Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 6 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 |
|---|---|---|---|---|
| FIRST NATIONAL CORP /VA/ | 6,470 | reported | 04 Mar 2026 | tx 10+13,911−258 |
| AMERICAN NATIONAL BANCSHARES INC | 4,760 | reported | 25 Mar 2004 | tx 1+4,000 |
| Monarch Financial Holdings, Inc. | 0 | reported | 24 Jun 2016 | tx 51+121,001−161,338.2 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 04 Mar 2026 | PURCHASE | FIRST NATIONAL CORP /VA/ | 1,000 | 26.91 USD | |
| 15 Feb 2026 | GRANT_AWARD | FIRST NATIONAL CORP /VA/ | 728 | 0.00 USD | |
| 15 Feb 2026 | TAX_WITHHOLDING | FIRST NATIONAL CORP /VA/ | 258 | 28.21 USD | |
| 11 Feb 2026 | GRANT_AWARD | FIRST NATIONAL CORP /VA/ | 2,183 | 0.00 USD | deriv |
| 13 Aug 2025 | GRANT_AWARD | FIRST NATIONAL CORP /VA/ | 5,000 | 0.00 USD | deriv |
| 07 Aug 2025 | PURCHASE | FIRST NATIONAL CORP /VA/ | 1,000 | 21.02 USD | |
| 05 Jun 2025 | PURCHASE | FIRST NATIONAL CORP /VA/ | 1,000 | 19.65 USD | |
| 02 Jun 2025 | PURCHASE | FIRST NATIONAL CORP /VA/ | 1,000 | 20.20 USD | |
| 08 May 2025 | PURCHASE | FIRST NATIONAL CORP /VA/ | 1,000 | 19.60 USD | |
| 06 May 2025 | PURCHASE | FIRST NATIONAL CORP /VA/ | 1,000 | 19.57 USD | first after silence |
| 24 Jun 2016 | OTHER | Monarch Financial Holdings, Inc. | 143,081 | — | |
| 09 Dec 2015 | GRANT_AWARD | Monarch Financial Holdings, Inc. | 5,000 | 12.79 USD | |
| 30 Apr 2015 | EXERCISE | Monarch Financial Holdings, Inc. | 4,900 | 7.85 USD | |
| 30 Apr 2015 | EXERCISE | Monarch Financial Holdings, Inc. | 4,900 | 7.85 USD | deriv |
| 23 Feb 2015 | EXERCISE | Monarch Financial Holdings, Inc. | 5,000 | 7.85 USD | |
| 23 Feb 2015 | EXERCISE | Monarch Financial Holdings, Inc. | 5,000 | 7.85 USD | deriv |
| 04 Feb 2014 | GRANT_AWARD | Monarch Financial Holdings, Inc. | 7,500 | 11.13 USD | |
| 04 Feb 2014 | EXERCISE | Monarch Financial Holdings, Inc. | 17,820 | 6.78 USD | |
| 04 Feb 2014 | SALE | Monarch Financial Holdings, Inc. | 4,317.2 | 11.47 USD | |
| 04 Feb 2014 | EXERCISE | Monarch Financial Holdings, Inc. | 17,820 | 6.78 USD | deriv |
| 26 Nov 2013 | PURCHASE | Monarch Financial Holdings, Inc. | 500 | 11.35 USD | |
| 18 Jun 2013 | PURCHASE | Monarch Financial Holdings, Inc. | 500 | 10.60 USD | |
| 08 Mar 2013 | OTHER | Monarch Financial Holdings, Inc. | 3,750 | 6.67 USD | |
| 29 Mar 2013 | GIFT | Monarch Financial Holdings, Inc. | 1,000 | 10.54 USD | |
| 10 Dec 2012 | GRANT_AWARD | Monarch Financial Holdings, Inc. | 15,000 | 8.32 USD |
2 purchases reported after at least 12 months of silence — most recent on 06 May 2025.