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Insider Information:   Schlosstein Ralph
Relationship:   Co-CEO/Co-Chairman, Di...
City:   New York
State:   NY
   
Insider Summary:
  
   
Companies Owned :   16    
Direct Shares   843,008    

Indirect Shares

   200,001      
Direct Value   $513,363,929    

Indirect Value

   $154,406,203      
Total Shares   1,043,009      
Total Value   $667,770,132      


Blackrock Municipal 2020 Term Trust $1,462 Blackrock Limited Duration Income Trust $1,376 Blackrock Preferred Opportunity Trust $0 Blackrock Dividend Achievers Trust $0 BlackRock Dividend Income Trust $0 Blackrock Global Floating Rate Income Trust $1,300 Blackrock Global Energy & Resources Trust $1,330 Blackrock Health Sciences Trust $3,989 Blackrock High Income Shares $0 Blackrock Global Opportunities Equity Trust $1,038 Blackrock Enhanced Dividend Achievers Trust $825 BlackRock Inc A $464,711,106 BlackRock Real Asset Equity Trust $0 Blackrock Preferred & Equity Advantage Trust $1,059 Blackrock Long-Term Municipal Advantage Trust $1,002 Evercore Partners Inc. $48,639,442 Blackrock Municipal 2020 Term Trust $1,462 Blackrock Limited Duration Income Trust $1,376 Blackrock Preferred Opportunity Trust $0 Blackrock Dividend Achievers Trust $0 BlackRock Dividend Income Trust $0 Blackrock Global Floating Rate Income Trust $1,300 Blackrock Global Energy & Resources Trust $1,330 Blackrock Health Sciences Trust $3,989 Blackrock High Income Shares $0 Blackrock Global Opportunities Equity Trust $1,038 Blackrock Enhanced Dividend Achievers Trust $825 BlackRock Inc A $464,711,106 BlackRock Real Asset Equity Trust $0 Blackrock Preferred & Equity Advantage Trust $1,059 Blackrock Long-Term Municipal Advantage Trust $1,002 Evercore Partners Inc. $48,639,442
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    0   
    11    

     Stock price went up :
    0   
    6    
     Stock price went down :
    0   
    5    
   
     Gain/Loss Ratio :
   0.0   
   1.2   
     Percentage Gain/Loss :
     0.0%
 117.9%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Blackrock Municipal 2020 Term Tr... BKK President of the Inves... 2003-12-03 100 2003-12-03 0    Premium*  
            Blackrock Limited Duration Incom... BLW President of the Inves... 2003-12-03 100 2003-12-03 0    Premium*  
            Blackrock Preferred Opportunity ... BPP President of the Inves... 2003-12-03 100 2003-12-03 0    Premium*  
            Blackrock Dividend Achievers Trust BDV President of the Inves... 2004-01-28 100 2004-01-28 0    Premium*  
            BlackRock Dividend Income Trust BQY President of the Inv. ... 2004-06-22 100 2004-06-22 0    Premium*  
            Blackrock Global Floating Rate I... BGT President of Invest. A... 2004-10-29 100 2004-10-29 0    Premium*  
            Blackrock Global Energy & Resour... BGR President of the Inv. ... 2005-02-17 100 2005-02-17 0    Premium*  
            Blackrock Health Sciences Trust BME Director 2005-04-22 100 2005-04-22 0    Premium*  
            Blackrock High Income Shares HIS President of the Inv. ... 2005-06-20 100 2005-06-20 0    Premium*  
            Blackrock Global Opportunities E... BOE President of the Inv. ... 2005-06-20 100 2005-06-20 0    Premium*  
            Blackrock Enhanced Dividend Achi... BDJ Chairman, Director 2006-01-12 100 2006-01-12 0    Premium*  
            BlackRock Inc A BLK President, Director 2007-02-14 601,934 2007-02-14 200,000    Premium*  
            BlackRock Real Asset Equity Trust BCF Director 2007-01-17 100 2007-01-17 0    Premium*  
            Blackrock Preferred & Equity Adv... BTZ Director 2007-01-17 100 2007-01-17 0    Premium*  
            Blackrock Long-Term Municipal Ad... BTA Director 2007-01-17 100 2007-01-17 0    Premium*  
            Evercore Partners Inc. EVR Co-CEO/Co-Chairman, Di... 2022-02-15 239,674 2022-02-04 1    Premium*  
* Premium Members only  

