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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 4 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   •       –      –    2012-06-15 4 OE $0.00 $0 D/D 10,483 10,483 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   •       •      –    2012-06-29 4 OE $0.00 $0 D/D 16,652 16,652 0 -
BAC Bank of America Corp Co-chief Operating Officer   •       •      –    2012-06-29 4 D $8.18 $136,213 D/D (16,652) 0 0 -
BAC Bank of America Corp Co-chief Operating Officer   •       •      –    2012-07-15 4 OE $0.00 $0 D/D 10,482 10,482 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   •       •      –    2012-07-31 4 D $7.34 $122,226 D/D (16,652) 19,875 0 -
BAC Bank of America Corp Co-chief Operating Officer   •       •      –    2012-07-31 4 OE $0.00 $0 D/D 16,652 36,527 0 -
BAC Bank of America Corp Co-chief Operating Officer   •       •      –    2012-08-15 4 OE $0.00 $0 D/D 10,482 30,357 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   •       •      –    2012-08-31 4 OE $0.00 $0 D/D 16,652 36,527 0 -
BAC Bank of America Corp Co-chief Operating Officer   •       •      –    2012-08-31 4 D $7.99 $133,049 D/D (16,652) 19,875 0 -
BAC Bank of America Corp Co-chief Operating Officer   •       •      –    2012-09-15 4 OE $0.00 $0 D/D 10,482 30,357 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   •       •      –    2012-09-28 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 D $8.83 $147,037 D/D (16,652) 19,875 0 -
BAC Bank of America Corp Co-chief Operating Officer   •       •      –    2012-10-15 4 OE $0.00 $0 D/D 10,483 30,358 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   •       •      –    2012-10-31 4 D $9.32 $155,197 D/D (16,652) 19,875 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   •       •      –    2012-11-15 4 OE $0.00 $0 D/D 10,482 30,357 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   •       •      –    2012-11-30 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 D $9.86 $164,189 D/D (16,652) 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 -
  166  Records found
  1   2   3   4  5   6   7      
  Page 4 of 7  
 
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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