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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
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 -
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 -
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   •       –      –    2014-05-24 4 D $183.75 $4,504,631 D/D (24,515) 22,465 0 -
MCK McKesson Corp EVP,GC & Chief Compl. Officer   •       –      –    2013-05-29 4 AS $114.10 $3,115,068 D/D (27,302) 0 0 -
MCK McKesson Corp EVP,GC & Chief Compl. Officer   •       –      –    2013-05-28 4 AS $116.33 $3,176,112 D/D (27,303) 27,302 0 -
AXP American Express Co Chief Legal Officer   •       •      –    2020-01-24 4 S $134.58 $3,750,799 D/D (27,571) 26,168 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 -
AXP American Express Co EVP, General Counsel   •       •      –    2017-07-31 4 A $84.80 $2,409,083 D/D 28,409 41,074 0 -
AXP American Express Co Chief Legal Officer   •       •      –    2022-01-29 4 A $177.06 $5,050,814 D/D 28,526 75,934 0 -
AXP American Express Co Chief Legal Officer   •       •      –    2019-01-26 4 A $100.77 $2,960,723 D/D 29,381 64,873 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 -
AXP American Express Co Chief Legal Officer   •       •      –    2022-01-31 4/A S $175.57 $5,408,884 D/D (30,808) 30,534 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 -
AXP American Express Co Chief Legal Officer   •       •      –    2022-01-31 4 S $175.57 $5,408,884 D/D (30,808) 30,178 0 %
AXP American Express Co Chief Legal Officer   •       •      –    2022-01-31 4/A OE $0.00 $0 D/D 30,808 61,342 0 -
AXP American Express Co Chief Legal Officer   •       •      –    2023-01-29 4 A $172.31 $5,342,816 D/D 31,007 79,326 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 -
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   •       –      –    2011-02-17 4 AS $80.00 $2,640,000 D/D (33,000) 1,068 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 -
MCK McKesson Corp EVP,GC & Chief Compl. Officer   •       –      –    2011-05-26 4 AS $84.31 $2,950,840 D/D (35,000) 1,068 0 -
AXP American Express Co Chief Legal Officer   •       •      –    2024-01-29 4 A $201.43 $7,074,222 D/D 35,120 99,022 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 -
  112  Records found
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  Page 4 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
 
 
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