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Insider Information:   James Renee Jo
Relationship:  
City:   Hillsboro
State:   OR
   
Insider Summary:
  
   
Companies Owned :   5    
Direct Shares   136,287    

Indirect Shares

   24,535      
Direct Value   $7,628,577    

Indirect Value

   $1,528,776      
Total Shares   160,822      
Total Value   $9,157,353      


VMware, Inc. $897,197 Intel Corp $345,582 Sabre Corp $202,333 Oracle Corp $5,999,776 Citigroup Inc $183,690 VMware, Inc. $897,197 Intel Corp $345,582 Sabre Corp $202,333 Oracle Corp $5,999,776 Citigroup Inc $183,690
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    0   
    1    

     Stock price went up :
    0   
    0    
     Stock price went down :
    0   
    1    
   
     Gain/Loss Ratio :
   0.0   
   -1.0   
     Percentage Gain/Loss :
     0.0%
 -3.8%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            VMware, Inc. VMW Director 2013-05-29 6,297 2011-05-25 0    Premium*  
            Intel Corp INTC President 2015-11-16 11,202 2012-10-24 0    Premium*  
            Sabre Corp SABR Director 2021-03-15 64,643 2015-08-03 0    Premium*  
            Oracle Corp ORCL Director 2023-05-31 51,197 0    Premium*  
            Citigroup Inc C 2024-04-01 2,948 2024-04-01 24,535    Premium*  
* Premium Members only  

Records found :    212         Free Registration Required For Full Results.    Limit: 25

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  Page 3 of 9
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
C Citigroup Inc Director   –       •      –    2020-01-02 4 A $75.27 $3,588 I/I 48 7,069 0 -
ORCL Oracle Corp Director   •       •      –    2016-12-16 4 OE $0.00 $0 D/D 585 7,585 0 -
INTC Intel Corp President   •       •      –    2015-01-20 4 S $35.76 $2,165,181 D/D (60,544) 7,812 0 -
ORCL Oracle Corp Director   •       •      –    2017-05-26 4 B $45.32 $12,960 D/D 286 7,871 2.39 -
C Citigroup Inc Director   –       •      –    2023-01-03 4 A $0.00 $0 D/D 3,353 8,212 0 -
INTC Intel Corp President   •       •      –    2015-07-23 4 OE $0.00 $0 D/D 12,362 8,619 0 -
INTC Intel Corp President   •       •      –    2015-07-24 4 D $28.35 $77,197 D/D (2,723) 8,683 0 -
C Citigroup Inc   –       •      –    2024-01-02 4 A $0.00 $3,118 D/D 2,983 8,866 0 -
INTC Intel Corp President   •       •      –    2015-08-16 4 D $28.96 $15,665 D/D (541) 9,203 0 -
C Citigroup Inc Director   –       •      –    2020-04-01 4 A $57.68 $4,689 I/I 81 9,262 0 -
C Citigroup Inc Director   –       •      –    2020-07-01 4 A $54.54 $4,724 I/I 87 9,349 0 -
C Citigroup Inc Director   –       •      –    2020-10-01 4 A $50.45 $4,769 I/I 95 9,443 0 -
C Citigroup Inc Director   –       •      –    2021-01-01 4 A $58.15 $4,817 I/I 83 9,526 0 -
INTC Intel Corp President   •       •      –    2015-08-16 4 OE $0.00 $0 D/D 1,061 9,744 0 -
INTC Intel Corp President   •       •      –    2015-10-26 4 AS $34.76 $125,188 D/D (3,602) 10,682 0 -
INTC Intel Corp President   •       •      –    2015-11-16 4 D $32.09 $17,362 D/D (541) 11,202 0 -
INTC Intel Corp President   •       •      –    2015-07-24 4 OE $0.00 $0 D/D 5,344 11,406 0 -
INTC Intel Corp President   •       •      –    2015-10-23 4 AS $35.00 $602,455 D/D (17,213) 11,664 0 -
INTC Intel Corp President   •       •      –    2015-10-23 4 D $34.72 $218,705 D/D (6,300) 11,664 0 -
INTC Intel Corp President   •       •      –    2015-11-16 4 OE $0.00 $0 D/D 1,061 11,743 0 -
C Citigroup Inc Director   –       •      –    2021-07-01 4 A $78.38 $6,201 I/I 79 12,238 0 -
C Citigroup Inc Director   –       •      –    2021-10-01 4 A $70.46 $6,242 I/I 89 12,326 0 -
INTC Intel Corp President   •       •      –    2015-01-22 4 D $36.57 $172,354 D/D (4,713) 12,349 0 -
INTC Intel Corp President   •       •      –    2015-01-22 4 AS $36.65 $2,382,133 D/D (65,000) 12,349 0 -
C Citigroup Inc Director   –       •      –    2022-01-01 4 A $62.06 $6,287 I/I 101 12,428 0 -
  212  Records found
  1   2   3  4   5   6   7   8   9      
  Page 3 of 9  
 
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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