Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 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 |
|---|---|---|---|---|
| BLUE RIDGE BANKSHARES, INC. | 309,263.92 | reported | 08 Sept 2025 | tx 15+260,210−10 |
| BAY BANKS OF VIRGINIA INC | 0 | reported | 31 Jan 2021 | tx 53+369,573−360,507 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 08 Sept 2025 | GRANT_AWARD | BLUE RIDGE BANKSHARES, INC. | 9,005 | 4.17 USD | |
| 02 Dec 2024 | GRANT_AWARD | BLUE RIDGE BANKSHARES, INC. | 6,170 | 3.55 USD | |
| 28 Jun 2024 | CONVERSION | BLUE RIDGE BANKSHARES, INC. | 40,000 | — | |
| 28 Jun 2024 | CONVERSION | BLUE RIDGE BANKSHARES, INC. | 10 | 0.00 USD | deriv |
| 03 Apr 2024 | PURCHASE | BLUE RIDGE BANKSHARES, INC. | 10 | 10000.00 USD | derivfirst after silence |
| 01 Jul 2023 | GRANT_AWARD | BLUE RIDGE BANKSHARES, INC. | 9,291 | 8.85 USD | |
| 13 Dec 2022 | PURCHASE | BLUE RIDGE BANKSHARES, INC. | 2,074 | 13.72 USD | |
| 12 Dec 2022 | PURCHASE | BLUE RIDGE BANKSHARES, INC. | 1,353 | 13.66 USD | |
| 06 Dec 2022 | PURCHASE | BLUE RIDGE BANKSHARES, INC. | 2,072 | 12.76 USD | |
| 05 Dec 2022 | PURCHASE | BLUE RIDGE BANKSHARES, INC. | 2,000 | 12.73 USD | first after silence |
| 01 Jul 2022 | GRANT_AWARD | BLUE RIDGE BANKSHARES, INC. | 5,193 | 15.30 USD | |
| 01 Jul 2021 | GRANT_AWARD | BLUE RIDGE BANKSHARES, INC. | 2,789 | 17.93 USD | |
| 31 Jan 2021 | OTHER | BAY BANKS OF VIRGINIA INC | 358,928 | — | |
| 31 Jan 2021 | OTHER | BAY BANKS OF VIRGINIA INC | 1,000 | — | deriv |
| 31 Jan 2021 | OTHER | BAY BANKS OF VIRGINIA INC | 579 | — | deriv |
| 31 Jan 2021 | GRANT_AWARD | BLUE RIDGE BANKSHARES, INC. | 179,464 | — | |
| 31 Jan 2021 | GRANT_AWARD | BLUE RIDGE BANKSHARES, INC. | 500 | — | deriv |
| 31 Jan 2021 | GRANT_AWARD | BLUE RIDGE BANKSHARES, INC. | 289 | — | deriv |
| 15 Jun 2020 | GRANT_AWARD | BAY BANKS OF VIRGINIA INC | 882 | 5.90 USD | |
| 05 Feb 2020 | GRANT_AWARD | BAY BANKS OF VIRGINIA INC | 810 | 9.00 USD | |
| 20 May 2019 | GRANT_AWARD | BAY BANKS OF VIRGINIA INC | 1,547 | 8.08 USD | |
| 20 May 2019 | GRANT_AWARD | BAY BANKS OF VIRGINIA INC | 1,000 | 8.08 USD | deriv |
| 26 Jun 2018 | GRANT_AWARD | BAY BANKS OF VIRGINIA INC | 1,262 | 9.90 USD | deriv |
| 07 Dec 2017 | GRANT_AWARD | BAY BANKS OF VIRGINIA INC | 579 | 10.35 USD | deriv |
| 25 Sept 2017 | EXERCISE | BAY BANKS OF VIRGINIA INC | 500 | 8.30 USD |
4 purchases reported after at least 12 months of silence — most recent on 03 Apr 2024.