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Insider
Information: |
Halverson Bradley M |
Relationship: |
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City: |
Peoria |
State: |
IL |
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Insider
Summary: |
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Companies Owned : |
4 |
|
Direct
Shares |
49,165 |
|
Indirect Shares
|
21,510 |
|
|
Direct
Value |
$8,040,996 |
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Indirect Value
|
$7,046,031 |
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Total
Shares |
70,675 |
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Total
Value |
$15,087,026 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
Total
Filings :
|
0
|
0
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Stock
price went up :
|
0
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0
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Stock
price went down : |
0
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0
|
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Gain/Loss Ratio : |
0.0
|
0.0
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Percentage
Gain/Loss : |
0.0%
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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 |
|
Caterpillar Inc |
CAT |
Group President & CFO |
2018-02-13 |
14,285 |
2018-02-13 |
21,510 |
Premium* |
|
SYSCO Corp |
SYY |
Director |
2023-11-17 |
25,868 |
2016-09-30 |
0 |
Premium* |
|
Lear Corp |
LEA |
|
2024-05-16 |
4,975 |
2021-05-20 |
0 |
Premium* |
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Constellation Energy Corp |
CEG |
|
2024-03-31 |
4,037 |
2022-03-31 |
0 |
Premium* |
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Records found :
108 |
Free Registration Required For Full Results. Limit: 25
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|
Download |
Page 2 of 5
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Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
3m +/- |
|
|
Form |
CAT |
Caterpillar Inc |
Controller |
|
2009-11-06 |
4 |
GD |
$0.00 |
$0 |
I/I |
200 |
4,062 |
0 |
- |
|
CAT |
Caterpillar Inc |
Controller |
|
2010-03-02 |
4 |
D |
$58.42 |
$14,254 |
D/D |
(244) |
15,563 |
0 |
- |
|
CAT |
Caterpillar Inc |
Controller |
|
2010-03-02 |
4 |
OE |
$0.00 |
$0 |
D/D |
828 |
15,807 |
0 |
- |
|
CAT |
Caterpillar Inc |
Vice President |
|
2010-08-04 |
4 |
OE |
$25.36 |
$126,788 |
D/D |
5,000 |
21,146 |
0 |
- |
|
CAT |
Caterpillar Inc |
Vice President |
|
2010-08-04 |
4 |
S |
$71.12 |
$355,617 |
D/D |
(5,000) |
16,146 |
0 |
- |
|
CAT |
Caterpillar Inc |
Vice President |
|
2010-12-16 |
4 |
GD |
$0.00 |
$0 |
D/D |
250 |
16,050 |
0 |
- |
|
CAT |
Caterpillar Inc |
Vice President |
|
2011-03-03 |
4 |
OE |
$0.00 |
$0 |
D/D |
776 |
16,857 |
0 |
- |
|
CAT |
Caterpillar Inc |
Vice President |
|
2011-03-03 |
4 |
D |
$103.22 |
$25,288 |
D/D |
(245) |
16,612 |
0 |
- |
|
CAT |
Caterpillar Inc |
Vice President |
|
2011-04-29 |
4 |
S |
$115.49 |
$1,025,551 |
D/D |
(8,880) |
16,686 |
0 |
- |
|
CAT |
Caterpillar Inc |
Vice President |
|
2011-04-29 |
4 |
OE |
$25.36 |
$225,175 |
D/D |
8,880 |
25,566 |
0 |
- |
|
CAT |
Caterpillar Inc |
Vice President |
|
2011-05-05 |
4 |
S |
$111.00 |
$433,011 |
D/D |
(3,901) |
16,686 |
0 |
- |
|
CAT |
Caterpillar Inc |
Vice President |
|
2011-05-05 |
4 |
OE |
$38.63 |
$150,686 |
D/D |
3,901 |
8,615 |
0 |
- |
|
CAT |
Caterpillar Inc |
Group PresidentOfficer |
|
2013-01-01 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
18,964 |
|
- |
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CAT |
Caterpillar Inc |
Group President/CFO |
|
2013-02-05 |
4 |
OE |
$45.64 |
$456,425 |
D/D |
10,000 |
28,964 |
0 |
- |
|
CAT |
Caterpillar Inc |
Group President/CFO |
|
2013-02-05 |
4 |
S |
$98.90 |
$988,964 |
D/D |
(10,000) |
18,964 |
0 |
- |
|
CAT |
Caterpillar Inc |
Group President & CFO |
|
2013-03-01 |
4 |
OE |
$0.00 |
$0 |
D/D |
458 |
19,422 |
0 |
- |
|
CAT |
Caterpillar Inc |
Group President & CFO |
|
2013-03-04 |
4 |
D |
$91.05 |
$19,666 |
D/D |
(216) |
19,206 |
0 |
- |
|
CAT |
Caterpillar Inc |
Group President & CFO |
|
2013-09-17 |
4 |
GD |
$0.00 |
$0 |
D/D |
150 |
19,220 |
0 |
- |
|
CAT |
Caterpillar Inc |
Group President & CFO |
|
2013-11-01 |
4 |
A |
$83.59 |
$134,998 |
D/D |
1,615 |
20,835 |
0 |
- |
|
CAT |
Caterpillar Inc |
Group President & CFO |
|
2014-04-29 |
4 |
S |
$104.80 |
$351,604 |
I/I |
(3,355) |
17,480 |
0 |
- |
|
CAT |
Caterpillar Inc |
Group President & CFO |
|
2014-04-29 |
4 |
S |
$104.51 |
$1,702,755 |
D/D |
(16,283) |
20,835 |
0 |
- |
|
CAT |
Caterpillar Inc |
Group President & CFO |
|
2014-04-29 |
4 |
D |
$104.51 |
$1,224,524 |
D/D |
(11,717) |
26,118 |
0 |
- |
|
CAT |
Caterpillar Inc |
Group President & CFO |
|
2014-04-29 |
4 |
OE |
$45.64 |
$1,726,918 |
D/D |
28,000 |
37,835 |
0 |
- |
|
CAT |
Caterpillar Inc |
Group President & CFO |
|
2015-05-01 |
4 |
D |
$87.52 |
$33,433 |
D/D |
(382) |
12,311 |
0 |
- |
|
CAT |
Caterpillar Inc |
Group President & CFO |
|
2015-07-29 |
4 |
OE |
$22.17 |
$938,722 |
D/D |
24,027 |
26,403 |
0 |
- |
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108 Records found
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Page 2 of 5 |
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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 |
|
OE |
- Options Exercised |
A |
- Aquired |
|
IO |
- Initital Ownership |
D |
- Disposed |
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