| |
| |
|
| Insider
Information: |
Wilkins Rayford Jr |
| Relationship: |
Director |
| City: |
|
| State: |
|
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
5 |
|
| Direct
Shares |
481,147 |
|
|
Indirect Shares
|
33,225 |
|
|
| Direct
Value |
$21,944,314 |
|
|
|
Indirect Value
|
$585,425 |
|
|
| Total
Shares |
514,372 |
|
|
| Total
Value |
$22,529,738 |
|
|
|
|
|
|
|
|
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  |
 |
H&R Block Inc |
HRB |
Director |
2007-08-31 |
13,479 |
2003-07-01 |
0 |
Premium* |
|
|
AT&T Corp |
T |
CEO-AT&T Diversified B... |
2012-03-30 |
352,007 |
2012-03-30 |
33,225 |
Premium* |
|
|
Valero Energy Corp |
VLO |
Director |
2024-05-09 |
40,411 |
2011-01-25 |
0 |
Premium* |
|
|
Morgan Stanley |
MS |
Director |
2023-06-01 |
68,367 |
2013-09-03 |
0 |
Premium* |
|
|
Caterpillar Inc |
CAT |
Director |
2023-06-14 |
6,883 |
2017-05-08 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
248 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 8 of 10
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| CAT |
Caterpillar Inc |
Director |
– • – |
2017-05-08 |
4 |
A |
$99.37 |
$93,706 |
D/D |
943 |
943 |
0 |
- |
|
| MS |
Morgan Stanley |
Director |
– • – |
2017-05-22 |
4 |
A |
$0.00 |
$0 |
D/D |
5,991 |
38,290 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Director |
– • – |
2018-03-05 |
4 |
A |
$0.00 |
$0 |
D/D |
993 |
1,936 |
0 |
- |
|
| MS |
Morgan Stanley |
Director |
– • – |
2018-05-24 |
4 |
A |
$0.00 |
$0 |
D/D |
4,652 |
43,384 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Director |
– • – |
2019-03-04 |
4 |
A |
$0.00 |
$0 |
D/D |
1,084 |
3,044 |
0 |
- |
|
| VLO |
Valero Energy Corp |
Director |
– • – |
2019-04-30 |
4 |
A |
$0.00 |
$0 |
D/D |
1,214 |
32,198 |
0 |
- |
|
| MS |
Morgan Stanley |
Director |
– • – |
2019-06-01 |
4 |
A |
$0.00 |
$0 |
D/D |
6,110 |
50,163 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Director |
– • – |
2020-03-02 |
4 |
A |
$0.00 |
$0 |
D/D |
1,176 |
4,253 |
0 |
- |
|
| MS |
Morgan Stanley |
Director |
– • – |
2020-06-01 |
4 |
A |
$0.00 |
$0 |
D/D |
5,588 |
56,673 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Director |
– • – |
2021-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
683 |
5,101 |
0 |
- |
|
| MS |
Morgan Stanley |
Director |
– • – |
2021-06-01 |
4 |
A |
$0.00 |
$0 |
D/D |
2,703 |
60,076 |
0 |
- |
|
| MS |
Morgan Stanley |
Director |
– • – |
2022-06-01 |
4 |
A |
$0.00 |
$0 |
D/D |
2,945 |
63,984 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Director |
– • – |
2022-06-08 |
4 |
A |
$229.80 |
$187,517 |
D/D |
816 |
6,027 |
0 |
- |
|
| MS |
Morgan Stanley |
Director |
– • – |
2023-06-01 |
4 |
A |
$0.00 |
$0 |
D/D |
3,168 |
68,367 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Director |
– • – |
2023-06-14 |
4 |
A |
$243.32 |
$169,837 |
D/D |
698 |
6,883 |
0 |
- |
|
| T |
AT&T Corp |
Group President |
• – – |
2003-07-25 |
4 |
D |
$23.30 |
$256 |
D/D |
(11) |
74,055 |
|
- |
|
| T |
AT&T Corp |
Grp. Pres.-SBC Mktg. and Sales |
• – – |
2004-01-29 |
4 |
D |
$25.70 |
$76,501 |
I/I |
(2,977) |
21,772 |
|
- |
|
| T |
AT&T Corp |
Grp. Pres.-SBC Mktg. and Sales |
• – – |
2004-01-29 |
4 |
D |
$25.70 |
$289,220 |
I/I |
(11,254) |
24,749 |
|
- |
|
| T |
AT&T Corp |
Grp. Pres.-SBC Mktg. and Sales |
• – – |
2004-01-30 |
4 |
D |
$25.70 |
$463 |
D/D |
(18) |
83,441 |
|
- |
|
| T |
AT&T Corp |
Grp. Pres.-SBC Mktg. and Sales |
• – – |
2004-03-10 |
4 |
D |
$24.34 |
$41,382 |
I/I |
(1,700) |
8,165 |
|
- |
|
| T |
AT&T Corp |
Grp. Pres. and CEO-EBS |
• – – |
2005-01-27 |
4 |
D |
$23.67 |
$355,500 |
I/I |
(15,019) |
15,221 |
|
- |
|
| T |
AT&T Corp |
Grp. Pres. and CEO-EBS |
• – – |
2005-01-27 |
4 |
D |
$23.67 |
$129,593 |
I/I |
(5,475) |
39,784 |
|
- |
|
| T |
AT&T Corp |
officerTitle |
• – – |
2006-01-26 |
4 |
D |
$25.51 |
$259,926 |
I/I |
(10,189) |
70,284 |
|
- |
|
| T |
AT&T Corp |
officerTitle |
• – – |
2006-01-26 |
4 |
D |
$25.51 |
$713,061 |
I/I |
(27,952) |
24,569 |
|
- |
|
| T |
AT&T Corp |
officerTitle |
• – – |
2006-01-31 |
4 |
D |
$25.95 |
$441,046 |
D/D |
(16,996) |
103,878 |
|
- |
|
248 Records found
|
|
Page 8 of 10 |
| |
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 |
| |
|
|
|
|
|
