| |
| |
|
| 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 3 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 |
– • – |
2019-08-15 |
4 |
A |
$0.00 |
$0 |
D/D |
814 |
814 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2019-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
946 |
946 |
0 |
- |
|
| C |
Citigroup Inc |
CEO, CITIBANK, N.A. |
• – – |
2014-04-15 |
4 |
B |
$48.19 |
$48,190 |
D/D |
1,000 |
1,000 |
2.74 |
- |
|
| BAC |
Bank of America Corp |
Glbl Tech Svc and Flflmt Exec |
• – – |
2004-04-21 |
5 |
D |
$0.00 |
$0 |
I/I |
(1,175) |
10,424 |
0 |
- |
|
| BAC |
Bank of America Corp |
President, Consumer Products |
• – – |
2003-02-18 |
4 |
A |
$0.00 |
$0 |
I/I |
1,223 |
2,720 |
|
- |
|
| BAC |
Bank of America Corp |
Pres Mtge Home Equity & Ins Sv |
• – – |
2008-12-31 |
4 |
A |
$0.00 |
$0 |
I/I |
1,224 |
13,500 |
0 |
- |
|
| BAC |
Bank of America Corp |
Glbl Tec Svc and Flfmt Ex |
• – – |
2005-05-04 |
4 |
A |
$0.00 |
$0 |
I/I |
1,384 |
2,750 |
|
- |
|
| BAC |
Bank of America Corp |
Glbl Tec Svc and Flfmt Ex |
• – – |
2005-05-04 |
4 |
D |
$0.00 |
$0 |
I/I |
(1,384) |
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 |
– • – |
2019-07-01 |
4 |
A |
$0.00 |
$0 |
D/D |
1,658 |
126,634 |
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 |
– • – |
2021-05-13 |
4 |
S |
$126.01 |
$241,945 |
D/D |
(1,920) |
0 |
0 |
% |
|
| C |
Citigroup Inc |
Director |
– • – |
2022-02-10 |
4 |
A |
$0.00 |
$0 |
D/D |
2,255 |
97,622 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2022-06-03 |
4 |
S |
$97.42 |
$226,010 |
D/D |
(2,320) |
0 |
0 |
% |
|
| C |
Citigroup Inc |
Director |
– • – |
2021-02-11 |
4 |
A |
$0.00 |
$0 |
D/D |
2,378 |
103,037 |
0 |
- |
|
| C |
Citigroup Inc |
CEO, CITIBANK, N.A. |
• – – |
2016-01-20 |
4 |
D |
$40.23 |
$96,379 |
D/D |
(2,396) |
20,974 |
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 |
– • – |
2023-05-10 |
4 |
S |
$101.61 |
$248,843 |
D/D |
(2,449) |
0 |
0 |
% |
|
| C |
Citigroup Inc |
|
– • – |
2024-01-02 |
4 |
A |
$0.00 |
$0 |
D/D |
2,923 |
99,497 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2021-05-13 |
4 |
D |
$122.78 |
$380,004 |
D/D |
(3,095) |
1,920 |
0 |
- |
|
| C |
Citigroup Inc |
Director |
– • – |
2023-01-03 |
4 |
A |
$0.00 |
$0 |
D/D |
3,353 |
100,975 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2020-11-11 |
4 |
OE |
$67.45 |
$260,153 |
D/D |
3,816 |
3,816 |
0 |
- |
|
| C |
Citigroup Inc |
Director |
– • – |
2023-01-20 |
4 |
D |
$49.37 |
$217,262 |
D/D |
(4,401) |
96,574 |
0 |
- |
|
| BAC |
Bank of America Corp |
Glbl Tec Svc and Flfmt Ex |
• – – |
2005-02-05 |
4 |
D |
$0.00 |
$0 |
I/I |
(4,615) |
1,377 |
|
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2023-05-10 |
4 |
D |
$100.72 |
$474,996 |
D/D |
(4,716) |
2,449 |
0 |
- |
|
179 Records found
|
|
Page 3 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 |
| |
|
|
|
|
|
