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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 5 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   •       •      –    2022-01-31 4/A OE $0.00 $0 D/D 30,808 61,342 0 -
AXP American Express Co Chief Legal Officer   •       •      –    2024-02-12 4 OE $116.26 $7,688,223 D/D 61,611 141,932 0 -
MCK McKesson Corp EVP,GC & Chief Compl. Officer   •       –      –    2013-03-01 4 S $107.61 $114,820 D/D (1,067) 0 0 -
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   •       •      –    2020-01-24 4 S $134.58 $3,750,799 D/D (27,571) 26,168 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 %
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   •       •      –    2022-01-31 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 S $175.57 $5,408,884 D/D (30,808) 30,178 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   •       •      –    2024-02-12 4 S $212.98 $17,979,772 D/D (84,420) 57,512 0 %
FCN FTI Consulting Inc Director   –       •      –    2024-02-23 4 S $215.19 $3,251,117 D/D (14,957) 14,395 0 %

  112  Records found
  1   2   3   4   5     
  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