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Insider Information:   Montag Thomas K.
Relationship:   Director
City:   New York
State:   NY
   
Insider Summary:
  
   
Companies Owned :   4    
Direct Shares   2,634,670    

Indirect Shares

   889,977      
Direct Value   $162,594,023    

Indirect Value

   $68,172,123      
Total Shares   3,524,647      
Total Value   $230,766,146      


Bank of America Corp $99,284,539 BlackRock Inc A $3,909,500 Goldman Sachs Group Inc $59,399,984 Bank of America Corp $99,284,539 BlackRock Inc A $3,909,500 Goldman Sachs Group Inc $59,399,984
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    0   
    0    

     Stock price went up :
    0   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Merrill Lynch & Co Inc MER Executive Vice President 2009-01-01 0 2008-08-04 0    Premium*  
            Bank of America Corp BAC Chief Operating Officer 2021-03-01 2,500,870 2021-03-01 812,061    Premium*  
            BlackRock Inc A BLK Director 2013-04-18 5,000 2013-04-18 0    Premium*  
            Goldman Sachs Group Inc GS Director 2024-02-02 128,800 2024-02-02 77,916    Premium*  
* Premium Members only  

Records found :    166         Free Registration Required For Full Results.    Limit: 25

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  Page 3 of 7
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
BAC Bank of America Corp Co-chief Operating Officer   •       •      –    2012-08-31 4 OE $0.00 $0 D/D 16,652 36,527 0 -
BAC Bank of America Corp Co-chief Operating Officer   •       •      –    2012-09-28 4 OE $0.00 $0 D/D 16,652 36,527 0 -
BAC Bank of America Corp Co-chief Operating Officer   •       •      –    2012-10-31 4 OE $0.00 $0 D/D 16,652 36,527 0 -
BAC Bank of America Corp Co-chief Operating Officer   •       •      –    2012-11-30 4 OE $0.00 $0 D/D 16,652 36,527 0 -
BAC Bank of America Corp Co-chief Operating Officer   •       •      –    2012-12-31 4 OE $0.00 $0 D/D 16,676 36,551 0 -
GS Goldman Sachs Group Inc Director   –       •      –    2023-07-17 3 IO $0.00 $0 I/I 0 77,916 %
GS Goldman Sachs Group Inc Director   –       •      –    2024-02-02 4 GD $0.00 $0 D/D 1,314 128,800 0 -
GS Goldman Sachs Group Inc Director   –       •      –    2023-07-17 3 IO $0.00 $0 D/D 0 130,114 %
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2010-01-01 4 D $15.13 $2,262,156 D/D (149,564) 148,252 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2011-01-01 4 D $13.30 $1,903,576 D/D (143,126) 154,689 0 -
BAC Bank of America Corp Pres, Glbl Bkg & MarketsOffice   •       –      –    2009-08-17 3/A IO $0.00 $0 I/I 0 179,383 -
BAC Bank of America Corp Co-chief Operating Officer   •       •      –    2013-03-01 4 OE $11.34 $1,557,107 D/D 137,311 182,955 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2011-02-28 4 D $14.29 $237,957 D/D (16,652) 200,000 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2011-03-15 4 D $13.96 $71,810 D/D (5,144) 200,000 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2011-03-31 4 D $13.33 $221,971 D/D (16,652) 200,000 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2011-04-15 4 D $12.82 $65,946 D/D (5,144) 200,000 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2011-04-29 4 D $12.28 $204,487 D/D (16,652) 200,000 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2011-05-13 4 D $11.93 $61,368 D/D (5,144) 200,000 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2011-05-31 4 D $11.75 $195,661 D/D (16,652) 200,000 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2011-03-15 4 OE $0.00 $0 D/D 5,144 205,144 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2011-04-15 4 OE $0.00 $0 D/D 5,144 205,144 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2011-05-13 4 OE $0.00 $0 D/D 5,144 205,144 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2011-02-28 4 OE $0.00 $0 D/D 16,652 216,652 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2011-03-31 4 OE $0.00 $0 D/D 16,652 216,652 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2011-04-29 4 OE $0.00 $0 D/D 16,652 216,652 0 -
  166  Records found
  1   2   3  4   5   6   7      
  Page 3 of 7  
 
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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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