| |
| |
|
| 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 |
$6,376,309 |
|
|
|
Indirect Value
|
$13,660,447 |
|
|
| Total
Shares |
416,680 |
|
|
| Total
Value |
$20,036,757 |
|
|
|
|
|
|
|
|
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%
|
 -3.8%
|
| |
|
|
|
|
|
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 4 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 |
– • – |
2021-11-15 |
4 |
A |
$0.00 |
$0 |
D/D |
446 |
446 |
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 |
– • – |
2022-03-15 |
4 |
A |
$0.00 |
$0 |
D/D |
429 |
429 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2022-05-15 |
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 |
– • – |
2022-11-15 |
4 |
A |
$0.00 |
$0 |
D/D |
677 |
677 |
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 |
– • – |
2023-03-15 |
4 |
A |
$0.00 |
$0 |
D/D |
658 |
658 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2023-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
516 |
516 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2023-08-15 |
4 |
A |
$0.00 |
$0 |
D/D |
475 |
475 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2023-11-15 |
4 |
A |
$0.00 |
$0 |
D/D |
529 |
529 |
0 |
- |
|
| C |
Citigroup Inc |
|
– • – |
2024-01-02 |
4 |
A |
$0.00 |
$0 |
D/D |
2,923 |
99,497 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2024-03-15 |
4 |
A |
$0.00 |
$0 |
D/D |
366 |
366 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2024-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
363 |
363 |
0 |
- |
|
| BAC |
Bank of America Corp |
officerTitle |
• – – |
2003-08-01 |
4 |
D |
$80.74 |
$3,633 |
I/I |
(45) |
683 |
|
- |
|
| 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 |
|
- |
|
| BAC |
Bank of America Corp |
Glbl Tec Svc and Flfmt Ex |
• – – |
2006-05-05 |
4 |
AS |
$50.00 |
$20,000 |
I/I |
(400) |
2,750 |
|
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2018-03-31 |
4 |
A |
$65.94 |
$23,738 |
D/D |
360 |
360 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2017-12-31 |
4 |
A |
$72.25 |
$23,770 |
D/D |
329 |
329 |
0 |
- |
|
| BAC |
Bank of America Corp |
Pres, Home Loans & Insurance |
• – – |
2011-08-15 |
4 |
D |
$7.76 |
$39,917 |
D/D |
(5,144) |
0 |
0 |
- |
|
| BAC |
Bank of America Corp |
officerTitle |
• – – |
2003-09-05 |
4 |
OE |
$48.44 |
$42,771 |
I/I |
740 |
1,423 |
|
- |
|
| 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 |
Pres, Home Loans & Insurance |
• – – |
2011-07-15 |
4 |
D |
$10.00 |
$51,440 |
D/D |
(5,144) |
0 |
0 |
- |
|
| BAC |
Bank of America Corp |
Pres, Home Loans & Insurance |
• – – |
2011-06-15 |
4 |
D |
$10.50 |
$54,012 |
D/D |
(5,144) |
0 |
0 |
- |
|
| BAC |
Bank of America Corp |
officerTitle |
• – – |
2003-09-05 |
4 |
AS |
$75.75 |
$56,350 |
I/I |
(740) |
683 |
|
- |
|
179 Records found
|
|
Page 4 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 |
| |
|
|
|
|
|
