Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| COMMUNITY BANK SHARES OF INDIANA INC | 94,941 | reported | 09 Sept 2016 | tx 85+71,431−217,087 |
| WESBANCO INC | 17,111 | reported | 18 Mar 2026 | tx 55+25,704 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 15 buys in history.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 18 Mar 2026 | PURCHASE | WESBANCO INC | 475 | 32.77 USD | |
| 18 Mar 2026 | PURCHASE | WESBANCO INC | 10 | 32.73 USD | |
| 18 Mar 2026 | PURCHASE | WESBANCO INC | 450 | 32.77 USD | |
| 18 Mar 2026 | PURCHASE | WESBANCO INC | 5 | 32.77 USD | |
| 21 May 2025 | GRANT_AWARD | WESBANCO INC | 939 | 0.00 USD | |
| 22 May 2025 | PURCHASE | WESBANCO INC | 275 | 30.90 USD | first after silence |
| 22 May 2025 | PURCHASE | WESBANCO INC | 270 | 30.90 USD | |
| 17 Apr 2025 | GRANT_AWARD | WESBANCO INC | 1,749 | 0.00 USD | |
| 18 Apr 2024 | GRANT_AWARD | WESBANCO INC | 1,828 | 0.00 USD | |
| 27 Feb 2024 | PURCHASE | WESBANCO INC | 662 | 28.66 USD | |
| 27 Feb 2024 | PURCHASE | WESBANCO INC | 1 | 28.63 USD | anomaly |
| 27 Feb 2024 | PURCHASE | WESBANCO INC | 733 | 28.65 USD | first after silence |
| 24 May 2023 | GRANT_AWARD | WESBANCO INC | 803 | 0.00 USD | |
| 27 Apr 2023 | GRANT_AWARD | WESBANCO INC | 1,137 | 0.00 USD | |
| 30 Jan 2023 | PURCHASE | WESBANCO INC | 500 | 36.23 USD | |
| 30 Jan 2023 | PURCHASE | WESBANCO INC | 500 | 36.09 USD | |
| 18 May 2022 | GRANT_AWARD | WESBANCO INC | 155 | 0.00 USD | |
| 02 May 2022 | PURCHASE | WESBANCO INC | 215 | 32.54 USD | |
| 29 Apr 2022 | PURCHASE | WESBANCO INC | 800 | 32.92 USD | |
| 02 May 2022 | PURCHASE | WESBANCO INC | 215 | 32.58 USD | |
| 29 Apr 2022 | PURCHASE | WESBANCO INC | 800 | 32.91 USD | first after silence |
| 28 Apr 2022 | GRANT_AWARD | WESBANCO INC | 762 | 0.00 USD | |
| 24 Jun 2021 | GRANT_AWARD | WESBANCO INC | 411 | 0.00 USD | |
| 19 May 2021 | GRANT_AWARD | WESBANCO INC | 258 | 0.00 USD | |
| 28 Jan 2021 | PURCHASE | WESBANCO INC | 234 | 30.09 USD |
6 purchases reported after at least 12 months of silence — most recent on 22 May 2025.