| |
| |
|
| Insider
Information: |
Kelly Alfred F Jr |
| Relationship: |
EXECUTIVE CHAIRMAN, Di... |
| City: |
|
| State: |
|
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
4 |
|
| Direct
Shares |
675,299 |
|
|
Indirect Shares
|
4,939 |
|
|
| Direct
Value |
$161,221,594 |
|
|
|
Indirect Value
|
$1,185,360 |
|
|
| Total
Shares |
680,238 |
|
|
| Total
Value |
$162,406,954 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
3
|
|
Stock
price went up :
|
0
|
3
|
| Stock
price went down : |
0
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
3.0
|
| Percentage
Gain/Loss : |
0.0%
|
 39.3%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
American Express Co |
AXP |
Former President |
2010-04-30 |
418,143 |
2010-04-30 |
4,939 |
Premium* |
|
|
Hershey Foods Corp |
HSY |
Director |
2007-10-01 |
7,959 |
2005-10-01 |
0 |
Premium* |
|
|
MetLife Inc |
MET |
Director |
2018-04-02 |
42,998 |
2009-06-23 |
0 |
Premium* |
|
|
Visa Inc |
V |
EXECUTIVE CHAIRMAN, Di... |
2024-01-15 |
206,199 |
2014-03-17 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
192 |
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 |
| V |
Visa Inc |
CHAIRMAN & CEO |
• • – |
2021-12-31 |
4 |
AS |
$216.81 |
$1,951,290 |
D/D |
(9,000) |
176,862 |
0 |
% |
|
| V |
Visa Inc |
CHAIRMAN & CEO |
• • – |
2020-12-31 |
4 |
AS |
$218.40 |
$1,965,600 |
D/D |
(9,000) |
165,087 |
0 |
% |
|
| V |
Visa Inc |
CHAIRMAN & CEO |
• • – |
2022-04-29 |
4 |
AS |
$218.62 |
$1,967,580 |
D/D |
(9,000) |
165,887 |
0 |
% |
|
| V |
Visa Inc |
CHAIRMAN & CEO |
• • – |
2022-03-31 |
4 |
AS |
$223.91 |
$2,015,190 |
D/D |
(9,000) |
168,887 |
0 |
% |
|
| V |
Visa Inc |
EXECUTIVE CHAIRMAN |
• • – |
2023-11-01 |
4 |
OE |
$80.82 |
$2,020,500 |
D/D |
25,000 |
179,854 |
0 |
- |
|
| V |
Visa Inc |
CHAIRMAN & CEO |
• • – |
2022-01-31 |
4 |
AS |
$224.90 |
$2,024,100 |
D/D |
(9,000) |
174,887 |
0 |
% |
|
| V |
Visa Inc |
CHAIRMAN & CEO |
• • – |
2021-09-30 |
4 |
AS |
$227.58 |
$2,048,220 |
D/D |
(9,000) |
139,112 |
0 |
% |
|
| V |
Visa Inc |
CHAIRMAN & CEO |
• • – |
2021-05-28 |
4 |
AS |
$227.59 |
$2,048,310 |
D/D |
(9,000) |
151,112 |
0 |
% |
|
| V |
Visa Inc |
CHAIRMAN & CEO |
• • – |
2021-08-31 |
4 |
AS |
$230.91 |
$2,078,190 |
D/D |
(9,000) |
142,112 |
0 |
% |
|
| V |
Visa Inc |
CHAIRMAN & CEO |
• • – |
2021-06-30 |
4 |
AS |
$235.11 |
$2,115,990 |
D/D |
(9,000) |
148,112 |
0 |
% |
|
| V |
Visa Inc |
CHAIRMAN & CEO |
• • – |
2021-04-30 |
4 |
AS |
$235.32 |
$2,117,880 |
D/D |
(9,000) |
154,112 |
0 |
% |
|
| AXP |
American Express Co |
Member, Global Leadership Team |
• – – |
2004-04-15 |
4 |
D |
$49.58 |
$2,152,119 |
D/D |
(43,407) |
238,863 |
|
- |
|
| AXP |
American Express Co |
Member, Global Leadership Team |
• – – |
2005-11-07 |
4 |
OE |
$41.12 |
$2,180,148 |
D/D |
53,014 |
323,991 |
|
- |
|
| AXP |
American Express Co |
officerTitle |
• – – |
2003-09-19 |
4 |
D |
$46.98 |
$2,180,154 |
D/D |
(46,406) |
207,809 |
|
- |
|
| V |
Visa Inc |
CHAIRMAN & CEO |
• • – |
2021-07-30 |
4 |
AS |
$247.21 |
$2,224,890 |
D/D |
(9,000) |
145,112 |
0 |
% |
|
| AXP |
American Express Co |
Member, Global Leadership Team |
• – – |
2005-11-26 |
4 |
D |
$52.66 |
$2,350,374 |
D/D |
(44,633) |
226,344 |
|
- |
|
| V |
Visa Inc |
CHIEF EXECUTIVE OFFICER |
• • – |
2017-11-19 |
4 |
D |
$109.82 |
$2,475,892 |
D/D |
(22,545) |
24,997 |
0 |
- |
|
| AXP |
American Express Co |
Member, Global Leadership Team |
• – – |
2005-11-07 |
4 |
S |
$49.74 |
$2,637,773 |
D/D |
(53,014) |
270,977 |
|
- |
|
| V |
Visa Inc |
CHAIRMAN & CEO |
• • – |
2022-11-19 |
4 |
D |
$210.80 |
$2,644,908 |
D/D |
(12,547) |
166,728 |
0 |
- |
|
| AXP |
American Express Co |
Member, Global Leadership Team |
• – – |
2006-11-13 |
4 |
S |
$58.87 |
$2,850,432 |
D/D |
(48,399) |
261,095 |
0 |
- |
|
| V |
Visa Inc |
CHAIRMAN & CEO |
• • – |
2020-11-19 |
4 |
D |
$207.57 |
$2,914,698 |
D/D |
(14,042) |
129,660 |
0 |
- |
|
| V |
Visa Inc |
EXECUTIVE CHAIRMAN |
• • – |
2023-11-19 |
4 |
D |
$249.56 |
$3,148,948 |
D/D |
(12,618) |
152,802 |
0 |
- |
|
| AXP |
American Express Co |
Member, Global Leadership Team |
• – – |
2004-02-05 |
4 |
OE |
$29.30 |
$3,333,023 |
D/D |
110,116 |
323,398 |
|
- |
|
| V |
Visa Inc |
CHIEF EXECUTIVE OFFICER |
• • – |
2018-11-19 |
4 |
D |
$134.76 |
$3,425,195 |
D/D |
(25,417) |
51,446 |
0 |
- |
|
| AXP |
American Express Co |
Member, Global Leadership Team |
• – – |
2004-11-04 |
4 |
OE |
$29.30 |
$3,763,942 |
D/D |
109,400 |
348,263 |
|
- |
|
192 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 |
| |
|
|
|
|
|
