| |
| |
|
| Insider
Information: |
Owens James W |
| Relationship: |
Director |
| City: |
|
| State: |
|
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
5 |
|
| Direct
Shares |
374,304 |
|
|
Indirect Shares
|
192,760 |
|
|
| Direct
Value |
$99,707,424 |
|
|
|
Indirect Value
|
$62,906,186 |
|
|
| Total
Shares |
567,064 |
|
|
| Total
Value |
$162,613,610 |
|
|
|
|
|
|
|
|
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  |
 |
Caterpillar Inc |
CAT |
Director |
2010-09-13 |
264,259 |
2010-09-13 |
181,177 |
Premium* |
|
|
Howmet Aerospace Inc |
HWM |
Director |
2010-10-20 |
10,000 |
2010-10-20 |
5,025 |
Premium* |
|
|
International Business Machines ... |
IBM |
|
2014-07-23 |
3,282 |
2018-10-31 |
6,000 |
Premium* |
|
|
Morgan Stanley |
MS |
Director |
2018-05-24 |
82,783 |
2011-02-01 |
0 |
Premium* |
|
|
Alcoa Upstream Corp |
AA |
Director |
2019-05-10 |
13,980 |
2019-05-10 |
558 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
80 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 4 of 4
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| CAT |
Caterpillar Inc |
Chairman of the Board/CEO |
• • – |
2010-03-02 |
4 |
OE |
$0.00 |
$0 |
D/D |
14,238 |
183,668 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Chairman of the Board/CEO |
• • – |
2010-04-05 |
4 |
OE |
$26.77 |
$2,890,620 |
D/D |
108,000 |
285,834 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Director |
– • – |
2010-09-13 |
4 |
OE |
$25.36 |
$3,093,615 |
D/D |
122,000 |
338,371 |
0 |
- |
|
| IBM |
International Business Ma... |
Director |
– • – |
2014-07-23 |
4 |
OE |
$82.70 |
$330,800 |
D/D |
4,000 |
5,000 |
0 |
- |
|
| IBM |
International Business Ma... |
Director |
– • – |
2014-07-23 |
4 |
S |
$193.79 |
$332,948 |
D/D |
(1,718) |
3,282 |
0 |
- |
|
80 Records found
|
|
Page 4 of 4 |
| |
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 |
| |
|
|
|
|
|
