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 |
|---|---|---|---|---|
| SMARTFINANCIAL INC. | 100,010 | reported | 10 Mar 2026 | tx 92+258,851−16,224 |
| COVENANT LOGISTICS GROUP, INC. | 62,906 | reported | 19 May 2026 | tx 12+35,232−8,838 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 19 May 2026 | GIFT | COVENANT LOGISTICS GROUP, INC. | 4,338 | 0.00 USD | |
| 13 May 2026 | GRANT_AWARD | COVENANT LOGISTICS GROUP, INC. | 4,382 | 0.00 USD | |
| 10 Mar 2026 | GRANT_AWARD | SMARTFINANCIAL INC. | 3,542 | 0.00 USD | |
| 09 Feb 2026 | PURCHASE | SMARTFINANCIAL INC. | 835 | 43.13 USD | first after silence |
| 01 Jan 2026 | TAX_WITHHOLDING | SMARTFINANCIAL INC. | 1,305 | 36.99 USD | |
| 24 Nov 2025 | GIFT | COVENANT LOGISTICS GROUP, INC. | 4,500 | 0.00 USD | |
| 14 May 2025 | GRANT_AWARD | COVENANT LOGISTICS GROUP, INC. | 4,338 | 0.00 USD | |
| 03 Feb 2025 | PURCHASE | SMARTFINANCIAL INC. | 1,162 | 34.75 USD | |
| 29 Jan 2025 | GRANT_AWARD | SMARTFINANCIAL INC. | 1,295 | 0.00 USD | |
| 29 Jan 2025 | GRANT_AWARD | SMARTFINANCIAL INC. | 5,000 | 0.00 USD | |
| 15 May 2024 | GRANT_AWARD | COVENANT LOGISTICS GROUP, INC. | 2,139 | 0.00 USD | |
| 07 Feb 2024 | PURCHASE | SMARTFINANCIAL INC. | 1,000 | 21.67 USD | |
| 30 Jan 2024 | GRANT_AWARD | SMARTFINANCIAL INC. | 717 | 0.00 USD | |
| 31 Jan 2024 | TAX_WITHHOLDING | SMARTFINANCIAL INC. | 1,305 | 23.26 USD | |
| 17 May 2023 | GRANT_AWARD | COVENANT LOGISTICS GROUP, INC. | 2,454 | 0.00 USD | |
| 04 May 2023 | PURCHASE | SMARTFINANCIAL INC. | 2,500 | 19.38 USD | |
| 01 May 2023 | PURCHASE | SMARTFINANCIAL INC. | 525 | 20.89 USD | |
| 09 Feb 2023 | PURCHASE | SMARTFINANCIAL INC. | 159 | 27.19 USD | |
| 27 Jan 2023 | PURCHASE | SMARTFINANCIAL INC. | 1,284 | 26.40 USD | |
| 25 Jan 2023 | GRANT_AWARD | SMARTFINANCIAL INC. | 4,659 | 0.00 USD | |
| 04 Aug 2022 | TAX_WITHHOLDING | SMARTFINANCIAL INC. | 1,826 | 25.70 USD | |
| 18 May 2022 | GRANT_AWARD | COVENANT LOGISTICS GROUP, INC. | 3,782 | 0.00 USD | |
| 14 Feb 2022 | EXERCISE | SMARTFINANCIAL INC. | 2,500 | 6.60 USD | |
| 14 Feb 2022 | EXERCISE | SMARTFINANCIAL INC. | 1,250 | 9.48 USD | |
| 14 Feb 2022 | EXERCISE | SMARTFINANCIAL INC. | 2,500 | 9.60 USD |
4 purchases reported after at least 12 months of silence — most recent on 09 Feb 2026.