Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| CNB FINANCIAL CORP/PA | 55,318 | reported | 24 Apr 2026 | tx 30+60,920 |
| UNION NATIONAL FINANCIAL CORP / PA | 5,000 | reported | 03 Nov 2008 | tx 2+5,000 |
| MID PENN BANCORP INC | 3,015 | reported | 01 Jun 2021 | tx 19+12,153 |
| CODORUS VALLEY BANCORP INC | 2,564.56 | reported | 15 Dec 2015 | tx 5+9,471 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 21 buys in history.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 24 Apr 2026 | PURCHASE | CNB FINANCIAL CORP/PA | 1,000 | 30.35 USD | |
| 23 Feb 2026 | GRANT_AWARD | CNB FINANCIAL CORP/PA | 4,015 | 27.70 USD | |
| 03 Feb 2026 | GRANT_AWARD | CNB FINANCIAL CORP/PA | 6,317 | 27.70 USD | |
| 30 Jan 2026 | PURCHASE | CNB FINANCIAL CORP/PA | 900 | 27.30 USD | |
| 05 Nov 2025 | PURCHASE | CNB FINANCIAL CORP/PA | 1,100 | 24.63 USD | first after silence |
| 14 May 2025 | GRANT_AWARD | CNB FINANCIAL CORP/PA | 5,928 | 22.83 USD | |
| 24 Feb 2025 | GRANT_AWARD | CNB FINANCIAL CORP/PA | 1,189 | 25.30 USD | |
| 24 Jul 2024 | PURCHASE | CNB FINANCIAL CORP/PA | 100 | 26.80 USD | |
| 24 Jul 2024 | PURCHASE | CNB FINANCIAL CORP/PA | 100 | 26.87 USD | |
| 16 Feb 2024 | PURCHASE | CNB FINANCIAL CORP/PA | 50 | 21.00 USD | |
| 16 Feb 2024 | PURCHASE | CNB FINANCIAL CORP/PA | 350 | 20.93 USD | |
| 13 Feb 2024 | GRANT_AWARD | CNB FINANCIAL CORP/PA | 7,522 | 19.94 USD | |
| 01 Nov 2023 | PURCHASE | CNB FINANCIAL CORP/PA | 500 | 18.28 USD | |
| 31 Jul 2023 | PURCHASE | CNB FINANCIAL CORP/PA | 50 | 19.58 USD | |
| 31 Jul 2023 | PURCHASE | CNB FINANCIAL CORP/PA | 50 | 19.63 USD | |
| 31 Jul 2023 | PURCHASE | CNB FINANCIAL CORP/PA | 200 | 19.57 USD | |
| 27 Jun 2023 | GRANT_AWARD | CNB FINANCIAL CORP/PA | 5,602 | 217.85 USD | |
| 21 Apr 2023 | PURCHASE | CNB FINANCIAL CORP/PA | 900 | 18.03 USD | |
| 21 Apr 2023 | PURCHASE | CNB FINANCIAL CORP/PA | 100 | 18.06 USD | |
| 10 Mar 2023 | PURCHASE | CNB FINANCIAL CORP/PA | 1,000 | 21.67 USD | |
| 14 Mar 2023 | PURCHASE | CNB FINANCIAL CORP/PA | 428 | 20.60 USD | |
| 14 Mar 2023 | PURCHASE | CNB FINANCIAL CORP/PA | 572 | 20.70 USD | |
| 25 Jan 2023 | PURCHASE | CNB FINANCIAL CORP/PA | 1,372 | 23.30 USD | |
| 21 Sept 2022 | PURCHASE | CNB FINANCIAL CORP/PA | 2,128 | 23.50 USD | |
| 22 Apr 2022 | PURCHASE | CNB FINANCIAL CORP/PA | 2,500 | 26.75 USD |
4 purchases reported after at least 12 months of silence — most recent on 05 Nov 2025.