Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| FIRST OF LONG ISLAND CORP | 126,644.79 | reported | 13 Feb 2020 | tx 360+342,280−284,561 |
| PEOPLES BANCORP INC | 10,546.12 | reported | 31 Dec 2025 | tx 54+11,065.11 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 buys in history.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 18 Nov 2025 | OTHER | PEOPLES BANCORP INC | 35.25 | 28.55 USD | |
| 18 Nov 2025 | OTHER | PEOPLES BANCORP INC | 115.17 | 29.00 USD | |
| 18 Aug 2025 | OTHER | PEOPLES BANCORP INC | 33.96 | 29.22 USD | |
| 18 Aug 2025 | OTHER | PEOPLES BANCORP INC | 105.78 | 29.47 USD | |
| 19 May 2025 | OTHER | PEOPLES BANCORP INC | 31.95 | 30.65 USD | |
| 19 May 2025 | OTHER | PEOPLES BANCORP INC | 94.2 | 30.82 USD | |
| 18 Feb 2025 | OTHER | PEOPLES BANCORP INC | 28.42 | 33.21 USD | |
| 31 Dec 2024 | OTHER | PEOPLES BANCORP INC | 117.14 | — | |
| 18 Feb 2025 | OTHER | PEOPLES BANCORP INC | 80.61 | 32.81 USD | |
| 31 Dec 2025 | GRANT_AWARD | PEOPLES BANCORP INC | 437 | 30.03 USD | |
| 30 Sept 2025 | GRANT_AWARD | PEOPLES BANCORP INC | 437 | 29.99 USD | |
| 30 Jun 2025 | GRANT_AWARD | PEOPLES BANCORP INC | 429 | 30.54 USD | |
| 31 Mar 2025 | GRANT_AWARD | PEOPLES BANCORP INC | 389 | 29.66 USD | |
| 18 Nov 2024 | OTHER | PEOPLES BANCORP INC | 69.64 | 35.48 USD | |
| 19 Aug 2024 | OTHER | PEOPLES BANCORP INC | 77.07 | 29.67 USD | |
| 20 May 2024 | OTHER | PEOPLES BANCORP INC | 69.02 | 30.50 USD | |
| 20 Feb 2024 | OTHER | PEOPLES BANCORP INC | 65.78 | 28.50 USD | |
| 31 Dec 2024 | GRANT_AWARD | PEOPLES BANCORP INC | 364 | 31.69 USD | |
| 30 Sept 2024 | GRANT_AWARD | PEOPLES BANCORP INC | 384 | 30.09 USD | |
| 28 Jun 2024 | GRANT_AWARD | PEOPLES BANCORP INC | 385 | 30.00 USD | |
| 28 Mar 2024 | GRANT_AWARD | PEOPLES BANCORP INC | 390 | 29.61 USD | |
| 22 May 2023 | OTHER | PEOPLES BANCORP INC | 54.67 | 24.29 USD | |
| 21 Feb 2023 | OTHER | PEOPLES BANCORP INC | 36.46 | 30.43 USD | |
| 22 Feb 2023 | OTHER | PEOPLES BANCORP INC | 26.25 | 30.74 USD | |
| 23 May 2023 | OTHER | PEOPLES BANCORP INC | 31.76 | 26.40 USD |
2 purchases reported after at least 12 months of silence — most recent on 16 Aug 2021.