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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%
|
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 5 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 +/- |
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|
Form |
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 |
|
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 |
|
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 |
|
2012-02-29 |
4 |
D |
$7.97 |
$132,716 |
D/D |
(16,652) |
599,263 |
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 |
Pres, Glbl Bkg & Markets |
|
2011-08-31 |
4 |
D |
$8.17 |
$136,047 |
D/D |
(16,652) |
351,952 |
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 |
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 |
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 |
|
2012-10-31 |
4 |
D |
$9.32 |
$155,197 |
D/D |
(16,652) |
19,875 |
0 |
- |
|
BAC |
Bank of America Corp |
Pres, Glbl Bkg & Markets |
|
2011-07-29 |
4 |
D |
$9.71 |
$161,691 |
D/D |
(16,652) |
351,952 |
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 |
Pres, Glbl Bkg & Markets |
|
2010-11-30 |
4 |
D |
$10.95 |
$182,339 |
D/D |
(16,652) |
0 |
0 |
- |
|
BAC |
Bank of America Corp |
Pres, Glbl Bkg & Markets |
|
2011-06-30 |
4 |
D |
$10.96 |
$182,506 |
D/D |
(16,652) |
351,952 |
0 |
- |
|
BAC |
Bank of America Corp |
Pres, Glbl Bkg & Markets |
|
2010-10-29 |
4 |
D |
$11.45 |
$190,665 |
D/D |
(16,652) |
0 |
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 |
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 |
|
2011-04-29 |
4 |
D |
$12.28 |
$204,487 |
D/D |
(16,652) |
200,000 |
0 |
- |
|
BAC |
Bank of America Corp |
Pres, Glbl Bkg & Markets |
|
2010-08-31 |
4 |
D |
$12.46 |
$207,484 |
D/D |
(16,652) |
0 |
0 |
- |
|
BAC |
Bank of America Corp |
Pres, Glbl Bkg & Markets |
|
2010-09-30 |
4 |
D |
$13.10 |
$218,141 |
D/D |
(16,652) |
0 |
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 |
|
2010-12-31 |
4 |
D |
$13.34 |
$222,138 |
D/D |
(16,652) |
0 |
0 |
- |
|
BAC |
Bank of America Corp |
Pres, Glbl Bkg & Markets |
|
2011-01-31 |
4 |
D |
$13.73 |
$228,632 |
D/D |
(16,652) |
385,114 |
0 |
- |
|
BAC |
Bank of America Corp |
Pres, Glbl Bkg & Markets |
|
2010-07-30 |
4 |
D |
$14.04 |
$233,794 |
D/D |
(16,652) |
0 |
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 |
- |
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166 Records found
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Page 5 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 |
|
IO |
- Initital Ownership |
D |
- Disposed |
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