| |
| |
|
| Insider
Information: |
Desoer Barbara J |
| Relationship: |
Director |
| City: |
Charlotte |
| State: |
NC |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
3 |
|
| Direct
Shares |
99,860 |
|
|
Indirect Shares
|
316,820 |
|
|
| Direct
Value |
$6,398,813 |
|
|
|
Indirect Value
|
$13,637,284 |
|
|
| Total
Shares |
416,680 |
|
|
| Total
Value |
$20,036,096 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
5
|
|
Stock
price went up :
|
0
|
2
|
| Stock
price went down : |
0
|
3
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
0.0%
|
 -0.7%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Bank of America Corp |
BAC |
Pres, Home Loans & Ins... |
2011-08-31 |
0 |
2011-08-31 |
305,866 |
Premium* |
|
|
Citigroup Inc |
C |
|
2024-01-02 |
99,497 |
2014-04-15 |
0 |
Premium* |
|
|
Davita Healthcare Partners |
DVA |
Director |
2024-05-15 |
363 |
2024-05-15 |
10,954 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
179 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 2 of 8
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2019-04-01 |
4 |
A |
$0.00 |
$0 |
D/D |
437 |
437 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2019-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
946 |
946 |
0 |
- |
|
| C |
Citigroup Inc |
Director |
– • – |
2019-07-01 |
4 |
A |
$0.00 |
$0 |
D/D |
1,658 |
126,634 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2019-08-15 |
4 |
A |
$0.00 |
$0 |
D/D |
814 |
814 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2019-11-15 |
4 |
A |
$0.00 |
$0 |
D/D |
671 |
671 |
0 |
- |
|
| C |
Citigroup Inc |
Director |
– • – |
2020-01-20 |
4 |
D |
$81.12 |
$1,352,831 |
D/D |
(16,677) |
109,957 |
0 |
- |
|
| C |
Citigroup Inc |
Director |
– • – |
2020-02-13 |
4 |
A |
$0.00 |
$0 |
D/D |
1,901 |
111,858 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2020-03-15 |
4 |
A |
$0.00 |
$0 |
D/D |
625 |
625 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2020-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
599 |
599 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2020-08-15 |
4 |
A |
$0.00 |
$0 |
D/D |
578 |
578 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2020-11-11 |
4 |
OE |
$67.45 |
$260,153 |
D/D |
3,816 |
3,816 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2020-11-11 |
4/A |
D |
$107.17 |
$260,209 |
D/D |
(2,428) |
1,388 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2020-11-15 |
4 |
A |
$0.00 |
$0 |
D/D |
430 |
1,818 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2020-11-17 |
4 |
S |
$111.00 |
$154,068 |
D/D |
(1,388) |
430 |
0 |
% |
|
| C |
Citigroup Inc |
Director |
– • – |
2021-01-20 |
4 |
D |
$63.69 |
$713,279 |
D/D |
(11,199) |
100,659 |
0 |
- |
|
| C |
Citigroup Inc |
Director |
– • – |
2021-02-11 |
4 |
A |
$0.00 |
$0 |
D/D |
2,378 |
103,037 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2021-03-15 |
4 |
A |
$0.00 |
$0 |
D/D |
436 |
436 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2021-05-13 |
4 |
S |
$126.01 |
$241,945 |
D/D |
(1,920) |
0 |
0 |
% |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2021-05-13 |
4 |
D |
$122.78 |
$380,004 |
D/D |
(3,095) |
1,920 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2021-05-13 |
4 |
OE |
$75.77 |
$379,987 |
D/D |
5,015 |
5,015 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2021-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
379 |
379 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2021-08-15 |
4 |
A |
$0.00 |
$0 |
D/D |
365 |
365 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2021-11-15 |
4 |
A |
$0.00 |
$0 |
D/D |
446 |
446 |
0 |
- |
|
| C |
Citigroup Inc |
Director |
– • – |
2022-01-20 |
4 |
D |
$64.24 |
$492,694 |
D/D |
(7,670) |
95,367 |
0 |
- |
|
| C |
Citigroup Inc |
Director |
– • – |
2022-02-10 |
4 |
A |
$0.00 |
$0 |
D/D |
2,255 |
97,622 |
0 |
- |
|
179 Records found
|
|
Page 2 of 8 |
| |
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 |
| |
|
|
|
|
|
