| |
| |
|
| 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 |
$30,047,592 |
|
|
|
Indirect Value
|
$2,885,555 |
|
|
| Total
Shares |
604,822 |
|
|
| Total
Value |
$32,933,148 |
|
|
|
|
|
|
|
|
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 3 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 |
– • – |
2017-10-26 |
4 |
GD |
$0.00 |
$0 |
I/I |
2,000 |
6,609 |
0 |
- |
|
| BAC |
Bank of America Corp |
Vice Chm and Spl Advsr to CEO |
• – – |
2004-04-01 |
4 |
OE |
$81.47 |
$5,655,077 |
D/D |
69,413 |
299,654 |
|
- |
|
| BAC |
Bank of America Corp |
Vice Chm and Spl Advsr to CEO |
• – – |
2004-07-21 |
4 |
OE |
$37.26 |
$5,254,915 |
D/D |
133,272 |
405,518 |
|
- |
|
| BAC |
Bank of America Corp |
Vice Chm and Spl Advsr to CEO |
• – – |
2005-02-17 |
4 |
OE |
$46.36 |
$1,983,188 |
D/D |
42,778 |
485,649 |
|
- |
|
| BAC |
Bank of America Corp |
Vice Chm and Spl Advsr to CEO |
• – – |
2005-03-31 |
4 |
OE |
$44.10 |
$7,778,799 |
D/D |
176,390 |
644,179 |
|
- |
|
| BAC |
Bank of America Corp |
Vice Chm and Spl Advsr to CEO |
• – – |
2004-07-21 |
4 |
S |
$85.35 |
$11,374,788 |
D/D |
(133,272) |
272,246 |
|
- |
|
| AVB |
AvalonBay Communities |
Director |
– • – |
2009-08-11 |
4 |
S |
$66.61 |
$13 |
D/D |
(0) |
9,887 |
0 |
- |
|
57 Records found
|
|
Page 3 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 |
| |
|
|
|
|
|
