|
|
|
Insider
Information: |
Schlosstein Ralph |
Relationship: |
Co-CEO/Co-Chairman, Di... |
City: |
New York |
State: |
NY |
|
|
Insider
Summary: |
|
|
|
Companies Owned : |
16 |
|
Direct
Shares |
843,008 |
|
Indirect Shares
|
200,001 |
|
|
Direct
Value |
$533,961,424 |
|
|
Indirect Value
|
$161,542,199 |
|
|
Total
Shares |
1,043,009 |
|
|
Total
Value |
$695,503,623 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
Total
Filings :
|
0
|
11
|
Stock
price went up :
|
0
|
6
|
Stock
price went down : |
0
|
5
|
|
|
|
Gain/Loss Ratio : |
0.0
|
1.2
|
Percentage
Gain/Loss : |
0.0%
|
117.9%
|
|
|
|
|
|
|
Holdings
:
Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold |
|
Blackrock Municipal 2020 Term Tr... |
BKK |
President of the Inves... |
2003-12-03 |
100 |
2003-12-03 |
0 |
Premium* |
|
Blackrock Limited Duration Incom... |
BLW |
President of the Inves... |
2003-12-03 |
100 |
2003-12-03 |
0 |
Premium* |
|
Blackrock Preferred Opportunity ... |
BPP |
President of the Inves... |
2003-12-03 |
100 |
2003-12-03 |
0 |
Premium* |
|
Blackrock Dividend Achievers Trust |
BDV |
President of the Inves... |
2004-01-28 |
100 |
2004-01-28 |
0 |
Premium* |
|
BlackRock Dividend Income Trust |
BQY |
President of the Inv. ... |
2004-06-22 |
100 |
2004-06-22 |
0 |
Premium* |
|
Blackrock Global Floating Rate I... |
BGT |
President of Invest. A... |
2004-10-29 |
100 |
2004-10-29 |
0 |
Premium* |
|
Blackrock Global Energy & Resour... |
BGR |
President of the Inv. ... |
2005-02-17 |
100 |
2005-02-17 |
0 |
Premium* |
|
Blackrock Health Sciences Trust |
BME |
Director |
2005-04-22 |
100 |
2005-04-22 |
0 |
Premium* |
|
Blackrock High Income Shares |
HIS |
President of the Inv. ... |
2005-06-20 |
100 |
2005-06-20 |
0 |
Premium* |
|
Blackrock Global Opportunities E... |
BOE |
President of the Inv. ... |
2005-06-20 |
100 |
2005-06-20 |
0 |
Premium* |
|
Blackrock Enhanced Dividend Achi... |
BDJ |
Chairman, Director |
2006-01-12 |
100 |
2006-01-12 |
0 |
Premium* |
|
BlackRock Inc A |
BLK |
President, Director |
2007-02-14 |
601,934 |
2007-02-14 |
200,000 |
Premium* |
|
BlackRock Real Asset Equity Trust |
BCF |
Director |
2007-01-17 |
100 |
2007-01-17 |
0 |
Premium* |
|
Blackrock Preferred & Equity Adv... |
BTZ |
Director |
2007-01-17 |
100 |
2007-01-17 |
0 |
Premium* |
|
Blackrock Long-Term Municipal Ad... |
BTA |
Director |
2007-01-17 |
100 |
2007-01-17 |
0 |
Premium* |
|
Evercore Partners Inc. |
EVR |
Co-CEO/Co-Chairman, Di... |
2022-02-15 |
239,674 |
2022-02-04 |
1 |
Premium* |
|
|
|
|
|
|
|
|
|
|
Records found :
150 |
Free Registration Required For Full Results. Limit: 25
|
|
Download |
Page 5 of 6
|
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 |
President |
|
2006-12-15 |
4 |
D |
$146.10 |
$920,868 |
D/D |
(6,303) |
660,077 |
0 |
- |
|
EVR |
Evercore Partners Inc. |
President and CEO |
|
2014-02-04 |
4 |
D |
$53.04 |
$955,561 |
D/D |
(18,015) |
1,114,445 |
0 |
- |
|
EVR |
Evercore Partners Inc. |
President and CEO |
|
2016-08-17 |
4 |
S |
$51.22 |
$979,782 |
D/D |
