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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 |
$162,987,185 |
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Indirect Value
|
$68,314,345 |
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|
Total
Shares |
3,524,647 |
|
|
Total
Value |
$231,301,531 |
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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
|
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
Percentage
Gain/Loss : |
0.0%
|
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 |
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 |
D |
$9.09 |
$95,281 |
D/D |
(10,482) |
19,875 |
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 |
|
2012-11-30 |
4 |
D |
$9.86 |
$164,189 |
D/D |
(16,652) |
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 |
|
2012-12-15 |
4 |
D |
$10.58 |
$110,900 |
D/D |
(10,482) |
19,875 |
0 |
- |
|
BAC |
Bank of America Corp |
Co-chief Operating Officer |
|
2012-12-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
10,482 |
30,357 |
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 |
- |
|
BAC |
Bank of America Corp |
Co-chief Operating Officer |
|
2012-12-31 |
4 |
D |
$11.61 |
$193,608 |
D/D |
(16,676) |
19,875 |
0 |
- |
|
BAC |
Bank of America Corp |
Co-chief Operating Officer |
|
2013-01-15 |
4 |
D |
$11.55 |
$121,067 |
D/D |
(10,482) |
19,875 |
0 |
- |
|
BAC |
Bank of America Corp |
Co-chief Operating Officer |
|
2013-01-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
10,482 |
30,357 |
0 |
- |
|
BAC |
Bank of America Corp |
Co-chief Operating Officer |
|
2013-02-15 |
4 |
D |
$12.03 |
$126,110 |
D/D |
(10,483) |
19,875 |
0 |
- |
|
BAC |
Bank of America Corp |
Co-chief Operating Officer |
|
2013-02-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
10,483 |
30,358 |
0 |
- |
|
BAC |
Bank of America Corp |
Co-chief Operating Officer |
|
2013-03-01 |
4 |
OE |
$0.00 |
$0 |
D/D |
137,311 |
320,266 |
0 |
- |
|
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 |
Co-chief Operating Officer |
|
2014-02-15 |
4 |
D |
$16.70 |
$711,069 |
D/D |
(42,579) |
648,632 |
0 |
- |
|
BAC |
Bank of America Corp |
Co-chief Operating Officer |
|
2014-02-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
76,278 |
691,211 |
0 |
- |
|
BAC |
Bank of America Corp |
Co-chief Operating Officer |
|
2014-03-01 |
4 |
D |
$16.53 |
$2,171,976 |
D/D |
(131,396) |
752,627 |
0 |
- |
|
BAC |
Bank of America Corp |
Co-chief Operating Officer |
|
2014-03-01 |
4 |
OE |
$0.00 |
$0 |
D/D |
255,007 |
903,639 |
0 |
- |
|
BAC |
Bank of America Corp |
Co-chief Operating Officer |
|
2014-03-01 |
4 |
D |
$16.53 |
$324,252 |
D/D |
(19,616) |
884,023 |
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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