| |
| |
|
| Insider
Information: |
Weldon William C |
| Relationship: |
Director |
| City: |
|
| State: |
|
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
4 |
|
| Direct
Shares |
439,753 |
|
|
Indirect Shares
|
89,318 |
|
|
| Direct
Value |
$68,529,446 |
|
|
|
Indirect Value
|
$12,753,442 |
|
|
| Total
Shares |
529,071 |
|
|
| Total
Value |
$81,282,888 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
2
|
0
|
|
Stock
price went up :
|
0
|
0
|
| Stock
price went down : |
2
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
-2.0
|
0.0
|
| Percentage
Gain/Loss : |
 -19.2%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Johnson & Johnson |
JNJ |
Former Chairman of the... |
2013-02-08 |
307,273 |
2013-02-08 |
79,318 |
Premium* |
|
|
JP Morgan Chase & Co |
JPM |
Director |
2019-03-31 |
102,775 |
|
0 |
Premium* |
|
|
CVS/Caremark Corp |
CVS |
Director |
2013-03-29 |
1,591 |
2013-03-29 |
0 |
Premium* |
|
|
Exxon Mobil Corp |
XOM |
Director |
2021-01-04 |
28,114 |
2021-01-04 |
10,000 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
151 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 4 of 7
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| JPM |
JP Morgan Chase & Co |
Director |
– • – |
2012-03-31 |
4 |
A |
$45.98 |
$18,750 |
D/D |
408 |
50,921 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2012-06-30 |
4 |
A |
$35.73 |
$22,500 |
D/D |
630 |
51,895 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2012-09-30 |
4 |
A |
$40.48 |
$22,500 |
D/D |
556 |
52,910 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2012-12-31 |
4 |
A |
$43.97 |
$22,500 |
D/D |
512 |
53,802 |
0 |
- |
|
| JNJ |
Johnson & Johnson |
Chairman/CEO |
• • – |
2007-11-05 |
4 |
D |
$64.49 |
$31,407 |
I/I |
(487) |
1,791 |
0 |
- |
|
| CVS |
CVS/Caremark Corp |
Director |
• • – |
2013-03-29 |
4 |
A |
$54.99 |
$32,499 |
D/D |
591 |
1,591 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2016-12-31 |
4 |
A |
$86.29 |
$42,500 |
D/D |
493 |
85,939 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2018-09-30 |
4 |
A |
$112.84 |
$43,750 |
D/D |
388 |
97,930 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2019-03-31 |
4 |
A |
$101.23 |
$43,750 |
D/D |
432 |
102,775 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2017-12-31 |
4 |
A |
$106.94 |
$46,250 |
D/D |
432 |
92,927 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2018-12-31 |
4 |
A |
$97.62 |
$46,250 |
D/D |
474 |
99,079 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2014-03-31 |
4 |
A |
$60.71 |
$47,500 |
D/D |
782 |
64,019 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2014-06-30 |
4 |
A |
$57.62 |
$47,500 |
D/D |
824 |
65,242 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2014-09-30 |
4 |
A |
$60.24 |
$47,500 |
D/D |
789 |
66,480 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2015-09-30 |
4 |
A |
$60.97 |
$47,500 |
D/D |
779 |
75,483 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2015-12-31 |
4 |
A |
$66.03 |
$47,500 |
D/D |
719 |
76,729 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2016-09-30 |
4 |
A |
$66.59 |
$47,500 |
D/D |
713 |
84,855 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2017-03-31 |
4 |
A |
$87.84 |
$48,750 |
D/D |
555 |
89,934 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2018-03-31 |
4 |
A |
$109.97 |
$48,750 |
D/D |
443 |
96,072 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2018-06-30 |
4 |
A |
$104.20 |
$48,750 |
D/D |
468 |
97,026 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2014-12-31 |
4 |
A |
$62.58 |
$50,000 |
D/D |
799 |
67,713 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2015-03-31 |
4 |
A |
$60.58 |
$50,000 |
D/D |
825 |
73,014 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2015-06-30 |
4 |
A |
$67.76 |
$50,000 |
D/D |
738 |
74,227 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2016-06-30 |
4 |
A |
$62.14 |
$50,000 |
D/D |
805 |
83,485 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2017-09-30 |
4 |
A |
$95.51 |
$51,250 |
D/D |
537 |
91,970 |
0 |
- |
|
151 Records found
|
|
Page 4 of 7 |
| |
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 |
| |
|
|
|
|
|
