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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   $162,594,023    

Indirect Value

   $68,172,123      
Total Shares   3,524,647      
Total Value   $230,766,146      


Bank of America Corp $99,284,539 BlackRock Inc A $3,909,500 Goldman Sachs Group Inc $59,399,984 Bank of America Corp $99,284,539 BlackRock Inc A $3,909,500 Goldman Sachs Group Inc $59,399,984
 


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 :    25         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 1
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
BLK BlackRock Inc A Director   •       •      –    2013-04-18 4 B $248.64 $1,243,213 D/D 5,000 5,000 2.39 -
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   •       •      –    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   •       •      –    2021-02-15 4 D $33.37 $3,199,315 D/D (95,874) 2,394,984 0 -
BAC Bank of America Corp Chief Operating Officer   •       •      –    2018-02-15 4 D $32.21 $3,150,396 D/D (97,808) 1,672,125 0 -
BAC Bank of America Corp Chief Operating Officer   •       •      –    2018-08-03 4 D $31.51 $65,454,211 D/D (2,077,252) 1,849,866 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   •       •      –    2018-02-13 4 D $31.18 $1,331,635 D/D (42,708) 1,586,154 0 -
BAC Bank of America Corp Chief Operating Officer   •       •      –    2018-08-03 4 OE $30.71 $64,559,053 D/D 2,102,216 3,927,118 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   •       •      –    2019-02-15 4 D $29.11 $3,730,854 D/D (128,164) 1,962,518 0 -
BAC Bank of America Corp Chief Operating Officer   •       •      –    2020-03-01 4 D $28.50 $137,199 D/D (4,814) 2,310,714 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   •       •      –    2017-03-01 4 D $25.50 $4,399,668 D/D (172,536) 1,548,615 0 -
BAC Bank of America Corp Chief Operating Officer   •       •      –    2017-03-01 4 D $25.50 $1,176,341 D/D (46,131) 1,548,615 0 -
BAC Bank of America Corp Chief Operating Officer   •       •      –    2017-02-15 4 D $24.58 $1,578,970 D/D (64,238) 1,512,104 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 -
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 Pres, Glbl Bkg & Markets   •       –      –    2010-03-31 4 D $17.85 $297,238 D/D (16,652) 0 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 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   •       •      –    2014-03-01 4 D $16.53 $324,252 D/D (19,616) 884,023 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 Chief Operating Officer   •       •      –    2015-03-01 4 D $15.81 $3,241,445 D/D (205,025) 251,317 0 -
  25  Records found
  1     
  Page 1 of 1  
 
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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