| |
| |
|
| 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 |
$5,954,398 |
|
|
|
Indirect Value
|
$13,548,448 |
|
|
| Total
Shares |
416,680 |
|
|
| Total
Value |
$19,502,847 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
5
|
|
Stock
price went up :
|
0
|
3
|
| Stock
price went down : |
0
|
2
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
1.5
|
| Percentage
Gain/Loss : |
0.0%
|
 3.4%
|
| |
|
|
|
|
|
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 |
| BAC |
Bank of America Corp |
Glbl Tec Svc and Flfmt Ex |
• – – |
2006-05-05 |
4 |
OE |
$30.68 |
$12,272 |
I/I |
400 |
3,150 |
|
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2017-09-30 |
4 |
A |
$0.00 |
$0 |
D/D |
400 |
400 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2022-03-15 |
4 |
A |
$0.00 |
$0 |
D/D |
429 |
429 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2020-11-15 |
4 |
A |
$0.00 |
$0 |
D/D |
430 |
1,818 |
0 |
- |
|
| BAC |
Bank of America Corp |
Glbl Tec Svc and Flfmt Ex |
• – – |
2005-12-31 |
4 |
A |
$0.00 |
$0 |
I/I |
436 |
11,186 |
|
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2021-03-15 |
4 |
A |
$0.00 |
$0 |
D/D |
436 |
436 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2019-04-01 |
4 |
A |
$0.00 |
$0 |
D/D |
437 |
437 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2021-11-15 |
4 |
A |
$0.00 |
$0 |
D/D |
446 |
446 |
0 |
- |
|
| BAC |
Bank of America Corp |
Glbl Tec Svc and Flfmt Ex |
• – – |
2006-12-31 |
4 |
A |
$0.00 |
$0 |
I/I |
461 |
11,647 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2018-12-31 |
4 |
A |
$0.00 |
$0 |
D/D |
462 |
462 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2022-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
475 |
475 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2023-08-15 |
4 |
A |
$0.00 |
$0 |
D/D |
475 |
475 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2022-08-15 |
4 |
A |
$0.00 |
$0 |
D/D |
514 |
514 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2023-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
516 |
516 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2023-11-15 |
4 |
A |
$0.00 |
$0 |
D/D |
529 |
529 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2020-08-15 |
4 |
A |
$0.00 |
$0 |
D/D |
578 |
578 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2020-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
599 |
599 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2020-03-15 |
4 |
A |
$0.00 |
$0 |
D/D |
625 |
625 |
0 |
- |
|
| BAC |
Bank of America Corp |
Glbl Tec Svc and Flfmt Ex |
• – – |
2007-12-31 |
4 |
A |
$0.00 |
$0 |
I/I |
629 |
12,276 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2016-04-18 |
4 |
GD |
$0.00 |
$0 |
D/D |
642 |
0 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2023-03-15 |
4 |
A |
$0.00 |
$0 |
D/D |
658 |
658 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2019-11-15 |
4 |
A |
$0.00 |
$0 |
D/D |
671 |
671 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2022-11-15 |
4 |
A |
$0.00 |
$0 |
D/D |
677 |
677 |
0 |
- |
|
| BAC |
Bank of America Corp |
officerTitle |
• – – |
2003-09-05 |
4 |
AS |
$75.75 |
$56,350 |
I/I |
(740) |
683 |
|
- |
|
| BAC |
Bank of America Corp |
officerTitle |
• – – |
2003-09-05 |
4 |
OE |
$48.44 |
$42,771 |
I/I |
740 |
1,423 |
|
- |
|
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 |
| |
|
|
|
|
|
