Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 34 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 |
|---|---|---|---|---|
| CASCADE BANCORP | 0 | reported | 30 May 2017 | tx 20+725,119−731,812 |
| MidWestOne Financial Group, Inc. | 0 | reported | 13 Feb 2026 | tx 44+96,682.01−128,553.71 |
1 purchase reported after at least 12 months of silence — most recent on 29 Nov 2022.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 13 Feb 2026 | OTHER | MidWestOne Financial Group, Inc. | 239.16 | — | |
| 13 Feb 2026 | OTHER | MidWestOne Financial Group, Inc. | 78,176.55 | — | |
| 13 Feb 2026 | OTHER | MidWestOne Financial Group, Inc. | 32,000 | — | |
| 13 Feb 2026 | TAX_WITHHOLDING | MidWestOne Financial Group, Inc. | 16,993 | 49.31 USD | |
| 15 Jan 2026 | GRANT_AWARD | MidWestOne Financial Group, Inc. | 3,288 | 0.00 USD | |
| 15 Nov 2025 | TAX_WITHHOLDING | MidWestOne Financial Group, Inc. | 1,145 | 39.28 USD | |
| 03 Nov 2025 | PURCHASE | MidWestOne Financial Group, Inc. | 760 | 37.91 USD | |
| 31 Oct 2025 | PURCHASE | MidWestOne Financial Group, Inc. | 1,450 | 36.48 USD | |
| 30 Oct 2025 | PURCHASE | MidWestOne Financial Group, Inc. | 1,550 | 36.67 USD | |
| 29 Jul 2025 | PURCHASE | MidWestOne Financial Group, Inc. | 2,500 | 27.74 USD | |
| 29 Jul 2025 | PURCHASE | MidWestOne Financial Group, Inc. | 2,500 | 28.34 USD | |
| 10 Mar 2025 | PURCHASE | MidWestOne Financial Group, Inc. | 1,785 | 27.98 USD | |
| 15 Feb 2025 | GRANT_AWARD | MidWestOne Financial Group, Inc. | 6,034 | 0.00 USD | |
| 30 Sept 2024 | PURCHASE | MidWestOne Financial Group, Inc. | 7,000 | 25.00 USD | |
| 01 May 2024 | PURCHASE | MidWestOne Financial Group, Inc. | 1,000 | 20.80 USD | |
| 03 May 2024 | PURCHASE | MidWestOne Financial Group, Inc. | 1,000 | 21.36 USD | |
| 30 Apr 2024 | PURCHASE | MidWestOne Financial Group, Inc. | 1,000 | 20.72 USD | |
| 11 Mar 2024 | PURCHASE | MidWestOne Financial Group, Inc. | 4,447 | 22.49 USD | |
| 15 Feb 2024 | GRANT_AWARD | MidWestOne Financial Group, Inc. | 6,536 | 0.00 USD | |
| 09 May 2023 | PURCHASE | MidWestOne Financial Group, Inc. | 3,501 | 18.72 USD | |
| 10 May 2023 | PURCHASE | MidWestOne Financial Group, Inc. | 1,499 | 18.74 USD | |
| 04 May 2023 | PURCHASE | MidWestOne Financial Group, Inc. | 2,500 | 18.40 USD | |
| 03 May 2023 | PURCHASE | MidWestOne Financial Group, Inc. | 2,500 | 18.85 USD | |
| 04 May 2023 | PURCHASE | MidWestOne Financial Group, Inc. | 520 | 18.80 USD | |
| 03 May 2023 | PURCHASE | MidWestOne Financial Group, Inc. | 2,500 | 19.15 USD |