| |
| |
|
| Insider
Information: |
Fleming Gregory J |
| Relationship: |
President-Wealth & Inv... |
| City: |
New York |
| State: |
NY |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
3 |
|
| Direct
Shares |
498,821 |
|
|
Indirect Shares
|
104,550 |
|
|
| Direct
Value |
$47,701,419 |
|
|
|
Indirect Value
|
$9,984,525 |
|
|
| Total
Shares |
603,371 |
|
|
| Total
Value |
$57,685,944 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
0
|
|
Stock
price went up :
|
0
|
0
|
| Stock
price went down : |
0
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
0.0%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Merrill Lynch & Co Inc |
MER |
President |
2009-01-01 |
0 |
|
0 |
Premium* |
|
|
BlackRock Inc A |
BLK |
Director |
2006-09-29 |
95 |
|
0 |
Premium* |
|
|
Morgan Stanley |
MS |
President-Wealth & Inv... |
2015-07-23 |
498,726 |
2015-07-23 |
104,550 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
59 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 3 of 3
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| MS |
Morgan Stanley |
President-Wealth & Invest Mgt |
• – – |
2014-01-28 |
4 |
D |
$29.99 |
$565,847 |
D/D |
(18,871) |
437,298 |
0 |
- |
|
| MS |
Morgan Stanley |
President-Wealth & Invest Mgt |
• – – |
2014-01-28 |
4 |
A |
$0.00 |
$0 |
D/D |
36,592 |
456,169 |
0 |
- |
|
| MS |
Morgan Stanley |
President-Wealth & Invest Mgt |
• – – |
2014-07-22 |
4 |
S |
$33.02 |
$3,301,730 |
D/D |
(100,000) |
438,430 |
0 |
- |
|
| MS |
Morgan Stanley |
President-Wealth & Invest Mgt |
• – – |
2014-07-22 |
4 |
OE |
$22.98 |
$2,298,000 |
D/D |
100,000 |
538,430 |
0 |
- |
|
| MS |
Morgan Stanley |
President-Wealth & Invest Mgt |
• – – |
2015-01-21 |
4 |
A |
$0.00 |
$0 |
D/D |
84,048 |
523,803 |
0 |
- |
|
| MS |
Morgan Stanley |
President-Wealth & Invest Mgt |
• – – |
2015-01-21 |
4 |
D |
$34.75 |
$2,094,348 |
D/D |
(60,269) |
463,533 |
0 |
- |
|
| MS |
Morgan Stanley |
President-Wealth & Invest Mgt |
• – – |
2015-03-02 |
4 |
D |
$35.79 |
$1,835,884 |
D/D |
(51,296) |
512,195 |
0 |
- |
|
| MS |
Morgan Stanley |
President-Wealth & Invest Mgt |
• – – |
2015-03-02 |
4 |
A |
$0.00 |
$0 |
D/D |
99,468 |
563,491 |
0 |
- |
|
| MS |
Morgan Stanley |
President-Wealth & Invest Mgt |
• – – |
2015-07-23 |
4 |
GD |
$0.00 |
$0 |
D/D |
14,909 |
498,726 |
0 |
- |
|
59 Records found
|
|
Page 3 of 3 |
| |
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 |
| |
|
|
|
|
|
