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Insider
Information: |
Montag Thomas K. |
Relationship: |
Director |
City: |
New York |
State: |
NY |
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Insider
Summary: |
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Companies Owned : |
4 |
|
Direct
Shares |
2,634,670 |
|
Indirect Shares
|
889,977 |
|
|
Direct
Value |
$162,594,023 |
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Indirect Value
|
$68,172,123 |
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Total
Shares |
3,524,647 |
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Total
Value |
$230,766,146 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
Total
Filings :
|
0
|
0
|
Stock
price went up :
|
0
|
0
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Stock
price went down : |
0
|
0
|
|
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|
Gain/Loss Ratio : |
0.0
|
0.0
|
Percentage
Gain/Loss : |
0.0%
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0.0%
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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* |
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Records found :
166 |
Free Registration Required For Full Results. Limit: 25
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Download |
Page 4 of 7
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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 |
Chief Operating Officer |
|
2019-03-01 |
4 |
OE |
$0.00 |
$0 |
D/D |
345,239 |
2,307,757 |
0 |
- |
|
BAC |
Bank of America Corp |
Chief Operating Officer |
|
2020-02-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
192,997 |
2,250,098 |
0 |
- |
|
BAC |
Bank of America Corp |
Chief Operating Officer |
|
2020-03-01 |
4 |
OE |
$0.00 |
$0 |
D/D |
210,912 |
2,315,528 |
0 |
- |
|
BAC |
Bank of America Corp |
Chief Operating Officer |
|
2021-02-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
180,144 |
2,424,705 |
0 |
- |
|
BAC |
Bank of America Corp |
Chief Operating Officer |
|
2021-03-01 |
4 |
OE |
$0.00 |
$0 |
D/D |
226,350 |
2,591,936 |
0 |
- |
|
GS |
Goldman Sachs Group Inc |
Director |
|
2024-02-02 |
4 |
GD |
$0.00 |
$0 |
D/D |
1,314 |
128,800 |
0 |
- |
|
BAC |
Bank of America Corp |
Co-chief Operating Officer |
|
2011-12-15 |
4 |
D |
$5.26 |
$27,057 |
D/D |
(5,144) |
351,952 |
0 |
- |
|
BAC |
Bank of America Corp |
Co-chief Operating Officer |
|
2011-11-15 |
4 |
D |
$6.13 |
$31,533 |
D/D |
(5,144) |
351,952 |
0 |
- |
|
BAC |
Bank of America Corp |
Co-chief Operating Officer |
|
2011-10-15 |
4 |
D |
$6.19 |
$31,841 |
D/D |
(5,144) |
351,952 |
0 |
- |
|
BAC |
Bank of America Corp |
Co-chief Operating Officer |
|
2011-09-15 |
4 |
D |
$7.33 |
$37,706 |
D/D |
(5,144) |
351,952 |
0 |
- |
|
BAC |
Bank of America Corp |
Pres, Glbl Bkg & Markets |
|
2011-08-15 |
4 |
D |
$7.76 |
$39,917 |
D/D |
(5,144) |
351,952 |
0 |
- |
|
BAC |
Bank of America Corp |
Pres, Glbl Bkg & Markets |
|
2011-07-15 |
4 |
D |
$10.00 |
$51,440 |
D/D |
(5,144) |
351,952 |
0 |
- |
|
BAC |
Bank of America Corp |
Pres, Glbl Bkg & Markets |
|
2011-06-15 |
4 |
D |
$10.50 |
$54,012 |
D/D |
(5,144) |
351,952 |
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 |
|
2011-04-15 |
4 |
D |
$12.82 |
$65,946 |
D/D |
(5,144) |
200,000 |
0 |
- |
|
BAC |
Bank of America Corp |
Pres, Glbl Bkg & Markets |
|
2011-03-15 |
4 |
D |
$13.96 |
$71,810 |
D/D |
(5,144) |
200,000 |
0 |
- |
|
BAC |
Bank of America Corp |
Co-chief Operating Officer |
|
2012-07-15 |
4 |
D |
$7.82 |
$81,969 |
D/D |
(10,482) |
0 |
0 |
- |
|
BAC |
Bank of America Corp |
Co-chief Operating Officer |
|
2012-08-15 |
4 |
D |
$7.87 |
$82,493 |
D/D |
(10,482) |
19,875 |
0 |
- |
|
BAC |
Bank of America Corp |
Co-chief Operating Officer |
|
2012-06-15 |
4 |
D |
$7.90 |
$82,816 |
D/D |
(10,483) |
0 |
0 |
- |
|
BAC |
Bank of America Corp |
Co-chief Operating Officer |
|
2011-11-30 |
4 |
D |
$5.44 |
$90,587 |
D/D |
(16,652) |
351,952 |
0 |
- |
|
BAC |
Bank of America Corp |
Co-chief Operating Officer |
|
2012-11-15 |
4 |
D |
$9.09 |
$95,281 |
D/D |
(10,482) |
19,875 |
0 |
- |
|
BAC |
Bank of America Corp |
Co-chief Operating Officer |
|
2012-10-15 |
4 |
D |
$9.44 |
$98,960 |
D/D |
(10,483) |
19,875 |
0 |
- |
|
BAC |
Bank of America Corp |
Co-chief Operating Officer |
|
2012-09-15 |
4 |
D |
$9.55 |
$100,103 |
D/D |
(10,482) |
19,875 |
0 |
- |
|
BAC |
Bank of America Corp |
Co-chief Operating Officer |
|
2012-12-15 |
4 |
D |
$10.58 |
$110,900 |
D/D |
(10,482) |
19,875 |
0 |
- |
|
BAC |
Bank of America Corp |
Co-chief Operating Officer |
|
2012-01-31 |
4 |
D |
$7.13 |
$118,729 |
D/D |
(16,652) |
599,263 |
0 |
- |
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166 Records found
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Page 4 of 7 |
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Free Registration Required For Full Results. Limit: 25
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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 |
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IO |
- Initital Ownership |
D |
- Disposed |
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