(19,128) |
480,140 |
0 |
- |
|
EVR |
Evercore Partners Inc. |
Co-CEO/Co-Chairman |
|
2021-06-02 |
4 |
S |
$147.04 |
$1,065,305 |
D/D |
(7,245) |
447,530 |
0 |
% |
|
EVR |
Evercore Partners Inc. |
President and CEO |
|
2013-02-27 |
4 |
S |
$39.68 |
$1,133,629 |
D/D |
(28,571) |
1,128,061 |
0 |
- |
|
EVR |
Evercore Partners Inc. |
President and CEO |
|
2016-08-25 |
4 |
S |
$51.02 |
$1,275,555 |
D/D |
(25,000) |
319,928 |
0 |
- |
|
EVR |
Evercore Partners Inc. |
President and CEO |
|
2018-02-02 |
4 |
S |
$100.07 |
$1,280,923 |
I/I |
(12,800) |
62,200 |
0 |
- |
|
EVR |
Evercore Partners Inc. |
President and CEO |
|
2016-08-19 |
4 |
S |
$51.35 |
$1,283,633 |
D/D |
(25,000) |
455,140 |
0 |
- |
|
EVR |
Evercore Partners Inc. |
President and CEO |
|
2016-08-12 |
4 |
S |
$51.35 |
$1,283,715 |
D/D |
(25,000) |
553,514 |
0 |
- |
|
EVR |
Evercore Partners Inc. |
President and CEO |
|
2016-08-10 |
4 |
S |
$52.08 |
$1,302,098 |
D/D |
(25,000) |
593,065 |
0 |
- |
|
EVR |
Evercore Partners Inc. |
President and CEO |
|
2016-08-29 |
4 |
S |
$51.49 |
$1,370,243 |
D/D |
(26,611) |
258,317 |
0 |
- |
|
BLK |
BlackRock Inc A |
President |
|
2007-02-14 |
4 |
S |
$171.03 |
$1,402,703 |
D/D |
(8,200) |
650,935 |
0 |
- |
|
EVR |
Evercore Partners Inc. |
President and CEO |
|
2018-05-03 |
4 |
S |
$101.28 |
$1,416,623 |
D/D |
(13,987) |
128,018 |
0 |
- |
|
EVR |
Evercore Partners Inc. |
President and CEO |
|
2016-08-23 |
4 |
S |
$51.26 |
$1,537,851 |
D/D |
(30,000) |
410,140 |
0 |
- |
|
EVR |
Evercore Partners Inc. |
President and CEO |
|
2020-02-04 |
4 |
D |
$77.91 |
$1,733,542 |
D/D |
(22,252) |
107,450 |
0 |
- |
|
EVR |
Evercore Partners Inc. |
President and CEO |
|
2017-02-07 |
4 |
S |
$79.26 |
$1,794,139 |
D/D |
(22,621) |
79,242 |
0 |
- |
|
EVR |
Evercore Partners Inc. |
President and CEO |
|
2016-08-26 |
4 |
S |
$51.61 |
$1,806,452 |
D/D |
(35,000) |
284,928 |
0 |
- |
|
EVR |
Evercore Partners Inc. |
President and CEO |
|
2016-08-30 |
4 |
S |
$51.44 |
$1,812,766 |
D/D |
(35,238) |
223,079 |
0 |
- |
|
BLK |
BlackRock Inc A |
President |
|
2007-02-13 |
4 |
S |
$170.87 |
$1,960,680 |
D/D |
(11,459) |
650,935 |
0 |
- |
|
EVR |
Evercore Partners Inc. |
President and CEO |
|
2016-08-15 |
4 |
S |
$51.94 |
$1,963,441 |
D/D |
(37,804) |
515,710 |
0 |
- |
|
EVR |
Evercore Partners Inc. |
President and CEO |
|
2019-02-04 |
4 |
D |
$89.27 |
$1,983,847 |
D/D |
(22,222) |
82,533 |
0 |
- |
|
EVR |
Evercore Partners Inc. |
President and CEO |
|
2016-11-28 |
4 |
S |
$66.35 |
$2,009,024 |
D/D |
(30,279) |
183,848 |
0 |
- |
|
EVR |
Evercore Partners Inc. |
President and CEO |
|
2017-02-06 |
4 |
S |
$79.35 |
$2,078,247 |
D/D |
(25,753) |
101,863 |
0 |
- |
|
BLK |
BlackRock Inc A |
President |
|
2006-11-10 |
4 |
S |
$141.00 |
$2,117,813 |
I/I |
(15,000) |
260,000 |
0 |
- |
|
BLK |
BlackRock Inc A |
President |
|
2007-02-13 |
4 |
OE |
$43.31 |
$2,122,313 |
D/D |
49,000 |
699,935 |
0 |
- |
|
150 Records found
|
|
Page 5 of 6 |
|
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 |
|
|
|
|
|
|