Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Unum Group | 49,823 | reported | 21 May 2015 | tx 26+40,914 |
| BANKNORTH GROUP INC/ME | 31,297 | reported | 24 Mar 2004 | tx 9+155,057−15,500 |
| Elevance Health, Inc. | 27,149 | reported | 28 Jul 2016 | tx 38+98,411−123,274 |
| Beacon Financial Corp | 1,719 | reported | 30 Jan 2020 | tx 34+21,694 |
| TD BANKNORTH INC. | 0 | reported | 20 Apr 2007 | tx 18−1,385,847 |
1 purchase reported after at least 12 months of silence — most recent on 15 Dec 2017.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 30 Jan 2020 | GRANT_AWARD | Beacon Financial Corp | 1,719 | 0.00 USD | |
| 30 Jan 2019 | GRANT_AWARD | Beacon Financial Corp | 1,613 | 0.00 USD | |
| 30 Jan 2018 | PURCHASE | Beacon Financial Corp | 930 | 0.00 USD | |
| 15 Dec 2017 | PURCHASE | Beacon Financial Corp | 100 | 37.80 USD | first after silence |
| 15 Dec 2017 | PURCHASE | Beacon Financial Corp | 1,254 | 37.90 USD | anomaly |
| 15 Dec 2017 | PURCHASE | Beacon Financial Corp | 1,646 | 37.85 USD | anomaly |
| 30 Jan 2017 | GRANT_AWARD | Beacon Financial Corp | 985 | 0.00 USD | |
| 28 Jul 2016 | SALE | Elevance Health, Inc. | 3,125 | 133.15 USD | |
| 19 May 2016 | GRANT_AWARD | Elevance Health, Inc. | 1,308 | 0.00 USD | |
| 30 Jan 2016 | GRANT_AWARD | Beacon Financial Corp | 1,260 | 0.00 USD | |
| 28 May 2015 | SALE | Elevance Health, Inc. | 4,709 | 163.58 USD | |
| 21 May 2015 | GRANT_AWARD | Unum Group | 4,006 | 0.00 USD | |
| 13 May 2015 | GRANT_AWARD | Elevance Health, Inc. | 1,102 | 0.00 USD | |
| 30 Jan 2015 | GRANT_AWARD | Beacon Financial Corp | 1,406 | 0.00 USD | |
| 01 Oct 2014 | GRANT_AWARD | Beacon Financial Corp | 1,281 | 0.00 USD | |
| 28 Jul 2014 | PURCHASE | Beacon Financial Corp | 806 | 23.82 USD | |
| 28 Jul 2014 | PURCHASE | Beacon Financial Corp | 800 | 23.69 USD | |
| 28 Jul 2014 | PURCHASE | Beacon Financial Corp | 79 | 23.87 USD | |
| 28 Jul 2014 | PURCHASE | Beacon Financial Corp | 100 | 23.72 USD | |
| 28 Jul 2014 | PURCHASE | Beacon Financial Corp | 100 | 23.72 USD | |
| 28 Jul 2014 | PURCHASE | Beacon Financial Corp | 100 | 23.74 USD | |
| 28 Jul 2014 | PURCHASE | Beacon Financial Corp | 600 | 23.74 USD | |
| 28 Jul 2014 | PURCHASE | Beacon Financial Corp | 28 | 23.75 USD | |
| 28 Jul 2014 | PURCHASE | Beacon Financial Corp | 200 | 23.78 USD | |
| 28 Jul 2014 | PURCHASE | Beacon Financial Corp | 600 | 23.78 USD |