Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 14 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 |
|---|---|---|---|---|
| NewtekOne, Inc. | 8,451 | reported | 24 Oct 2025 | tx 21+49,028 |
| IBERIABANK CORP | 0 | reported | 01 Jul 2020 | tx 21+113,600−94,016 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 Jul 2025 | PURCHASE | NewtekOne, Inc. | 51 | 11.48 USD | |
| 24 Oct 2025 | PURCHASE | NewtekOne, Inc. | 40 | 11.05 USD | |
| 30 Apr 2025 | PURCHASE | NewtekOne, Inc. | 52 | 10.40 USD | |
| 13 Jan 2025 | PURCHASE | NewtekOne, Inc. | 44 | 12.14 USD | |
| 30 Jun 2025 | GRANT_AWARD | NewtekOne, Inc. | 2,283 | 10.95 USD | |
| 19 Jul 2024 | PURCHASE | NewtekOne, Inc. | 68 | 14.38 USD | anomaly |
| 15 Apr 2024 | PURCHASE | NewtekOne, Inc. | 53 | 11.22 USD | |
| 12 Jan 2024 | PURCHASE | NewtekOne, Inc. | 44 | 12.79 USD | |
| 21 Oct 2024 | PURCHASE | NewtekOne, Inc. | 39 | 13.46 USD | |
| 14 Jun 2024 | GRANT_AWARD | NewtekOne, Inc. | 1,932 | 12.94 USD | |
| 14 Apr 2023 | PURCHASE | NewtekOne, Inc. | 20 | 13.05 USD | anomaly |
| 20 Oct 2023 | PURCHASE | NewtekOne, Inc. | 41 | 13.40 USD | |
| 21 Jul 2023 | PURCHASE | NewtekOne, Inc. | 31 | 17.92 USD | |
| 10 Jul 2023 | GRANT_AWARD | NewtekOne, Inc. | 1,568 | 0.00 USD | |
| 23 Mar 2023 | PURCHASE | NewtekOne, Inc. | 40,500 | 12.28 USD | anomaly |
| 30 Sept 2022 | PURCHASE | NewtekOne, Inc. | 80 | 16.32 USD | anomaly |
| 30 Dec 2022 | PURCHASE | NewtekOne, Inc. | 90 | 16.25 USD | anomaly |
| 29 Jun 2022 | GRANT_AWARD | NewtekOne, Inc. | 2,000 | 0.00 USD | |
| 01 Jul 2020 | OTHER | IBERIABANK CORP | 66,641 | 0.00 USD | |
| 01 Jul 2020 | GRANT_AWARD | IBERIABANK CORP | 7,938 | — | |
| 01 Jul 2020 | TAX_WITHHOLDING | IBERIABANK CORP | 12,026 | 43.08 USD | |
| 24 Apr 2020 | GRANT_AWARD | IBERIABANK CORP | 20,000 | 0.00 USD | |
| 01 Mar 2020 | TAX_WITHHOLDING | IBERIABANK CORP | 2,856 | 60.19 USD | |
| 01 Mar 2020 | GRANT_AWARD | IBERIABANK CORP | 7,257 | — | |
| 22 Feb 2020 | TAX_WITHHOLDING | IBERIABANK CORP | 373 | 73.01 USD |