| |
| |
|
| Insider
Information: |
Halverson Bradley M |
| Relationship: |
|
| City: |
Peoria |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
4 |
|
| Direct
Shares |
49,165 |
|
|
Indirect Shares
|
21,510 |
|
|
| Direct
Value |
$8,463,139 |
|
|
|
Indirect Value
|
$7,504,839 |
|
|
| Total
Shares |
70,675 |
|
|
| Total
Value |
$15,967,978 |
|
|
|
|
|
|
|
|
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  |
 |
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* |
|
|
Constellation Energy Corp |
CEG |
|
2024-03-31 |
4,037 |
2022-03-31 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
108 |
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 |
| 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 |
• – – |
2010-12-16 |
4 |
GD |
$0.00 |
$0 |
D/D |
250 |
16,050 |
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 |
• – – |
2011-03-03 |
4 |
OE |
$0.00 |
$0 |
D/D |
776 |
16,857 |
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 |
OE |
$38.63 |
$150,686 |
D/D |
3,901 |
8,615 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Vice President |
• – – |
2011-05-05 |
4 |
S |
$111.00 |
$433,011 |
D/D |
(3,901) |
16,686 |
0 |
- |
|
108 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 |
| |
|
|
|
|
|
