| |
| |
|
| 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 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 |
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 |
• – – |
2011-04-29 |
4 |
OE |
$0.00 |
$0 |
D/D |
7,062 |
43,166 |
0 |
- |
|
| BAC |
Bank of America Corp |
Pres Mtge Home Equity & Ins Sv |
• – – |
2009-02-15 |
4 |
D |
$5.57 |
$140,798 |
D/D |
(25,278) |
52,354 |
0 |
- |
|
| BAC |
Bank of America Corp |
Pres, Home Loans & Insurance |
• – – |
2011-02-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
53,928 |
53,928 |
0 |
- |
|
| BAC |
Bank of America Corp |
Pres, Bk of America Home Loans |
• – – |
2010-02-15 |
4 |
D |
$14.45 |
$448,239 |
D/D |
(31,020) |
55,381 |
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 |
- |
|
| 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. |
• – – |
2016-02-16 |
4 |
A |
$0.00 |
$0 |
D/D |
46,559 |
67,533 |
0 |
- |
|
| 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 |
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 |
Pres Mtge Home Equity & Ins Sv |
• – – |
2009-02-15 |
4 |
OE |
$5.57 |
$432,410 |
D/D |
77,632 |
77,632 |
0 |
- |
|
| C |
Citigroup Inc |
CEO, CITIBANK, N.A. |
• – – |
2018-01-22 |
4 |
D |
$78.19 |
$889,866 |
D/D |
(11,381) |
79,569 |
0 |
- |
|
| BAC |
Bank of America Corp |
Pres, Bk of America Home Loans |
• – – |
2010-02-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
86,401 |
86,401 |
0 |
- |
|
| C |
Citigroup Inc |
CEO, CITIBANK, N.A. |
• – – |
2017-02-16 |
4 |
A |
$0.00 |
$0 |
D/D |
30,595 |
90,949 |
0 |
- |
|
| C |
Citigroup Inc |
CEO, CITIBANK, N.A. |
• – – |
2019-01-20 |
4 |
D |
$63.12 |
$910,615 |
D/D |
(14,427) |
91,338 |
0 |
- |
|
| C |
Citigroup Inc |
Director |
– • – |
2022-01-20 |
4 |
D |
$64.24 |
$492,694 |
D/D |
(7,670) |
95,367 |
0 |
- |
|
| C |
Citigroup Inc |
Director |
– • – |
2023-01-20 |
4 |
D |
$49.37 |
$217,262 |
D/D |
(4,401) |
96,574 |
0 |
- |
|
| C |
Citigroup Inc |
Director |
– • – |
2022-02-10 |
4 |
A |
$0.00 |
$0 |
D/D |
2,255 |
97,622 |
0 |
- |
|
| C |
Citigroup Inc |
|
– • – |
2024-01-02 |
4 |
A |
$0.00 |
$0 |
D/D |
2,923 |
99,497 |
0 |
- |
|
| C |
Citigroup Inc |
Director |
– • – |
2021-01-20 |
4 |
D |
$63.69 |
$713,279 |
D/D |
(11,199) |
100,659 |
0 |
- |
|
| C |
Citigroup Inc |
Director |
– • – |
2023-01-03 |
4 |
A |
$0.00 |
$0 |
D/D |
3,353 |
100,975 |
0 |
- |
|
| C |
Citigroup Inc |
Director |
– • – |
2021-02-11 |
4 |
A |
$0.00 |
$0 |
D/D |
2,378 |
103,037 |
0 |
- |
|
| BAC |
Bank of America Corp |
Glbl Tec Svc and Flfmt Ex |
• – – |
2006-02-14 |
4 |
OE |
$44.16 |
$3,733,640 |
D/D |
84,548 |
105,588 |
|
- |
|
| C |
Citigroup Inc |
CEO, CITIBANK, N.A. |
• – – |
2018-02-15 |
4 |
A |
$0.00 |
$0 |
D/D |
26,196 |
105,764 |
0 |
- |
|
| C |
Citigroup Inc |
Director |
– • – |
2020-01-20 |
4 |
D |
$81.12 |
$1,352,831 |
D/D |
(16,677) |
109,957 |
0 |
- |
|
179 Records found
|
|
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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|
