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Insider Information:   Seeger Laureen
Relationship:   Chief Legal Officer
City:   San Francisco
State:   CA
   
Insider Summary:
  
   
Companies Owned :   4    
Direct Shares   75,176    

Indirect Shares

   11,562      
Direct Value   $16,952,657    

Indirect Value

   $902,977      
Total Shares   86,738      
Total Value   $17,855,633      


Umpqua Holdings Corp $57,731 FTI Consulting Inc $3,092,046 American Express Co $13,802,880 Umpqua Holdings Corp $57,731 FTI Consulting Inc $3,092,046 American Express Co $13,802,880
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    0   
    6    

     Stock price went up :
    0   
    1    
     Stock price went down :
    0   
    5    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
 -53.4%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            McKesson Corp MCK EVP,GC & Chief Compl. ... 2014-05-29 0 2014-05-29 1,361    Premium*  
            Umpqua Holdings Corp UMPQ Director 2014-09-12 3,269 2014-09-12 10,201    Premium*  
            FTI Consulting Inc FCN Director 2024-02-23 14,395 2016-03-07 0    Premium*  
            American Express Co AXP Chief Legal Officer 2024-02-12 57,512 2016-07-31 0    Premium*  
* Premium Members only  

Records found :    112         Free Registration Required For Full Results.    Limit: 25

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  Page 3 of 5
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
MCK McKesson Corp EVP,GC & Chief Compl. Officer   •       –      –    2013-01-17 4 OE $83.51 $1,440,548 D/D 17,250 18,318 0 -
MCK McKesson Corp EVP,GC & Chief Compl. Officer   •       –      –    2013-05-24 4 OE $83.51 $1,440,548 D/D 17,250 17,250 0 -
MCK McKesson Corp EVP,GC & Chief Compl. Officer   •       –      –    2014-05-21 4 OE $118.41 $1,450,523 D/D 12,250 12,250 0 -
AXP American Express Co Chief Legal Officer   •       •      –    2020-01-28 4 D $132.45 $1,474,831 D/D (11,135) 35,951 0 -
AXP American Express Co Chief Legal Officer   •       •      –    2020-01-24 4 OE $83.30 $1,480,824 D/D 17,777 53,739 0 -
MCK McKesson Corp EVP,GC & Chief Compl. Officer   •       –      –    2013-05-22 4 OE $87.24 $1,504,890 D/D 17,250 17,250 0 -
MCK McKesson Corp EVP,GC & Chief Compl. Officer   •       –      –    2014-05-22 4 OE $87.24 $1,504,890 D/D 17,250 17,250 0 -
MCK McKesson Corp EVP,GC & Chief Compl. Officer   •       –      –    2012-04-12 4 OE $67.81 $1,542,678 D/D 22,750 23,818 0 -
AXP American Express Co Chief Legal Officer   •       •      –    2019-05-28 4 OE $55.09 $1,618,599 D/D 29,381 80,375 0 -
MCK McKesson Corp EVP,GC & Chief Compl. Officer   •       –      –    2012-05-20 4 D $87.45 $1,624,209 D/D (18,573) 23,458 0 -
AXP American Express Co EVP, General Counsel   •       •      –    2018-01-26 4 A $99.69 $1,772,189 D/D 17,777 43,095 0 -
MCK McKesson Corp EVP,GC & Chief Compl. Officer   •       –      –    2013-01-17 4 AS $103.00 $1,776,750 D/D (17,250) 1,068 0 -
AXP American Express Co EVP, General Counsel   •       •      –    2016-07-31 4 A $64.46 $1,831,244 D/D 28,409 28,409 0 -
MCK McKesson Corp EVP,GC & Chief Compl. Officer   •       –      –    2011-05-20 4 AS $85.23 $1,896,363 D/D (22,250) 1,068 0 -
MCK McKesson Corp EVP,GC & Chief Compl. Officer   •       –      –    2012-05-21 4 AS $87.02 $1,936,084 D/D (22,250) 23,458 0 -
MCK McKesson Corp EVP,GC & Chief Compl. Officer   •       –      –    2012-05-22 4 AS $87.09 $1,949,860 D/D (22,390) 1,068 0 -
AXP American Express Co Chief Legal Officer   •       •      –    2021-01-26 4 A $121.15 $2,008,546 D/D 16,579 53,009 0 -
MCK McKesson Corp EVP,GC & Chief Compl. Officer   •       –      –    2013-05-24 4 AS $116.50 $2,009,616 D/D (17,250) 0 0 -
MCK McKesson Corp EVP,GC & Chief Compl. Officer   •       –      –    2011-01-18 4 OE $47.97 $2,014,740 D/D 42,000 43,068 0 -
AXP American Express Co Chief Legal Officer   •       •      –    2021-06-17 4 OE $97.98 $2,023,953 D/D 20,625 68,033 0 -
MCK McKesson Corp EVP,GC & Chief Compl. Officer   •       –      –    2013-05-22 4 AS $118.13 $2,037,675 D/D (17,250) 0 0 -
MCK McKesson Corp EVP,GC & Chief Compl. Officer   •       –      –    2011-02-17 4 OE $62.21 $2,052,930 D/D 33,000 34,068 0 -
MCK McKesson Corp EVP,GC & Chief Compl. Officer   •       –      –    2012-04-12 4 AS $90.67 $2,062,743 D/D (22,750) 1,068 0 -
MCK McKesson Corp EVP,GC & Chief Compl. Officer   •       –      –    2014-05-21 4 AS $182.57 $2,236,475 D/D (12,250) 0 0 -
AXP American Express Co EVP, General Counsel   •       •      –    2017-07-31 4 A $84.80 $2,409,083 D/D 28,409 41,074 0 -
  112  Records found
  1   2   3  4   5      
  Page 3 of 5  
 
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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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