| |
| |
|
| Insider
Information: |
Weldon William C |
| Relationship: |
Director |
| City: |
|
| State: |
|
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
4 |
|
| Direct
Shares |
439,753 |
|
|
Indirect Shares
|
89,318 |
|
|
| Direct
Value |
$69,011,720 |
|
|
|
Indirect Value
|
$12,793,591 |
|
|
| Total
Shares |
529,071 |
|
|
| Total
Value |
$81,805,311 |
|
|
|
|
|
|
|
|
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 5 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 |
– • – |
2008-01-22 |
4 |
A |
$39.83 |
$170,000 |
D/D |
4,268 |
18,753 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
– • – |
2008-03-31 |
4 |
A |
$43.44 |
$18,750 |
D/D |
432 |
19,302 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
– • – |
2008-06-30 |
4 |
A |
$34.31 |
$18,750 |
D/D |
546 |
20,009 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
– • – |
2008-09-30 |
4 |
A |
$46.70 |
$18,750 |
D/D |
401 |
20,624 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
– • – |
2008-12-31 |
4 |
A |
$31.53 |
$18,750 |
D/D |
595 |
21,398 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
– • – |
2009-01-20 |
4 |
A |
$19.49 |
$170,000 |
D/D |
8,725 |
30,122 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
– • – |
2009-03-31 |
4 |
A |
$26.58 |
$18,750 |
D/D |
705 |
31,102 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
– • – |
2009-06-30 |
4 |
A |
$34.11 |
$18,750 |
D/D |
550 |
31,707 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
– • – |
2009-09-30 |
4 |
A |
$43.82 |
$18,750 |
D/D |
428 |
32,183 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
– • – |
2009-12-31 |
4 |
A |
$41.67 |
$18,750 |
D/D |
450 |
32,669 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
– • – |
2010-01-20 |
4 |
A |
$43.20 |
$170,000 |
D/D |
3,936 |
36,604 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
– • – |
2010-03-31 |
4 |
A |
$44.75 |
$18,750 |
D/D |
419 |
37,061 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
– • – |
2010-06-30 |
4 |
A |
$36.61 |
$18,750 |
D/D |
512 |
37,613 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
– • – |
2010-09-30 |
4 |
A |
$38.06 |
$18,750 |
D/D |
493 |
38,158 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
– • – |
2010-12-31 |
4 |
A |
$42.42 |
$18,750 |
D/D |
442 |
38,647 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
– • – |
2011-01-19 |
4 |
A |
$44.29 |
$170,000 |
D/D |
3,839 |
42,486 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
– • – |
2011-03-31 |
4 |
A |
$46.10 |
$18,750 |
D/D |
407 |
42,936 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
– • – |
2011-06-30 |
4 |
A |
$40.94 |
$18,750 |
D/D |
458 |
43,620 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
– • – |
2012-01-18 |
4 |
A |
$35.61 |
$170,000 |
D/D |
4,775 |
50,193 |
0 |
- |
|
| 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 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2013-01-17 |
4 |
A |
$46.58 |
$170,000 |
D/D |
3,650 |
57,452 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Director |
• • – |
2013-07-22 |
4 |
A |
$56.56 |
$8 |
D/D |
0 |
58,563 |
0 |
- |
|
151 Records found
|
|
Page 5 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 |
| |
|
|
|
|
|
