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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 |
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|
Direct
Value |
$8,418,593 |
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Indirect Value
|
$7,452,570 |
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Total
Shares |
70,675 |
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Total
Value |
$15,871,163 |
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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
|
0
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Stock
price went down : |
0
|
0
|
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|
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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 |
SYY |
SYSCO Corp |
Director |
|
2023-11-17 |
4 |
A |
$0.00 |
$0 |
D/D |
2,900 |
25,868 |
0 |
- |
|
LEA |
Lear Corp |
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|
2024-05-16 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,419 |
4,975 |
0 |
- |
|
CAT |
Caterpillar Inc |
Controller |
|
2005-10-26 |
4 |
OE |
$16.45 |
$84,176 |
D/D |
4,498 |
16,994 |
|
- |
|
CAT |
Caterpillar Inc |
Controller |
|
2009-10-20 |
4 |
OE |
$19.20 |
$99,895 |
D/D |
5,202 |
16,587 |
0 |
- |
|
CAT |
Caterpillar Inc |
Group President & CFO |
|
2015-07-29 |
4 |
OE |
$22.17 |
$938,722 |
D/D |
24,027 |
26,403 |
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 |
|
2011-04-29 |
4 |
OE |
$25.36 |
$225,175 |
D/D |
8,880 |
25,566 |
0 |
- |
|
CAT |
Caterpillar Inc |
officerTitle |
|
2006-01-31 |
4 |
OE |
$25.83 |
$837,897 |
D/D |
29,750 |
21,002 |
|
- |
|
CAT |
Caterpillar Inc |
Controller |
|
2007-07-25 |
4 |
OE |
$31.17 |
$46,758 |
D/D |
1,500 |
10,383 |
0 |
- |
|
CAT |
Caterpillar Inc |
Controller |
|
2009-05-04 |
4 |
OE |
$31.17 |
$53,242 |
D/D |
1,708 |
12,013 |
0 |
- |
|
CAT |
Caterpillar Inc |
Controller |
|
2004-12-20 |
4 |
OE |
$32.91 |
$11,517 |
D/D |
350 |
6,063 |
|
- |
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CAT |
Caterpillar Inc |
Controller |
|
2009-05-04 |
4 |
D |
$38.26 |
$53,220 |
D/D |
(1,391) |
10,622 |
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 President/CFO |
|
2013-02-05 |
4 |
OE |
$45.64 |
$456,425 |
D/D |
10,000 |
28,964 |
0 |
- |
|
CAT |
Caterpillar Inc |
Group President & CFO |
|
2014-04-29 |
4 |
OE |
$45.64 |
$1,726,918 |
D/D |
28,000 |
37,835 |
0 |
- |
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SYY |
SYSCO Corp |
Director |
|
2016-09-30 |
4 |
A |
$49.03 |
$18,680 |
D/D |
381 |
381 |
0 |
- |
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SYY |
SYSCO Corp |
Director |
|
2017-06-30 |
4 |
A |
$49.86 |
$18,698 |
D/D |
375 |
4,445 |
0 |
- |
|
CAT |
Caterpillar Inc |
Controller |
|
2005-10-26 |
4 |
S |
$51.00 |
$188,598 |
D/D |
(3,698) |
13,296 |
|
- |
|
CEG |
Constellation Energy Corp |
Director |
|
2022-03-31 |
4 |
A |
$51.32 |
$25,403 |
D/D |
495 |
495 |
0 |
- |
|
CAT |
Caterpillar Inc |
Controller |
|
2004-12-15 |
4 |
OE |
$51.66 |
$233,806 |
D/D |
4,351 |
10,164 |
|
- |
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SYY |
SYSCO Corp |
Director |
|
2017-03-31 |
4 |
A |
$52.02 |
$18,727 |
D/D |
360 |
4,070 |
0 |
- |
|
SYY |
SYSCO Corp |
Director |
|
2017-09-29 |
4 |
A |
$54.05 |
$18,701 |
D/D |
346 |
4,791 |
0 |
- |
|
CAT |
Caterpillar Inc |
Controller |
|
2009-10-19 |
4 |
S |
$55.00 |
$181,500 |
I/I |
(3,300) |
5,262 |
0 |
- |
|
SYY |
SYSCO Corp |
Director |
|
2016-12-31 |
4 |
A |
$55.37 |
$18,660 |
D/D |
337 |
3,710 |
0 |
- |
|
CAT |
Caterpillar Inc |
Group President & CFO |
|
2016-07-28 |
4 |
OE |
$57.85 |
$546,625 |
D/D |
9,449 |
20,232 |
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 |
|
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
|
IO |
- Initital Ownership |
D |
- Disposed |
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