Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Bancorp, Inc. | 22,566 | reported | 27 May 2026 | tx 5+22,566 |
| CONMED Corp | 9,108 | reported | 01 Jun 2022 | tx 136+173,957−130,970 |
| COMMUNITY FINANCIAL SYSTEM, INC. | 1,395 | reported | 19 Mar 2024 | tx 130+972,545.25−642,651.64 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 27 May 2026 | GRANT_AWARD | Bancorp, Inc. | 3,600 | — | |
| 04 Feb 2026 | PURCHASE | Bancorp, Inc. | 5,000 | 60.23 USD | first after silence |
| 28 May 2025 | GRANT_AWARD | Bancorp, Inc. | 3,861 | — | |
| 29 Oct 2024 | PURCHASE | Bancorp, Inc. | 5,000 | 50.36 USD | first after silence |
| 30 May 2024 | GRANT_AWARD | Bancorp, Inc. | 5,105 | — | |
| 19 Mar 2024 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 1,395 | 0.00 USD | deriv |
| 04 Jan 2024 | TAX_WITHHOLDING | COMMUNITY FINANCIAL SYSTEM, INC. | 11,706 | 52.11 USD | |
| 04 Jan 2024 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 6,759 | 0.00 USD | |
| 15 Mar 2023 | OTHER | COMMUNITY FINANCIAL SYSTEM, INC. | 7,026.75 | 53.97 USD | |
| 14 Mar 2023 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 4,631 | 0.00 USD | |
| 14 Mar 2023 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 16,885 | 0.00 USD | deriv |
| 08 Mar 2023 | TAX_WITHHOLDING | COMMUNITY FINANCIAL SYSTEM, INC. | 1,704 | 61.05 USD | |
| 01 Jun 2022 | EXERCISE | CONMED Corp | 812 | 0.00 USD | |
| 01 Jun 2022 | EXERCISE | CONMED Corp | 812 | 0.00 USD | deriv |
| 15 Mar 2022 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 2,753 | 0.00 USD | |
| 15 Mar 2022 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 11,067 | 0.00 USD | deriv |
| 04 Mar 2022 | TAX_WITHHOLDING | COMMUNITY FINANCIAL SYSTEM, INC. | 1,643 | 72.94 USD | |
| 05 Nov 2021 | EXERCISE | CONMED Corp | 4,892 | 51.90 USD | |
| 05 Nov 2021 | SALE | CONMED Corp | 4,792 | 156.51 USD | |
| 05 Nov 2021 | SALE | CONMED Corp | 100 | 157.11 USD | |
| 05 Nov 2021 | EXERCISE | CONMED Corp | 3,399 | 69.03 USD | |
| 05 Nov 2021 | SALE | CONMED Corp | 2,899 | 156.44 USD | |
| 05 Nov 2021 | SALE | CONMED Corp | 100 | 157.05 USD | |
| 05 Nov 2021 | EXERCISE | CONMED Corp | 2,886 | 79.94 USD | |
| 05 Nov 2021 | SALE | CONMED Corp | 2,386 | 156.44 USD |
6 purchases reported after at least 12 months of silence — most recent on 04 Feb 2026.