Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| SUMMIT FINANCIAL CORP | 76,920 | reported | 24 Mar 2004 | tx 3+34,368−32,368 |
| FIRST COMMUNITY CORP /SC/ | 14,807 | reported | 26 Feb 2019 | tx 13+20,568−2,649 |
| FIRST BANCORP /NC/ | 4,100 | reported | 04 Feb 2025 | tx 8+11,510−15,321 |
| GRANDSOUTH BANCORPORATION | 0 | reported | 01 Jan 2023 | tx 5+200−14,075 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 04 Feb 2025 | GRANT_AWARD | FIRST BANCORP /NC/ | 4,100 | 22.97 USD | deriv |
| 04 Feb 2025 | OTHER | FIRST BANCORP /NC/ | 4,100 | 44.02 USD | deriv |
| 30 Aug 2024 | EXERCISE | FIRST BANCORP /NC/ | 5,000 | 42.48 USD | |
| 30 Aug 2024 | SALE | FIRST BANCORP /NC/ | 5,000 | 42.48 USD | |
| 30 Aug 2024 | EXERCISE | FIRST BANCORP /NC/ | 5,000 | 0.00 USD | deriv |
| 31 May 2024 | GRANT_AWARD | FIRST BANCORP /NC/ | 1,189 | 31.55 USD | |
| 04 Dec 2023 | SALE | FIRST BANCORP /NC/ | 1,221 | 32.78 USD | |
| 01 Jun 2023 | GRANT_AWARD | FIRST BANCORP /NC/ | 1,221 | 30.69 USD | |
| 01 Jan 2023 | OTHER | GRANDSOUTH BANCORPORATION | 800 | — | |
| 01 Jan 2023 | OTHER | GRANDSOUTH BANCORPORATION | 2,083 | — | |
| 01 Jan 2023 | OTHER | GRANDSOUTH BANCORPORATION | 1,192 | — | deriv |
| 01 Jan 2023 | OTHER | GRANDSOUTH BANCORPORATION | 10,000 | — | deriv |
| 20 Jul 2021 | PURCHASE | GRANDSOUTH BANCORPORATION | 200 | 24.20 USD | first after silence |
| 25 Feb 2019 | PURCHASE | FIRST COMMUNITY CORP /SC/ | 248 | 0.00 USD | first after silence |
| 26 Feb 2019 | GIFT | FIRST COMMUNITY CORP /SC/ | 1,600 | 0.00 USD | |
| 31 Dec 2018 | GRANT_AWARD | FIRST COMMUNITY CORP /SC/ | 1,123 | — | |
| 31 Dec 2017 | GRANT_AWARD | FIRST COMMUNITY CORP /SC/ | 34 | — | |
| 20 Feb 2018 | PURCHASE | FIRST COMMUNITY CORP /SC/ | 230 | 0.00 USD | |
| 22 Feb 2017 | PURCHASE | FIRST COMMUNITY CORP /SC/ | 245 | 0.00 USD | first after silence |
| 31 Dec 2016 | GRANT_AWARD | FIRST COMMUNITY CORP /SC/ | 42 | — | |
| 08 Mar 2016 | SALE | FIRST COMMUNITY CORP /SC/ | 427 | 13.20 USD | |
| 31 Dec 2015 | GRANT_AWARD | FIRST COMMUNITY CORP /SC/ | 1,913 | — | |
| 17 Feb 2016 | PURCHASE | FIRST COMMUNITY CORP /SC/ | 379 | 0.00 USD | |
| 12 Mar 2015 | PURCHASE | FIRST COMMUNITY CORP /SC/ | 427 | 0.00 USD | |
| 11 Nov 2014 | GIFT | FIRST COMMUNITY CORP /SC/ | 622 | 0.00 USD |
3 purchases reported after at least 12 months of silence — most recent on 20 Jul 2021.