| |
| |
|
| Insider
Information: |
Daley William M |
| Relationship: |
|
| City: |
San Antonio |
| State: |
TX |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
7 |
|
| Direct
Shares |
265,828 |
|
|
Indirect Shares
|
87,960 |
|
|
| Direct
Value |
$40,248,011 |
|
|
|
Indirect Value
|
$3,959,436 |
|
|
| Total
Shares |
353,788 |
|
|
| Total
Value |
$44,207,447 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
1
|
0
|
|
Stock
price went up :
|
0
|
0
|
| Stock
price went down : |
1
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
-1.0
|
0.0
|
| Percentage
Gain/Loss : |
 -38.7%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
AT&T Corp |
T |
President |
2004-05-15 |
13,983 |
2004-05-15 |
29,798 |
Premium* |
|
|
Boston Properties Inc |
BXP |
Director |
2006-05-10 |
2,117 |
2004-05-12 |
0 |
Premium* |
|
|
Abbott Laboratories |
ABT |
Director |
2010-04-23 |
15,736 |
2004-11-10 |
0 |
Premium* |
|
|
Boeing Co |
BA |
Director |
2006-08-02 |
1,250 |
|
0 |
Premium* |
|
|
JP Morgan Chase & Co |
JPM |
Vice Chairman |
2011-01-06 |
175,678 |
|
0 |
Premium* |
|
|
Bank of New York Mellon Corp |
BK |
Vice Chairman |
2019-07-18 |
5,700 |
2019-07-18 |
5,650 |
Premium* |
|
|
Wells Fargo & Co |
WFC |
|
2024-03-05 |
51,364 |
2024-03-05 |
52,512 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
63 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 3
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| BA |
Boeing Co |
Director |
– • – |
2006-02-26 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
500 |
|
- |
|
| JPM |
JP Morgan Chase & Co |
Vice ChairmanOfficer |
• – – |
2007-06-28 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
87,651 |
|
- |
|
| JPM |
JP Morgan Chase & Co |
Former Vice Chairman |
– – – |
2011-01-19 |
144 |
NP |
$0.00 |
$8,266,835 |
/ |
186,190 |
0 |
|
- |
|
| WFC |
Wells Fargo & Co |
Vice Chairman - Public Affairs |
• – – |
2023-10-27 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
0 |
|
% |
|
| WFC |
Wells Fargo & Co |
Vice Chairman - Public Affairs |
• – – |
2023-10-27 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
52,512 |
|
% |
|
| T |
AT&T Corp |
President |
• – – |
2004-01-29 |
4 |
A |
$0.00 |
$0 |
I/I |
13,598 |
27,162 |
|
- |
|
| BXP |
Boston Properties Inc |
Director |
– • – |
2004-05-12 |
4 |
A |
$0.00 |
$0 |
D/D |
850 |
1,702 |
|
- |
|
| T |
AT&T Corp |
President |
• – – |
2004-05-15 |
4 |
D |
$0.00 |
$0 |
I/I |
(2,376) |
28,350 |
|
- |
|
| T |
AT&T Corp |
President |
• – – |
2004-05-15 |
4 |
D |
$0.00 |
$0 |
D/D |
(23,300) |
13,983 |
|
- |
|
| ABT |
Abbott Laboratories |
Director |
– • – |
2005-04-22 |
4 |
A |
$0.00 |
$0 |
D/D |
1,889 |
3,889 |
|
- |
|
| ABT |
Abbott Laboratories |
Director |
– • – |
2006-04-28 |
4 |
A |
$0.00 |
$0 |
D/D |
2,127 |
7,516 |
|
- |
|
| BXP |
Boston Properties Inc |
Director |
– • – |
2006-05-10 |
4 |
A |
$0.00 |
$0 |
D/D |
415 |
2,117 |
|
- |
|
| ABT |
Abbott Laboratories |
Director |
– • – |
2007-04-27 |
4 |
A |
$0.00 |
$0 |
D/D |
1,730 |
9,246 |
0 |
- |
|
| ABT |
Abbott Laboratories |
Director |
– • – |
2008-04-25 |
4 |
A |
$0.00 |
$0 |
D/D |
1,917 |
11,163 |
0 |
- |
|
| ABT |
Abbott Laboratories |
Director |
– • – |
2009-04-24 |
4 |
A |
$0.00 |
$0 |
D/D |
2,465 |
13,628 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Vice Chairman |
• – – |
2010-04-16 |
4 |
GD |
$0.00 |
$0 |
D/D |
6,000 |
114,414 |
0 |
- |
|
| ABT |
Abbott Laboratories |
Director |
– • – |
2010-04-23 |
4 |
A |
$0.00 |
$0 |
D/D |
2,108 |
15,736 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
Vice Chairman |
• – – |
2011-01-06 |
4 |
OE |
$0.00 |
$3,478,000 |
D/D |
201,913 |
316,327 |
0 |
- |
|
| WFC |
Wells Fargo & Co |
Vice Chairman - Public Affairs |
• • – |
2020-12-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
8,017 |
8,017 |
0 |
- |
|
| WFC |
Wells Fargo & Co |
Vice Chairman - Public Affairs |
• • – |
2021-03-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,541 |
6,963 |
0 |
- |
|
| WFC |
Wells Fargo & Co |
Vice Chairman - Public Affairs |
• • – |
2021-12-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
8,127 |
14,360 |
0 |
- |
|
| WFC |
Wells Fargo & Co |
Vice Chairman - Public Affairs |
• • – |
2022-02-05 |
4 |
OE |
$0.00 |
$0 |
D/D |
14,448 |
25,207 |
0 |
- |
|
| WFC |
Wells Fargo & Co |
Vice Chairman - Public Affairs |
• • – |
2022-03-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,566 |
20,804 |
0 |
- |
|
| WFC |
Wells Fargo & Co |
Vice Chairman - Public Affairs |
• • – |
2022-12-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
8,322 |
28,570 |
0 |
- |
|
| WFC |
Wells Fargo & Co |
Vice Chairman - Public Affairs |
• • – |
2023-02-05 |
4 |
OE |
$0.00 |
$0 |
D/D |
25,781 |
43,849 |
0 |
- |
|
63 Records found
|
|
Page 1 of 3 |
| |
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 |
| |
|
|
|
|
|
