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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 |
$6,198,576 |
|
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Indirect Value
|
$13,811,064 |
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|
Total
Shares |
416,680 |
|
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Total
Value |
$20,009,640 |
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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%
|
7.1%
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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 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 |
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 |
officerTitle |
|
2003-09-05 |
4 |
OE |
$48.44 |
$42,771 |
I/I |
740 |
1,423 |
|
- |
|
BAC |
Bank of America Corp |
President, Consumer Products |
|
2004-03-05 |
4 |
OE |
$48.44 |
$1,142,247 |
D/D |
19,074 |
29,594 |
|
- |
|
BAC |
Bank of America Corp |
President, Consumer Products |
|
2004-04-05 |
4 |
OE |
$48.44 |
$923,897 |
D/D |
19,074 |
29,594 |
|
- |
|
BAC |
Bank of America Corp |
President, Consumer Products |
|
2004-05-05 |
4 |
OE |
$48.44 |
$923,897 |
D/D |
19,074 |
29,594 |
|
- |
|
BAC |
Bank of America Corp |
President, Consumer Products |
|
2004-06-07 |
4 |
OE |
$48.44 |
$923,897 |
D/D |
19,074 |
29,594 |
|
- |
|
BAC |
Bank of America Corp |
President, Consumer Products |
|
2004-07-06 |
4 |
OE |
$48.44 |
$923,897 |
D/D |
19,074 |
29,594 |
|
- |
|
BAC |
Bank of America Corp |
President, Consumer Products |
|
2004-08-05 |
4 |
OE |
$48.44 |
$923,461 |
D/D |
19,065 |
29,585 |
|
- |
|
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 |
|
2006-05-05 |
4 |
AS |
$50.00 |
$20,000 |
I/I |
(400) |
2,750 |
|
- |
|
BAC |
Bank of America Corp |
President, Consumer Products |
|
2003-10-06 |
4 |
OE |
$50.70 |
$967,052 |
D/D |
19,074 |
29,594 |
|
- |
|
BAC |
Bank of America Corp |
President, Consumer Products |
|
2003-12-05 |
4 |
OE |
$50.70 |
$1,188,667 |
D/D |
19,074 |
29,594 |
|
- |
|
BAC |
Bank of America Corp |
Glbl Tec Svc and Flfmt Ex |
|
2006-10-02 |
4 |
AS |
$53.34 |
$5,067,717 |
D/D |
(94,815) |
27,617 |
0 |
- |
|
BAC |
Bank of America Corp |
Glbl Tec Svc and Flfmt Ex |
|
2006-10-02 |
4 |
AS |
$53.62 |
$352,725 |
D/D |
(6,577) |
21,040 |
0 |
- |
|
BAC |
Bank of America Corp |
Glbl Tec Svc and Flfmt Ex |
|
2007-02-13 |
4 |
OE |
$53.73 |
$3,886,721 |
D/D |
72,338 |
72,338 |
0 |
- |
|
BAC |
Bank of America Corp |
Glbl Tec Svc and Flfmt Ex |
|
2007-02-13 |
4 |
D |
$53.73 |
$1,649,941 |
D/D |
(30,708) |
41,630 |
0 |
- |
|
C |
Citigroup Inc |
CEO, CITIBANK, N.A. |
|
2017-01-20 |
4 |
D |
$56.58 |
$406,106 |
D/D |
(7,178) |
60,355 |
0 |
- |
|
C |
Citigroup Inc |
CEO, CITIBANK, N.A. |
|
2019-01-20 |
4 |
D |
$63.12 |
$910,615 |
D/D |
(14,427) |
91,338 |
0 |
- |
|
BAC |
Bank of America Corp |
President, Consumer Products |
|
2004-01-05 |
4 |
OE |
$63.63 |
$1,252,373 |
D/D |
19,074 |
29,594 |
|
- |
|
C |
Citigroup Inc |
Director |
|
2021-01-20 |
4 |
D |
$63.69 |
$713,279 |
D/D |
(11,199) |
100,659 |
0 |
- |
|
C |
Citigroup Inc |
Director |
|
2022-01-20 |
4 |
D |
$64.24 |
$492,694 |
D/D |
(7,670) |
95,367 |
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 |
|
2022-05-31 |
4 |
OE |
$66.17 |
$474,968 |
D/D |
7,178 |
7,178 |
0 |
- |
|
DVA |
Davita Healthcare Partner... |
Director |
|
2023-05-10 |
4 |
OE |
$66.29 |
$474,968 |
D/D |
7,165 |
7,165 |
0 |
- |
|
DVA |
Davita Healthcare Partner... |
Director |
|
2020-11-11 |
4 |
OE |
$67.45 |
$260,153 |
D/D |
3,816 |
3,816 |
0 |
- |
|
179 Records found
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Page 6 of 8 |
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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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