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Insider Information:   Shapiro Marc J
Relationship:   Director
City:  
State:  
   
Insider Summary:
  
   
Companies Owned :   5    
Direct Shares   843,246    

Indirect Shares

   50,010      
Direct Value   $163,420,914    

Indirect Value

   $1,609,936      
Total Shares   893,256      
Total Value   $165,030,850      


JP Morgan Chase & Co $160,787,513 Mexico Fund Inc $620,438 Kimberly Clark Corp $2,012,963 JP Morgan Chase & Co $160,787,513 Mexico Fund Inc $620,438 Kimberly Clark Corp $2,012,963
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    1   
    2    

     Stock price went up :
    0   
    0    
     Stock price went down :
    1   
    2    
   
     Gain/Loss Ratio :
   -1.0   
   -2.0   
     Percentage Gain/Loss :
   -36.2%
 -200.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            JP Morgan Chase & Co JPM Vice Chairman 2003-05-21 793,503 2003-05-21 1,368    Premium*  
            Weingarten Realty Investors WRI Director 2021-08-03 0 2021-08-03 0    Premium*  
            Mexico Fund Inc MXF Director 2014-07-18 34,642 2014-07-18 44,642    Premium*  
            Kimberly Clark Corp KMB Director 2012-11-28 15,101 2012-11-28 4,000    Premium*  
            Cadence Bancorporation CADE Director 2021-10-29 0 2021-10-29 0    Premium*  
* Premium Members only  

Records found :    68         Free Registration Required For Full Results.    Limit: 25

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  Page 2 of 3
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
WRI Weingarten Realty Investo... Director   •       •      –    2014-04-29 4 A $31.00 $90,009 D/D 2,904 86,886 0 -
WRI Weingarten Realty Investo... Director   •       •      –    2014-12-31 5 A $0.00 $0 D/D 1,744 88,955 0 -
WRI Weingarten Realty Investo... Director   •       •      –    2015-05-01 4 A $33.04 $120,001 D/D 3,632 92,587 0 -
WRI Weingarten Realty Investo... Director   •       •      –    2015-12-31 5 A $0.00 $0 D/D 1,691 114,278 0 -
WRI Weingarten Realty Investo... Director   •       •      –    2016-04-27 4 A $37.83 $135,015 D/D 3,569 117,847 0 -
WRI Weingarten Realty Investo... Director   •       •      –    2017-02-03 5 A $0.00 $0 D/D 1,836 119,683 0 -
WRI Weingarten Realty Investo... Director   •       •      –    2017-04-28 4 A $33.42 $135,017 D/D 4,040 123,723 0 -
WRI Weingarten Realty Investo... Director   •       •      –    2018-04-27 4 A $27.53 $135,007 D/D 4,904 130,991 0 -
CADE Cadence Bancorporation Director   –       •      –    2018-09-10 4 A $0.00 $0 D/D 122,261 147,261 0 -
CADE Cadence Bancorporation Director   –       •      –    2018-09-10 4 A $0.00 $0 I/I 204,264 219,264 0 -
CADE Cadence Bancorporation Director   –       •      –    2018-10-29 4 A $20.86 $2,045,365 I/I 98,052 204,264 0 -
WRI Weingarten Realty Investo... Director   •       •      –    2019-05-02 4 A $29.17 $134,999 D/D 4,628 142,906 0 -
WRI Weingarten Realty Investo... Director   •       •      –    2020-08-03 4 A $16.88 $120,034 D/D 7,111 152,967 0 -
WRI Weingarten Realty Investo... Director   •       •      –    2021-04-29 4 A $32.41 $96,679 D/D 2,983 159,896 0 -
WRI Weingarten Realty Investo... Director   –       •      –    2003-12-29 4 B $44.96 $874 D/D 19 12,369 2.31 -
WRI Weingarten Realty Investo... Director   –       •      –    2004-04-28 4 B $29.15 $437,250 D/D 15,000 34,304 2.39 -
MXF Mexico Fund Inc Director   –       •      –    2006-03-29 4 B $29.86 $29,892 D/D 1,000 1,000 2.39 -
MXF Mexico Fund Inc Director   –       •      –    2006-05-22 4 B $29.90 $89,962 D/D 3,000 4,000 2.39 -
WRI Weingarten Realty Investo... Director   –       •      –    2007-07-31 4 B $37.20 $372,818 D/D 10,000 49,335 2.39 -
MXF Mexico Fund Inc Director   –       •      –    2007-09-12 4 B $40.75 $248,875 D/D 6,100 11,977 2.39 -
WRI Weingarten Realty Investo... Director   –       •      –    2007-11-26 4 B $35.01 $350,791 D/D 10,000 59,335 2.39 -
KMB Kimberly Clark Corp Director   –       •      –    2008-04-28 4 B $64.05 $576,745 D/D 9,000 10,000 2.39 -
WRI Weingarten Realty Investo... Director   –       •      –    2008-11-24 4 B $11.50 $138,000 D/D 12,000 73,813 2.39 -
MXF Mexico Fund Inc Director   –       •      –    2012-12-20 4 B $28.65 $286,486 D/D 10,000 24,642 2.39 -
MXF Mexico Fund Inc Director   –       •      –    2014-07-18 4 B $28.07 $280,720 D/D 10,000 34,642 2.39 -
  68  Records found
  1   2  3      
  Page 2 of 3  
 
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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