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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 |
$161,414,786 |
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Indirect Value
|
$67,756,794 |
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Total
Shares |
3,524,647 |
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Total
Value |
$229,171,581 |
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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 6 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
|
|
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3m +/- |
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|
Form |
BAC |
Bank of America Corp |
Pres, Glbl Bkg & Markets |
|
2011-01-01 |
4 |
OE |
$13.30 |
$3,960,940 |
D/D |
297,815 |
297,815 |
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 |
|
2011-01-02 |
4 |
D |
$13.34 |
$3,132,232 |
D/D |
(234,800) |
385,114 |
0 |
- |
|
BAC |
Bank of America Corp |
Pres, Glbl Bkg & Markets |
|
2011-01-02 |
4 |
OE |
$13.34 |
$6,206,102 |
D/D |
465,225 |
619,914 |
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 |
|
2011-03-15 |
4 |
D |
$13.96 |
$71,810 |
D/D |
(5,144) |
200,000 |
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 |
- |
|
BAC |
Bank of America Corp |
Pres, Glbl Bkg & Markets |
|
2010-06-30 |
4 |
D |
$14.37 |
$239,289 |
D/D |
(16,652) |
0 |
0 |
- |
|
BAC |
Bank of America Corp |
Pres, Glbl Bkg & Markets |
|
2010-01-02 |
4 |
D |
$15.06 |
$3,425,186 |
D/D |
(227,436) |
386,041 |
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 |
|
2010-01-01 |
4 |
D |
$15.13 |
$2,262,156 |
D/D |
(149,564) |
148,252 |
0 |
- |
|
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 |
|
2010-01-29 |
4 |
D |
$15.18 |
$252,777 |
D/D |
(16,652) |
386,041 |
0 |
- |
|
BAC |
Bank of America Corp |
Pres, Glbl Bkg & Markets |
|
2010-05-28 |
4 |
D |
$15.74 |
$262,102 |
D/D |
(16,652) |
0 |
0 |
- |
|
BAC |
Bank of America Corp |
Chief Operating Officer |
|
2015-03-01 |
4 |
D |
$15.81 |
$3,241,445 |
D/D |
(205,025) |
251,317 |
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 |
D |
$16.53 |
$324,252 |
D/D |
(19,616) |
884,023 |
0 |
- |
|
BAC |
Bank of America Corp |
Chief Operating Officer |
|
2015-02-14 |
4 |
D |
$16.61 |
$807,927 |
D/D |
(48,641) |
791,125 |
0 |
- |
|
BAC |
Bank of America Corp |
Chief Operating Officer |
|
2015-02-15 |
4 |
D |
$16.61 |
$707,237 |
D/D |
(42,579) |
824,824 |
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 |
Pres, Glbl Bkg & Markets |
|
2010-03-31 |
4 |
D |
$17.85 |
$297,238 |
D/D |
(16,652) |
0 |
0 |
- |
|
BAC |
Bank of America Corp |
Chief Operating Officer |
|
2017-02-13 |
4 |
D |
$23.40 |
$1,048,180 |
D/D |
(44,794) |
1,422,765 |
0 |
- |
|
BAC |
Bank of America Corp |
Chief Operating Officer |
|
2017-02-14 |
4 |
D |
$24.06 |
$1,170,327 |
D/D |
(48,642) |
1,461,263 |
0 |
- |
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166 Records found
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Page 6 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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