| |
| |
|
| Insider
Information: |
Sarles H Jay |
| Relationship: |
Director |
| City: |
Boston |
| State: |
MA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
3 |
|
| Direct
Shares |
598,213 |
|
|
Indirect Shares
|
6,609 |
|
|
| Direct
Value |
$29,674,980 |
|
|
|
Indirect Value
|
$2,821,448 |
|
|
| Total
Shares |
604,822 |
|
|
| Total
Value |
$32,496,428 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
0
|
|
Stock
price went up :
|
0
|
0
|
| Stock
price went down : |
0
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
0.0%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Bank of America Corp |
BAC |
Vice Chm and Spl Advsr... |
2005-03-31 |
571,852 |
2004-12-22 |
0 |
Premium* |
|
|
AvalonBay Communities |
AVB |
Director |
2020-05-19 |
17,752 |
2005-09-01 |
0 |
Premium* |
|
|
Ameriprise Financial Inc |
AMP |
Director |
2016-11-14 |
8,609 |
2017-10-26 |
6,609 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
57 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 2 of 3
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| AMP |
Ameriprise Financial Inc |
Director |
– • – |
2008-11-04 |
4 |
B |
$23.50 |
$47,000 |
I/I |
2,000 |
6,009 |
2.1 |
- |
|
| AMP |
Ameriprise Financial Inc |
Director |
– • – |
2008-11-05 |
4 |
B |
$23.05 |
$46,100 |
I/I |
2,000 |
8,009 |
2.1 |
- |
|
| AMP |
Ameriprise Financial Inc |
Director |
– • – |
2010-05-25 |
4 |
B |
$37.23 |
$74,458 |
I/I |
2,000 |
10,009 |
2.1 |
- |
|
| AMP |
Ameriprise Financial Inc |
Director |
– • – |
2011-08-22 |
4 |
B |
$39.95 |
$99,875 |
I/I |
2,500 |
12,509 |
2.1 |
- |
|
| AMP |
Ameriprise Financial Inc |
Director |
– • – |
2012-05-17 |
4 |
B |
$47.51 |
$95,020 |
I/I |
2,000 |
14,509 |
2.1 |
- |
|
| AVB |
AvalonBay Communities |
Director |
– • – |
2013-02-05 |
4 |
B |
$125.12 |
$125,120 |
D/D |
1,000 |
14,075 |
2.39 |
- |
|
| AVB |
AvalonBay Communities |
Director |
– • – |
2013-08-29 |
4 |
B |
$123.97 |
$247,931 |
D/D |
2,000 |
17,012 |
2.39 |
- |
|
| AMP |
Ameriprise Financial Inc |
Director |
– • – |
2016-02-01 |
4 |
B |
$89.52 |
$179,034 |
I/I |
2,000 |
12,609 |
2.1 |
- |
|
| BAC |
Bank of America Corp |
Vice Chm and Spl Advsr to CEO |
• – – |
2004-04-01 |
4 |
D |
$81.47 |
$2,094,431 |
D/D |
(25,708) |
273,946 |
|
- |
|
| BAC |
Bank of America Corp |
Vice Chm and Spl Advsr to CEO |
• – – |
2004-12-22 |
4 |
D |
$0.00 |
$0 |
I/I |
(16,380) |
0 |
|
- |
|
| BAC |
Bank of America Corp |
Vice Chm and Spl Advsr to CEO |
• – – |
2005-02-17 |
4 |
D |
$46.36 |
$827,990 |
D/D |
(17,860) |
467,789 |
|
- |
|
| BAC |
Bank of America Corp |
Vice Chm and Spl Advsr to CEO |
• – – |
2005-03-31 |
4 |
D |
$44.10 |
$3,189,621 |
D/D |
(72,327) |
571,852 |
|
- |
|
| BAC |
Bank of America Corp |
Vice Chm and Spl Advsr to CEO |
• – – |
2004-05-21 |
4 |
GD |
$0.00 |
$0 |
D/D |
200 |
273,746 |
|
- |
|
| BAC |
Bank of America Corp |
Vice Chm and Spl Advsr to CEO |
• – – |
2004-05-26 |
4 |
GD |
$0.00 |
$0 |
D/D |
800 |
272,946 |
|
- |
|
| BAC |
Bank of America Corp |
Vice Chm and Spl Advsr to CEO |
• – – |
2004-05-27 |
4 |
GD |
$0.00 |
$0 |
D/D |
300 |
272,646 |
|
- |
|
| BAC |
Bank of America Corp |
Vice Chm and Spl Advsr to CEO |
• – – |
2004-06-15 |
4 |
GD |
$0.00 |
$0 |
D/D |
400 |
272,246 |
|
- |
|
| BAC |
Bank of America Corp |
Vice Chm and Spl Advsr to CEO |
• – – |
2004-09-13 |
4 |
GD |
$0.00 |
$0 |
D/D |
29,432 |
515,060 |
|
- |
|
| BAC |
Bank of America Corp |
Vice Chm and Spl Advsr to CEO |
• – – |
2004-11-03 |
4 |
GD |
$0.00 |
$0 |
D/D |
956 |
514,104 |
|
- |
|
| BAC |
Bank of America Corp |
Vice Chm and Spl Advsr to CEO |
• – – |
2004-11-04 |
4 |
GD |
$0.00 |
$0 |
D/D |
1,000 |
513,104 |
|
- |
|
| BAC |
Bank of America Corp |
Vice Chm and Spl Advsr to CEO |
• – – |
2004-12-22 |
4 |
GD |
$0.00 |
$0 |
D/D |
77,783 |
435,321 |
|
- |
|
| AMP |
Ameriprise Financial Inc |
Director |
– • – |
2013-11-26 |
4 |
GD |
$0.00 |
$0 |
I/I |
1,500 |
13,009 |
0 |
- |
|
| AMP |
Ameriprise Financial Inc |
Director |
– • – |
2013-12-04 |
4 |
GD |
$0.00 |
$0 |
I/I |
2,000 |
11,009 |
0 |
- |
|
| AMP |
Ameriprise Financial Inc |
Director |
– • – |
2014-11-13 |
4 |
GD |
$0.00 |
$0 |
I/I |
400 |
10,609 |
0 |
- |
|
| AMP |
Ameriprise Financial Inc |
Director |
– • – |
2016-11-14 |
4 |
GD |
$0.00 |
$0 |
D/D |
2,000 |
8,609 |
0 |
- |
|
| AMP |
Ameriprise Financial Inc |
Director |
– • – |
2017-02-28 |
4 |
GD |
$0.00 |
$0 |
I/I |
2,000 |
8,609 |
0 |
- |
|
57 Records found
|
|
Page 2 of 3 |
| |
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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|
