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Insider
Information: |
Smith Joseph P |
Relationship: |
Portfolio Manager |
City: |
Radnor |
State: |
PA |
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Insider
Summary: |
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Companies Owned : |
2 |
|
Direct
Shares |
97,872 |
|
Indirect Shares
|
0 |
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Direct
Value |
$421,896 |
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Indirect Value
|
$0 |
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Total
Shares |
97,872 |
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Total
Value |
$421,896 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
Total
Filings :
|
23
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0
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Stock
price went up :
|
4
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0
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Stock
price went down : |
19
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0
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Gain/Loss Ratio : |
0.0
|
0.0
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Percentage
Gain/Loss : |
-14.3%
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0.0%
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Holdings
:
Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold |
|
Cbre Clarion Global Real Estate |
IGR |
President & CEO, Portf... |
2023-10-20 |
86,454 |
2005-07-12 |
0 |
Premium* |
|
Mainstay Cbre Global Infrastruct... |
MEGI |
Portfolio Manager |
2023-10-20 |
11,418 |
2021-10-27 |
0 |
Premium* |
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Records found :
36 |
Free Registration Required For Full Results. Limit: 25
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Download |
Page 2 of 2
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Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
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3m +/- |
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Form |
MEGI |
Mainstay Cbre Global Infr... |
Portfolio Manager |
|
2022-09-29 |
4 |
B |
$12.63 |
$10,016 |
D/D |
793 |
9,750 |
2.44 |
- |
|
IGR |
Cbre Clarion Global Real ... |
President & CEOPortfolio Manag |
|
2022-09-29 |
4 |
B |
$5.67 |
$9,996 |
D/D |
1,763 |
45,085 |
2.74 |
% |
|
IGR |
Cbre Clarion Global Real ... |
President & CEOPortfolio Manag |
|
2022-11-22 |
4 |
B |
$6.05 |
$20,032 |
D/D |
3,311 |
48,396 |
2.74 |
% |
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IGR |
Cbre Clarion Global Real ... |
President & CEOPortfolio Manag |
|
2023-03-28 |
4 |
B |
$5.12 |
$20,035 |
D/D |
3,913 |
55,414 |
2.74 |
% |
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MEGI |
Mainstay Cbre Global Infr... |
Portfolio Manager |
|
2023-03-28 |
4 |
B |
$13.49 |
$9,996 |
D/D |
741 |
10,491 |
2.44 |
- |
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IGR |
Cbre Clarion Global Real ... |
President & CEOPortfolio Manag |
|
2023-04-14 |
4 |
A |
$5.03 |
$103,055 |
D/D |
20,488 |
75,902 |
0 |
- |
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IGR |
Cbre Clarion Global Real ... |
President & CEOPortfolio Manag |
|
2023-09-12 |
4 |
B |
$4.98 |
$20,000 |
D/D |
4,016 |
79,918 |
2.74 |
% |
|
IGR |
Cbre Clarion Global Real ... |
President & CEOPortfolio Manag |
|
2023-09-13 |
4 |
B |
$4.89 |
$9,995 |
D/D |
2,044 |
81,962 |
2.74 |
% |
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IGR |
Cbre Clarion Global Real ... |
President & CEOPortfolio Manag |
|
2023-09-19 |
4 |
B |
$4.83 |
$10,017 |
D/D |
2,074 |
84,036 |
2.74 |
% |
|
IGR |
Cbre Clarion Global Real ... |
President & CEOPortfolio Manag |
|
2023-10-20 |
4 |
B |
$4.14 |
$10,011 |
D/D |
2,418 |
86,454 |
2.74 |
% |
|
MEGI |
Mainstay Cbre Global Infr... |
Portfolio Manager |
|
2023-10-20 |
4 |
B |
$10.78 |
$9,993 |
D/D |
927 |
11,418 |
2.44 |
- |
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36 Records found
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Page 2 of 2 |
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Free Registration Required For Full Results. Limit: 25
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Transaction Code Key: |
Ownership Code Key |
|
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
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S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
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OE |
- Options Exercised |
A |
- Aquired |
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IO |
- Initital Ownership |
D |
- Disposed |
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