Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 6 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 |
|---|---|---|---|---|
| Ameris Bancorp | 409,027.73 | reported | 06 May 2026 | tx 46+338,724−318,604.4 |
| BROWN & BROWN, INC. | 50,055 | reported | 06 May 2026 | tx 26+39,490−449 |
| FIDELITY SOUTHERN CORP | 0 | reported | 01 Jul 2019 | tx 256+845,264.04−819,270.24 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 06 May 2026 | GIFT | Ameris Bancorp | 8,906 | 0.00 USD | |
| 05 May 2026 | PURCHASE | BROWN & BROWN, INC. | 2,000 | 57.10 USD | first after silence |
| 06 May 2026 | GRANT_AWARD | BROWN & BROWN, INC. | 2,434 | 0.00 USD | |
| 24 Feb 2026 | TAX_WITHHOLDING | Ameris Bancorp | 3,198 | 79.35 USD | |
| 20 Feb 2026 | GRANT_AWARD | Ameris Bancorp | 35,830 | 0.00 USD | |
| 21 Feb 2026 | TAX_WITHHOLDING | Ameris Bancorp | 6,149 | 83.73 USD | |
| 19 Feb 2026 | GRANT_AWARD | Ameris Bancorp | 64,610 | 0.00 USD | |
| 19 Feb 2026 | GRANT_AWARD | Ameris Bancorp | 13,988 | 0.00 USD | |
| 19 Feb 2026 | TAX_WITHHOLDING | Ameris Bancorp | 28,778 | 82.93 USD | |
| 07 Nov 2025 | GIFT | Ameris Bancorp | 5,013 | 0.00 USD | |
| 07 May 2025 | GRANT_AWARD | BROWN & BROWN, INC. | 1,268 | 0.00 USD | |
| 24 Feb 2025 | TAX_WITHHOLDING | Ameris Bancorp | 3,133 | 63.18 USD | |
| 24 Feb 2025 | TAX_WITHHOLDING | Ameris Bancorp | 3,220 | 63.18 USD | |
| 20 Feb 2025 | GRANT_AWARD | Ameris Bancorp | 39,176 | 0.00 USD | |
| 20 Feb 2025 | GRANT_AWARD | Ameris Bancorp | 17,274 | 0.00 USD | |
| 21 Feb 2025 | TAX_WITHHOLDING | Ameris Bancorp | 3,608 | 63.46 USD | |
| 20 Feb 2025 | TAX_WITHHOLDING | Ameris Bancorp | 17,567 | 64.84 USD | |
| 08 May 2024 | GRANT_AWARD | BROWN & BROWN, INC. | 1,407 | 0.00 USD | |
| 24 Feb 2024 | TAX_WITHHOLDING | Ameris Bancorp | 6,353 | 45.88 USD | |
| 21 Feb 2024 | GRANT_AWARD | Ameris Bancorp | 20,572 | 0.00 USD | |
| 21 Feb 2024 | TAX_WITHHOLDING | Ameris Bancorp | 9,225 | 46.40 USD | |
| 21 Feb 2024 | GRANT_AWARD | Ameris Bancorp | 24,138 | 0.00 USD | |
| 29 Oct 2023 | OTHER | Ameris Bancorp | 198,137.4 | 0.00 USD | |
| 18 Feb 2024 | TAX_WITHHOLDING | Ameris Bancorp | 2,159 | 47.42 USD | |
| 10 May 2023 | PURCHASE | Ameris Bancorp | 10,000 | 29.25 USD | first after silence |
7 purchases reported after at least 12 months of silence — most recent on 05 May 2026.