| |
| |
|
| Insider
Information: |
Morris Nigel W |
| Relationship: |
Director |
| City: |
Mclean |
| State: |
VA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
4 |
|
| Direct
Shares |
1,885,375 |
|
|
Indirect Shares
|
3,513,444 |
|
|
| Direct
Value |
$25,862,178 |
|
|
|
Indirect Value
|
$50,615,898 |
|
|
| Total
Shares |
5,398,819 |
|
|
| Total
Value |
$76,478,076 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
2
|
1
|
|
Stock
price went up :
|
0
|
0
|
| Stock
price went down : |
2
|
1
|
| |
|
|
|
Gain/Loss Ratio : |
-2.0
|
-1.0
|
| Percentage
Gain/Loss : |
 -26.7%
|
-78.4%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Capital One Financial Corp |
COF |
Vice Chairman, Director |
2003-11-13 |
1,868 |
2003-11-13 |
107,502 |
Premium* |
|
|
Greensky, Inc. |
GSKY |
Director |
2019-03-07 |
78,436 |
2019-03-07 |
2,191,852 |
Premium* |
|
|
Remitly Global, Inc. |
RELY |
Director |
2024-05-01 |
1,805,071 |
2023-08-18 |
0 |
Premium* |
|
|
Avidxchange Holdings, Inc. |
AVDX |
Director |
2021-10-15 |
0 |
2021-10-15 |
1,214,090 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
183 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 4 of 8
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| COF |
Capital One Financial Cor... |
Vice Chairman |
• • – |
2003-10-16 |
4 |
OE |
$9.73 |
$1,405,985 |
D/D |
144,500 |
146,368 |
|
- |
|
| COF |
Capital One Financial Cor... |
Vice Chairman |
• • – |
2003-10-17 |
4 |
OE |
$9.73 |
$194,600 |
D/D |
20,000 |
21,868 |
|
- |
|
| COF |
Capital One Financial Cor... |
Vice Chairman |
• • – |
2003-10-20 |
4 |
OE |
$9.73 |
$1,264,900 |
D/D |
130,000 |
131,868 |
|
- |
|
| COF |
Capital One Financial Cor... |
Vice Chairman |
• • – |
2003-10-21 |
4 |
OE |
$9.73 |
$729,750 |
D/D |
75,000 |
76,868 |
|
- |
|
| COF |
Capital One Financial Cor... |
Vice Chairman |
• • – |
2003-10-22 |
4 |
OE |
$9.73 |
$24,325 |
D/D |
2,500 |
4,368 |
|
- |
|
| COF |
Capital One Financial Cor... |
Vice Chairman |
• • – |
2003-10-23 |
4 |
OE |
$9.73 |
$1,435,175 |
D/D |
147,500 |
149,368 |
|
- |
|
| COF |
Capital One Financial Cor... |
Vice Chairman |
• • – |
2003-10-24 |
4 |
OE |
$9.73 |
$581,854 |
D/D |
59,800 |
61,668 |
|
- |
|
| COF |
Capital One Financial Cor... |
Vice Chairman |
• • – |
2003-10-27 |
4 |
OE |
$9.73 |
$877,646 |
D/D |
90,200 |
92,068 |
|
- |
|
| COF |
Capital One Financial Cor... |
Vice Chairman |
• • – |
2003-10-28 |
4 |
OE |
$9.73 |
$729,750 |
D/D |
75,000 |
76,868 |
|
- |
|
| COF |
Capital One Financial Cor... |
Vice Chairman |
• • – |
2003-10-29 |
4 |
OE |
$9.73 |
$457,310 |
D/D |
47,000 |
48,868 |
|
- |
|
| COF |
Capital One Financial Cor... |
Vice Chairman |
• • – |
2003-10-31 |
4 |
OE |
$9.73 |
$243,250 |
D/D |
25,000 |
26,868 |
|
- |
|
| COF |
Capital One Financial Cor... |
Vice Chairman |
• • – |
2003-11-03 |
4 |
OE |
$9.73 |
$2,811,248 |
D/D |
178,000 |
179,868 |
|
- |
|
| GSKY |
Greensky, Inc. |
Director |
– • – |
2019-01-25 |
4 |
D |
$11.33 |
$1,410,324 |
I/I |
(124,477) |
2,191,852 |
0 |
- |
|
| GSKY |
Greensky, Inc. |
Director |
– • – |
2018-08-10 |
4 |
B |
$15.69 |
$980,625 |
D/D |
62,500 |
62,500 |
2.39 |
- |
|
| COF |
Capital One Financial Cor... |
Vice Chairman |
• • – |
2003-11-04 |
4 |
OE |
$16.25 |
$1,218,750 |
D/D |
75,000 |
76,868 |
|
- |
|
| COF |
Capital One Financial Cor... |
Vice Chairman |
• • – |
2003-11-05 |
4 |
OE |
$16.25 |
$1,218,750 |
D/D |
75,000 |
76,868 |
|
- |
|
| COF |
Capital One Financial Cor... |
Vice Chairman |
• • – |
2003-11-06 |
4 |
OE |
$16.25 |
$1,108,250 |
D/D |
68,200 |
70,068 |
|
- |
|
| COF |
Capital One Financial Cor... |
Vice Chairman |
• • – |
2003-11-07 |
4 |
OE |
$16.25 |
$744,250 |
D/D |
45,800 |
47,668 |
|
- |
|
| COF |
Capital One Financial Cor... |
Vice Chairman |
• • – |
2003-11-10 |
4 |
OE |
$16.25 |
$234,000 |
D/D |
14,400 |
16,268 |
|
- |
|
| COF |
Capital One Financial Cor... |
Vice Chairman |
• • – |
2003-11-11 |
4 |
OE |
$16.25 |
$406,250 |
D/D |
25,000 |
26,868 |
|
- |
|
| COF |
Capital One Financial Cor... |
Vice Chairman |
• • – |
2003-11-12 |
4 |
OE |
$16.25 |
$406,250 |
D/D |
25,000 |
26,868 |
|
- |
|
| COF |
Capital One Financial Cor... |
Vice Chairman |
• • – |
2003-11-13 |
4 |
OE |
$16.25 |
$2,095,568 |
D/D |
128,958 |
130,826 |
|
- |
|
| RELY |
Remitly Global, Inc. |
Director |
– • – |
2023-11-03 |
4 |
B |
$19.27 |
$4,818,509 |
D/D |
250,000 |
1,750,213 |
2.39 |
% |
|
| RELY |
Remitly Global, Inc. |
Director |
– • – |
2023-11-06 |
4 |
B |
$19.81 |
$990,665 |
D/D |
50,000 |
1,800,213 |
2.39 |
% |
|
| AVDX |
Avidxchange Holdings, Inc... |
Director |
– • – |
2021-10-15 |
4 |
D |
$25.00 |
$718,150 |
I/I |
(28,726) |
323,298 |
0 |
- |
|
183 Records found
|
|
Page 4 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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|
