| |
| |
|
| Insider
Information: |
Kilts James M |
| Relationship: |
|
| City: |
Boston |
| State: |
MA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
11 |
|
| Direct
Shares |
1,277,772 |
|
|
Indirect Shares
|
3,679,499 |
|
|
| Direct
Value |
$40,516,935 |
|
|
|
Indirect Value
|
$147,728,577 |
|
|
| Total
Shares |
4,957,271 |
|
|
| Total
Value |
$188,245,512 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
40
|
0
|
|
Stock
price went up :
|
33
|
0
|
| Stock
price went down : |
7
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
4.7
|
0.0
|
| Percentage
Gain/Loss : |
 52.0%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Delta Air Lines Inc |
DAL |
Director |
2004-01-05 |
2,823 |
2004-01-05 |
0 |
Premium* |
|
|
Whirlpool Corp |
WHR |
Director |
2004-04-20 |
4,000 |
2004-04-20 |
200 |
Premium* |
|
|
MetLife Inc |
MET |
Director |
2020-06-12 |
80,509 |
2020-06-12 |
236 |
Premium* |
|
|
New York Times Co |
NYT |
Director |
2005-09-23 |
3,814 |
|
0 |
Premium* |
|
|
Procter & Gamble Co |
PG |
Vice-COB-Gillette, Dir... |
2006-09-29 |
158,842 |
2006-09-29 |
66,134 |
Premium* |
|
|
Pfizer Inc |
PFE |
Director |
2010-03-09 |
0 |
2010-03-09 |
2,259 |
Premium* |
|
|
Nielsen Holdings N.V. |
NLSN |
Director |
2017-06-16 |
11,411 |
2014-05-07 |
0 |
Premium* |
|
|
Unifi Inc |
UFI |
|
2021-10-27 |
37,201 |
2016-06-24 |
0 |
Premium* |
|
|
Simply Good Foods Co |
SMPL |
Director |
2024-01-08 |
80,805 |
2024-01-08 |
3,610,670 |
Premium* |
|
|
Upjohn Inc |
VTRS |
|
2024-03-03 |
117,445 |
2020-11-16 |
0 |
Premium* |
|
|
Advantage Solutions Inc. |
ADV |
|
2023-11-16 |
780,922 |
2021-03-19 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
186 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 8 of 8
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| UFI |
Unifi Inc |
|
– • – |
2020-05-18 |
4 |
B |
$11.98 |
$1,198 |
D/D |
100 |
26,376 |
0.01 |
% |
|
| UFI |
Unifi Inc |
|
– • – |
2020-10-28 |
4 |
A |
$0.00 |
$0 |
D/D |
6,285 |
32,661 |
0 |
- |
|
| UFI |
Unifi Inc |
|
– • – |
2021-10-27 |
4 |
A |
$0.00 |
$0 |
D/D |
4,540 |
37,201 |
0 |
- |
|
| VTRS |
Upjohn Inc |
Director |
– • – |
2020-11-16 |
4/A |
A |
$0.00 |
$0 |
D/D |
35,764 |
36,044 |
0 |
- |
|
| VTRS |
Upjohn Inc |
Director |
– • – |
2020-11-16 |
4 |
A |
$0.00 |
$0 |
D/D |
36,889 |
37,169 |
0 |
- |
|
| VTRS |
Upjohn Inc |
Director |
– • – |
2020-12-16 |
4 |
B |
$17.66 |
$489,693 |
D/D |
27,736 |
64,905 |
2.39 |
% |
|
| VTRS |
Upjohn Inc |
Director |
– • – |
2022-03-02 |
4 |
OE |
$0.00 |
$0 |
D/D |
14,331 |
79,236 |
0 |
- |
|
| VTRS |
Upjohn Inc |
Director |
– • – |
2022-03-21 |
4 |
OE |
$0.00 |
$0 |
D/D |
166 |
79,402 |
0 |
- |
|
| VTRS |
Upjohn Inc |
|
– • – |
2023-03-04 |
4 |
OE |
$0.00 |
$0 |
D/D |
20,313 |
98,590 |
0 |
- |
|
| VTRS |
Upjohn Inc |
|
– • – |
2024-03-03 |
4 |
OE |
$0.00 |
$0 |
D/D |
18,855 |
117,445 |
0 |
- |
|
| WHR |
Whirlpool Corp |
Director |
– • – |
2004-04-20 |
4 |
A |
$0.00 |
$0 |
D/D |
600 |
4,000 |
|
- |
|
186 Records found
|
|
Page 8 of 8 |
| |
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 |
| |
|
|
|
|
|
