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Insider Information:   Mcdaniel Connie D
Relationship:   Director
City:   Atlanta
State:   GA
   
Insider Summary:
  
   
Companies Owned :   6    
Direct Shares   46,749    

Indirect Shares

   9,014      
Direct Value   $3,980,127    

Indirect Value

   $558,598      
Total Shares   55,763      
Total Value   $4,538,724      


Coca-Cola Co $924,716 Global Payments Inc $2,961,001 Virtus Global Multi-Sector Income Fund $20,317 Virtus Global Dividend & Income Fund Inc $15,593 Allianzgi Artificial Intelligence & Technology Opportunities Fund $58,500 Coca-Cola Co $924,716 Global Payments Inc $2,961,001 Virtus Global Multi-Sector Income Fund $20,317 Virtus Global Dividend & Income Fund Inc $15,593 Allianzgi Artificial Intelligence & Technology Opportunities Fund $58,500
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    3   
    0    

     Stock price went up :
    1   
    0    
     Stock price went down :
    2   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
   -10.6%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Coca-Cola Co KO VP & Controller 2007-02-14 14,922 2007-02-14 9,014    Premium*  
            Total System Services Inc TSS Director 2019-09-17 0 2014-05-01 0    Premium*  
            Global Payments Inc GPN Director 2024-04-26 23,229 2019-09-17 0    Premium*  
            Virtus Global Multi-Sector Incom... VGI Director 2022-03-25 2,753 0    Premium*  
            Virtus Global Dividend & Income ... ZTR Director 2022-03-25 2,920 0    Premium*  
            Allianzgi Artificial Intelligenc... AIO Director 2023-12-11 2,925 2023-12-11 0    Premium*  
* Premium Members only  

Records found :    28         Free Registration Required For Full Results.    Limit: 25

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  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
AIO Allianzgi Artificial Inte... Director   –       •      –    2023-12-11 4 B $17.10 $50,022 D/D 2,925 2,925 2.39 %
GPN Global Payments Inc Director   •       •      –    2024-04-26 4 A $0.00 $0 D/D 1,846 23,229 0 -
KO Coca-Cola Co VP & Controller   •       –      –    2007-02-14 4 A $0.00 $0 D/D 1,879 14,922 0 -
  28  Records found
  1   2     
  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
 
 
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