Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 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 |
|---|---|---|---|---|
| Eastern Bankshares, Inc. | 50,000 | reported | 06 Mar 2026 | tx 14+113,125−20,250 |
| Beacon Financial Corp | 1,845 | reported | 01 Apr 2024 | tx 3+14,329−815 |
| People's United Financial, Inc. | 0 | reported | 01 Apr 2022 | tx 76+1,117,636−1,342,571 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 06 Mar 2026 | PURCHASE | Eastern Bankshares, Inc. | 5,000 | 18.45 USD | |
| 05 Mar 2026 | PURCHASE | Eastern Bankshares, Inc. | 5,000 | 19.17 USD | |
| 03 Mar 2026 | TAX_WITHHOLDING | Eastern Bankshares, Inc. | 1,425 | 19.45 USD | |
| 03 Mar 2026 | EXERCISE | Eastern Bankshares, Inc. | 4,135 | 0.00 USD | |
| 03 Mar 2026 | EXERCISE | Eastern Bankshares, Inc. | 4,135 | 0.00 USD | deriv |
| 02 Mar 2026 | GRANT_AWARD | Eastern Bankshares, Inc. | 11,156 | 0.00 USD | deriv |
| 29 Oct 2025 | PURCHASE | Eastern Bankshares, Inc. | 10,000 | 16.88 USD | |
| 28 Oct 2025 | PURCHASE | Eastern Bankshares, Inc. | 10,000 | 17.08 USD | |
| 03 Sept 2025 | EXERCISE | Eastern Bankshares, Inc. | 11,356 | 0.00 USD | |
| 03 Sept 2025 | TAX_WITHHOLDING | Eastern Bankshares, Inc. | 3,334 | 17.02 USD | |
| 03 Sept 2025 | EXERCISE | Eastern Bankshares, Inc. | 11,356 | 0.00 USD | deriv |
| 11 Mar 2025 | PURCHASE | Eastern Bankshares, Inc. | 10,000 | 15.40 USD | first after silence |
| 03 Mar 2025 | GRANT_AWARD | Eastern Bankshares, Inc. | 12,408 | 0.00 USD | deriv |
| 03 Sept 2024 | GRANT_AWARD | Eastern Bankshares, Inc. | 34,070 | 0.00 USD | deriv |
| 01 Apr 2024 | TAX_WITHHOLDING | Beacon Financial Corp | 815 | 22.25 USD | |
| 30 Jan 2024 | GRANT_AWARD | Beacon Financial Corp | 6,348 | 0.00 USD | |
| 01 Apr 2023 | GRANT_AWARD | Beacon Financial Corp | 7,981 | 0.00 USD | |
| 01 Apr 2022 | OTHER | People's United Financial, Inc. | 120 | — | |
| 01 Apr 2022 | OTHER | People's United Financial, Inc. | 3,232 | — | |
| 01 Apr 2022 | OTHER | People's United Financial, Inc. | 169,490 | — | |
| 01 Apr 2022 | GRANT_AWARD | People's United Financial, Inc. | 50,664 | 0.00 USD | |
| 01 Apr 2022 | OTHER | People's United Financial, Inc. | 50,664 | — | |
| 01 Apr 2022 | OTHER | People's United Financial, Inc. | 355 | — | |
| 01 Apr 2022 | OTHER | People's United Financial, Inc. | 29,493 | — | deriv |
| 01 Apr 2022 | OTHER | People's United Financial, Inc. | 53,464 | — | deriv |
1 purchase reported after at least 12 months of silence — most recent on 11 Mar 2025.