Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 8 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 SECURITY BANCSHARES | 32,505.39 | reported | 24 Mar 2026 | tx 62+101,914.84−49,419.1 |
| FIRST FINANCIAL BANCORP /OH/ | 1,000 | reported | 23 Feb 2004 | tx 2+1,500 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 24 Mar 2026 | TAX_WITHHOLDING | UNITED SECURITY BANCSHARES | 3,036 | 0.00 USD | |
| 24 Mar 2026 | EXERCISE | UNITED SECURITY BANCSHARES | 7,391 | 0.00 USD | |
| 30 Oct 2025 | PURCHASE | UNITED SECURITY BANCSHARES | 283.17 | 9.14 USD | |
| 04 Aug 2025 | PURCHASE | UNITED SECURITY BANCSHARES | 292.25 | 8.73 USD | |
| 06 May 2025 | PURCHASE | UNITED SECURITY BANCSHARES | 282.17 | 8.93 USD | |
| 21 Jan 2025 | PURCHASE | UNITED SECURITY BANCSHARES | 249.06 | 9.99 USD | |
| 01 Dec 2025 | GRANT_AWARD | UNITED SECURITY BANCSHARES | 1,586 | 9.92 USD | |
| 01 Dec 2025 | GRANT_AWARD | UNITED SECURITY BANCSHARES | 1,683 | 9.92 USD | |
| 01 Aug 2024 | PURCHASE | UNITED SECURITY BANCSHARES | 351.78 | 8.10 USD | |
| 16 May 2024 | PURCHASE | UNITED SECURITY BANCSHARES | 383.02 | 7.32 USD | |
| 25 Jan 2024 | PURCHASE | UNITED SECURITY BANCSHARES | 336.16 | 8.22 USD | |
| 24 Oct 2024 | PURCHASE | UNITED SECURITY BANCSHARES | 326.23 | 8.86 USD | |
| 17 Dec 2024 | TAX_WITHHOLDING | UNITED SECURITY BANCSHARES | 472 | 0.00 USD | |
| 17 Dec 2024 | EXERCISE | UNITED SECURITY BANCSHARES | 1,586 | 0.00 USD | |
| 03 Dec 2024 | SALE | UNITED SECURITY BANCSHARES | 4,800 | 9.81 USD | |
| 29 Dec 2023 | EXERCISE | UNITED SECURITY BANCSHARES | 2,000 | — | |
| 29 Dec 2023 | TAX_WITHHOLDING | UNITED SECURITY BANCSHARES | 640 | 8.41 USD | |
| 29 Dec 2023 | EXERCISE | UNITED SECURITY BANCSHARES | 2,000 | 0.00 USD | deriv |
| 04 Dec 2023 | SALE | UNITED SECURITY BANCSHARES | 2,862 | 8.00 USD | |
| 01 Dec 2023 | SALE | UNITED SECURITY BANCSHARES | 1,338 | 8.00 USD | |
| 23 Oct 2023 | EXERCISE | UNITED SECURITY BANCSHARES | 1,998 | 0.00 USD | |
| 23 Oct 2023 | EXERCISE | UNITED SECURITY BANCSHARES | 1,998 | — | deriv |
| 23 Oct 2023 | GRANT_AWARD | UNITED SECURITY BANCSHARES | 1,998 | 0.00 USD | deriv |
| 21 Jun 2023 | SALE | UNITED SECURITY BANCSHARES | 5,000 | 6.73 USD | |
| 28 Feb 2023 | EXERCISE | UNITED SECURITY BANCSHARES | 2,000 | — |