| |
| |
|
| 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 |
$159,281,090 |
|
|
|
Indirect Value
|
$1,152,516 |
|
|
| Total
Shares |
680,238 |
|
|
| Total
Value |
$160,433,605 |
|
|
|
|
|
|
|
|
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 8 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 |
EXECUTIVE CHAIRMAN |
• • – |
2023-11-19 |
4 |
OE |
$0.00 |
$0 |
D/D |
25,566 |
165,420 |
0 |
- |
|
| V |
Visa Inc |
EXECUTIVE CHAIRMAN |
• • – |
2023-11-30 |
4 |
OE |
$0.00 |
$0 |
D/D |
92,244 |
245,046 |
0 |
- |
|
| V |
Visa Inc |
EXECUTIVE CHAIRMAN |
• • – |
2023-12-01 |
4 |
OE |
$0.00 |
$0 |
D/D |
6,678 |
204,755 |
0 |
- |
|
| V |
Visa Inc |
EXECUTIVE CHAIRMAN |
• • – |
2024-01-01 |
4 |
OE |
$0.00 |
$0 |
D/D |
6,678 |
208,032 |
0 |
- |
|
| V |
Visa Inc |
EXECUTIVE CHAIRMAN |
• • – |
2024-01-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,025 |
206,199 |
0 |
- |
|
| AXP |
American Express Co |
officerTitle |
• – – |
2003-09-19 |
4 |
S |
$47.05 |
$974,619 |
D/D |
(20,692) |
254,215 |
|
- |
|
| AXP |
American Express Co |
Member, Global Leadership Team |
• – – |
2004-02-05 |
4 |
S |
$52.10 |
$5,041,412 |
D/D |
(96,743) |
226,655 |
|
- |
|
| AXP |
American Express Co |
Member, Global Leadership Team |
• – – |
2004-12-22 |
4 |
S |
$56.92 |
$1,418,317 |
D/D |
(24,917) |
240,309 |
|
- |
|
| AXP |
American Express Co |
Member, Global Leadership Team |
• – – |
2005-11-07 |
4 |
S |
$49.74 |
$2,637,773 |
D/D |
(53,014) |
270,977 |
|
- |
|
| AXP |
American Express Co |
Member, Global Leadership Team |
• – – |
2006-02-27 |
4 |
S |
$54.75 |
$10,685,889 |
D/D |
(194,835) |
261,095 |
|
- |
|
| 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 |
- |
|
| AXP |
American Express Co |
Member, Global Leadership Team |
• – – |
2007-05-15 |
4 |
S |
$63.16 |
$1,350,235 |
D/D |
(21,377) |
278,789 |
0 |
- |
|
| AXP |
American Express Co |
Former President |
• – – |
2010-04-30 |
4 |
S |
$48.00 |
$6,850,560 |
D/D |
(142,720) |
418,143 |
0 |
- |
|
| MET |
MetLife Inc |
Director |
– • – |
2012-03-16 |
4 |
S |
$25.37 |
$40,846 |
D/D |
(1,610) |
0 |
0 |
- |
|
| V |
Visa Inc |
EXECUTIVE CHAIRMAN |
• • – |
2023-03-06 |
4 |
S |
$223.99 |
$12,991,281 |
D/D |
(58,000) |
162,354 |
0 |
% |
|
| V |
Visa Inc |
EXECUTIVE CHAIRMAN |
• • – |
2023-05-01 |
4 |
S |
$232.87 |
$1,746,525 |
D/D |
(7,500) |
154,854 |
0 |
% |
|
| V |
Visa Inc |
EXECUTIVE CHAIRMAN |
• • – |
2023-11-01 |
4 |
S |
$236.14 |
$9,445,600 |
D/D |
(40,000) |
139,854 |
0 |
% |
|
192 Records found
|
|
Page 8 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 |
| |
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|
