Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 7 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 |
|---|---|---|---|---|
| WAYPOINT FINANCIAL CORP | 853 | reported | 31 Dec 2003 | tx 1+853 |
| FRANKLIN FINANCIAL SERVICES CORP /PA/ | 264 | reported | 01 Jul 2014 | tx 1+264 |
| TOWER BANCORP INC | 0 | reported | 17 Feb 2012 | tx 31+22,275.52−19,781.1 |
| PB Bankshares, Inc. | 0 | reported | 05 Jan 2026 | tx 13+15,410−7,910 |
| Sunshine Bancorp, Inc. | 0 | reported | 01 Jan 2018 | tx 11+32,000−34,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 05 Jan 2026 | OTHER | PB Bankshares, Inc. | 7,910 | — | |
| 05 Jan 2026 | OTHER | PB Bankshares, Inc. | — | — | deriv |
| 10 Dec 2025 | EXERCISE | PB Bankshares, Inc. | 1,910 | 12.28 USD | |
| 10 Dec 2025 | EXERCISE | PB Bankshares, Inc. | — | 0.00 USD | deriv |
| 14 Nov 2022 | GRANT_AWARD | PB Bankshares, Inc. | 3,000 | 0.00 USD | |
| 14 Nov 2022 | GRANT_AWARD | PB Bankshares, Inc. | 7,500 | 0.00 USD | deriv |
| 18 Nov 2021 | PURCHASE | PB Bankshares, Inc. | 1,136 | 14.11 USD | |
| 18 Nov 2021 | PURCHASE | PB Bankshares, Inc. | 200 | 14.10 USD | |
| 18 Nov 2021 | PURCHASE | PB Bankshares, Inc. | 90 | 14.00 USD | |
| 19 Nov 2021 | PURCHASE | PB Bankshares, Inc. | 800 | 14.05 USD | |
| 18 Nov 2021 | PURCHASE | PB Bankshares, Inc. | 151 | 14.20 USD | |
| 18 Nov 2021 | PURCHASE | PB Bankshares, Inc. | 423 | 14.12 USD | first after silence |
| 19 Nov 2021 | PURCHASE | PB Bankshares, Inc. | 200 | 14.15 USD | |
| 01 Jan 2018 | OTHER | Sunshine Bancorp, Inc. | 2,000 | — | |
| 01 Jan 2018 | OTHER | Sunshine Bancorp, Inc. | 5,097 | — | |
| 01 Jan 2018 | OTHER | Sunshine Bancorp, Inc. | 15,000 | — | deriv |
| 01 Jan 2018 | OTHER | Sunshine Bancorp, Inc. | 10,000 | — | deriv |
| 17 Nov 2017 | TAX_WITHHOLDING | Sunshine Bancorp, Inc. | 766 | 22.71 USD | |
| 29 Oct 2017 | TAX_WITHHOLDING | Sunshine Bancorp, Inc. | 383 | 24.29 USD | |
| 29 Oct 2016 | TAX_WITHHOLDING | Sunshine Bancorp, Inc. | 383 | 14.50 USD | |
| 27 Oct 2016 | GRANT_AWARD | Sunshine Bancorp, Inc. | 15,000 | 0.00 USD | deriv |
| 29 Oct 2015 | TAX_WITHHOLDING | Sunshine Bancorp, Inc. | 371 | 13.96 USD | |
| 29 Oct 2015 | GRANT_AWARD | Sunshine Bancorp, Inc. | 7,000 | 0.00 USD | |
| 29 Oct 2015 | GRANT_AWARD | Sunshine Bancorp, Inc. | 10,000 | 0.00 USD | deriv |
| 01 Jul 2014 | GRANT_AWARD | FRANKLIN FINANCIAL SERVICES CORP /PA/ | 264 | 18.91 USD | deriv |
1 purchase reported after at least 12 months of silence — most recent on 18 Nov 2021.