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Insider
Information: |
Finke Thomas F |
Relationship: |
Director |
City: |
Charlotte |
State: |
NC |
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Insider
Summary: |
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Companies Owned : |
4 |
|
Direct
Shares |
315,562 |
|
Indirect Shares
|
73,864 |
|
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Direct
Value |
$916,343 |
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Indirect Value
|
$0 |
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Total
Shares |
389,426 |
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Total
Value |
$916,343 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
Total
Filings :
|
1
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0
|
Stock
price went up :
|
1
|
0
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Stock
price went down : |
0
|
0
|
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Gain/Loss Ratio : |
1.0
|
0.0
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Percentage
Gain/Loss : |
29.8%
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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 |
|
Barings Corporate Investors |
MCI |
Officer & Board Member... |
2015-06-11 |
0 |
2012-05-16 |
0 |
Premium* |
|
Barings BDC Inc |
BBDC |
Officer of Adviser, Di... |
2020-05-05 |
25,000 |
2018-12-10 |
0 |
Premium* |
|
Invesco Plc (ADR) |
IVZ |
Director |
2024-05-15 |
43,398 |
2021-01-27 |
0 |
Premium* |
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Adara Acquisition Corp. |
ADRA.U |
Director |
2023-06-30 |
247,164 |
2023-06-30 |
73,864 |
Premium* |
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Records found :
17 |
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 |
ADRA.U |
Adara Acquisition Corp. |
Director |
|
2023-06-30 |
4 |
B |
$3.00 |
$249,900 |
D/D |
83,300 |
247,164 |
2.39 |
- |
|
BBDC |
Barings BDC Inc |
Officer of Adviser |
|
2020-05-05 |
4 |
B |
$7.00 |
$105,038 |
D/D |
15,000 |
25,000 |
2.39 |
% |
|
BBDC |
Barings BDC Inc |
Officer of Adviser |
|
2019-11-20 |
4 |
B |
$10.30 |
$82,400 |
D/D |
8,000 |
10,000 |
2.39 |
- |
|
MCI |
Barings Corporate Investo... |
Officer & Board Member of Advi |
|
2015-06-11 |
4 |
S |
$15.98 |
$32,005 |
D/D |
(2,000) |
0 |
0 |
- |
|
MCI |
Barings Corporate Investo... |
Officer & Board Member of Advi |
|
2012-05-16 |
4 |
B |
$14.82 |
$29,640 |
D/D |
2,000 |
2,000 |
2.44 |
- |
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BBDC |
Barings BDC Inc |
Adviser Board Member |
|
2018-12-10 |
4 |
B |
$9.92 |
$19,838 |
D/D |
2,000 |
2,000 |
2.39 |
- |
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IVZ |
Invesco Plc (ADR) |
Director |
|
2021-01-27 |
4 |
A |
$0.00 |
$0 |
D/D |
575 |
575 |
0 |
- |
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IVZ |
Invesco Plc (ADR) |
Director |
|
2021-04-29 |
4 |
A |
$0.00 |
$0 |
D/D |
1,311 |
1,886 |
0 |
- |
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IVZ |
Invesco Plc (ADR) |
Director |
|
2021-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
5,807 |
7,693 |
0 |
- |
|
IVZ |
Invesco Plc (ADR) |
Director |
|
2022-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
10,930 |
18,623 |
0 |
- |
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ADRA.U |
Adara Acquisition Corp. |
Director |
|
2023-02-10 |
4 |
A |
$0.00 |
$0 |
D/D |
113,864 |
163,864 |
0 |
- |
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ADRA.U |
Adara Acquisition Corp. |
Director |
|
2023-02-10 |
4 |
A |
$0.00 |
$0 |
I/I |
73,864 |
73,864 |
0 |
- |
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ADRA.U |
Adara Acquisition Corp. |
Director |
|
2023-02-10 |
4 |
D |
$0.00 |
$0 |
I/I |
(1,200,000) |
0 |
0 |
- |
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ADRA.U |
Adara Acquisition Corp. |
Director |
|
2023-02-10 |
4 |
OE |
$0.00 |
$0 |
D/D |
50,000 |
50,000 |
0 |
- |
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ADRA.U |
Adara Acquisition Corp. |
Director |
|
2023-02-10 |
4 |
OE |
$0.00 |
$0 |
I/I |
1,200,000 |
1,200,000 |
0 |
- |
|
IVZ |
Invesco Plc (ADR) |
Director |
|
2023-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
12,820 |
31,443 |
0 |
- |
|
IVZ |
Invesco Plc (ADR) |
Director |
|
2024-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
11,955 |
43,398 |
0 |
- |
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17 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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