| |
| |
|
| 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 6 of 8
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| 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 |
- |
|
| C |
Citigroup Inc |
Director |
– • – |
2023-01-03 |
4 |
A |
$0.00 |
$0 |
D/D |
3,353 |
100,975 |
0 |
- |
|
| C |
Citigroup Inc |
Director |
– • – |
2023-01-20 |
4 |
D |
$49.37 |
$217,262 |
D/D |
(4,401) |
96,574 |
0 |
- |
|
| C |
Citigroup Inc |
|
– • – |
2024-01-02 |
4 |
A |
$0.00 |
$0 |
D/D |
2,923 |
99,497 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2015-12-31 |
4 |
A |
$0.00 |
$0 |
D/D |
318 |
318 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2016-03-31 |
4 |
A |
$0.00 |
$0 |
D/D |
324 |
642 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2016-04-18 |
4 |
GD |
$0.00 |
$0 |
D/D |
642 |
0 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2016-06-30 |
4 |
A |
$0.00 |
$0 |
D/D |
307 |
307 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2016-09-30 |
4 |
A |
$0.00 |
$0 |
D/D |
359 |
666 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2016-12-31 |
4 |
A |
$0.00 |
$0 |
D/D |
370 |
370 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2017-03-31 |
4 |
A |
$0.00 |
$0 |
D/D |
349 |
349 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2017-06-30 |
4 |
A |
$0.00 |
$0 |
D/D |
367 |
367 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2017-09-30 |
4 |
A |
$0.00 |
$0 |
D/D |
400 |
400 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2017-12-31 |
4 |
A |
$72.25 |
$23,770 |
D/D |
329 |
329 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2018-03-31 |
4 |
A |
$65.94 |
$23,738 |
D/D |
360 |
360 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2018-06-30 |
4 |
A |
$0.00 |
$0 |
D/D |
342 |
342 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2018-09-30 |
4 |
A |
$0.00 |
$0 |
D/D |
332 |
332 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2018-12-31 |
4 |
A |
$0.00 |
$0 |
D/D |
462 |
462 |
0 |
- |
|
| 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 |
- |
|
| 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 |
- |
|
| 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 |
- |
|
179 Records found
|
|
Page 6 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 |
| |
|
|
|
|
|
