| |
| |
|
| Insider
Information: |
Baio James R |
| Relationship: |
Director |
| City: |
San Mateo |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
39,014 |
|
|
Indirect Shares
|
448 |
|
|
| Direct
Value |
$4,190,051 |
|
|
|
Indirect Value
|
$10,980 |
|
|
| Total
Shares |
39,462 |
|
|
| Total
Value |
$4,201,031 |
|
|
|
|
|
|
|
|
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  |
 |
Franklin Resources Inc |
BEN |
EVP, CFO and Treasurer |
2006-09-29 |
23,609 |
2006-09-29 |
448 |
Premium* |
|
|
Virtus Investment Partners Inc |
VRTS |
Director |
2019-05-15 |
15,405 |
2009-01-02 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
47 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 2
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| BEN |
Franklin Resources Inc |
officerTitle |
• – – |
2006-01-31 |
4 |
S |
$98.50 |
$1,623 |
D/D |
(16) |
23,992 |
|
- |
|
| VRTS |
Virtus Investment Partner... |
Director |
• • – |
2013-10-01 |
4 |
A |
$0.00 |
$0 |
D/D |
38 |
10,424 |
0 |
- |
|
| BEN |
Franklin Resources Inc |
SVP & Chief Financial Officer |
• – – |
2005-02-01 |
4 |
S |
$67.58 |
$3,364 |
D/D |
(50) |
22,538 |
|
- |
|
| BEN |
Franklin Resources Inc |
officerTitle |
• – – |
2003-08-01 |
4 |
S |
$43.82 |
$2,555 |
D/D |
(58) |
16,490 |
|
- |
|
| BEN |
Franklin Resources Inc |
SVP & Chief Financial Officer |
• – – |
2004-02-02 |
4 |
S |
$57.46 |
$3,847 |
D/D |
(67) |
18,625 |
|
- |
|
| BEN |
Franklin Resources Inc |
EVP, CFO and Treasurer |
• – – |
2006-07-31 |
4 |
D |
$91.45 |
$6,833 |
D/D |
(75) |
24,652 |
|
- |
|
| BEN |
Franklin Resources Inc |
SVP & Chief Financial Officer |
• – – |
2004-08-02 |
4 |
S |
$48.28 |
$3,925 |
D/D |
(81) |
19,546 |
|
- |
|
| VRTS |
Virtus Investment Partner... |
Director |
– • – |
2012-02-06 |
4 |
A |
$0.00 |
$0 |
D/D |
102 |
10,969 |
0 |
- |
|
| BEN |
Franklin Resources Inc |
SVP & Chief Financial Officer |
• – – |
2005-08-01 |
4 |
S |
$81.46 |
$8,831 |
D/D |
(108) |
22,821 |
|
- |
|
| BEN |
Franklin Resources Inc |
SVP & Chief Financial Officer |
• – – |
2005-01-31 |
4 |
A |
$67.58 |
$8,466 |
D/D |
125 |
22,588 |
|
- |
|
| BEN |
Franklin Resources Inc |
SVP & Chief Financial Officer |
• – – |
2004-01-30 |
4 |
A |
$57.46 |
$9,659 |
D/D |
168 |
18,692 |
|
- |
|
| BEN |
Franklin Resources Inc |
officerTitle |
• – – |
2003-07-31 |
4 |
A |
$43.82 |
$7,873 |
D/D |
180 |
16,548 |
|
- |
|
| BEN |
Franklin Resources Inc |
SVP & Chief Financial Officer |
• – – |
2004-07-30 |
4 |
A |
$48.28 |
$12,097 |
D/D |
251 |
19,628 |
|
- |
|
| VRTS |
Virtus Investment Partner... |
Director |
• • – |
2013-05-21 |
4 |
A |
$241.30 |
$82,283 |
D/D |
341 |
10,386 |
0 |
- |
|
| VRTS |
Virtus Investment Partner... |
Director |
– • – |
2011-08-08 |
4 |
B |
$57.51 |
$28,755 |
D/D |
500 |
10,367 |
2.39 |
- |
|
| VRTS |
Virtus Investment Partner... |
Director |
– • – |
2011-08-12 |
4 |
B |
$61.84 |
$30,920 |
D/D |
500 |
10,867 |
2.39 |
- |
|
| VRTS |
Virtus Investment Partner... |
Director |
• • – |
2014-05-15 |
4 |
A |
$176.49 |
$92,481 |
D/D |
524 |
10,948 |
0 |
- |
|
| BEN |
Franklin Resources Inc |
SVP & Chief Financial Officer |
• – – |
2003-10-01 |
4 |
S |
$44.20 |
$23,514 |
D/D |
(532) |
16,208 |
|
- |
|
| BEN |
Franklin Resources Inc |
officerTitle |
• – – |
2005-12-29 |
4 |
S |
$94.48 |
$57,727 |
D/D |
(611) |
23,967 |
|
- |
|
| BEN |
Franklin Resources Inc |
SVP & Chief Financial Officer |
• – – |
2004-10-01 |
4 |
S |
$55.55 |
$38,385 |
D/D |
(691) |
18,855 |
|
- |
|
| VRTS |
Virtus Investment Partner... |
Director |
• • – |
2015-05-28 |
4 |
A |
$127.25 |
$92,384 |
D/D |
726 |
11,674 |
0 |
- |
|
| VRTS |
Virtus Investment Partner... |
Director |
– • – |
2018-05-15 |
4 |
A |
$124.00 |
$102,424 |
D/D |
826 |
14,522 |
0 |
- |
|
| VRTS |
Virtus Investment Partner... |
Director |
– • – |
2019-05-15 |
4 |
A |
$117.78 |
$104,000 |
D/D |
883 |
15,405 |
0 |
- |
|
| VRTS |
Virtus Investment Partner... |
Director |
– • – |
2017-05-19 |
4 |
A |
$103.70 |
$97,478 |
D/D |
940 |
13,696 |
0 |
- |
|
| VRTS |
Virtus Investment Partner... |
Director |
– • – |
2012-11-30 |
4 |
S |
$113.16 |
$113,867 |
D/D |
(1,000) |
11,045 |
0 |
- |
|
47 Records found
|
|
Page 1 of 2 |
| |
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 |
| |
|
|
|
|
|
