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Insider Information:   Groch James R
Relationship:   Director
City:   Conshohocken
State:   PA
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   322,176    

Indirect Shares

  0      
Direct Value   $29,221,271    

Indirect Value

  $0      
Total Shares   322,176      
Total Value   $29,221,271      


CBRE Group Inc
 $26,890,576 Wex Inc
 $2,330,694 CBRE Group Inc
 $26,890,576 Wex Inc
 $2,330,694
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    3   
    0    

     Stock price went up :

    2   
    0    
     Stock price went down :
    1   
    0    
   
     Gain/Loss Ratio :
   2.0   
   0.0   
     Percentage Gain/Loss :
   8.5%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            CBRE Group Inc CBG See Remarks 2019-12-31 309,514 2016-08-08 0    Premium*  
            Wex Inc WEX Director 2024-05-11 12,662 2020-07-16 0    Premium*  
* Premium Members only  

Records found :    74         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
WEX Wex Inc Director   –       •      –    2024-05-11 4 OE $0.00 $0 D/D 1,147 12,662 0 -
CBG CBRE Group Inc Chief Financial Officer   •       •      –    2016-04-13 4 AS $30.00 $900,000 I/I (30,000) 15,000 0 -
CBG CBRE Group Inc Chief Financial Officer   •       •      –    2016-01-11 4 AS $30.67 $306,800 I/I (10,000) 30,000 0 -
CBG CBRE Group Inc Chief Financial Officer   •       •      –    2015-12-10 4 AS $35.19 $351,856 I/I (10,000) 35,000 0 -
CBG CBRE Group Inc EVP, Chief Investment Officer   •       •      –    2012-12-28 4 GA $0.00 $0 I/I 80,000 40,000 0 -
CBG CBRE Group Inc See Remarks   •       •      –    2019-12-31 4 D $61.29 $520,107 D/D (8,486) 309,514 0 -
CBG CBRE Group Inc See Remarks   •       •      –    2019-09-20 4 AS $54.10 $4,057,778 D/D (75,000) 318,000 0 -
CBG CBRE Group Inc See Remarks   •       •      –    2019-08-14 4 D $49.86 $303,996 D/D (6,097) 393,000 0 -
CBG CBRE Group Inc See Remarks   •       •      –    2019-08-11 4 D $53.23 $309,852 D/D (5,821) 399,097 0 -
CBG CBRE Group Inc See Remarks   •       •      –    2019-08-01 4 AS $55.13 $2,756,275 D/D (50,000) 404,918 0 -
CBG CBRE Group Inc Chief Financial Officer   •       •      –    2017-02-14 4 AS $35.03 $2,627,198 D/D (75,000) 405,483 0 -
CBG CBRE Group Inc EVP, Chief Investment Officer   •       •      –    2013-09-05 4 D $22.00 $1,277,320 D/D (58,060) 415,500 0 -
CBG CBRE Group Inc Chief Financial Officer   •       •      –    2019-02-16 4 D $50.04 $173,038 D/D (3,458) 435,614 0 -
CBG CBRE Group Inc Chief Financial Officer   •       •      –    2018-08-14 4 D $46.92 $1,556,571 D/D (33,175) 439,072 0 -
CBG CBRE Group Inc Chief Financial Officer   •       •      –    2018-02-14 4 AS $45.03 $2,251,305 D/D (50,000) 442,444 0 -
CBG CBRE Group Inc Chief Financial Officer   •       •      –    2017-09-05 4 D $35.99 $283,025 D/D (7,864) 449,996 0 -
CBG CBRE Group Inc Chief Financial Officer   •       •      –    2019-04-12 4 AS $52.00 $2,600,040 D/D (50,000) 454,918 0 -
CBG CBRE Group Inc Chief Financial Officer   •       •      –    2017-08-14 4 D $36.05 $1,503,826 D/D (41,715) 457,860 0 -
CBG CBRE Group Inc EVP, Chief Investment OfficerO   •       –      –    2012-09-14 3 IO $0.00 $0 D/D 0 469,572 -
CBG CBRE Group Inc Chief Financial Officer   •       •      –    2018-08-11 4 D $46.99 $271,038 D/D (5,768) 472,247 0 -
CBG CBRE Group Inc EVP, Chief Investment Officer   •       •      –    2012-12-28 4 GD $0.00 $0 D/D 80,000 473,560 0 -
CBG CBRE Group Inc Chief Financial Officer   •       •      –    2018-06-20 4 AS $49.01 $2,450,310 D/D (50,000) 478,015 0 -
CBG CBRE Group Inc Chief Financial Officer   •       •      –    2014-08-14 4 A $0.00 $0 D/D 64,770 480,270 0 -
CBG CBRE Group Inc Chief Financial Officer   •       •      –    2017-02-10 4 AS $32.60 $326,000 D/D (10,000) 480,483 0 -
CBG CBRE Group Inc Chief Financial Officer   •       •      –    2017-01-10 4 AS $31.20 $312,000 D/D (10,000) 490,483 0 -

  74  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