Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 33 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 |
|---|---|---|---|---|
| PEOPLES BANCORP INC | 13,544 | reported | 31 Dec 2025 | tx 128+20,796.89 |
| DIAMOND HILL INVESTMENT GROUP INC | 6,989 | reported | 13 Mar 2017 | tx 11+9,635−2,646 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 18 Feb 2025 | OTHER | PEOPLES BANCORP INC | 17.37 | 33.21 USD | |
| 18 Nov 2025 | OTHER | PEOPLES BANCORP INC | 25.2 | 28.80 USD | |
| 18 Nov 2025 | OTHER | PEOPLES BANCORP INC | 1.77 | 28.80 USD | |
| 18 Nov 2025 | OTHER | PEOPLES BANCORP INC | 21.54 | 28.55 USD | |
| 18 Nov 2025 | OTHER | PEOPLES BANCORP INC | 50.18 | 28.55 USD | |
| 18 Aug 2025 | OTHER | PEOPLES BANCORP INC | 24.28 | 29.49 USD | |
| 18 Feb 2025 | OTHER | PEOPLES BANCORP INC | 40.46 | 33.21 USD | |
| 18 Feb 2025 | OTHER | PEOPLES BANCORP INC | 1.46 | 32.71 USD | |
| 18 Feb 2025 | OTHER | PEOPLES BANCORP INC | 7.55 | 32.71 USD | |
| 19 May 2025 | OTHER | PEOPLES BANCORP INC | 45.49 | 30.65 USD | |
| 19 May 2025 | OTHER | PEOPLES BANCORP INC | 19.52 | 30.65 USD | |
| 19 May 2025 | OTHER | PEOPLES BANCORP INC | 1.61 | 30.87 USD | |
| 19 May 2025 | OTHER | PEOPLES BANCORP INC | 16.33 | 30.87 USD | |
| 18 Aug 2025 | OTHER | PEOPLES BANCORP INC | 48.35 | 29.22 USD | |
| 18 Aug 2025 | OTHER | PEOPLES BANCORP INC | 20.75 | 29.22 USD | |
| 18 Aug 2025 | OTHER | PEOPLES BANCORP INC | 1.71 | 29.48 USD | |
| 31 Dec 2025 | GRANT_AWARD | PEOPLES BANCORP INC | 614 | 30.03 USD | deriv |
| 30 Sept 2025 | GRANT_AWARD | PEOPLES BANCORP INC | 607 | 29.99 USD | deriv |
| 31 Jul 2025 | PURCHASE | PEOPLES BANCORP INC | 200 | 28.74 USD | |
| 29 Jul 2025 | PURCHASE | PEOPLES BANCORP INC | 100 | 29.40 USD | |
| 29 Jul 2025 | PURCHASE | PEOPLES BANCORP INC | 100 | 29.69 USD | |
| 29 Jul 2025 | PURCHASE | PEOPLES BANCORP INC | 100 | 29.53 USD | |
| 30 Jun 2025 | GRANT_AWARD | PEOPLES BANCORP INC | 587 | 30.54 USD | deriv |
| 30 Apr 2025 | PURCHASE | PEOPLES BANCORP INC | 105 | 28.70 USD | |
| 28 Apr 2025 | PURCHASE | PEOPLES BANCORP INC | 200 | 28.70 USD |
2 purchases reported after at least 12 months of silence — most recent on 25 Apr 2025.