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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   $161,414,786    

Indirect Value

   $67,756,794      
Total Shares   3,524,647      
Total Value   $229,171,581      


Bank of America Corp $98,334,208 BlackRock Inc A $3,857,050 Goldman Sachs Group Inc $59,223,528 Bank of America Corp $98,334,208 BlackRock Inc A $3,857,050 Goldman Sachs Group Inc $59,223,528
 


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 6 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   •       •      –    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 $3,126,051 D/D (109,686) 2,310,714 0 -
BAC Bank of America Corp Chief Operating Officer   •       •      –    2017-02-15 4 OE $0.00 $0 D/D 115,079 1,576,342 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 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 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   •       •      –    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 Pres, Glbl Bkg & Markets   •       –      –    2011-01-01 4 D $13.30 $1,903,576 D/D (143,126) 154,689 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 Chief Operating Officer   •       •      –    2017-03-01 4 D $25.50 $4,399,668 D/D (172,536) 1,548,615 0 -
BAC Bank of America Corp Chief Operating Officer   •       •      –    2021-02-15 4 OE $0.00 $0 D/D 180,144 2,424,705 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   •       •      –    2018-02-15 4 OE $0.00 $0 D/D 183,779 1,708,687 0 -
BAC Bank of America Corp Chief Operating Officer   •       •      –    2020-02-15 4 OE $0.00 $0 D/D 192,997 2,250,098 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 Chief Operating Officer   •       •      –    2020-03-01 4 OE $0.00 $0 D/D 210,912 2,315,528 0 -
BAC Bank of America Corp Chief Operating Officer   •       •      –    2021-03-01 4 OE $0.00 $0 D/D 226,350 2,591,936 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   •       –      –    2011-01-02 4 D $13.34 $3,132,232 D/D (234,800) 385,114 0 -
BAC Bank of America Corp Chief Operating Officer   •       •      –    2018-03-01 4 OE $0.00 $0 D/D 240,741 1,912,866 0 -
BAC Bank of America Corp Chief Operating Officer   •       •      –    2018-03-01 4 D $31.48 $7,578,527 D/D (240,741) 1,672,125 0 -
BAC Bank of America Corp Chief Operating Officer   •       •      –    2019-02-15 4 OE $0.00 $0 D/D 240,816 1,992,874 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 Chief Operating Officer   •       •      –    2017-03-01 4 OE $0.00 $0 D/D 255,178 1,721,151 0 -
  166  Records found
  1   2   3   4   5   6  7      
  Page 6 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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