Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| COLONY BANKCORP INC | 69,995 | reported | 02 Dec 2025 | tx 9+70,885−10,951 |
| PRIVATEBANCORP INC | 40,283 | reported | 11 Mar 2008 | tx 18+83,950−26,500 |
| Heritage Financial Group Inc | 0 | reported | 01 Jul 2015 | tx 7+30,000−24,033 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 02 Dec 2025 | GIFT | COLONY BANKCORP INC | 10,000 | 0.00 USD | |
| 15 Jul 2025 | GRANT_AWARD | COLONY BANKCORP INC | 969 | — | |
| 01 Jul 2024 | GRANT_AWARD | COLONY BANKCORP INC | 750 | — | |
| 29 Aug 2023 | GRANT_AWARD | COLONY BANKCORP INC | 1,500 | — | |
| 01 Jan 2023 | TAX_WITHHOLDING | COLONY BANKCORP INC | 951 | 12.69 USD | |
| 08 Feb 2022 | PURCHASE | COLONY BANKCORP INC | 5,000 | 16.50 USD | |
| 12 Jan 2022 | GRANT_AWARD | COLONY BANKCORP INC | 8,000 | — | |
| 10 Sept 2021 | PURCHASE | COLONY BANKCORP INC | 6,000 | 17.96 USD | |
| 02 Aug 2021 | GRANT_AWARD | COLONY BANKCORP INC | 48,666 | — | |
| 01 Jul 2015 | OTHER | Heritage Financial Group Inc | 5,500 | — | |
| 01 Jul 2015 | OTHER | Heritage Financial Group Inc | 2,133 | — | |
| 01 Jul 2015 | OTHER | Heritage Financial Group Inc | 3,900 | — | |
| 01 Jul 2015 | OTHER | Heritage Financial Group Inc | 12,500 | 7.62 USD | deriv |
| 16 Oct 2014 | GRANT_AWARD | Heritage Financial Group Inc | 5,000 | 0.00 USD | |
| 16 Oct 2014 | GRANT_AWARD | Heritage Financial Group Inc | 12,500 | 0.00 USD | deriv |
| 16 Oct 2014 | GRANT_AWARD | Heritage Financial Group Inc | 12,500 | 0.00 USD | deriv |
| 11 Mar 2008 | SALE | PRIVATEBANCORP INC | 400 | 30.26 USD | |
| 11 Mar 2008 | SALE | PRIVATEBANCORP INC | 100 | 30.28 USD | |
| 11 Mar 2008 | SALE | PRIVATEBANCORP INC | 100 | 30.33 USD | |
| 11 Mar 2008 | SALE | PRIVATEBANCORP INC | 100 | 30.33 USD | |
| 11 Mar 2008 | SALE | PRIVATEBANCORP INC | 300 | 30.34 USD | |
| 01 Feb 2008 | SALE | PRIVATEBANCORP INC | 2,000 | 36.75 USD | |
| 30 Jan 2008 | SALE | PRIVATEBANCORP INC | 900 | 35.59 USD | |
| 30 Jan 2008 | SALE | PRIVATEBANCORP INC | 100 | 35.60 USD | |
| 14 Dec 2007 | SALE | PRIVATEBANCORP INC | 5,000 | 31.50 USD |