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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      


Citigroup Inc $6,349,899 Davita Healthcare Partners $48,914 Citigroup Inc $6,349,899 Davita Healthcare Partners $48,914
 


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*  
* Premium Members only  

Records found :    179         Free Registration Required For Full Results.    Limit: 25

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  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
BAC Bank of America Corp Pres, Home Loans & Insurance   •       –      –    2011-02-15 4 D $14.77 $263,260 D/D (17,824) 36,104 0 -
BAC Bank of America Corp Pres, Home Loans & Insurance   •       –      –    2011-02-28 4 D $14.29 $100,916 D/D (7,062) 36,104 0 -
BAC Bank of America Corp Pres, Home Loans & Insurance   •       –      –    2011-02-28 4 OE $0.00 $0 D/D 7,062 43,166 0 -
BAC Bank of America Corp Pres, Home Loans & Insurance   •       –      –    2011-03-15 4 OE $0.00 $0 D/D 5,144 41,248 0 -
BAC Bank of America Corp Pres, Home Loans & Insurance   •       –      –    2011-03-15 4 D $13.96 $71,810 D/D (5,144) 36,104 0 -
BAC Bank of America Corp Pres, Home Loans & Insurance   •       –      –    2011-03-31 4 D $13.33 $94,136 D/D (7,062) 36,104 0 -
BAC Bank of America Corp Pres, Home Loans & Insurance   •       –      –    2011-03-31 4 OE $0.00 $0 D/D 7,062 43,166 0 -
BAC Bank of America Corp Pres, Home Loans & Insurance   •       –      –    2011-04-15 4 D $12.82 $65,946 D/D (5,144) 36,104 0 -
BAC Bank of America Corp Pres, Home Loans & Insurance   •       –      –    2011-04-15 4 OE $0.00 $0 D/D 5,144 41,248 0 -
BAC Bank of America Corp Pres, Home Loans & Insurance   •       –      –    2011-04-29 4 OE $0.00 $0 D/D 7,062 43,166 0 -
BAC Bank of America Corp Pres, Home Loans & Insurance   •       –      –    2011-04-29 4 D $12.28 $86,721 D/D (7,062) 36,104 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   •       –      –    2011-05-13 4 D $11.93 $61,368 D/D (5,144) 0 0 -
BAC Bank of America Corp Pres, Home Loans & Insurance   •       –      –    2011-05-31 4 D $11.75 $82,979 D/D (7,062) 0 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   •       –      –    2011-06-15 4 D $10.50 $54,012 D/D (5,144) 0 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   •       –      –    2011-06-30 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 D $10.96 $77,400 D/D (7,062) 0 0 -
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   •       –      –    2011-07-15 4 OE $0.00 $0 D/D 5,144 5,144 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   •       –      –    2011-07-29 4 D $9.71 $68,572 D/D (7,062) 0 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 Pres, Home Loans & Insurance   •       –      –    2011-08-15 4 OE $0.00 $0 D/D 5,144 5,144 0 -
  179  Records found
  1   2   3   4   5   6  7   8      
  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
 
 
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