Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Burke & Herbert Financial Services Corp. | 3,480 | reported | 30 Sept 2024 | tx 8+2,622−2,440 |
| SANDY SPRING BANCORP INC | 3,000 | reported | 31 Mar 2013 | tx 14+27,705−3,862 |
| GLEN BURNIE BANCORP | 500 | reported | 21 May 2025 | tx 3+500 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 16 May 2025 | PURCHASE | GLEN BURNIE BANCORP | 100 | 5.10 USD | |
| 20 May 2025 | PURCHASE | GLEN BURNIE BANCORP | 200 | 5.08 USD | |
| 21 May 2025 | PURCHASE | GLEN BURNIE BANCORP | 200 | 4.90 USD | |
| 30 Sept 2024 | EXERCISE | Burke & Herbert Financial Services Corp. | 960 | — | |
| 30 Sept 2024 | EXERCISE | Burke & Herbert Financial Services Corp. | 960 | 0.00 USD | deriv |
| 10 Feb 2024 | EXERCISE | Burke & Herbert Financial Services Corp. | 1,480 | — | |
| 10 Feb 2024 | EXERCISE | Burke & Herbert Financial Services Corp. | 1,480 | 0.00 USD | deriv |
| 27 Apr 2023 | GRANT_AWARD | Burke & Herbert Financial Services Corp. | 25 | 81.51 USD | deriv |
| 18 May 2023 | GRANT_AWARD | Burke & Herbert Financial Services Corp. | 127 | 75.01 USD | deriv |
| 14 Jul 2023 | GRANT_AWARD | Burke & Herbert Financial Services Corp. | 5 | 53.63 USD | deriv |
| 08 Jan 2024 | GRANT_AWARD | Burke & Herbert Financial Services Corp. | 25 | 58.89 USD | deriv |
| 28 Mar 2013 | TAX_WITHHOLDING | SANDY SPRING BANCORP INC | 294 | 20.10 USD | |
| 31 Mar 2013 | TAX_WITHHOLDING | SANDY SPRING BANCORP INC | 541 | 20.10 USD | |
| 30 Mar 2013 | TAX_WITHHOLDING | SANDY SPRING BANCORP INC | 433 | 20.10 USD | |
| 27 Mar 2013 | GRANT_AWARD | SANDY SPRING BANCORP INC | 5,114 | 0.00 USD | |
| 25 Mar 2013 | TAX_WITHHOLDING | SANDY SPRING BANCORP INC | 344 | 20.13 USD | |
| 25 Mar 2012 | TAX_WITHHOLDING | SANDY SPRING BANCORP INC | 344 | 18.44 USD | |
| 25 Mar 2011 | TAX_WITHHOLDING | SANDY SPRING BANCORP INC | 385 | 18.31 USD | |
| 31 Mar 2012 | TAX_WITHHOLDING | SANDY SPRING BANCORP INC | 528 | 18.17 USD | |
| 31 Mar 2011 | TAX_WITHHOLDING | SANDY SPRING BANCORP INC | 569 | 18.46 USD | |
| 30 Mar 2012 | TAX_WITHHOLDING | SANDY SPRING BANCORP INC | 424 | 18.17 USD | |
| 28 Mar 2012 | GRANT_AWARD | SANDY SPRING BANCORP INC | 4,180 | 0.00 USD | |
| 30 Mar 2011 | GRANT_AWARD | SANDY SPRING BANCORP INC | 6,019 | 0.00 USD | |
| 31 Mar 2010 | GRANT_AWARD | SANDY SPRING BANCORP INC | 7,500 | 0.00 USD | |
| 25 Mar 2009 | GRANT_AWARD | SANDY SPRING BANCORP INC | 4,892 | 0.00 USD |