Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 15 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 |
|---|---|---|---|---|
| NewtekOne, Inc. | 44,471 | reported | 21 Oct 2024 | tx 22+52,764−8,295 |
| IBERIABANK CORP | 14,853 | reported | 01 Jul 2020 | tx 15+16,628−20,481.25 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 19 Jul 2024 | PURCHASE | NewtekOne, Inc. | 350 | 14.38 USD | |
| 15 Apr 2024 | PURCHASE | NewtekOne, Inc. | 308 | 11.22 USD | |
| 12 Jan 2024 | PURCHASE | NewtekOne, Inc. | 253 | 12.79 USD | |
| 02 Aug 2024 | TAX_WITHHOLDING | NewtekOne, Inc. | 3,150 | 13.21 USD | |
| 21 Oct 2024 | PURCHASE | NewtekOne, Inc. | 386 | 13.46 USD | |
| 04 Oct 2024 | GRANT_AWARD | NewtekOne, Inc. | 8,237 | 0.00 USD | |
| 01 Jul 2024 | GRANT_AWARD | NewtekOne, Inc. | 7,955 | 0.00 USD | |
| 22 May 2024 | PURCHASE | NewtekOne, Inc. | 500 | 13.23 USD | |
| 14 Apr 2023 | PURCHASE | NewtekOne, Inc. | 337 | 13.05 USD | |
| 02 Aug 2023 | TAX_WITHHOLDING | NewtekOne, Inc. | 2,733 | 17.98 USD | |
| 21 Jul 2023 | PURCHASE | NewtekOne, Inc. | 249 | 17.92 USD | |
| 20 Oct 2023 | PURCHASE | NewtekOne, Inc. | 238 | 13.40 USD | |
| 21 Mar 2023 | PURCHASE | NewtekOne, Inc. | 3,000 | 12.45 USD | |
| 30 Sept 2022 | PURCHASE | NewtekOne, Inc. | 896 | 16.32 USD | |
| 31 Mar 2022 | PURCHASE | NewtekOne, Inc. | 448 | 26.70 USD | |
| 30 Jun 2022 | PURCHASE | NewtekOne, Inc. | 748 | 18.93 USD | |
| 02 Aug 2022 | TAX_WITHHOLDING | NewtekOne, Inc. | 2,412 | 20.71 USD | |
| 30 Dec 2022 | PURCHASE | NewtekOne, Inc. | 1,008 | 16.25 USD | |
| 04 Aug 2022 | GRANT_AWARD | NewtekOne, Inc. | 9,416 | 0.00 USD | |
| 30 Sept 2021 | PURCHASE | NewtekOne, Inc. | 558 | 27.73 USD | |
| 30 Dec 2021 | PURCHASE | NewtekOne, Inc. | 680 | 27.39 USD | |
| 02 Aug 2021 | GRANT_AWARD | NewtekOne, Inc. | 17,197 | 0.00 USD | |
| 01 Jul 2020 | TAX_WITHHOLDING | IBERIABANK CORP | 3,031 | 43.08 USD | |
| 01 Jul 2020 | GRANT_AWARD | IBERIABANK CORP | 3,277 | — | |
| 01 Jul 2020 | OTHER | IBERIABANK CORP | 14,853 | 0.00 USD |