| |
| |
|
| Insider
Information: |
Mulcahy Anne M |
| Relationship: |
Director |
| City: |
|
| State: |
|
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
8 |
|
| Direct
Shares |
565,048 |
|
|
Indirect Shares
|
926,722 |
|
|
| Direct
Value |
$37,495,181 |
|
|
|
Indirect Value
|
$30,673,585 |
|
|
| Total
Shares |
1,491,770 |
|
|
| Total
Value |
$68,168,766 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
3
|
0
|
|
Stock
price went up :
|
1
|
0
|
| Stock
price went down : |
2
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
 -5.2%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Fannie Mae |
FNMA |
Director |
2004-10-19 |
2,015 |
2003-10-21 |
0 |
Premium* |
|
|
Xerox Corp |
XRX |
Chairman and CEO |
2009-04-01 |
391,999 |
2009-04-01 |
911,199 |
Premium* |
|
|
Target Corp |
TGT |
Director |
2017-01-11 |
39,950 |
2004-06-08 |
0 |
Premium* |
|
|
Citigroup Inc |
C |
Director |
2010-01-19 |
80,867 |
2010-01-19 |
14,861 |
Premium* |
|
|
Johnson & Johnson |
JNJ |
Director |
2018-12-14 |
6,537 |
2009-10-22 |
0 |
Premium* |
|
|
LPL Investment Holdings Inc |
LPLA |
Director |
2024-05-10 |
35,461 |
2013-05-13 |
0 |
Premium* |
|
|
Williams Sonoma Inc |
WSM |
Director |
2022-06-01 |
7,972 |
2019-06-04 |
0 |
Premium* |
|
|
Graham Holdings Co |
GHC |
Director |
2022-07-01 |
247 |
2024-05-28 |
662 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
142 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 3 of 6
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| TGT |
Target Corp |
Director |
• • – |
2016-01-13 |
4 |
A |
$0.00 |
$0 |
D/D |
2,349 |
36,605 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2016-12-14 |
4 |
A |
$0.00 |
$0 |
D/D |
5,202 |
15,173 |
0 |
- |
|
| TGT |
Target Corp |
Director |
• • – |
2017-01-11 |
4 |
A |
$0.00 |
$0 |
D/D |
2,377 |
39,950 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2017-05-18 |
4 |
A |
$0.00 |
$0 |
D/D |
5,167 |
20,340 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2018-05-18 |
4 |
A |
$0.00 |
$0 |
D/D |
2,463 |
22,803 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2019-05-09 |
4 |
A |
$0.00 |
$0 |
D/D |
3,144 |
25,947 |
0 |
- |
|
| WSM |
Williams Sonoma Inc |
Director |
• • – |
2019-06-04 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,716 |
1,716 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2020-05-07 |
4 |
A |
$0.00 |
$0 |
D/D |
4,215 |
30,162 |
0 |
- |
|
| WSM |
Williams Sonoma Inc |
Director |
• • – |
2020-06-02 |
4 |
OE |
$0.00 |
$0 |
D/D |
2,775 |
4,491 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2021-05-06 |
4 |
A |
$0.00 |
$0 |
D/D |
1,593 |
31,755 |
0 |
- |
|
| WSM |
Williams Sonoma Inc |
Director |
• • – |
2021-06-01 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,918 |
6,409 |
0 |
- |
|
| WSM |
Williams Sonoma Inc |
Director |
• • – |
2021-11-01 |
4 |
A |
$0.00 |
$0 |
D/D |
126 |
6,535 |
0 |
- |
|
| WSM |
Williams Sonoma Inc |
Director |
• • – |
2022-01-31 |
4 |
A |
$0.00 |
$0 |
D/D |
151 |
6,686 |
0 |
- |
|
| WSM |
Williams Sonoma Inc |
Director |
• • – |
2022-05-02 |
4 |
A |
$0.00 |
$0 |
D/D |
179 |
6,865 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
1,339 |
33,094 |
0 |
- |
|
| WSM |
Williams Sonoma Inc |
Director |
• • – |
2022-05-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,045 |
7,910 |
0 |
- |
|
| WSM |
Williams Sonoma Inc |
Director |
• • – |
2022-06-01 |
4 |
A |
$0.00 |
$0 |
D/D |
62 |
7,972 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2023-05-12 |
4 |
A |
$0.00 |
$0 |
D/D |
1,290 |
34,384 |
0 |
- |
|
| LPLA |
LPL Investment Holdings I... |
Director |
– • – |
2024-05-10 |
4 |
A |
$0.00 |
$0 |
D/D |
1,077 |
35,461 |
0 |
- |
|
| XRX |
Xerox Corp |
Chairman and CEO |
• – – |
2005-01-28 |
4 |
OE |
$4.75 |
$712,500 |
D/D |
150,000 |
742,217 |
|
- |
|
| XRX |
Xerox Corp |
Chairman and CEO |
• – – |
2009-04-01 |
4 |
D |
$4.75 |
$1,080,155 |
D/D |
(227,401) |
391,999 |
0 |
- |
|
| C |
Citigroup Inc |
Director |
– • – |
2009-01-01 |
4 |
A |
$7.72 |
$1,442 |
D/D |
187 |
9,195 |
0 |
- |
|
| C |
Citigroup Inc |
Director |
– • – |
2009-01-01 |
4 |
A |
$7.72 |
$10,408 |
I/I |
1,349 |
11,706 |
0 |
- |
|
| XRX |
Xerox Corp |
officerTitle |
• – – |
2006-01-30 |
4 |
AS |
$13.96 |
$2,140,461 |
D/D |
(152,962) |
552,947 |
|
- |
|
| XRX |
Xerox Corp |
officerTitle |
• – – |
2006-01-30 |
4 |
D |
$13.99 |
$1,344,514 |
D/D |
(96,082) |
833,887 |
|
- |
|
142 Records found
|
|
Page 3 of 6 |
| |
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 |
| |
|
|
|
|
|
