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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 7 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   •       –      –    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   •       –      –    2004-03-05 4 AS $81.65 $960,057 D/D (11,674) 17,920 -
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 Glbl Tec Svc and Flfmt Ex   •       –      –    2008-02-15 4 D $42.70 $1,073,905 D/D (25,150) 34,095 0 -
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   •       –      –    2003-12-05 4 OE $50.70 $1,188,667 D/D 19,074 29,594 -
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   –       •      –    2020-01-20 4 D $81.12 $1,352,831 D/D (16,677) 109,957 0 -
BAC Bank of America Corp President, Consumer Products   •       –      –    2004-02-05 4 OE $71.58 $1,365,319 D/D 19,074 29,594 -
BAC Bank of America Corp President, Consumer Products   •       –      –    2003-12-05 4 AS $75.29 $1,438,574 D/D (19,074) 10,520 -
BAC Bank of America Corp President, Consumer Products   •       –      –    2003-11-05 4 AS $75.20 $1,440,591 D/D (19,074) 10,520 -
BAC Bank of America Corp officerTitle   •       –      –    2003-09-05 4 AS $75.75 $1,452,463 D/D (19,074) 10,520 -
BAC Bank of America Corp President, Consumer Products   •       –      –    2004-01-05 4 AS $78.79 $1,509,654 D/D (19,074) 10,520 -
BAC Bank of America Corp President, Consumer Products   •       –      –    2003-10-06 4 AS $79.63 $1,522,296 D/D (19,074) 10,520 -
BAC Bank of America Corp President, Consumer Products   •       –      –    2004-04-05 4 AS $80.12 $1,532,572 D/D (19,074) 10,520 -
BAC Bank of America Corp President, Consumer Products   •       –      –    2004-05-05 4 AS $81.21 $1,552,809 D/D (19,074) 10,520 -
BAC Bank of America Corp President, Consumer Products   •       –      –    2004-02-05 4 AS $81.41 $1,558,774 D/D (19,074) 10,520 -
BAC Bank of America Corp Glbl Tec Svc and Flfmt Ex   •       –      –    2006-02-14 4 D $44.16 $1,584,947 D/D (35,891) 69,697 -
BAC Bank of America Corp President, Consumer Products   •       –      –    2004-07-06 4 AS $83.84 $1,601,603 D/D (19,074) 10,520 -
BAC Bank of America Corp President, Consumer Products   •       –      –    2004-06-07 4 AS $83.74 $1,604,163 D/D (19,074) 10,520 -
BAC Bank of America Corp President, Consumer Products   •       –      –    2004-08-05 4 AS $84.95 $1,621,509 D/D (19,065) 10,520 -
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 -
BAC Bank of America Corp Glbl Tec Svc and Flfmt Ex   •       –      –    2008-02-15 4 OE $42.70 $2,529,762 D/D 59,245 59,245 0 -
  179  Records found
  1   2   3   4   5   6   7  8      
  Page 7 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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