Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 29 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 |
|---|---|---|---|---|
| GBank Financial Holdings Inc. | 82,249 | reported | 06 Jan 2026 | tx 4+1,985 |
| FARMERS NATIONAL BANC CORP /OH/ | 13,271 | reported | 08 May 2026 | tx 1+1,606 |
| MIDDLEFIELD BANC CORP | 0 | reported | 02 Mar 2026 | tx 67+22,464−26,416.11 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 08 May 2026 | GRANT_AWARD | FARMERS NATIONAL BANC CORP /OH/ | 1,606 | 0.00 USD | |
| 02 Mar 2026 | OTHER | MIDDLEFIELD BANC CORP | 8,965 | — | |
| 02 Mar 2026 | OTHER | MIDDLEFIELD BANC CORP | 2,402.1 | — | |
| 02 Mar 2026 | OTHER | MIDDLEFIELD BANC CORP | 1,500 | — | |
| 02 Mar 2026 | OTHER | MIDDLEFIELD BANC CORP | 768.78 | — | |
| 02 Mar 2026 | OTHER | MIDDLEFIELD BANC CORP | 3,527.43 | — | |
| 02 Mar 2026 | OTHER | MIDDLEFIELD BANC CORP | 9,252.8 | — | |
| 23 Feb 2026 | GRANT_AWARD | MIDDLEFIELD BANC CORP | 405 | 35.18 USD | |
| 06 Jan 2026 | GRANT_AWARD | GBank Financial Holdings Inc. | 280 | 35.84 USD | |
| 18 Dec 2025 | GRANT_AWARD | GBank Financial Holdings Inc. | 1,100 | 0.00 USD | |
| 01 Oct 2025 | GRANT_AWARD | GBank Financial Holdings Inc. | 251 | 39.92 USD | |
| 02 Jul 2025 | GRANT_AWARD | GBank Financial Holdings Inc. | 354 | 0.00 USD | |
| 27 Jun 2025 | GRANT_AWARD | MIDDLEFIELD BANC CORP | 405 | — | deriv |
| 21 Feb 2025 | PURCHASE | MIDDLEFIELD BANC CORP | 120 | 26.00 USD | first after silence |
| 01 Jan 2025 | GRANT_AWARD | MIDDLEFIELD BANC CORP | 278 | 28.05 USD | |
| 01 Jul 2024 | GRANT_AWARD | MIDDLEFIELD BANC CORP | 324 | 24.05 USD | |
| 02 Feb 2024 | PURCHASE | MIDDLEFIELD BANC CORP | 1,000 | 26.67 USD | |
| 05 Feb 2024 | PURCHASE | MIDDLEFIELD BANC CORP | 1,000 | 25.75 USD | |
| 02 Jan 2024 | GRANT_AWARD | MIDDLEFIELD BANC CORP | 240 | 32.37 USD | |
| 03 Jul 2023 | GRANT_AWARD | MIDDLEFIELD BANC CORP | 291 | 26.80 USD | |
| 28 Apr 2023 | PURCHASE | MIDDLEFIELD BANC CORP | 100 | 27.67 USD | |
| 27 Apr 2023 | PURCHASE | MIDDLEFIELD BANC CORP | 200 | 26.70 USD | |
| 13 Mar 2023 | PURCHASE | MIDDLEFIELD BANC CORP | 200 | 26.50 USD | |
| 02 Mar 2023 | PURCHASE | MIDDLEFIELD BANC CORP | 200 | 27.96 USD | |
| 03 Jan 2023 | GRANT_AWARD | MIDDLEFIELD BANC CORP | 284 | 27.40 USD |
1 purchase reported after at least 12 months of silence — most recent on 21 Feb 2025.