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Insider Information:   Peetz Karen B
Relationship:   Chief Administrative O...
City:   New York
State:   NY
   
Insider Summary:
  
   
Companies Owned :   4    
Direct Shares   245,251    

Indirect Shares

   12,823      
Direct Value   $15,587,545    

Indirect Value

   $754,890      
Total Shares   258,074      
Total Value   $16,342,435      


Bank of New York Mellon Corp $9,243,238 Wells Fargo & Co $19,899 Trane Technologies (Ingersoll-Rand Co) $1,186,415 Citigroup Inc $5,137,994 Bank of New York Mellon Corp $9,243,238 Wells Fargo & Co $19,899 Trane Technologies (Ingersoll-Rand Co) $1,186,415 Citigroup Inc $5,137,994
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    0   
    1    

     Stock price went up :
    0   
    1    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   1.0   
     Percentage Gain/Loss :
     0.0%
 0.3%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Bank of New York Mellon Corp BK President 2016-11-10 157,011 2011-02-24 12,823    Premium*  
            Wells Fargo & Co WFC Director 2017-04-25 339 2017-02-21 0    Premium*  
            Trane Technologies (Ingersoll-Ra... TT Director 2022-04-06 3,713 2018-06-07 0    Premium*  
            Citigroup Inc C Chief Administrative O... 2023-02-16 84,188 0    Premium*  
* Premium Members only  

Records found :    78         Free Registration Required For Full Results.    Limit: 25

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  Page 2 of 4
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
TT Trane Technologies (Inger... Director   –       •      –    2021-06-03 4 A $0.00 $0 D/D 887 4,623 0 -
C Citigroup Inc Chief Administrative Officer   •       –      –    2022-02-10 4 A $0.00 $0 D/D 33,412 45,944 0 -
C Citigroup Inc Chief Administrative Officer   •       –      –    2023-02-16 4 A $0.00 $0 D/D 42,197 84,188 0 -
TT Trane Technologies (Inger... Director   –       •      –    2022-04-06 4 D $151.99 $38,909 D/D (256) 3,713 0 -
C Citigroup Inc Chief Administrative Officer   •       –      –    2022-01-20 4 D $64.24 $70,994 D/D (1,105) 12,531 0 -
BK Bank of New York Mellon C... Vice Chairman   •       –      –    2011-02-07 4 D $31.84 $77,912 D/D (2,447) 72,798 0 -
TT Trane Technologies (Inger... Director   –       •      –    2020-06-06 4 D $102.01 $81,812 D/D (802) 3,736 0 -
TT Trane Technologies (Inger... Director   –       •      –    2019-06-07 4 D $125.22 $108,441 D/D (866) 2,469 0 -
BK Bank of New York Mellon C... Sr. Executive Vice President   •       –      –    2009-04-07 4 D $27.31 $109,977 D/D (4,027) 138,757 0 -
BK Bank of New York Mellon C... President   •       –      –    2014-02-21 4 D $31.35 $111,449 D/D (3,555) 236,241 0 -
TT Trane Technologies (Inger... Director   –       •      –    2021-06-04 4 D $181.64 $118,793 D/D (654) 3,969 0 -
BK Bank of New York Mellon C... Sr. Executive Vice President   •       –      –    2010-04-02 4 D $31.26 $126,603 D/D (4,050) 185,477 0 -
BK Bank of New York Mellon C... President   •       –      –    2015-02-21 4 D $39.44 $140,209 D/D (3,555) 252,142 0 -
BK Bank of New York Mellon C... President   •       –      –    2016-02-20 4 D $34.93 $163,787 D/D (4,689) 265,293 0 -
C Citigroup Inc Chief Administrative Officer   •       –      –    2023-01-20 4 D $49.37 $195,172 D/D (3,953) 41,991 0 -
BK Bank of New York Mellon C... President   •       –      –    2016-02-19 4 D $34.93 $216,776 D/D (6,206) 269,982 0 -
BK Bank of New York Mellon C... President   •       –      –    2015-02-19 4 D $39.12 $242,388 D/D (6,196) 190,335 0 -
BK Bank of New York Mellon C... Sr. Executive Vice President   •       –      –    2009-03-23 4 D $27.73 $287,588 D/D (10,371) 142,784 0 -
BK Bank of New York Mellon C... Sr. Executive Vice President   •       –      –    2007-07-09 4 OE $35.08 $303,407 D/D 8,649 43,419 0 -
BK Bank of New York Mellon C... Sr. Executive Vice President   •       –      –    2008-03-10 4 OE $32.21 $303,869 D/D 9,434 145,632 0 -
BK Bank of New York Mellon C... Sr. Executive Vice President   •       –      –    2008-03-10 4 A $42.31 $308,609 D/D 7,294 143,492 0 -
BK Bank of New York Mellon C... Sr. Executive Vice President   •       –      –    2008-03-24 4 OE $37.09 $349,907 D/D 9,434 152,926 0 -
BK Bank of New York Mellon C... Sr. Executive Vice President   •       –      –    2007-07-09 4 AS $45.68 $395,086 D/D (8,649) 34,770 0 -
BK Bank of New York Mellon C... Sr. Executive Vice President   •       –      –    2008-03-10 4 AS $43.55 $410,851 D/D (9,434) 136,198 0 -
BK Bank of New York Mellon C... Sr. Executive Vice President   •       –      –    2010-03-23 4 D $31.35 $415,858 D/D (13,265) 176,510 0 -
  78  Records found
  1   2  3   4      
  Page 2 of 4  
 
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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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