Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| SEVERN BANCORP INC | 123,661 | reported | 15 Jun 2009 | tx 33+45,255−6,000 |
| SUN BANCORP INC /NJ/ | 0 | reported | 31 Jan 2018 | tx 34+24,356−21,742 |
| Independence Bancshares, Inc. | 0 | reported | 23 Jan 2018 | tx 5+20,100−145,100 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 31 Jan 2018 | OTHER | SUN BANCORP INC /NJ/ | 16,570 | — | |
| 31 Jan 2018 | OTHER | SUN BANCORP INC /NJ/ | 5,172 | — | |
| 23 Jan 2018 | OTHER | Independence Bancshares, Inc. | 125,000 | 0.13 USD | |
| 23 Jan 2018 | OTHER | Independence Bancshares, Inc. | 20,000 | 0.00 USD | deriv |
| 23 Jan 2018 | OTHER | Independence Bancshares, Inc. | 100 | 1000.00 USD | deriv |
| 28 Feb 2017 | PURCHASE | SUN BANCORP INC /NJ/ | 500 | 26.05 USD | |
| 27 Feb 2017 | PURCHASE | SUN BANCORP INC /NJ/ | 500 | 26.35 USD | first after silence |
| 28 Feb 2017 | PURCHASE | SUN BANCORP INC /NJ/ | 500 | 25.95 USD | |
| 28 Feb 2017 | PURCHASE | SUN BANCORP INC /NJ/ | 500 | 26.00 USD | |
| 14 Dec 2016 | GRANT_AWARD | SUN BANCORP INC /NJ/ | 1,500 | 0.00 USD | |
| 31 Dec 2015 | GRANT_AWARD | SUN BANCORP INC /NJ/ | 484 | 20.64 USD | |
| 01 Jan 2016 | GRANT_AWARD | SUN BANCORP INC /NJ/ | 1,500 | 0.00 USD | |
| 13 Nov 2015 | PURCHASE | SUN BANCORP INC /NJ/ | 2,000 | 21.44 USD | |
| 13 Nov 2015 | PURCHASE | SUN BANCORP INC /NJ/ | 70 | 21.40 USD | |
| 13 Nov 2015 | PURCHASE | SUN BANCORP INC /NJ/ | 40 | 21.41 USD | |
| 13 Nov 2015 | PURCHASE | SUN BANCORP INC /NJ/ | 1,890 | 21.43 USD | |
| 13 Nov 2015 | PURCHASE | SUN BANCORP INC /NJ/ | 2,000 | 21.35 USD | |
| 13 Nov 2015 | PURCHASE | SUN BANCORP INC /NJ/ | 2,000 | 21.32 USD | |
| 13 Nov 2015 | PURCHASE | SUN BANCORP INC /NJ/ | 570 | 21.17 USD | |
| 30 Jun 2015 | GRANT_AWARD | SUN BANCORP INC /NJ/ | 519 | 19.25 USD | |
| 14 May 2015 | GRANT_AWARD | Independence Bancshares, Inc. | 20,000 | 0.00 USD | deriv |
| 14 May 2015 | PURCHASE | Independence Bancshares, Inc. | 100 | 0.80 USD | deriv |
| 06 May 2015 | PURCHASE | SUN BANCORP INC /NJ/ | 1,000 | 18.74 USD | |
| 31 Dec 2014 | GRANT_AWARD | SUN BANCORP INC /NJ/ | 515 | 19.40 USD | |
| 26 Nov 2014 | PURCHASE | SUN BANCORP INC /NJ/ | 1,200 | 18.80 USD |
4 purchases reported after at least 12 months of silence — most recent on 27 Feb 2017.