVANS BANCORP INC | 1,638 | 39.30 USD | |
| 19 Mar 2025 | EXERCISE | EVANS BANCORP INC | 3,335 | 39.52 USD | deriv |
| 17 Mar 2025 | EXERCISE | EVANS BANCORP INC | 706 | 39.01 USD | |
| 17 Mar 2025 | EXERCISE | EVANS BANCORP INC | 1,270 | 39.01 USD | |
| 18 Mar 2025 | TAX_WITHHOLDING | EVANS BANCORP INC | 593 | 39.03 USD |
7 purchases reported after at least 12 months of silence — most recent on 11 Jul 2023.