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Insider
Information: |
Desoer Barbara J |
Relationship: |
Director |
City: |
Charlotte |
State: |
NC |
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Insider
Summary: |
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|
Companies Owned : |
3 |
|
Direct
Shares |
99,860 |
|
Indirect Shares
|
316,820 |
|
|
Direct
Value |
$6,376,309 |
|
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Indirect Value
|
$13,660,447 |
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|
Total
Shares |
416,680 |
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Total
Value |
$20,036,757 |
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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%
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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* |
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Records found :
179 |
Free Registration Required For Full Results. Limit: 25
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|
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 |
BAC |
Bank of America Corp |
President, Consumer Products |
|
2003-12-31 |
4 |
A |
$0.00 |
$0 |
I/I |
209 |
2,966 |
|
- |
|
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 |
|
2020-11-11 |
4 |
OE |
$67.45 |
$260,153 |
D/D |
3,816 |
3,816 |
0 |
- |
|
DVA |
Davita Healthcare Partner... |
Director |
|
2021-05-13 |
4 |
OE |
$75.77 |
$379,987 |
D/D |
5,015 |
5,015 |
0 |
- |
|
BAC |
Bank of America Corp |
Pres, Home Loans & Insurance |
|
2011-05-13 |
4 |
OE |
$0.00 |
$0 |
D/D |
5,144 |
5,144 |
0 |
- |
|
BAC |
Bank of America Corp |
Pres, Home Loans & Insurance |
|
2011-06-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
5,144 |
5,144 |
0 |
- |
|
BAC |
Bank of America Corp |
Pres, Home Loans & Insurance |
|
2011-07-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
5,144 |
5,144 |
0 |
- |
|
BAC |
Bank of America Corp |
Pres, Home Loans & Insurance |
|
2011-08-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
5,144 |
5,144 |
0 |
- |
|
BAC |
Bank of America Corp |
Glbl Tech Svc and Flflmt Exec |
|
2004-12-31 |
5 |
A |
$0.00 |
$0 |
I/I |
142 |
5,992 |
0 |
- |
|
BAC |
Bank of America Corp |
Pres, Bk of America Home Loans |
|
2010-01-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
7,062 |
7,062 |
0 |
- |
|
BAC |
Bank of America Corp |
Pres, Bk of America Home Loans |
|
2010-03-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
7,062 |
7,062 |
0 |
- |
|
BAC |
Bank of America Corp |
Pres, Bk of America Home Loans |
|
2010-05-28 |
4 |
OE |
$0.00 |
$0 |
D/D |
7,062 |
7,062 |
0 |
- |
|
BAC |
Bank of America Corp |
Pres, Bk of America Home Loans |
|
2010-06-30 |
4 |
OE |
$0.00 |
$0 |
D/D |
7,062 |
7,062 |
0 |
- |
|
BAC |
Bank of America Corp |
Pres, Bk of America Home Loans |
|
2010-07-30 |
4 |
OE |
$0.00 |
$0 |
D/D |
7,062 |
7,062 |
0 |
- |
|
BAC |
Bank of America Corp |
Pres, Bk of America Home Loans |
|
2010-08-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
7,062 |
7,062 |
0 |
- |
|
BAC |
Bank of America Corp |
Pres, Home Loans & Insurance |
|
2010-09-30 |
4 |
OE |
$0.00 |
$0 |
D/D |
7,062 |
7,062 |
0 |
- |
|
BAC |
Bank of America Corp |
Pres, Home Loans & Insurance |
|
2010-10-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
7,062 |
7,062 |
0 |
- |
|
BAC |
Bank of America Corp |
Pres, Home Loans & Insurance |
|
2010-11-30 |
4 |
OE |
$0.00 |
$0 |
D/D |
7,062 |
7,062 |
0 |
- |
|
BAC |
Bank of America Corp |
Pres, Home Loans & Insurance |
|
2010-12-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
7,062 |
7,062 |
0 |
- |
|
BAC |
Bank of America Corp |
Pres, Home Loans & Insurance |
|
2011-01-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
7,062 |
7,062 |
0 |
- |
|
BAC |
Bank of America Corp |
Pres, Home Loans & Insurance |
|
2011-05-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
7,062 |
7,062 |
0 |
- |
|
BAC |
Bank of America Corp |
Pres, Home Loans & Insurance |
|
2011-06-30 |
4 |
OE |
$0.00 |
$0 |
D/D |
7,062 |
7,062 |
0 |
- |
|
BAC |
Bank of America Corp |
Pres, Home Loans & Insurance |
|
2011-07-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
7,062 |
7,062 |
0 |
- |
|
BAC |
Bank of America Corp |
Pres, Home Loans & Insurance |
|
2011-08-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
7,062 |
7,062 |
0 |
- |
|
DVA |
Davita Healthcare Partner... |
Director |
|
2023-05-10 |
4 |
OE |
$66.29 |
$474,968 |
D/D |
7,165 |
7,165 |
0 |
- |
|
179 Records found
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Page 4 of 8 |
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Free Registration Required For Full Results. Limit: 25
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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 |
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