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 |
|---|---|---|---|---|
| HERITAGE OAKS BANCORP | 19,940 | reported | 01 Feb 2013 | tx 2+45,802 |
| FARMERS & MERCHANTS BANCORP | 85 | reported | 23 Mar 2022 | tx 6+454 |
| People's Utah Bancorp | 0 | reported | 01 Oct 2021 | tx 50+33,359.78−56,379.17 |
| PACIFIC CAPITAL BANCORP /CA/ | 0 | reported | 01 Dec 2012 | tx 10+474,648−476,546 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 23 Mar 2022 | PURCHASE | FARMERS & MERCHANTS BANCORP | 85 | 935.00 USD | |
| 14 Feb 2022 | PURCHASE | FARMERS & MERCHANTS BANCORP | 70 | 950.00 USD | |
| 04 Feb 2022 | PURCHASE | FARMERS & MERCHANTS BANCORP | 249 | 950.00 USD | |
| 23 Dec 2021 | PURCHASE | FARMERS & MERCHANTS BANCORP | 28 | 949.89 USD | |
| 21 Dec 2021 | PURCHASE | FARMERS & MERCHANTS BANCORP | 20 | 942.00 USD | |
| 16 Nov 2021 | PURCHASE | FARMERS & MERCHANTS BANCORP | 2 | 945.00 USD | |
| 01 Oct 2021 | OTHER | People's Utah Bancorp | 866.81 | — | |
| 01 Oct 2021 | OTHER | People's Utah Bancorp | 17,151.33 | — | |
| 01 Oct 2021 | OTHER | People's Utah Bancorp | 1,964.2 | — | |
| 29 Sept 2021 | PURCHASE | People's Utah Bancorp | 9.94 | — | |
| 21 Sept 2021 | EXERCISE | People's Utah Bancorp | 9,299 | 39.86 USD | |
| 21 Sept 2021 | OTHER | People's Utah Bancorp | 5,372 | 39.86 USD | deriv |
| 21 Sept 2021 | OTHER | People's Utah Bancorp | 3,098 | 39.86 USD | deriv |
| 21 Sept 2021 | OTHER | People's Utah Bancorp | 829 | 39.86 USD | deriv |
| 16 Aug 2021 | PURCHASE | People's Utah Bancorp | 3.88 | 0.00 USD | |
| 16 Aug 2021 | PURCHASE | People's Utah Bancorp | 31.63 | 0.00 USD | |
| 16 Aug 2021 | PURCHASE | People's Utah Bancorp | 8.25 | 0.00 USD | |
| 17 May 2021 | PURCHASE | People's Utah Bancorp | 2.93 | 0.00 USD | |
| 17 May 2021 | PURCHASE | People's Utah Bancorp | 6.96 | 0.00 USD | |
| 17 May 2021 | PURCHASE | People's Utah Bancorp | 27.05 | 0.00 USD | |
| 07 Mar 2021 | OTHER | People's Utah Bancorp | 254.5 | 0.00 USD | |
| 16 Feb 2021 | PURCHASE | People's Utah Bancorp | 33.17 | 0.00 USD | |
| 16 Feb 2021 | PURCHASE | People's Utah Bancorp | 2.54 | 0.00 USD | |
| 01 Jan 2021 | EXERCISE | People's Utah Bancorp | 829 | — | |
| 01 Jan 2021 | EXERCISE | People's Utah Bancorp | 1,550 | — |