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

  
3m +/-  
Form
AXP American Express Co Chief Legal Officer   •       •      –    2019-05-28 4 S $118.56 $5,316,707 D/D (44,584) 35,791 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   •       •      –    2020-01-29 4 S $131.99 $2,762,167 D/D (20,918) 35,951 0 %
MCK McKesson Corp EVP,GC & Chief Compl. Officer   •       –      –    2011-05-26 4 OE $40.46 $1,416,100 D/D 35,000 36,068 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 -
MCK McKesson Corp EVP,GC & Chief Compl. Officer   •       –      –    2012-05-20 4 OE $0.00 $0 D/D 40,963 42,031 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 EVP, General Counsel   •       •      –    2018-01-26 4 A $99.69 $1,772,189 D/D 17,777 43,095 0 -
AXP American Express Co Chief Legal Officer   •       •      –    2021-01-26 4 D $121.15 $922,436 D/D (7,614) 45,395 0 -
MCK McKesson Corp EVP,GC & Chief Compl. Officer   •       –      –    2011-04-18 4 OE $57.89 $2,576,105 D/D 44,500 45,568 0 -
MCK McKesson Corp EVP,GC & Chief Compl. Officer   •       –      –    2012-05-21 4 OE $57.89 $1,288,053 D/D 22,250 45,708 0 -
MCK McKesson Corp EVP,GC & Chief Compl. Officer   •       –      –    2014-05-24 4 OE $0.00 $0 D/D 46,980 46,980 0 -
AXP American Express Co Chief Legal Officer   •       •      –    2020-01-28 4 A $132.45 $2,770,589 D/D 20,918 47,086 0 -
AXP American Express Co Chief Legal Officer   •       •      –    2021-04-30 4 D $154.63 $333,073 D/D (2,154) 47,408 0 -
AXP American Express Co Chief Legal Officer   •       •      –    2021-06-17 4 S $165.08 $3,412,248 D/D (20,625) 47,408 0 %
AXP American Express Co Chief Legal Officer   •       •      –    2022-02-08 4/A S $188.66 $2,602,061 D/D (13,578) 47,764 0 -
AXP American Express Co Chief Legal Officer   •       •      –    2021-04-30 4 A $154.63 $625,633 D/D 4,046 49,562 0 -
AXP American Express Co Chief Legal Officer   •       •      –    2019-01-26 4 D $100.77 $1,428,717 D/D (14,178) 50,695 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 -
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   •       –      –    2013-05-26 4 D $117.31 $3,856,566 D/D (32,875) 54,605 0 -
AXP American Express Co Chief Legal Officer   •       •      –    2020-01-29 4 OE $132.05 $2,762,222 D/D 20,918 56,869 0 -
AXP American Express Co Chief Legal Officer   •       •      –    2024-02-12 4 S $212.98 $17,979,772 D/D (84,420) 57,512 0 %
AXP American Express Co Chief Legal Officer   •       •      –    2022-01-29 4 D $177.06 $2,646,693 D/D (14,948) 60,986 0 -
AXP American Express Co Chief Legal Officer   •       •      –    2022-01-31 4 OE $100.96 $3,110,376 D/D 30,808 60,986 0 -
  112  Records found
  1   2   3   4  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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