Records found :    150         Free Registration Required For Full Results.    Limit: 25

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  Page 2 of 6
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
EVR Evercore Partners Inc. President and CEO   •       •      –    2013-06-14 4 A $0.00 $0 D/D 1,271 1,130,470 0 -
EVR Evercore Partners Inc. President and CEO   •       •      –    2013-09-13 4 A $0.00 $0 D/D 978 1,131,448 0 -
EVR Evercore Partners Inc. President and CEO   •       •      –    2013-12-13 4 A $0.00 $0 D/D 1,012 1,132,460 0 -
EVR Evercore Partners Inc. President and CEO   •       •      –    2014-02-11 4 A $0.00 $0 D/D 39,073 1,143,462 0 -
EVR Evercore Partners Inc. President and CEO   •       •      –    2014-03-14 4 A $0.00 $0 D/D 857 1,135,541 0 -
EVR Evercore Partners Inc. President and CEO   •       •      –    2014-06-13 4 A $0.00 $0 D/D 876 634,037 0 -
EVR Evercore Partners Inc. President and CEO   •       •      –    2014-09-12 4 A $0.00 $0 D/D 974 635,011 0 -
EVR Evercore Partners Inc. President and CEO   •       •      –    2014-12-12 4 A $0.00 $0 D/D 1,095 636,106 0 -
EVR Evercore Partners Inc. President and CEO   •       •      –    2014-12-22 5 GD $0.00 $0 D/D 60,000 586,991 0 -
EVR Evercore Partners Inc. President and CEO   •       •      –    2015-02-18 4 A $0.00 $0 D/D 43,264 647,870 0 -
EVR Evercore Partners Inc. President and CEO   •       •      –    2015-03-13 4 A $0.00 $0 D/D 956 644,175 0 -
EVR Evercore Partners Inc. President and CEO   •       •      –    2015-06-12 4 A $0.00 $0 D/D 893 645,068 0 -
EVR Evercore Partners Inc. President and CEO   •       •      –    2015-09-11 4 A $0.00 $0 D/D 936 646,004 0 -
EVR Evercore Partners Inc. President and CEO   •       •      –    2015-12-11 4 A $0.00 $0 D/D 987 646,991 0 -
EVR Evercore Partners Inc. President and CEO   •       •      –    2016-02-17 4 A $0.00 $0 D/D 60,257 615,907 0 -
EVR Evercore Partners Inc. President and CEO   •       •      –    2016-03-11 4 A $0.00 $0 D/D 1,072 616,979 0 -
EVR Evercore Partners Inc. President and CEO   •       •      –    2016-06-10 4 A $0.00 $0 D/D 1,086 618,065 0 -
EVR Evercore Partners Inc. President and CEO   •       •      –    2016-09-09 4 A $0.00 $0 D/D 1,048 214,127 0 -
EVR Evercore Partners Inc. President and CEO   •       •      –    2016-12-09 4 A $0.00 $0 D/D 846 184,694 0 -
EVR Evercore Partners Inc. President and CEO   •       •      –    2017-02-02 4 A $0.00 $0 I/I 263,822 263,822 0 -
EVR Evercore Partners Inc. President and CEO   •       •      –    2017-02-14 4 A $0.00 $0 D/D 38,266 117,508 0 -
EVR Evercore Partners Inc. President and CEO   •       •      –    2017-11-22 4 A $0.00 $0 D/D 227,644 345,152 0 -
EVR Evercore Partners Inc. President and CEO   •       •      –    2018-02-01 4 A $0.00 $0 D/D 200,000 317,508 0 -
EVR Evercore Partners Inc. President and CEO   •       •      –    2018-02-01 4 A $0.00 $0 I/I 100,000 100,000 0 -
EVR Evercore Partners Inc. President and CEO   •       •      –    2018-02-13 4 A $0.00 $0 D/D 33,927 328,018 0 -
  150  Records found
  1   2  3   4   5   6      
  Page 2 of 6  
 
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
 
 
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