| |
| |
|
| Insider
Information: |
Luscombe Wendy W |
| Relationship: |
Director |
| City: |
Hamilton Bermuda Hm 23 |
| State: |
D0 |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
5 |
|
| Direct
Shares |
41,895 |
|
|
Indirect Shares
|
711 |
|
|
| Direct
Value |
$702,699 |
|
|
|
Indirect Value
|
$6,892 |
|
|
| Total
Shares |
42,606 |
|
|
| Total
Value |
$709,591 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
3
|
|
Stock
price went up :
|
0
|
1
|
| Stock
price went down : |
0
|
2
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
0.0%
|
 11.3%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Acadia Realty Trust |
AKR |
Director |
2022-12-01 |
37,614 |
2004-08-04 |
0 |
Premium* |
|
|
Virtus Total Return Fund Inc |
ZF |
Director |
2014-05-02 |
0 |
2014-05-02 |
527 |
Premium* |
|
|
Virtus Global Dividend & Income ... |
ZTR |
Director |
2014-04-29 |
666 |
2014-04-29 |
184 |
Premium* |
|
|
Argo Group International Holding... |
AGII |
Director |
2007-08-07 |
1,615 |
2004-05-05 |
0 |
Premium* |
|
|
Trade Street Residential |
TSRE |
Director |
2008-05-28 |
2,000 |
2008-05-28 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
83 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 4 of 4
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| ZF |
Virtus Total Return Fund ... |
Director |
– • – |
2008-04-11 |
4 |
B |
$4.61 |
$10,142 |
I/I |
2,200 |
2,200 |
2.1 |
- |
|
| ZF |
Virtus Total Return Fund ... |
Director |
• • – |
2013-07-05 |
4 |
B |
$12.90 |
$28,380 |
D/D |
2,200 |
3,178 |
2.39 |
- |
|
| ZF |
Virtus Total Return Fund ... |
Director |
• • – |
2013-07-15 |
4 |
B |
$13.20 |
$3,960 |
D/D |
300 |
3,478 |
2.31 |
- |
|
| ZF |
Virtus Total Return Fund ... |
Director |
• • – |
2013-08-12 |
4 |
B |
$13.38 |
$6,690 |
D/D |
500 |
3,978 |
2.39 |
- |
|
| ZF |
Virtus Total Return Fund ... |
Director |
• • – |
2014-04-14 |
4 |
S |
$14.69 |
$14,691 |
D/D |
(1,000) |
2,978 |
0 |
- |
|
| ZF |
Virtus Total Return Fund ... |
Director |
• • – |
2014-04-21 |
4 |
S |
$15.03 |
$30,060 |
D/D |
(2,000) |
978 |
0 |
- |
|
| ZF |
Virtus Total Return Fund ... |
Director |
• • – |
2014-05-02 |
4 |
S |
$15.06 |
$335 |
I/I |
(22) |
528 |
0 |
- |
|
| ZF |
Virtus Total Return Fund ... |
Director |
• • – |
2014-05-02 |
4 |
S |
$15.06 |
$14,720 |
D/D |
(978) |
0 |
0 |
- |
|
83 Records found
|
|
Page 4 of 4 |
| |
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 |
| |
|
|
|
|
|
