Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| UNITED BANKSHARES INC/WV | 124,705 | reported | 23 Feb 2023 | tx 26+316,920−165,682 |
| CAROLINA FINANCIAL CORP | 0 | reported | 01 May 2020 | tx 77+138,127.35−508,258.35 |
| COASTAL FINANCIAL CORP /DE | 0 | reported | 01 May 2007 | tx 296+332,165−607,763 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 22 Feb 2023 | TAX_WITHHOLDING | UNITED BANKSHARES INC/WV | 2,180 | 40.86 USD | |
| 23 Feb 2023 | GRANT_AWARD | UNITED BANKSHARES INC/WV | 6,343 | 0.00 USD | |
| 29 Dec 2022 | GIFT | UNITED BANKSHARES INC/WV | 1,500 | 40.89 USD | |
| 16 Aug 2022 | GIFT | UNITED BANKSHARES INC/WV | 2,500 | 39.99 USD | |
| 25 May 2022 | GIFT | UNITED BANKSHARES INC/WV | 2,500 | 36.71 USD | |
| 22 Feb 2022 | GRANT_AWARD | UNITED BANKSHARES INC/WV | 6,892 | 0.00 USD | |
| 22 Feb 2022 | TAX_WITHHOLDING | UNITED BANKSHARES INC/WV | 1,043 | 36.72 USD | |
| 11 Mar 2021 | GIFT | UNITED BANKSHARES INC/WV | 3,400 | 39.78 USD | |
| 11 Mar 2021 | SALE | UNITED BANKSHARES INC/WV | 9,998 | 39.84 USD | anomaly |
| 22 Feb 2021 | GRANT_AWARD | UNITED BANKSHARES INC/WV | 6,175 | 0.00 USD | |
| 19 Feb 2021 | SALE | UNITED BANKSHARES INC/WV | 30,072 | 36.24 USD | anomaly |
| 09 Dec 2020 | GIFT | UNITED BANKSHARES INC/WV | 5,904 | 31.21 USD | |
| 24 Nov 2020 | SALE | UNITED BANKSHARES INC/WV | 5,000 | 31.50 USD | |
| 24 Nov 2020 | SALE | UNITED BANKSHARES INC/WV | 5,000 | 31.25 USD | |
| 24 Nov 2020 | SALE | UNITED BANKSHARES INC/WV | 5,000 | 30.90 USD | |
| 18 Nov 2020 | SALE | UNITED BANKSHARES INC/WV | 5,000 | 30.90 USD | |
| 17 Nov 2020 | SALE | UNITED BANKSHARES INC/WV | 10,000 | 30.32 USD | anomaly |
| 17 Nov 2020 | SALE | UNITED BANKSHARES INC/WV | 10,000 | 30.35 USD | anomaly |
| 17 Nov 2020 | SALE | UNITED BANKSHARES INC/WV | 20,000 | 30.50 USD | anomaly |
| 08 Jun 2020 | SALE | UNITED BANKSHARES INC/WV | 10,000 | 32.20 USD | anomaly |
| 05 Jun 2020 | SALE | UNITED BANKSHARES INC/WV | 24,447 | 32.10 USD | anomaly |
| 03 Jun 2020 | GIFT | UNITED BANKSHARES INC/WV | 12,138 | 28.56 USD | |
| 01 May 2020 | EXERCISE | CAROLINA FINANCIAL CORP | 4,449 | 16.56 USD | |
| 01 May 2020 | TAX_WITHHOLDING | CAROLINA FINANCIAL CORP | 4,276 | — | |
| 01 May 2020 | OTHER | CAROLINA FINANCIAL CORP | 11,040 | — |
1 purchase reported after at least 12 months of silence — most recent on 14 Oct 2016.