| |
| |
|
| Insider
Information: |
Baio James R |
| Relationship: |
Director |
| City: |
San Mateo |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
39,014 |
|
|
Indirect Shares
|
448 |
|
|
| Direct
Value |
$4,036,583 |
|
|
|
Indirect Value
|
$10,331 |
|
|
| Total
Shares |
39,462 |
|
|
| Total
Value |
$4,046,914 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
0
|
|
Stock
price went up :
|
0
|
0
|
| Stock
price went down : |
0
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
0.0%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Franklin Resources Inc |
BEN |
EVP, CFO and Treasurer |
2006-09-29 |
23,609 |
2006-09-29 |
448 |
Premium* |
|
|
Virtus Investment Partners Inc |
VRTS |
Director |
2019-05-15 |
15,405 |
2009-01-02 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
47 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 2 of 2
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| VRTS |
Virtus Investment Partner... |
Director |
– • – |
2011-08-12 |
4 |
B |
$61.84 |
$30,920 |
D/D |
500 |
10,867 |
2.39 |
- |
|
| BEN |
Franklin Resources Inc |
SVP & Chief Financial Officer |
• – – |
2005-01-31 |
4 |
A |
$67.58 |
$8,466 |
D/D |
125 |
22,588 |
|
- |
|
| BEN |
Franklin Resources Inc |
SVP & Chief Financial Officer |
• – – |
2005-02-01 |
4 |
S |
$67.58 |
$3,364 |
D/D |
(50) |
22,538 |
|
- |
|
| BEN |
Franklin Resources Inc |
SVP & Chief Financial Officer |
• – – |
2004-12-15 |
4 |
S |
$68.11 |
$272,440 |
D/D |
(4,000) |
22,462 |
|
- |
|
| VRTS |
Virtus Investment Partner... |
Director |
• • – |
2016-05-25 |
4 |
A |
$80.81 |
$87,436 |
D/D |
1,082 |
12,756 |
0 |
- |
|
| BEN |
Franklin Resources Inc |
SVP & Chief Financial Officer |
• – – |
2005-08-01 |
4 |
S |
$81.46 |
$8,831 |
D/D |
(108) |
22,821 |
|
- |
|
| BEN |
Franklin Resources Inc |
SVP & Chief Financial Officer |
• – – |
2005-10-03 |
4 |
S |
$83.34 |
$98,341 |
D/D |
(1,180) |
21,641 |
|
- |
|
| BEN |
Franklin Resources Inc |
SVP & Chief Financial Officer |
• – – |
2005-11-03 |
4 |
A |
$89.39 |
$262,538 |
D/D |
2,937 |
24,578 |
|
- |
|
| BEN |
Franklin Resources Inc |
SVP & Chief Financial Officer |
• – – |
2005-11-02 |
4 |
S |
$89.44 |
$2,010,432 |
D/D |
(22,478) |
21,641 |
|
- |
|
| BEN |
Franklin Resources Inc |
EVP, CFO and Treasurer |
• – – |
2006-07-31 |
4 |
D |
$91.45 |
$6,833 |
D/D |
(75) |
24,652 |
|
- |
|
| BEN |
Franklin Resources Inc |
officerTitle |
• – – |
2005-12-29 |
4 |
S |
$94.48 |
$57,727 |
D/D |
(611) |
23,967 |
|
- |
|
| BEN |
Franklin Resources Inc |
officerTitle |
• – – |
2006-01-31 |
4 |
S |
$98.50 |
$1,623 |
D/D |
(16) |
23,992 |
|
- |
|
| VRTS |
Virtus Investment Partner... |
Director |
– • – |
2017-05-19 |
4 |
A |
$103.70 |
$97,478 |
D/D |
940 |
13,696 |
0 |
- |
|
| BEN |
Franklin Resources Inc |
EVP, CFO and Treasurer |
• – – |
2006-09-14 |
4 |
S |
$104.06 |
$790,873 |
D/D |
(7,600) |
24,666 |
0 |
- |
|
| BEN |
Franklin Resources Inc |
EVP, CFO and Treasurer |
• – – |
2006-09-29 |
4 |
D |
$105.75 |
$111,672 |
D/D |
(1,056) |
23,610 |
0 |
- |
|
| VRTS |
Virtus Investment Partner... |
Director |
– • – |
2012-11-30 |
4 |
S |
$113.16 |
$113,867 |
D/D |
(1,000) |
11,045 |
0 |
- |
|
| VRTS |
Virtus Investment Partner... |
Director |
– • – |
2012-12-04 |
4 |
S |
$114.02 |
$114,020 |
D/D |
(1,000) |
10,045 |
0 |
- |
|
| VRTS |
Virtus Investment Partner... |
Director |
– • – |
2019-05-15 |
4 |
A |
$117.78 |
$104,000 |
D/D |
883 |
15,405 |
0 |
- |
|
| VRTS |
Virtus Investment Partner... |
Director |
– • – |
2018-05-15 |
4 |
A |
$124.00 |
$102,424 |
D/D |
826 |
14,522 |
0 |
- |
|
| VRTS |
Virtus Investment Partner... |
Director |
• • – |
2015-05-28 |
4 |
A |
$127.25 |
$92,384 |
D/D |
726 |
11,674 |
0 |
- |
|
| VRTS |
Virtus Investment Partner... |
Director |
• • – |
2014-05-15 |
4 |
A |
$176.49 |
$92,481 |
D/D |
524 |
10,948 |
0 |
- |
|
| VRTS |
Virtus Investment Partner... |
Director |
• • – |
2013-05-21 |
4 |
A |
$241.30 |
$82,283 |
D/D |
341 |
10,386 |
0 |
- |
|
47 Records found
|
|
Page 2 of 2 |
| |
Free Registration Required For Full Results. Limit: 25
|
|
| |
Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
|
|
|
|
|
