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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   $159,500,082    

Indirect Value

   $67,063,860      
Total Shares   3,524,647      
Total Value   $226,563,942      


Bank of America Corp $96,833,686 BlackRock Inc A $3,782,900 Goldman Sachs Group Inc $58,883,496 Bank of America Corp $96,833,686 BlackRock Inc A $3,782,900 Goldman Sachs Group Inc $58,883,496
 


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 Chief Operating Officer   •       •      –    2019-02-15 4 D $29.11 $3,730,854 D/D (128,164) 1,962,518 0 -
BAC Bank of America Corp Chief Operating Officer   •       •      –    2019-03-01 4 D $29.31 $5,385,331 D/D (183,737) 2,124,020 0 -
BAC Bank of America Corp Chief Operating Officer   •       •      –    2020-02-15 4 D $34.85 $3,579,618 D/D (102,715) 2,214,302 0 -
BAC Bank of America Corp Chief Operating Officer   •       •      –    2020-03-01 4 D $28.50 $137,199 D/D (4,814) 2,310,714 0 -
BAC Bank of America Corp Chief Operating Officer   •       •      –    2020-03-01 4 D $28.50 $3,126,051 D/D (109,686) 2,310,714 0 -
BAC Bank of America Corp Chief Operating Officer   •       •      –    2021-02-15 4 D $33.37 $3,199,315 D/D (95,874) 2,394,984 0 -
BAC Bank of America Corp Chief Operating Officer   •       •      –    2021-03-01 4 D $35.79 $4,311,407 D/D (120,464) 2,500,870 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2011-06-10 4 GA $0.00 $0 I/I 7,556 7,556 0 -
BAC Bank of America Corp Chief Operating Officer   •       •      –    2018-05-24 4 GA $0.00 $0 I/I 341,337 812,061 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2011-06-10 4 GD $0.00 $0 I/I 7,556 0 0 -
BAC Bank of America Corp Chief Operating Officer   •       •      –    2018-05-24 4 GD $0.00 $0 I/I 341,337 0 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 Pres, Glbl Bkg & MarketsOffice   •       –      –    2009-08-17 3/A IO $0.00 $0 I/I 0 179,383 -
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   –       •      –    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 OE $15.13 $4,504,467 D/D 297,816 297,816 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2010-01-02 4 OE $15.06 $7,006,289 D/D 465,225 613,477 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2010-01-29 4 OE $0.00 $0 D/D 16,652 402,693 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2010-03-31 4 OE $0.00 $0 D/D 16,652 16,652 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2010-05-28 4 OE $0.00 $0 D/D 16,652 16,652 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2010-06-30 4 OE $0.00 $0 D/D 16,652 16,652 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2010-07-30 4 OE $0.00 $0 D/D 16,652 16,652 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2010-08-31 4 OE $0.00 $0 D/D 16,652 16,652 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2010-09-30 4 OE $0.00 $0 D/D 16,652 16,652 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2010-10-29 4 OE $0.00 $0 D/D 16,652 16,652 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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