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Insider
Information: |
Sieg Andrew M. |
Relationship: |
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City: |
Charlotte |
State: |
NC |
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Insider
Summary: |
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Companies Owned : |
2 |
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Direct
Shares |
691,124 |
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Indirect Shares
|
12,626 |
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Direct
Value |
$34,093,899 |
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Indirect Value
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$501,252 |
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Total
Shares |
703,750 |
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Total
Value |
$34,595,151 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
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Total
Filings :
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0
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1
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Stock
price went up :
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0
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0
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Stock
price went down : |
0
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1
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Gain/Loss Ratio : |
0.0
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-1.0
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Percentage
Gain/Loss : |
0.0%
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-24.0%
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Holdings
:
Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold |
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Bank of America Corp |
BAC |
Pres, Merrill Wealth M... |
2023-03-01 |
391,831 |
2023-03-01 |
12,626 |
Premium* |
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Citigroup Inc |
C |
|
2024-02-15 |
299,293 |
2023-10-05 |
0 |
Premium* |
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Records found :
21 |
Free Registration Required For Full Results. Limit: 25
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Download |
Page 1 of 1
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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, Merill Lynch Wlth Mgmt |
|
2019-02-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
117,322 |
204,932 |
0 |
- |
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BAC |
Bank of America Corp |
Pres, Merill Lynch Wlth Mgmt |
|
2019-06-06 |
4 |
D |
$0.00 |
$0 |
I/I |
(1,859) |
0 |
0 |
- |
|
BAC |
Bank of America Corp |
Pres, Merill Lynch Wlth Mgmt |
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2020-02-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
98,803 |
249,009 |
0 |
- |
|
BAC |
Bank of America Corp |
Pres, Merill Lynch Wlth Mgmt |
|
2021-02-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
82,556 |
275,811 |
0 |
- |
|
BAC |
Bank of America Corp |
Pres, Merill Wealth Mgmt |
|
2021-12-06 |
4 |
GD |
$0.00 |
$0 |
D/D |
5,000 |
262,997 |
0 |
- |
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BAC |
Bank of America Corp |
Pres, Merill Wealth Mgmt |
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2022-01-25 |
4 |
OE |
$0.00 |
$0 |
D/D |
75,000 |
342,997 |
0 |
- |
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BAC |
Bank of America Corp |
Pres, Merrill Wealth Mgmt |
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2022-02-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
66,358 |
320,709 |
0 |
- |
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BAC |
Bank of America Corp |
Pres, Merrill Wealth Mgmt |
|
2023-01-25 |
4 |
OE |
$0.00 |
$0 |
D/D |
75,000 |
388,886 |
0 |
- |
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BAC |
Bank of America Corp |
Pres, Merrill Wealth Mgmt |
|
2023-02-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
41,404 |
377,147 |
0 |
- |
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BAC |
Bank of America Corp |
Pres, Merrill Wealth Mgmt |
|
2023-03-01 |
4 |
OE |
$0.00 |
$0 |
D/D |
42,602 |
413,580 |
0 |
- |
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C |
Citigroup Inc |
Head of Wealth |
|
2023-10-05 |
4 |
A |
$0.00 |
$0 |
D/D |
237,143 |
237,941 |
0 |
- |
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C |
Citigroup Inc |
Head of Wealth |
|
2024-02-15 |
4 |
A |
$0.00 |
$0 |
D/D |
61,352 |
299,293 |
0 |
- |
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BAC |
Bank of America Corp |
Pres, Merrill Wealth Mgmt |
|
2023-03-01 |
4 |
D |
$34.14 |
$742,511 |
D/D |
(21,749) |
391,831 |
0 |
- |
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BAC |
Bank of America Corp |
Pres, Merrill Wealth Mgmt |
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2023-02-15 |
4 |
D |
$35.56 |
$751,667 |
D/D |
(21,138) |
370,978 |
0 |
- |
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BAC |
Bank of America Corp |
Pres, Merill Wealth Mgmt |
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2022-01-28 |
4 |
S |
$45.12 |
$830,524 |
D/D |
(18,407) |
281,405 |
0 |
% |
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BAC |
Bank of America Corp |
Pres, Merrill Wealth Mgmt |
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2023-01-25 |
4 |
D |
$34.87 |
$1,331,127 |
D/D |
(38,174) |
350,712 |
0 |
- |
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BAC |
Bank of America Corp |
Pres, Merill Lynch Wlth Mgmt |
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2021-02-15 |
4 |
D |
$33.37 |
$1,349,149 |
D/D |
(40,430) |
267,997 |
0 |
- |
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BAC |
Bank of America Corp |
Pres, Merrill Wealth Mgmt |
|
2022-02-15 |
4 |
D |
$47.79 |
$1,618,982 |
D/D |
(33,877) |
313,886 |
0 |
- |
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BAC |
Bank of America Corp |
Pres, Merill Lynch Wlth Mgmt |
|
2019-02-15 |
4 |
D |
$29.11 |
$1,672,486 |
D/D |
(57,454) |
190,454 |
0 |
- |
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BAC |
Bank of America Corp |
Pres, Merill Lynch Wlth Mgmt |
|
2020-02-15 |
4 |
D |
$34.85 |
$1,686,252 |
D/D |
(48,386) |
230,871 |
0 |
- |
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BAC |
Bank of America Corp |
Pres, Merill Wealth Mgmt |
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2022-01-25 |
4 |
D |
$45.43 |
$1,734,745 |
D/D |
(38,185) |
304,812 |
0 |
- |
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21 Records found
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1
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Page 1 of 1 |
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Free Registration Required For Full Results. Limit: 25
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Transaction Code Key: |
Ownership Code Key |
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B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
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S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
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OE |
- Options Exercised |
A |
- Aquired |
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IO |
- Initital Ownership |
D |
- Disposed |
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