Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 8 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 |
|---|---|---|---|---|
| HOME BANCORP, INC. | 54,530 | reported | 12 Mar 2020 | tx 24+140,694.73−71,660 |
| Catalyst Bancorp, Inc. | 32,870 | reported | 01 Sept 2025 | tx 21+245,384−45,900 |
| IBERIABANK CORP | 6,003 | reported | 27 Feb 2008 | tx 7+7,714 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 Sept 2025 | TAX_WITHHOLDING | Catalyst Bancorp, Inc. | 1,158 | 12.83 USD | |
| 10 Jun 2025 | GRANT_AWARD | Catalyst Bancorp, Inc. | 5,290 | 0.00 USD | |
| 10 Jun 2025 | GRANT_AWARD | Catalyst Bancorp, Inc. | 13,225 | 0.00 USD | deriv |
| 02 Dec 2024 | PURCHASE | Catalyst Bancorp, Inc. | 8,333 | 11.79 USD | first after silence |
| 03 Dec 2024 | PURCHASE | Catalyst Bancorp, Inc. | 6,250 | 11.87 USD | |
| 01 Sept 2024 | TAX_WITHHOLDING | Catalyst Bancorp, Inc. | 1,211 | 11.67 USD | |
| 01 Sept 2023 | TAX_WITHHOLDING | Catalyst Bancorp, Inc. | 1,211 | 12.05 USD | |
| 11 May 2023 | PURCHASE | Catalyst Bancorp, Inc. | 100 | 9.43 USD | |
| 11 May 2023 | PURCHASE | Catalyst Bancorp, Inc. | 100 | 9.46 USD | |
| 11 May 2023 | PURCHASE | Catalyst Bancorp, Inc. | 1,200 | 9.49 USD | |
| 11 May 2023 | PURCHASE | Catalyst Bancorp, Inc. | 901 | 9.50 USD | |
| 12 May 2023 | PURCHASE | Catalyst Bancorp, Inc. | 125 | 9.75 USD | |
| 04 May 2023 | PURCHASE | Catalyst Bancorp, Inc. | 5,000 | 9.60 USD | first after silence |
| 01 Sept 2022 | GRANT_AWARD | Catalyst Bancorp, Inc. | 21,160 | 0.00 USD | |
| 01 Sept 2022 | GRANT_AWARD | Catalyst Bancorp, Inc. | 52,900 | 0.00 USD | deriv |
| 12 Oct 2021 | PURCHASE | Catalyst Bancorp, Inc. | 10,000 | 10.00 USD | first after silence |
| 12 Oct 2021 | PURCHASE | Catalyst Bancorp, Inc. | 15,000 | 10.00 USD | |
| 12 Mar 2020 | GRANT_AWARD | HOME BANCORP, INC. | 940 | 0.00 USD | |
| 12 Mar 2020 | GRANT_AWARD | HOME BANCORP, INC. | 1,000 | 0.00 USD | deriv |
| 05 Sept 2019 | SALE | HOME BANCORP, INC. | 6,000 | 37.68 USD | |
| 23 May 2019 | GRANT_AWARD | HOME BANCORP, INC. | 925 | 0.00 USD | |
| 23 May 2019 | GRANT_AWARD | HOME BANCORP, INC. | 1,000 | 0.00 USD | deriv |
| 11 Jan 2019 | TAX_WITHHOLDING | HOME BANCORP, INC. | 8,734 | 35.84 USD | |
| 11 Jan 2019 | EXERCISE | HOME BANCORP, INC. | 25,000 | 11.45 USD | |
| 11 Jan 2019 | EXERCISE | HOME BANCORP, INC. | 25,000 | 0.00 USD | deriv |
3 purchases reported after at least 12 months of silence — most recent on 02 Dec 2024.