| |
| |
|
| Insider
Information: |
Cavanagh Michael J |
| Relationship: |
President |
| City: |
New York |
| State: |
NY |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
4 |
|
| Direct
Shares |
1,424,788 |
|
|
Indirect Shares
|
238,540 |
|
|
| Direct
Value |
$98,152,450 |
|
|
|
Indirect Value
|
$9,272,050 |
|
|
| Total
Shares |
1,663,328 |
|
|
| Total
Value |
$107,424,499 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
1
|
|
Stock
price went up :
|
0
|
0
|
| Stock
price went down : |
0
|
1
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
-1.0
|
| Percentage
Gain/Loss : |
0.0%
|
 -16.1%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
JP Morgan Chase & Co |
JPM |
Executive Vice President |
2014-01-13 |
302,686 |
|
0 |
Premium* |
|
|
The Carlyle Group Inc |
CG |
See Remarks |
2015-05-01 |
935,012 |
2014-08-01 |
0 |
Premium* |
|
|
YUM! Brands Inc |
YUM |
Director |
2020-05-29 |
9,000 |
2014-12-16 |
0 |
Premium* |
|
|
Comcast Corp |
CMCSA |
President |
2024-03-15 |
178,090 |
2024-03-15 |
238,540 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
114 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 5 of 5
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| JPM |
JP Morgan Chase & Co |
Chief Financial Officer |
• – – |
2006-05-01 |
4 |
OE |
$23.11 |
$2,102,528 |
D/D |
72,450 |
225,869 |
|
- |
|
| JPM |
JP Morgan Chase & Co |
Executive Vice President |
• • – |
2013-01-13 |
4 |
D |
$45.81 |
$2,169,882 |
D/D |
(47,367) |
284,775 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Chief Financial Officer |
• – – |
2006-05-01 |
4 |
D |
$45.38 |
$2,621,739 |
D/D |
(57,773) |
168,096 |
|
- |
|
| JPM |
JP Morgan Chase & Co |
Chief Financial Officer |
• – – |
2009-05-08 |
4 |
OE |
$29.96 |
$2,966,040 |
D/D |
99,000 |
389,461 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Chief Financial Officer |
• – – |
2007-01-18 |
4 |
A |
$48.25 |
$3,000,040 |
D/D |
62,177 |
228,692 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Chief Financial Officer |
• – – |
2008-01-30 |
4 |
OE |
$23.11 |
$3,008,295 |
D/D |
101,354 |
395,548 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Executive Vice President |
• • – |
2013-08-08 |
4 |
D |
$54.93 |
$3,021,232 |
D/D |
(55,004) |
287,771 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Chief Financial Officer |
• – – |
2009-05-08 |
4 |
D |
$37.57 |
$3,296,166 |
D/D |
(87,734) |
281,727 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Executive Vice President |
• • – |
2014-01-13 |
4 |
D |
$58.10 |
$3,413,549 |
D/D |
(58,753) |
302,686 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Chief Financial Officer |
• – – |
2008-01-22 |
4 |
A |
$39.83 |
$3,750,034 |
D/D |
94,151 |
311,148 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Chief Financial Officer |
• – – |
2008-01-30 |
4 |
D |
$47.84 |
$3,814,219 |
D/D |
(79,737) |
315,811 |
0 |
- |
|
| CG |
The Carlyle Group Inc |
See Remarks |
• – – |
2015-02-03 |
4 |
S |
$26.55 |
$4,083,675 |
D/D |
(152,557) |
917,881 |
0 |
- |
|
| CMCSA |
Comcast Corp |
President |
• • – |
2024-03-04 |
4 |
D |
$42.80 |
$4,693,619 |
D/D |
(109,664) |
134,692 |
0 |
- |
|
| CMCSA |
Comcast Corp |
President |
• • – |
2024-01-29 |
4 |
S |
$46.10 |
$5,290,193 |
D/D |
(114,749) |
0 |
0 |
% |
|
114 Records found
|
|
Page 5 of 5 |
| |
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 |
| |
|
|
|
|
|
