Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 8 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. | 28,444 | reported | 21 Oct 2024 | tx 11+28,444 |
| IBERIABANK CORP | 7,577 | reported | 01 Jul 2020 | tx 167+43,497.37−32,321.74 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 Oct 2024 | PURCHASE | NewtekOne, Inc. | 368 | 13.46 USD | |
| 19 Jul 2024 | PURCHASE | NewtekOne, Inc. | 286 | 14.38 USD | |
| 15 Apr 2024 | PURCHASE | NewtekOne, Inc. | 328 | 11.22 USD | |
| 12 Jan 2024 | PURCHASE | NewtekOne, Inc. | 269 | 12.79 USD | |
| 04 Oct 2024 | GRANT_AWARD | NewtekOne, Inc. | 4,119 | 0.00 USD | |
| 01 Jul 2024 | GRANT_AWARD | NewtekOne, Inc. | 1,989 | 0.00 USD | |
| 17 Jun 2024 | PURCHASE | NewtekOne, Inc. | 1,000 | 12.61 USD | |
| 17 Jun 2024 | PURCHASE | NewtekOne, Inc. | 1,000 | 12.58 USD | |
| 21 Jul 2023 | PURCHASE | NewtekOne, Inc. | 187 | 17.92 USD | |
| 20 Oct 2023 | PURCHASE | NewtekOne, Inc. | 253 | 13.40 USD | |
| 07 Jul 2023 | GRANT_AWARD | NewtekOne, Inc. | 18,645 | 0.00 USD | |
| 01 Jul 2020 | OTHER | IBERIABANK CORP | 2,407.96 | 43.08 USD | |
| 01 Jul 2020 | OTHER | IBERIABANK CORP | 5,169 | 0.00 USD | |
| 01 Jul 2020 | EXERCISE | IBERIABANK CORP | 2,407.96 | — | |
| 01 Jul 2020 | TAX_WITHHOLDING | IBERIABANK CORP | 1,155 | 43.08 USD | |
| 01 Jul 2020 | EXERCISE | IBERIABANK CORP | 2,407.96 | — | deriv |
| 22 Feb 2020 | EXERCISE | IBERIABANK CORP | 222.47 | — | |
| 22 Feb 2020 | OTHER | IBERIABANK CORP | 222.47 | 73.01 USD | |
| 22 Feb 2020 | TAX_WITHHOLDING | IBERIABANK CORP | 76 | 73.01 USD | |
| 22 Feb 2020 | OTHER | IBERIABANK CORP | 32 | 0.00 USD | |
| 22 Feb 2020 | EXERCISE | IBERIABANK CORP | 222.47 | — | deriv |
| 20 Feb 2020 | OTHER | IBERIABANK CORP | 45 | 0.00 USD | |
| 20 Feb 2020 | TAX_WITHHOLDING | IBERIABANK CORP | 106 | 73.18 USD | |
| 20 Feb 2020 | EXERCISE | IBERIABANK CORP | 213.47 | — | |
| 20 Feb 2020 | OTHER | IBERIABANK CORP | 213.47 | 73.18 USD |