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Insider Information:   Daley William M
Relationship:  
City:   San Antonio
State:   TX
   
Insider Summary:
  
   
Companies Owned :   7    
Direct Shares   265,828    

Indirect Shares

   87,960      
Direct Value   $40,248,011    

Indirect Value

   $3,959,436      
Total Shares   353,788      
Total Value   $44,207,447      


AT&T Corp $255,889 Boston Properties Inc $126,427 Abbott Laboratories $1,624,427 Boeing Co $237,313 JP Morgan Chase & Co $34,654,242 Bank of New York Mellon Corp $335,673 Wells Fargo & Co $3,014,040 AT&T Corp $255,889 Boston Properties Inc $126,427 Abbott Laboratories $1,624,427 Boeing Co $237,313 JP Morgan Chase & Co $34,654,242 Bank of New York Mellon Corp $335,673 Wells Fargo & Co $3,014,040
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    1   
    0    

     Stock price went up :
    0   
    0    
     Stock price went down :
    1   
    0    
   
     Gain/Loss Ratio :
   -1.0   
   0.0   
     Percentage Gain/Loss :
   -38.7%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            AT&T Corp T President 2004-05-15 13,983 2004-05-15 29,798    Premium*  
            Boston Properties Inc BXP Director 2006-05-10 2,117 2004-05-12 0    Premium*  
            Abbott Laboratories ABT Director 2010-04-23 15,736 2004-11-10 0    Premium*  
            Boeing Co BA Director 2006-08-02 1,250 0    Premium*  
            JP Morgan Chase & Co JPM Vice Chairman 2011-01-06 175,678 0    Premium*  
            Bank of New York Mellon Corp BK Vice Chairman 2019-07-18 5,700 2019-07-18 5,650    Premium*  
            Wells Fargo & Co WFC 2024-03-05 51,364 2024-03-05 52,512    Premium*  
* Premium Members only  

Records found :    63         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
ABT Abbott Laboratories Director   –       •      –    2007-04-27 4 A $0.00 $0 D/D 1,730 9,246 0 -
JPM JP Morgan Chase & Co Vice ChairmanOfficer   •       –      –    2007-06-28 3 IO $0.00 $0 D/D 0 87,651 -
JPM JP Morgan Chase & Co Vice Chairman   •       –      –    2008-01-22 4 A $39.83 $2,162,530 D/D 54,294 141,945 0 -
ABT Abbott Laboratories Director   –       •      –    2008-04-25 4 A $0.00 $0 D/D 1,917 11,163 0 -
JPM JP Morgan Chase & Co Vice Chairman   •       –      –    2009-01-25 4 D $23.20 $147,358 D/D (6,353) 135,592 0 -
ABT Abbott Laboratories Director   –       •      –    2009-04-24 4 A $0.00 $0 D/D 2,465 13,628 0 -
JPM JP Morgan Chase & Co Vice Chairman   •       –      –    2010-01-25 4 D $39.37 $597,485 D/D (15,178) 120,414 0 -
JPM JP Morgan Chase & Co Vice Chairman   •       –      –    2010-04-16 4 GD $0.00 $0 D/D 6,000 114,414 0 -
ABT Abbott Laboratories Director   –       •      –    2010-04-23 4 A $0.00 $0 D/D 2,108 15,736 0 -
JPM JP Morgan Chase & Co Vice Chairman   •       –      –    2011-01-06 4 OE $0.00 $3,478,000 D/D 201,913 316,327 0 -
JPM JP Morgan Chase & Co Vice Chairman   •       –      –    2011-01-06 4 D $44.53 $6,262,397 D/D (140,649) 175,678 0 -
JPM JP Morgan Chase & Co Former Vice Chairman   –       –      –    2011-01-19 144 NP $0.00 $8,266,835 / 186,190 0 -
BK Bank of New York Mellon C... Vice Chairman   •       –      –    2019-07-18 4 B $44.93 $256,093 D/D 5,700 5,700 2.74 -
BK Bank of New York Mellon C... Vice Chairman   •       –      –    2019-07-18 4 B $44.93 $253,828 I/I 5,650 5,650 1.99 -
WFC Wells Fargo & Co Vice Chairman - Public Affairs   •       •      –    2020-02-28 4 B $40.99 $454,989 I/I 11,100 5,500 1.99 %
WFC Wells Fargo & Co Vice Chairman - Public Affairs   •       •      –    2020-12-15 4 OE $0.00 $0 D/D 8,017 8,017 0 -
WFC Wells Fargo & Co Vice Chairman - Public Affairs   •       •      –    2020-12-15 4 D $29.73 $77,144 D/D (2,595) 5,422 0 -
WFC Wells Fargo & Co Vice Chairman - Public Affairs   •       •      –    2021-03-15 4 OE $0.00 $0 D/D 1,541 6,963 0 -
WFC Wells Fargo & Co Vice Chairman - Public Affairs   •       •      –    2021-03-15 4 D $39.70 $31,090 D/D (783) 6,180 0 -
WFC Wells Fargo & Co Vice Chairman - Public Affairs   •       •      –    2021-12-15 4 OE $0.00 $0 D/D 8,127 14,360 0 -
WFC Wells Fargo & Co Vice Chairman - Public Affairs   •       •      –    2021-12-15 4 D $48.90 $176,080 D/D (3,601) 10,759 0 -
WFC Wells Fargo & Co Vice Chairman - Public Affairs   •       •      –    2022-02-05 4 D $56.33 $341,446 D/D (6,062) 19,145 0 -
WFC Wells Fargo & Co Vice Chairman - Public Affairs   •       •      –    2022-02-05 4 OE $0.00 $0 D/D 14,448 25,207 0 -
WFC Wells Fargo & Co Vice Chairman - Public Affairs   •       •      –    2022-03-15 4 OE $0.00 $0 D/D 1,566 20,804 0 -
WFC Wells Fargo & Co Vice Chairman - Public Affairs   •       •      –    2022-03-15 4 D $50.11 $38,225 D/D (763) 20,041 0 -
  63  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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