| |
| |
|
| 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 |
President, Consumer Products |
• – – |
2004-02-05 |
4 |
OE |
$71.58 |
$1,365,319 |
D/D |
19,074 |
29,594 |
|
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2017-12-31 |
4 |
A |
$72.25 |
$23,770 |
D/D |
329 |
329 |
0 |
- |
|
| 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 |
President, Consumer Products |
• – – |
2003-12-05 |
4 |
AS |
$75.29 |
$1,438,574 |
D/D |
(19,074) |
10,520 |
|
- |
|
| BAC |
Bank of America Corp |
officerTitle |
• – – |
2003-09-05 |
4 |
AS |
$75.75 |
$56,350 |
I/I |
(740) |
683 |
|
- |
|
| BAC |
Bank of America Corp |
officerTitle |
• – – |
2003-09-05 |
4 |
AS |
$75.75 |
$1,452,463 |
D/D |
(19,074) |
10,520 |
|
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2021-05-13 |
4 |
OE |
$75.77 |
$379,987 |
D/D |
5,015 |
5,015 |
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 |
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 |
officerTitle |
• – – |
2003-08-01 |
4 |
D |
$80.74 |
$3,633 |
I/I |
(45) |
683 |
|
- |
|
| 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 |
• – – |
2004-05-05 |
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 |
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 |
• – – |
2004-03-05 |
4 |
AS |
$82.61 |
$612,687 |
D/D |
(7,400) |
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 |
• – – |
2004-07-06 |
4 |
AS |
$83.84 |
$1,601,603 |
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 |
|
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2022-06-03 |
4 |
S |
$97.42 |
$226,010 |
D/D |
(2,320) |
0 |
0 |
% |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2022-05-31 |
4 |
D |
$97.78 |
$475,015 |
D/D |
(4,858) |
2,320 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2023-05-10 |
4 |
D |
$100.72 |
$474,996 |
D/D |
(4,716) |
2,449 |
0 |
- |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2023-05-10 |
4 |
S |
$101.61 |
$248,843 |
D/D |
(2,449) |
0 |
0 |
% |
|
| DVA |
Davita Healthcare Partner... |
Director |
– • – |
2020-11-11 |
4/A |
D |
$107.17 |
$260,209 |
D/D |
(2,428) |
1,388 |
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 |
| |
|
|
|
|
|
